Book a call

Our Signature Service

OBM Retainer

For scaling online business owners who are done managing their own operations

What’s included

Systems & Automations

Building the systems and automations your business runs on, like replay uploads, client newsletters, and vacation reminders.

Systems & Automations

Building the systems and automations your business runs on, like replay uploads, client newsletters, and vacation reminders.

Systems & Automations

Building the systems and automations your business runs on, like replay uploads, client newsletters, and vacation reminders.

Direct Collaboration

Working with you one-on-one through weekly check-ins, with live or async support in between, so you’re always in the loop.

Direct Collaboration

Working with you one-on-one through weekly check-ins, with live or async support in between, so you’re always in the loop.

Direct Collaboration

Working with you one-on-one through weekly check-ins, with live or async support in between, so you’re always in the loop.

Project Management

Moving every project forward by leading team meetings, assigning tasks in ClickUp, managing the team calendar, and keeping SOPs current.

Project Management

Moving every project forward by leading team meetings, assigning tasks in ClickUp, managing the team calendar, and keeping SOPs current.

Project Management

Moving every project forward by leading team meetings, assigning tasks in ClickUp, managing the team calendar, and keeping SOPs current.

Client Operations

Running the day-to-day for your group programs and 1:1 clients, from inboxes and calendars to curriculum uploads and offboarding.

Client Operations

Running the day-to-day for your group programs and 1:1 clients, from inboxes and calendars to curriculum uploads and offboarding.

Client Operations

Running the day-to-day for your group programs and 1:1 clients, from inboxes and calendars to curriculum uploads and offboarding.

Ongoing Maintenance

Keeping everything we build running smoothly, from troubleshooting Zaps and Airtable bases to streamlining automations over time.

Ongoing Maintenance

Keeping everything we build running smoothly, from troubleshooting Zaps and Airtable bases to streamlining automations over time.

Ongoing Maintenance

Keeping everything we build running smoothly, from troubleshooting Zaps and Airtable bases to streamlining automations over time.

Marketing & Content

Getting you in front of new audiences through podcast and speaking outreach, plus curating, repurposing, and scheduling your content.

Marketing & Content

Getting you in front of new audiences through podcast and speaking outreach, plus curating, repurposing, and scheduling your content.

Marketing & Content

Getting you in front of new audiences through podcast and speaking outreach, plus curating, repurposing, and scheduling your content.

The investment

How much support does your business need?

Every retainer includes the same services. The difference is time and workload.

Up to 20 hours per month

1-2 active projects at a time

lighter implementation needs

1-2 launches per year

$1,500/mo

Up to 40 hours per month

3+ active projects at a time

heavier implementation needs

3+ launches per year

$3,000/mo

Up to 20 hours per month

1-2 active projects at a time

lighter implementation needs

1-2 launches per year

$1,500/mo

Up to 40 hours per month

3+ active projects at a time

heavier implementation needs

3+ launches per year

$3,000/mo

The investment

How much support does your business need?

Every retainer includes the same services. The difference is time and workload.

The investment

How much support does your business need?

Every retainer includes the same services. The difference is time and workload.

Up to 20 hours per month

1-2 active projects at a time

lighter implementation needs

1-2 launches per year

$1,500/mo

Up to 40 hours per month

3+ active projects at a time

heavier implementation needs

3+ launches per year

$3,000/mo

What to Expect

The First 12 Weeks

Our OBM retainer starts with a structured onboarding phase, followed by ongoing operations scoped to exactly what your
business needs.

Before week 1
Book a call
When you're ready, you can book a call to clarify any questions and confirm if we’re a good fit to work together.
Weeks 1-2
Onboarding
We get fully situated in your business: auditing your systems, accessing your tools and team, and mapping how work currently moves.
End of week 2
Roadmap
With our roadmap, we'll align with your priorities and make sure that projects are being managed while recurring tasks are being completed.
Weeks 3-12
Ongoing Operations
We implement the roadmap and take ownership of the day-to-day. As your business evolves, we manage active workflows, adjust systems as needed, and keep documentation and SOPs up to date.

Before week 1
Book a call
When you're ready, you can book a call to clarify any questions and confirm if we’re a good fit to work together.
Weeks 1-2
Onboarding
We get fully situated in your business: auditing your systems, accessing your tools and team, and mapping how work currently moves.
End of week 2
Roadmap
With our roadmap, we'll align with your priorities and make sure that projects are being managed while recurring tasks are being completed.
Weeks 3-12
Ongoing Operations
We implement the roadmap and take ownership of the day-to-day. As your business evolves, we manage active workflows, adjust systems as needed, and keep documentation and SOPs up to date.

Before week 1
Book a call
When you're ready, you can book a call to clarify any questions and confirm if we’re a good fit to work together.
Weeks 1-2
Onboarding
We get fully situated in your business: auditing your systems, accessing your tools and team, and mapping how work currently moves.
End of week 2
Roadmap
With our roadmap, we'll align with your priorities and make sure that projects are being managed while recurring tasks are being completed.
Weeks 3-12
Ongoing Operations
We implement the roadmap and take ownership of the day-to-day. As your business evolves, we manage active workflows, adjust systems as needed, and keep documentation and SOPs up to date.