Course curriculum

  • 1

    WELCOME! Watch me First!

    • WELCOME!!!! {WATCH ME FIRST}

    • THE HABITUAL OBM WORKBOOK {DOWNLOAD ME}

  • 2

    The CEO Mindset

    • Your Definition Of Winning

    • Expectations and The Process

    • Loving The Work

    • The Joy in Serving Others

    • No Fear In Rejection

    • How to Talk About Your Business

    • NOT Today Negativity!

    • You ARE a CEO!

  • 3

    What is an OBM?

    • The Difference Between VA & OBM

    • Traditional Background of an OBM

    • A Practical Look: Tasks for VA's and OBM's

    • You've Been PROMOTED!!

    • 3 Steps to Transition from VA to OBM
  • 4

    Creating a Legacy

    • Create a Legacy

    • Choose a Business Name

    • All Things Contracts
  • 5

    Bookkeeping - Guest Expert with Jessica Hutchins!

    • Meet Our Guest Expert - Jess Hutchins!

    • Bookkeeper Vs. Accountant

    • What is the Profit First Method?

    • Can Every Bookkeeper Implement the PFM?

    • 4 Practical Steps to Implement PFM

    • Where Business Owners Overspend

    • Investment to Hire a Bookkeeper

    • Technology to Support Your Financial Books

    • Dubsado and Payment Processors

    • How to Start Bookkeeping on the Right Foot

    • Benefits of Hiring a Bookkeeper as an OBM
  • 6

    Taxes - Guest Expert Megan Hernandez

    • Welcome to Tax Savvy Pros

    • Tax Savvy Pros
  • 7

    Services and Packages

    • 1st Step: Know Yourself

    • Who Do You Want To Work With?

    • How and When To Niche

    • You Don't Have to Be All The Things

    • Standard OBM Services Suite

    • How to Price Your Services & Packages
  • 8

    Your Social Presence

    • Position Yourself as a Leader

    • The Tried and True Platforms

    • Content and Mapping

    • The Power of Aesthetics

    • The Power Of Your Website
  • 9

    Discovery Calls!

    • The Ideal First Client

    • Get The Discovery Call

    • Part 1: Audit and Preparation

    • Part 2: Conduct the Discovery Call

    • Part 3: After the Discovery Call
  • 10

    I'd love your feedback!

    • Halfway Check In!

  • 11

    The Client Onboarding Experience

    • After the Signed Proposal

    • Prep Before the Kickoff Call

    • Killer Kickoff Call
  • 12

    The First 90 Days!

    • The Impact of the First 90 Days

    • The first Month

    • The Second Month

    • The Third Month
  • 13

    OBM Best Practices

    • OBM Best Practices

    • Time Tracking and Billing

    • Friday Weekly Recaps

    • Taking Time Away

    • Check-Ins and Testimonials
  • 14

    Team Management

    • Passion for Managing Teams

    • How to Position Your Role in the Company

    • How to Gain the Trust of a Team

    • Micromanager vs. Empowerment

    • Top 8 Practices for Great Team Meetings

    • Team Manager = Team Trainer
  • 15

    Project Management

    • How to Pick a PM Tool for Your Client

    • The Five Stages of the Project Life Cycle

    • 7 Ways to Identify Risks to a Project

    • Track Project Progress

    • Interpersonal Skills and Relationships

    • How This Translates as an OBM
  • 16

    Executive Recruiter

    • The Power and Importance of Recruitment

    • Recruitment Intake Form

    • Recruitment Strategy Plan

    • Paid and Free Recruitment Tools

    • During the Interview

    • KPI's and Metrics
  • 17

    Standard Operating Procedures

    • What is an SOP?

    • When to Make an SOP?

    • Most Commons SOP's

    • What Format to make an SOP

    • The Process to Make an SOP

    • Updating SOP's
  • 18

    My Favorite Tech Stack

    • My Favorite Tech Stack