OBM Retainer

Ugo Amaechi

(0)

Starting at

100

/hr

About this service

Summary

I offer a strategic partnership to visionary small business owners such as Coaches, Creatives, Consultants, etc, where they get their time back to focus on the revenue-generating activities in their business while I manage the backend operations of their business (Planning, team, launch/project & systems management).

My forte lies in recognizing and celebrating the singular qualities that make your business truly special. With meticulous care, I curate bespoke systems and strategies designed to nurture and propel your growth.

Process

When I get an inquiry from you, I process to do research on your company to better understand it and then if we are a good fit, I then send you a link for our clarity call.

After the Clarity call, I follow up with an email with a Proposal, Contract and invoice.

Once the Proposal is approved, Contact signed, and invoice paid, it is the official.

I send out an email with a link to book your onboarding call, your welcome pack, and a form (onboarding questionnaire) to fill.

I will then add you to my project management tool, where you will be able to see our deliverables, timeline, etc.

What's included

Overview of your company or business.
I support visionary small business owners such as Coaches, Creatives, Consultants, etc, to get back time to focus on the needle-moving aspects of their business by managing the daily operations (systems, project/launch, team) of their business.
Systems, team, operations and project/management.
* OBM Retainer Service: → Strategy sessions with CEO → Quarterly planning with CEO → Team mgmt → Launch/project mgmt → Systems & operations mgmt * DFY Systems Setup and Automation Services: → Implementation and migration of project mgmt tools (e.g ClickUp,) → Setup of CRM platforms (e.g., Dubsado, etc) → Configuration of email marketing tools (e.g., ConvertKit, MailerLite) *Other Services: → Virtual assistance (admin/tech) → Membership site set up → Lead magnet creation → SOPs documentation → Sales funnel building → Course creation
Tools
Dubsado, ClickUp, ConvertKit, etc

Skills and tools

Virtual Assistant

Digital Marketing Specialist

OBM Retainer