WORK WITH ME:
OBM PACKAGES & SERVICES
Looking for a trusted Online Business Manager (OBM) to help you scale your purpose-driven business? I provide OBM services for small businesses, creatives, coaches, and consultants — including CRM setup, Dubsado workflows, client onboarding systems, team and project management, and systems strategy. Whether you need a Dubsado expert, a CRM consultant, or a fractional OBM to help you grow sustainably, I’ve got you covered.

The Breakthrough Strategy Session
Your business deserves more flow and less chaos.
If you’re feeling stuck, spinning your wheels, or unsure which next step will actually move the needle, this 90-minute strategy call is your opportunity to reset. We’ll map out your top business goals for the next three months, audit your processes, tech stack, KPIs, and metrics, and identify what’s working, what needs improving, and what to ditch altogether.
You’ll walk away with:
-
Actionable strategies you can implement immediately
-
A clear plan to streamline operations and boost performance
-
A focussed, strategic plan and the motivation to lead with confidence
What’s included:
-
90-minute strategy session
-
Custom 3-month action plan delivered within 7 days
-
2 weeks of follow-up email support
Investment: $520
What’s included:
-
Kickoff strategy call to align goals and priorities
-
Ongoing project management & team oversight
-
Systems management & process optimisation
-
Monthly strategy sessions & quarterly reviews
-
Metrics tracking so you know what’s driving results
Starting from: $1,300/month
Commitment: 3-month minimum
Full Service OBm Retainer
Organized, optimized, and on track for growth.
For entrepreneurs who want to focus on high-level growth while I handle the operations, this is the ultimate “second brain” service. As your Online Business Manager, I’ll run the day-to-day so you can lead, create, and scale without burnout.
Custom Projects
Done-for-you system builds for a smoother, smarter business.
If you’re not ready for ongoing OBM support but you need a big operational win, my custom project packages deliver. I’ll design and implement a complete system tailored to your needs - from client onboarding flows to project management setups - so you can stop patching processes and start running your business with confidence.
Popular project options:
-
Dubsado setup & workflow automation
-
ClickUp or Trello project management build-out
-
CRM setup & optimisation for small businesses
-
Client onboarding system design
-
Team hiring procedures and workflows
-
SOP (Standard Operating Procedure) development
Starting from: $650
Timeline and final investment depend on scope

WHAT CAN YOU EXPECT AFTER WORKING WITH ME?
A clear understanding of what’s working in your business and what’s not.
Documented systems and workflows that reduce errors and increase efficiency.
A team that knows what to do, when to do it, and why it matters.
Less time in the weeds, more time leading, creating, and breathing again.
STRAIGHT TALK & SMART STRATEGIES