Strategic Support for Business Owners Ready to Scale
You’ve built something powerful. But the more your business grows, the more your backend demands attention and pulls you away from the work that actually moves the needle. Whether you’re launching a new offer, hiring your first (or fifth) team member, or trying to clean up tech chaos, I provide strategic OBM services tailored to help you lead like a CEO.
Here are the core ways we can work together to streamline your systems, scale your offers, and regain your time.
Breakthrough Strategy Session
Investment: $697
Duration: 90-minute Zoom session + 30-minute follow-up
Deliverable: 90-Day Action Plan delivered within 7 business days
This high-impact session is built for pivotal moments when you’re scaling your offers, managing team growth, prepping for a launch, or simply craving more clarity in your backend operations.
Here’s what you’ll get:
- Comprehensive Business Audit – Review of systems, team structure, and workflows to pinpoint friction points
- Targeted Insight on Operational Gaps – Strategic advice and clarity on what’s broken and how to fix it
- Tech + Platform Recommendations – Get clear guidance on the tools you should keep, upgrade, or eliminate
- Custom 90-Day Action Plan – Step-by-step roadmap with actionable priorities based on your business goals
- 1 Week Email Support – One week of email support following the delivery of your action plan
OBM Retainer Package: Strategic Operations Partnership
Investment: Starting at $2,000/month (20 hours/month)
Commitment: 3-month minimum
This is your full-scope OBM solution ideal entrepreneurs who are scaling their offers, launching, working with a team and need high-level operational leadership.
What’s Included:
- Project Management: Oversee and coordinate launches, funnel builds, course updates, and strategic initiatives.
- Systems Building & SOP Development: Build and document workflows that support efficiency, team clarity, and long-term growth.
- Metric Monitoring & Analysis: Track KPIs and data trends to drive decisions and measure performance.
- Team Management: Lead internal communication, manage responsibilities, and ensure the right people are focused on the right priorities.
- Client Experience Oversight: Optimize onboarding, support, and delivery systems for smooth and consistent client interactions.
- Launch Management: Handle backend operations, timeline tracking, and task delegation for seamless live or evergreen launches.
- Bi – Weekly CEO Meetings: Stay aligned, make strategic decisions, and keep momentum moving.
- Weekly Progress Reports: Transparent updates on what’s been accomplished, what’s in motion, and what’s next.
Automations Audit
Investment: $597
Includes: Audit, 30-day Action Plan, and implementation guidance (optional add-on)
You know your systems could be working smarter—but you don’t have time to figure out where to start. This audit is designed to uncover the inefficiencies, manual work, and bottlenecks that are slowing you down.
We’ll look at up to 3 key areas, such as:
- Email marketing & nurture sequences
- Student onboarding and delivery systems
- Payment workflows & checkout automation
What You’ll Receive:
- Pre-Audit Intake Form – So I understand your current tech stack and workflows
- Full Audit Report – A PDF summary of what’s working, what’s broken, and what to improve
- Custom 30-Day Action Plan – Prioritized tasks for system cleanup or team delegation
- Optional Implementation Support – Available if you’d like help putting the plan into action