1 | Discovery Call

This 30-minute introductory call helped us learn where you are in your business — where things are working, where support is needed, and what your vision for growth looks like. It gave us the chance to get to know each other and assess whether strategic operations support was the right next step.

Based on our discovery call, our agency sent you a custom proposal and suggested the right Online Business Management package for you. The proposal included our rough insights, pinpointed potential projects, and included next-step recommendations.

2 | Breakthrough Strategy Session

This one-time, 90-minute strategic planning session marked the official start of our working relationship. During this call, we took time to lay everything on the table and identified which areas of your business needed improvement, how your team and projects could be better supported, and what systems needed to be built or optimized to help your business run more smoothly.

It was also an opportunity for us to evaluate your needs, your team dynamics, and your overall business structure, so we can move forward with clarity and alignment.

Following the session, you received a customized 90-Day Plan outlining your operational priorities and key areas of focus. We then reviewed that plan together on a follow-up call to confirm what my OBM team will support during our partnership, ensuring we’re aligned on direction, scope, and next steps.

3 | Deep Dive Audit

In the first two weeks of our work together, we’ll conduct a full audit of your backend systems, communication flows, tools, and operational processes. This is a focused period of hands-on analysis designed to help us execute your 90-Day Plan as effectively and efficiently as possible.

As part of this audit, we’ll complete a full internal systems and process review, along with a team audit to understand how responsibilities are currently distributed. You and your team will also complete a time tracking exercise to help us get a clear picture of where time and energy are currently going.

During this time, we’ll request files, tool and password access, and begin documenting what needs to be cleaned up, restructured, or built out. Because your 90-day priorities are already locked in, implementation will begin immediately, with the audit allowing us to fine-tune systems and workflows as we go.

4 | First 90 Days

Once the audit is complete, we move into focused implementation. This includes system design, process development, backend optimization, and team support. We’ll begin with the most critical priorities outlined in your 90-day plan — the ones that will create immediate clarity or reduce the biggest friction points.

Throughout this phase, you’ll see steady progress and system buildout designed to support long-term scalability, not just short-term relief.

5 | Ongoing Task & System Management

As we gain traction, we’ll begin developing Standard Operating Procedures (SOPs), role-based documentation, and recurring workflows that reduce your day-to-day involvement. These SOPs empower your team to execute consistently and independently.

Where relevant, we may also support task management systems, launch planning, content workflows, or other backend infrastructure based on your business model and needs. This is the stage where your business starts running in alignment with how you think, freeing up your time, focus, and energy to lead.