OBM Retainer Services

Hit reset on your business + slay your goals at the same time.

You’ll reach new heights with my quarterly planning, monthly strategy, project management, task delegation, & client communication.

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Strap in for the ride

Because with an OBM on your side, you’ll have a one-way ticket to destination success. I’ll swoop in to help you manage your team, connect with clients, run your programs or services, plan out launches, and reach your biggest goals.

Does This Sound Like You?

✔️ You're trying to grow and scale your business, but that only results in you doing all the things in your business. Hello Burnout Central.
✔️ People are lining up to work with you, but you have no idea how many projects you can take on or if you even have the bandwidth to take on another project.
✔️ You're considering expanding your team, or you've recently started growing it but managing them is beginning to feel like more work. Maybe it's that your processes aren't dialed in, or your SOPs aren't fleshed out (or don't exist at all) or your backend systems need to be more cohesive.
✔️ Your client communication is suffering because you're not able to split your time between DOING the work and REPORTING on the work.
✔️ You're a designer who does all the things in your business and you need a high-level, strategic partner by your side.
✔️ You’re too busy with business ops tasks and find it difficult to focus on your creative projects, which often feel scattered and dragged out.

I’m ready for a change

The Process

Prep + Plan

First up is our Strategy Session, when we’ll have a heart-to-heart about your business dreams and goals, and get down to the nitty-gritty about what’s working and what needs to be parked. We’ll also create a vision for where you want your business to go + sort out your team and projects.

Prioritize

Based on what we discussed during our Strategy Session, I’ll whip up an Action Plan that’ll highlight which projects and programs we should focus on each month.

Produce

Armed with our Action Plan, I'll dive right in, keeping you in the loop every step of the way. We'll set up your project hub, create easy-peasy procedures, and tidy up your content and assets. With our big goals in mind, our action plan ready to roll, and everything neatly organized, we're set to make your business run like a well-oiled machine.

Provide

With weekly calls, our own Slack channel, and working in 2-week sprints, we’ll never miss a beat in managing your goals and making sure everything stays on track.

The Package:

In three months, I will audit your business and systems and build a foundation for you to grow and scale.
You’ll also get 1-on-1 Slack Support and Weekly calls.

Every package includes the following two services:

OPERATIONS SUPPORT + MANAGEMENT

I’ll create Zapier automation to better streamline and automate business functions + SOPs (statements-of-procedures), in-depth video walkthroughs, and guides on how to use your tech platforms.

PROJECT MANAGEMENT

You can let your hair down knowing that your projects, Project Management System, and launches are my priorities. I’ll create project timelines, make sure projects stay on track, and communicate deadlines and deliverables.

You can choose up to two other services to add to your package:

CRM SETUP + WORKFLOWS

It’s time to get your workflow on! I’ll build these automation powerhouses in your CRM system of choice, (though imo, HoneyBook and Dubsado are the best).

PM SETUP + TEMPLATES

I’ll get your project management system up and running, which will serve as a Hub for your team to work and a place to map out all of your business operations and large-scale projects.

TEAM MANAGEMENT/HIRING

Whether you've got a team already, or you're on the hunt for the perfect teammates, I'll take charge, managing them to handle your big projects and daily tasks.

EMAIL MARKETING SUPPORT

Arguably one of the most important (and time-consuming) parts of your business, we’ll devise an email marketing plan and take action on it. I’ll build your landing pages, forms, email sequences, and much more to maximize your efforts on your platform. Does not include copywriting.

SOCIAL MEDIA MANAGEMENT

Let me handle the scheduling, tagging, reviews, and more, taking the entire process off your plate. With an eye for detail, I’ll ensure your posts are strategically planned and executed, allowing you to focus on your business's core operations. Does not include content creation.

MEMBERSHIP MANAGEMENT

I’ll handle the intricacies of membership logistics, from onboarding to renewal, ensuring a seamless and organized process. From database maintenance to communication strategies, let me take care of the administrative tasks, allowing you to focus on fostering a thriving community.

LAUNCH MANAGEMENT

Launch Management services streamline the online debut of your product or service. We’ll leverage social media and email assistance to ensure a successful launch, allowing you to focus on your business while we handle the details.

Don’t see what you need listed or want to include more to your package, let’s talk!

Invest In Your Business

To get started, I’ll need our strategy meeting to happen first. Knowing that, I won’t count that time as part of your 3-month retainer.

$1875 a month

Let's Talk

"It's such a nice feeling to know that in a few hours, your systems will be transformed."

“Kelli is a rockstar – not only a super talented designer who knows how to make things look great visually, but the more analytical side of her brain makes them work seamlessly in the best way possible. It is such a nice feeling on your VIP Day to know that in just a few hours, your systems will be transformed, without having to do it yourself.”
Clare Lewis - Clare Concept
"This is an important investment that will pay off EVERY time."

“I'm looking forward to getting more of my time back, now that I have automated (and beautiful!) workflows in place. I'm also excited that my clients will get an amazing experience throughout their journey with me. If clients are at the heart of your business, you need to have a great client experience in place! This is an important investment that will pay off.”
Nicole Kepic, Nicole Kepic Copywriting
"I 100% feel confident with my client workflows going forward"

If you're looking for someone to help automate your shiznat and provide some ease in your onboarding / offboarding, AND you use Dubsado then Kelli is totes your girl! Before working with her, I didn’t have any workflows set up or a lead capture form, and I had zero automation. I 100% feel confident with my client workflows going forward.
Carly Kewley - CK Design
“With Kelli’s help, my client workflow runs on autopilot."

“....[Kelli was] so organized and put my mind at ease about how [she was] going to accomplish everything, and the templates [she was] going to provide made my life easier. That Kelli is freaking amazing. At the end of the day, you'll have everything you'll ever need to have a seamless lead and client experience, which makes your business look professional. ”
Latesha Lynch - The Business Branding Academy

Frequently Asked Questions

What's the difference between an OBM and VA?

An Online Business Manager (OBM) is like the conductor of your business orchestra, focusing on strategic management and growth. On the other hand, a Virtual Assistant (VA) is more akin to a skilled instrumentalist, handling specific tasks and providing administrative support. While a VA excels in executing individual assignments, an OBM oversees the broader picture, ensuring seamless operations and driving the overall success of your business. Think of it as the difference between managing the show and playing a key role in the ensemble.

Do you work on a month to month basis or do you require a retainer?

I require a three month commitment to get started on all of my projects. The transformation I provide needs some time to get started and requires time to be completed.

What happens after our contract ends? Can I stay in as a client?

After your 3 month contract ends, you can continue with another 3-month or longer retainer for a lower cost for 20 hours of support with me maintaining the systems and processes I created for you.

How long will the pre-work take me?

All of the homework will take about 3-4 hours to complete, but you'll have a few weeks to complete everything.

Can I add new or more services to my retainer?

Sure you can. However, the services you choose may affect your monthly fee. Let’s discuss it and see what we can do.

What systems and platforms are you knowledgeable in?

Quite a few, here's a full list for you.

Email: Flodesk, ConvertKit, Active Campaign

Client Management Systems: HoneyBook, Dubsado, 17 Hats, Bonsai

Project Management Systems: Asana, ClickUp, Trello, Airtable

Website Platforms: SquareSpace, Wix, Showit

Scheduling: Calendly, Acuity

Social Media Management: Planoly, Later , Canva

Payment Processing: Stripe, Square, Thrivecart

I don't see a program/system I used listed. Are you willing to learn a new software?

Of course! Systems are my specialty so I can easily learn how to use a system or platform you have that is working very well for your business. But, if you currently use 10 systems (and I haven't been able to talk you down to 6) and I only know 3 of them, then I may not be the right OBM for you.