Jolene Elizabeth - OBM & Coach

Everything You Need to Know About Working with an Online Business Manager

Running a business can sometimes feel like juggling flaming torches—between client calls, deadlines, team management, and all the tiny tasks that never seem to end, it’s easy to feel stretched thin. If you’ve ever thought, “There has to be a better way to do this,” you’re absolutely right. That’s where an Online Business Manager (OBM) steps in—and let me tell you, the transformation can be life-changing.

Let’s explore what working with an OBM really looks like and how it can help you regain your time, reduce stress, and scale your business.

So, What’s an OBM?

An Online Business Manager is like your business’s operations whisperer. They step in to handle everything behind the scenes, from hiring & managing your team to setting up systems and overseeing projects. It’s not just about ticking off to-do lists; it’s about creating space for you to focus on the parts of your business you actually enjoy.

With an OBM, you can finally stop spending all your time putting out fires and start thinking like a CEO.

Example Transformation #1: From Overwhelm to Organised

Before hiring an OBM, one of my clients, a coach, struggled to keep up with the day-to-day operations of her business. She was constantly chasing clients, managing her team haphazardly, and feeling like she was spinning her wheels instead of making real progress. She said, “I feel like I’m working in my business but never on it.”

Enter the OBM. We set up clear systems for client onboarding, automated parts of her workflow, and established Standard Operating Procedures (SOPs). I also hired a new VA to take on the administrative tasks. Within weeks, she went from feeling overwhelmed to having a streamlined, well-oiled business. Instead of micromanaging, she can focus on growing her brand and serving her clients more deeply. She even carved out extra time for creative projects she had been putting off for years.

What Does an OBM Actually Do?

Here’s a quick peek at what an OBM can take off your plate:

  1. Project Management: Got a big launch or new product? Your OBM will handle the logistics, timelines, and team coordination so you can show up stress-free and ready to shine.
  2. Team Management: If you have a team (even just a VA or two), your OBM will ensure everyone is on task, deadlines are met, and communication flows smoothly.
  3. Systems & Automation: OBMs love efficiency. They’ll set up the right tools and automations—think client onboarding, content scheduling, and payment processing—so everything runs like clockwork without you lifting a finger.
  4. Operations & Procedures: It might not sound exciting, but creating SOPs can save you countless hours down the road. Your OBM ensures that everything is documented and streamlined, which means you’re not the only one who knows how to get things done.
  5. Launch & Event Management: Launching something new? Your OBM will have every detail handled, from the tech setup to scheduling content and managing your team, so your launch goes off without a hitch.
  6. Metrics & Reporting: Numbers matter. Your OBM will track key metrics, generate reports, and help you make informed decisions that drive growth—without you getting lost in the data.

Example Transformation #2: Scaling with Ease

Another client, a digital course creator, was ready to scale her business but had no idea how to manage the influx of customers or the increased workload. Everything was done manually, and client management tasks were being missed. She said, “I want to grow, but I’m terrified that I’ll burn out in the process.”

Together, we implemented systems that automated her course enrollment and payment processes & streamlined her client management processes. The best part? She no longer felt she had to sacrifice her personal life to grow her business. She even started taking weekends off—guilt-free!

Why Should You Hire an OBM?

Bringing in an OBM is like giving your business a reset button. Here’s what hiring an OBM can do for you:

  • Time Freedom: Imagine what you could do with the hours you spend on admin tasks, managing the team, or chasing deadlines. Your OBM gives you that time back so you can focus on the high-level work that only you can do.
  • Business Growth: Ready to scale but not sure how? An OBM helps set up systems and manage the workload so you can take on more clients, projects, or sales without feeling overwhelmed.
  • Stress Reduction: Stop the late-night panics. An OBM takes the stress off your plate by managing the backend of your business, giving you room to breathe (and maybe even take that vacation you’ve been dreaming about).
  • Stronger Team: If you’ve got a team but they’re not working efficiently, your OBM will get everyone aligned and productive, making sure tasks are delegated properly and communication flows.

Example Transformation #3: Turning Chaos into Calm

One of my clients was a creative entrepreneur juggling way too many tasks. She was trying to wear all the hats—content creation, client management, marketing, admin—and was on the brink of burnout. She reached out to me, saying, “I love what I do, but I’m drowning in all the other stuff.”

I helped prioritise her workload and set up automated processes for things like invoicing and client follow-ups. Within a few months, she went from working 60-hour weeks to having a structured, manageable schedule that allowed her to focus on the parts of the business she loved most—without feeling exhausted all the time. Yes, please!

What to Expect When You Work with an OBM

When you bring an OBM into your business, it’s a collaborative, hands-on partnership. Here’s what you can expect:

  1. Onboarding & Business Review: Your OBM will take a deep dive into your business operations to understand where things are working—and where they aren’t. This sets the stage for everything they’ll do moving forward.
  2. Regular Communication: No more wondering if things are getting done. Your OBM will keep you updated with regular check-ins and status reports, so you’re always in the loop without having to manage it all yourself.
  3. Strategic Planning: Your OBM will work with you to map out a plan for your business growth. Together, you’ll identify the key projects and strategies that will take your business to the next level.
  4. Execution & Delegation: Once the strategy is set, your OBM will manage the execution. They’ll delegate tasks to your team (or handle them themselves) so you can step back and focus on what matters most.
  5. Proactive Problem Solving: OBMs have a knack for spotting potential issues before they become big problems. They’ll troubleshoot and course-correct, ensuring everything keeps running smoothly.

Finding the Right OBM for Your Business

Finding the right OBM is key to making sure your business thrives. Look for someone who has experience in your industry, communicates well, and has the ability to take ownership of your operations. Be sure to ask for testimonials or case studies to get a sense of how they’ve helped other businesses grow.

Working with an OBM can be the missing piece you need to finally scale your business without sacrificing your sanity. From setting up systems to managing your team, they bring clarity and structure to your operations so you can focus on your passion and long-term vision.

If you’re ready to stop juggling and start thriving, it might be time to bring in an OBM. Curious if it’s the right fit for you? Let’s chat!

Looking for guidance, support, and streamlined systems for your business? Check out my OBM services designed for coaches and consultants who want to simplify and scale and make a bigger impact without sacrificing your time and energy.

You Might Also Like

8 Steps to Find Clarity and Finally Move Your Business Forward When You’re Feeling Stuck

If you’re stuck in decision paralysis—juggling too many ideas, too many directions, and too much pressure to make the “perfect” choice—this one’s for you. In this blog, we’ll tackle the overwhelm, reconnect you with your big-picture vision, and help you focus on what really matters. With actionable steps, a dash of embodiment, and a sprinkle of wit, you’ll go from stuck to unstoppable in no time. Ready to turn confusion into clarity and start making aligned progress? Let’s do this.

read more

How Dubsado Transformed My Online Business

Discover how Dubsado can streamline your client management and onboarding process, saving you up to 20 hours a week. Learn how this all-in-one CRM can transform your business efficiency and enhance client relationships.

read more

MASTER YOUR

Signature Client Experience 

Transform your client experience from “just okay” to “absolutely amazing”!

I’ve put together my personal onboarding and offboarding steps, along with the tools that have made a real impact in my business. Whether you’re a seasoned pro or just starting out, this checklist is exactly what you need to keep your clients coming back for more. Don’t miss out—grab it now!