Strategize. Grow. Scale.
Custom OBM & PM Retainer Services
As your in house OBM (online business manager) or PM (project manager) we will be working with you, directly in your business giving it care and attention just like you do. These services are white glove custom packages designed around your specific needs. With retainer services we:
80% of marketing automation users see increased leads, and 77% see increased conversions. (Instapage)
What do OBMs do? STRATEGIZE,AUDIT,IMPLEMENT,AUTOMATE,SUPPORT,SCALE,STREAMLINE
Breakthrough Strategy Session
This is where we begin our work together. We’ll assess what’s working and what’s not. We’ll Identify blockers that are hindering your efficiency. This session is a 90 minute call and delivery of a 90 day action plan that will give you the tools you need to meet your goals (plus a week of follow up email support). In a session we:
READY TO BOOK?
Schedule your Breakthrough Strategy Session Today
Investment: $495
WHO NEEDS THIS?
- Clients who wish they had more time to put back into their business or improve their work/life balance.
- Creatives, Technical Experts, or other entrepreneurs who are spending more time on trying to get to an organized and efficient place, than what they actually started their businesses to do.
- Clients with a goal or goals that they are procrastinating working towards because they haven’t decided how to tackle it.
- Clients who need support in identifying their goals for the next 90 days.
- Someone doing $20/hour tasks instead of CEO work.
- Someone regularly spending time searching for files or SOPs that are saved all over the place.
- Someone feeling overwhelmed and wishing that their business could run more like a well oiled machine.
What do OBMs do? STRATEGIZE,AUDIT,IMPLEMENT,AUTOMATE,SUPPORT,SCALE,STREAMLINE
VIP Days
Does a Breakthrough Session sound interesting, but you need something more? Something a bit more specific and concentrated…a “done-for-you” experience? Exclusive expert execution. We offer custom VIP Day Sessions that give you just that. This is a high level VIP service, where you get what you need, done within your VIP day time window.
We are currently offering 2 types of VIP Days:
ClickUp Cleanup: READY TO APPLY?
ClickUp Cleanup Day Includes:
- 90 Minute Kick-off Call
- An audit of your folder structure, automations, integrations, and usage
- Rebuild/Cleanup based on the current system and framework in place
- Up to 2 new dashboards
- Up to 5 new templates
- Up to 5 new automations
- Up to 5 training videos
- Written SOP (using our template) of any new processes created for you during the VIP Day
- 60 Minute Delivery Call
- 2 weeks of post VIP Day support
*Note that all copy must be provided by the client in final form
Investment: Starting at $1,800
WHO NEEDS THIS?
- A solopreneur or team that is using ClickUp, but feels that they are not taking advantage of its full potential to manage and grow their business.
- A busy business owner who wishes they had a project manager to set up and optimize their ClickUp and the process that goes along with it.
- A business owner who is procrastinating utilizing features of the system because they “don’t have the time.” AKA you’re in the endless cycle of not using ClickUp because you don’t have the time, but you really don’t have the time BECAUSE you’re not using ClickUp.
- Anyone feeling like using ClickUp is a chore rather than a major time saver.
ClinicSense Cleanup: READY TO APPLY?
- 90 Minute Kick-off Call
- An audit of your practice’s forms, scheduling, SOAP notes, payments, marketing tools and usage
- Rebuild/Cleanup based on the current system and framework in place
- Up to 5 training videos
- Up to 3 new forms or notes templates
- Written SOP (using our template) of any new process or usage created for you during the VIP Day
- 60 Minute Delivery Call
- 2 weeks of post VIP Day support
*Note that all copy must be provided by the client in final form
Investment: Starting at $1,800
WHO NEEDS THIS?
- Health and Wellness practitioners (chiropractors, massage therapists, physical therapists, occupational therapists, etc.) who have a ClinicSense plan and feel that they are not taking advantage of its full potential to manage and grow their practice.
- The platform handles charting, forms, scheduling, financials, reporting, gift certificates, and marketing. You may be using a few of its capabilities, but know there is more that it could do for you if you could just get it set up.
- You, if you feel like ClinicSense is currently more like a chore than a time saver.
Still have questions? Check out our FAQs:
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