Success Guide for Your First 90 Days with a New OBM

An OBM (Online Business Manager) is your strategic partner, dedicated to helping you achieve the next level of growth by taking you out of the day-to-day operations. Together, you’ll focus on turning your big-picture goals into reality.

Your OBM will help you lay a strong foundation for your business by:

  • Establishing quarterly planning habits: Ensuring that you and your team are always aligned with clear goals and objectives—no more running your business on the fly.
  • Working with your team: Ensuring the right people are in the right roles, empowering everyone to perform at their best
  • Streamlining operations: Documenting processes and creating systems to enable efficient and effective work.
  • Driving progress: Your OBM will focus on moving the business forward and making steady progress toward established goals.
  • Clearing your plate: Freeing you up to focus on CEO-level activities and business growth, rather than getting bogged down in day-to-day operations.  

What to Expect in the First 90 Days of Working with Your OBM

To ensure a successful partnership with your OBM, here are a few tips for navigating the first 90 days:

1. Cast the Vision

As CEO, it’s essential that you clearly communicate your vision and long-term goals. Your OBM will create a 90-day plan and steer the team in the right direction, but they need to know where you want to go to get you there.

2. Give Them Time to Learn Your Business

Your OBM is already equipped to manage a business, but they need time to learn the ins and outs of your specific business. Make space for onboarding and give them time to understand your processes, team dynamics, and goals.

3. Manage Expectations

An OBM isn’t a magic fix for all your business challenges overnight. You’ll need to agree on the top three priorities for the first 90 days and give your OBM the time to work through them—likely at a pace slower than you might expect, as they’re still learning your business.

You can get everything you want, just not all at once!

4. Set Clear Expectations

Be upfront about what success looks like for you. The clearer you are about your goals and expectations, the more likely your OBM will deliver the results you’re looking for.

5. Over-Communicate Early On

In the beginning, expect a bit of extra communication as you both learn each other’s styles and build trust. It’s normal to have more back-and-forth until you’re fully aligned.

6. Be Ready to Let Go

OBMs are leaders, not followers. Be prepared for your OBM to take charge of projects and relieve you of tasks. That’s exactly what they’re trained to do and what your business needs from them.

7. Embrace Different Approaches

Your OBM won’t think or operate exactly as you do—and that’s a good thing. Let go of the need for things to be done exactly your way. Both of you bring valuable perspectives to the table, and the business will benefit from both.

8. Expect Some Bumps

The first few weeks may not be perfect as you figure out how to work together. When things feel bumpy, communication and collaboration will get you back on track. Don’t give up too early!

When you start your journey with an OBM by focusing on clarity, purpose, and patience, you’ll be amazed at what’s possible in just 90 days.

Ready to take your business to the next level with a Certified OBM®? Let’s talk!

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Crafting Your Path to Success

Your Trusted Partner for Growth and Efficiency

Supporting Women Entrepreneurs with Tailored Solutions for Sustainable Success

With over 15 years of entrepreneurial experience and a certification as an Online Business Manager, I’ve been where you are. I understand the struggles of running a business while balancing daily operations and long-term goals.

My approach is personalized, strategic, and designed to give you back your time while helping your business thrive. Whether you need ongoing support, strategic planning, or help growing your social media presence, I’m here to help you create systems and solutions that work for your unique business. 

Let’s build a business you love together.