You’re ready to grow and scale your business—but do you really need an Online Business Manager? When I first started freelancing as a social media manager, I was often a small business’s first hire. But I quickly noticed a problem: while clients were gaining followers, they lacked onboarding systems and a solid plan of action for launching. Instead of hiring a business manager, they relied on me to do it all. If this sounds familiar, it might be time to rethink your next hire. Here are some examples on how an online business manager can help you scale your business.
An Online Business Manager (OBM) can help you streamline your operations, systemize your processes, and scale your business effectively. Whether you’re launching a new offer or need a leader to oversee and organize different areas of your business, an OBM provides the structure and strategy you need. They can assist in hiring a team, identifying key tasks, and aligning your resources to bring your business vision to life.
Not meeting deadlines in your business? Maybe you aren’t uploading content consistently, or maybe your clients aren’t receiving onboarding documents on time. By using a project management tool like Asana, Teamwork, or Trello you can create custom workflows for recurring tasks like client onboarding, content creation, and campaign reviews. Project management tools also help create tasks assignments and due dates for your marketing contractors like video editors or email copywriters. An online business manager can help train your team to use the tool effectively, resulting in deadlines being met and productivity improvement.
An inconsistent or nonexistent onboarding process can lead to a poor customer experience and low client retention. An Online Business Manager (OBM) can help solve this by setting up a seamless onboarding system using tools like HoneyBook, Dubsado, or Monday.com. This includes creating essential email templates—such as welcome emails, client intake forms, payment reminders, and contracts—so your process runs smoothly. Not only does this save you hours of manual work, but it also enhances your client’s experience, setting the stage for long-term success.
Are you wasting time coordinating a launch with copywriters, video editors, and designers? This might mean that your content is not created on time, or the review process might take too long. An online business manager can help you set up a workflow in Notion or Airtable with content calendars, tasks, and approval systems. Another example is using Zapier to move content tasks between apps like Asana, Slack, or Google Drive.
Miscommunication can result in losing money, delays, and redundancies when working with a team. But when you have a clear agenda, tasks, and guidelines your team members will be productive and it will reduce meetings over Zoom. Some examples of team communication is creating brand asset folders for designers, relaying information over video with Loom, and using Slack.
Not tracking marketing results can lead to poor business decisions. An online business manager can help you set up dashboards to track ads and email CRM results to identify how the team is doing and make strategic decisions. You can automate your reporting or hire an online business manager to analyze your results.
Spending too much time on repetitive tasks? An online business manager can audit your tasks and workflows and identify which ones can be automated so that your virtual assistant or social media manager can focus on high-level tasks.
Ready to launch a course, book, or podcast, but have no idea what steps to take? Hiring an OBM can help you create a launch timeline with steps mapped out in Trello or Asana. OBM’s can help you map out tasks before the launch like email sequences, social media campaigns, and webinar data. During the launch, an OBM can help coordinate team members and ensure deadlines are met. Hiring an OBM before your launch can result in a successful, stress-free launch with all the moving parts handled.
Now that you’ve read this blog, we hope you feel confident in deciding whether hiring an OBM is the right move for your business. With their expertise, an OBM can help you save time, boost team morale, and scale your operations more effectively. If you’re ready to streamline your business and focus on what you do best, partnering with an OBM could be the game-changer you’ve been looking for.
Read the previous blog, “5 Time-Saving Tools All Business Owners Need to Delegate Work Successfully.”
Thinking about hiring? Please review my service guide.