You’re probably making great money, but not as much as you could be. What could you accomplish if you had the support you needed? If you didn’t have so many projects on your plate and you weren’t managing team members left and right?
You are so busy taking care of everything that clients and revenues are slipping from your grasp. Your first instinct is to hold on tighter, stay up later, and work HARDER. But the truth is that you don’t have to.
You just need someone who can take over the day-to-day aspects. Someone who will help you get back to doing what only you can do for your business, strategic networking and creative development.
Some things your OBM can help with:
- Create a project plan, including timeline, process, people and other resources
- Setup and maintenance of an online project management tool
- Delegating details of the project to various team members
- Communication of project status and ongoing details to all players
- Following-up with players as necessary to ensure that “stuff gets done” on time
- Managing the budget for the project
- Handling challenges for the project as they arise, with a focus on finding a solution quickly
- Review of the key systems needed to run a business, including customer service, billing, communication, back-ups, marketing, follow-up and delivery
- Creation of processes, tools and players for key systems within the business
- Implementation of automated business tools & software to manage various systems
- Creation and maintenance of your Standard Operating & Procedures (SOP) Guide
- Management of all client payments and collections process
- Management of systems access and login information
- Ensuring there is an effective backup system in place for all information (including the business owner’s computer!)
- Establish decision making guidelines for team members
- Keeping track of key statistics for the business on a weekly & monthly basis
- Setting up a reporting system that includes what to track
- Analyzing metrics and discussing trends/patterns with business owner
- Manage the production and completion of revenue streams including: books & workbooks, multimedia products, membership programs, virtual events, live events, and coaching programs.
- Manage the setup of any applicable tools or software for different revenue streams (i.e.: setting up a membership site using Wordpress & WishList Member)
- Manage the deliverability of revenue streams (i.e.: setting up a download page for an ebook)
- Ensure customer service is in place to support each revenue stream
- Ensure that systems are in place so that new clients get immediate access to their purchases
- Setup of fulfillment for any tangible/shippable items
- Manage the ongoing maintenance of revenue streams
- Review revenue streams on a regular basis to look for outdated information or opportunities to refresh/relaunch
- Review content on all websites to look for outdated or incorrect information
- Managing all updates to website content (either themselves or by hiring a technical VA)
- Managing the creation of any new websites
- Finding and managing web/blog designers, graphic designers and copywriters as required
- Setting up everything “behind the subscribe button” for list building
- Setting up everything “behind the buy button” for purchases
- Testing all links, forms and buy buttons on the website to look for errors and inconsistencies
- Ensuring Google Analytics (or some other statistics program) is in place on all websites
- Ensuring the social media applications/plugins are in place
- Sourcing testimonials for inclusion on web pages (as required)
- Setting up a store page that lists all your products/offerings
- Establish your newsletter publication schedule
- Establish your promotional schedule
- Manage your lists
- Help create a professional newsletter template
- Ensure that newsletter is published on schedule
- Review content for newsletter
- Manage ads and other promotional material to be included in newsletter
- Manage solo emails and other promotions being sent to the list
- Coordinate with affiliate and JV partners as required for cross promotions
- Setup a launch plan based on strategy from the business owner
- Ensure that key players are in place for each stage of the launch
- Establish a clear promotional schedule for each phase of the launch
- Work with a copywriter for launch materials (if necessary)
- Work with affiliate partners (as outlined in next section)
- Manage creation of the sales page
- Keep everyone on task throughout the launch and stay on top of any “dropped balls”
- Support the business owner as needed throughout the launch
- Be “on call” the day of the launch to take care of any urgencies/changes
- Update all websites and other marketing materials after the launch
- Ensure that the offering itself is delivered as promised
- Work with business owner to establish details for their affiliate program
- Setting up the affiliate program in the shopping cart
- Setting up a resource page for affiliates
- Coordination of promotional materials for various promotions
- Keeping in touch with affiliates to advise of upcoming promotions
- Follow-up with affiliates as needed to support their promotions
- Managing payment of affiliates
- Managing the implementation of any JV partner projects
- Creating the project plan for JV partner projects
- Coordinating with members of the JV partner’s team
- Communicating key details to the players involved
- Following-up with JV partners and/or the business owner as needed to bring the project to life
- Preparation of Speaking Kit
- Reviewing speaking requests on behalf of the client
- Confirming details of speaking agreement
- Coordinating details with Host
- Preparation of all speaking materials in advance
- Ordering of any products to be sold on-site
- Onsite management (as required)
- Managing the day-to-day implementation of the business owners marketing strategy, which could include: Affiliate (Joint Venture) Marketing, Article Marketing, Audio/Video Marketing, Email Marketing, Social Media, Speaking Engagements, Traditional “offline” Marketing
- Reviewing autoresponders and follow-up sequences on a regular basis (for outdated information and accuracy)
- Reviewing up-sell opportunities in the buying process
- Reviewing IFO’s “freebies” for refreshment
- Reviewing where the business owner is spending their time
- Proactively taking stuff off the business owner’s plate that they don’t need to do (and might not realize they can let go of)
- Acting as gatekeeper on behalf of the business owner
- Creating an email management system for the business owner
- Setting up a scheduling system for the business owner
The types of Entrepreneurs we enjoy working with are totally passionate about their business. They have a clearly defined and proven business model.
They are ready to take their business to the next level but have too much on their plate. Often making good money but working way too much…
They can’t seem to find the right support for their business or they end up being the bottleneck that holds things up while trying to manage projects, team and still balance their creative development, client management and strategic networking.
Still not sure? Check out some things you can delegate to our VA’s:
- Creating newsletter/autoresponder campaigns
- Setting up and updating sales funnels
- Managing the newsletter
- Email list segmentation
- Track email campaigns (opt-ins, conversions, unsubscribes)
- Setting up Gmail or any other email client
- Creating sales pages, landing pages, opt-in pages and forms (via Wordpress, Leadpages, Clickfunnel, etc.)
- Setting up webinars
- Providing tech support during webinars
- Creating and managing giveaways and promotions
- Uploading videos/audios to hosting platforms (such as YouTube, Vimeo, AmazonS3)
- Setting up affiliate programs
- Infographic design
- Making security updates
- Managing backups
- Installing and updating plugins
- Ensuring that website information stays up to date
- Repairing/updating broken links
- Setting up and integrating a shop page and/or payment gateway
- Setting up integrations (with social media, mailing lists, etc.)
- Adding new pages
- Moderating blog comments
- Making SEO improvements
- Setting up 301 redirects
- Tracking 404 “page not found” errors
- Tracking website metrics (ex. Google Analytics)
- Managing the editorial calendar
- Formatting posts to be published
- Scheduling posts for publication
- Tagging/categorizing posts
- Adding internal links to posts
- Adding affiliate links to posts
- Coordinating with contributors and guest posters
- Formatting ebooks
- Creating graphics
- Sourcing/editing photos
- Setting up new pages/accounts/groups/etc.
- Setting up social scheduling tools (ex. Hootsuite, Tailwind, Buffer)
- Promoting new posts across various social media channels
- Promoting old posts via social media
- Sharing images/videos/articles
- Growing social media followings
- Creating giveaways and contests
- Managing online groups/pages
- Inviting/approving requests to join
- Finding guest post opportunities
- Contacting influencers and potential JV partners
- Participating in relevant groups or forums
- Leaving comments on other blogs
- Setting up interviews
- Booking speaking engagements
- Managing affiliate programs
- Creating invoice templates
- Sending invoices
- Processing payments
- Managing affiliate payouts
- Bookkeeping
- Updating a profit and loss statement
- Handling basic payroll duties
- Processing orders and shipments
- Processing refunds
- Handling customer inquiries
- Following up on orders, inquiries, etc.
- Replying to common questions
- Flagging important messages that need a reply
- Deleting spam
- Tagging and archiving emails
- Operating live chat
- Creating reports
- Generating forms
- Setting up spreadsheets
- Drafting presentation slides
- Monitoring online reviews
If you are ready to get out of your own way, get started by signing up for a discovery call to see if we’re a good fit!