top of page

work with me

It's time to take control of your business operations and get them running smoothly.

Hiring an OBM allows you to focus on your business while allowing a trusted peer *aka me* to help you actually run the business, giving you back valuable time to spend however you want.

monthly retainer

10, 15 or 20 HOURS+ | YOU DECIDE

  • Custom management for your needs

  • Successfully execute your systems and processes

  • Daily, weekly, monthly and quarterly tasks management and tracking

  • Check-in calls, Voxer and email support

systems &

processes

Working with you to create custom systems for your business. We'll tackle your needs including:

  • Day-to-Day Operations

  • Billing & Invoicing

  • Projects

  • Event Planning

  • Product Launches

  • Email Campaigns

      & more

social media

management

Your one-stop shop to build your social media to fit your unique needs on Instagram, Facebook, Pinterest & TikTok.

  • Daily Engagement

  • Content Creation

  • Strategic Marketing

  • Posting and Scheduling

  • Account Management

  • Profile Optimization

client & vendor relations

Your clients, your words, your standards and your methods - all off your plate.

  • Customer Service

  • CRM

  • Calendar Management

  • Website Management

  • Graphic Design

  • Email Responses

      & more

How I Can Help You

1:1 days & crm build out

1:1 Days

Many times, we don't know where to even start in setting up our business systems (or have set up countless "systems" only to abandon them when they didn't make any sense). We'll work together to set up a system for you and your team that truly saves you time and streamlines workflow. 

 

This session is also perfect if you are looking to map out your next launch. The session includes a 30-minute planning session and two weeks of Voxer support after your 1:1 Day.

1:1 Days are great for

  • Website Buildouts

  • Systems Audits

  • ClickUp Buildouts

  • Email Sequence Building

Half-Day and Full-Day options are available.

crm/dubsado build

Join the Dubsado Club! Yes, it's amazing. Yes, it does nearly everything. Yes, it's user-friendly. And yes, it's intricate and time-consuming as hell to set up.

 

Service includes:

- Lead form, proposals, contracts, sub-contracts

- Workflows

- Your custom brand throughout the program

- Artwork (headers, footers, etc.) creation (note: not logo/brand creation)

- Custom automated emails

- Calendar, payment and website integration

- Team integration

- 1 month of Voxer support

- Loom video support

 

Level 1 - Starts at $750

Perfect for the new business, we'll get your CRM system started so that it can grow with you. This is for you if: you have a handful of offerings, a growing client base, 1-3 revenue streams in your business.

 

Level 2 - Starts at $1,000 

Ask yourself, how many "if.... then...." scenarios there are when you work with your clients? If it's more than two, you likely need this level of support. This is for you if you offer multiple services that have varied steps: forms to complete, assorted contracts, various packages and more to present to clients. 

Shadow on Concrete Wall

Jessica Marx Coaching Corporation | @thejessicamarx

Jessica Marx

Working with Katharine has been one of my most valuable investments. As a busy entrepreneur and visionary, it's imperative that I have someone I can lean on to make sure the business is operating at the highest level. She does this effortlessly. She allows me to focus on key initiatives while she takes care of the rest. This is hard to find and she is an asset to the OBM industry! 

bottom of page