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.
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
Working with you to create custom systems for your business. We'll tackle your needs including:
Billing & Invoicing
Your one-stop shop to build your social media to fit your unique needs on Instagram, Facebook, Pinterest & TikTok.
Posting and Scheduling
client & vendor relations
Your clients, your words, your standards and your methods - all off your plate.
1:1 days & crm build out
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
Email Sequence Building
Half-Day and Full-Day options are available.
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.
- Lead form, proposals, contracts, sub-contracts
- 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.
Jessica Marx Coaching Corporation | @thejessicamarx
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!