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.
What I Do
01
SYSTEMS DEEP DIVE
02
DUBSADO BUILDOUTS
03
CRM & MONTHLY RETAINERS
04
WEBSITES
systems deep dive
operations strategy session
This call will get you the road map to where you want to take your business. Low commitment, high-result. Your road map will help you see how to layout your systems, update your current operations and simplify your work flow.
Service includes:
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90-minute dive into your business operations
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Pain points discovery and effective solutions
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Operations strategy map
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Recommendations for implementation (programs, services, contractors)
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Solutions for your highest priority items
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Pre-call questionnaire to dive into your biz
Dubsado build out
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 $1,250
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 $2,500
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.
monthly retainer
10, 15 or 20 HOURS+ | YOU DECIDE
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Custom management for your needs
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Successfully execute your systems and processes
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Daily, weekly, monthly and quarterly tasks management and tracking
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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:
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Day-to-Day Operations
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Billing & Invoicing
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Projects
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Event Planning
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Product Launches
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Email Campaigns
& more
client & vendor relations
Your clients, your words, your standards and your methods - all off your plate.
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Customer Service
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CRM
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Calendar Management
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Website Management
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Graphic Design
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Email Responses
& more
WEBSITES
Keep It Simple.
Let your website be a representation of you and your business without all the extra fluff. My approach is a functional website that is user-friendly, beautiful and easy for you to make edits as your services change.
These buildouts are perfect for small businesses and entrepreneurs who have a straightforward offering.
Click the images to see the websites!
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!