Online Business Manager

The role of an OBM is to make sure the right THINGS, get done at the right TIME, in the right WAY and by the right PEOPLE.

An Online Business Manager is responsible for:

  • Project Management – laying out plans and managing projects through to completion, including launches, managing programs, creation of new revenue streams, updating websites, etc.
  • Operations Management – automating systems and creating processes for all day-to-day activities in the business to streamline and simplify how things are run
  • Metrics Management – tracking stats for key business activities to see what is working and what is not working so that decisions can be made for ongoing growth
  • People Management – outsourcing, managing, and leading the efforts of the team to meet business goals
  • An OBM specializes in working with business owners on the journey from 6 - 7+ figures and is the 'liaison' between the business owner and the rest of the team - similar to the role of an Operations Manager or COO in the traditional business world.

Software and programs we are proficient in include:


Adobe Suite (Photoshop, Elements, Indesign, Illustrator), Audacity, Auphonic, Avada, BombBomb, Canva, Everwebinar, Filmora, Headliner, Lisbyn, Loom, Skype, WebinarJam, Vouch, YouTube, Zoom

CRM|Project Management

Asana, Airtable,, Buildium, ClickUp, Coaches Console, Dubsado, Hubspot, Infusionsoft, Meistertask, Salesforce, Skype, Slack, Teamwork, Toogl, Trello, Zoho

Mail & Calendar Management

Calendly, Constant Contact, Convert Kit, Daylite (calendar for Mac),Google Workspace, GSuite (Docs, Sheets, Slides, GDrive, Gforms), Kajabi, Kartra, MailChimp, MS Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive, Teams, Office 365, Visio), Ulinic

Website Management

AccessAlly, Astra, Beaver Builder, Divi, Elementor, GeneratePress, Genesis, LeadPages, Lifter LMS, MemberMouse, MemberPress, Optimized Process, Paid Membership Pro, Simplero SquareSpace, Thrive, WordPress, WordPress (Blog), WP Courseware, WP EasyCart, WP eMember, WP eStore, WP Restrict Content Pro, WooCommerce, Yoast SEO, Restrict Content Pro

Social Media|Marketing

ActiveCampaign, Aweber, Blackbaud, Buffer, Clickfunnels, espeakers, Hootsuite, Meta Business Suite, Sprout Social, Redtail


Drip, Freshbooks, Paypal, Sam Cart, Stripe, Veem

Financial Services|Accounting

Cadaret grant, DirectPay, LPL Client Works, Quickbooks, Quicken, TaxPayerPro, Waave

Educational Tools

Learn Dash, Teachable, Thinkific, Unio, Zippy courses


Docusign, Dropbox, Dun & Bradstreet, Eventbrite, Jotform, LastPass, LinkedIn Sales Navigator, MindMeister, Survey Monkey, Ulinic, Wishlist


Contact us for more information and pricing!


Online Business Manager
Certified Coaches Federation
Infusionsoft Certified Partner

Let Us Help You Reach Your Goals!

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