There are many ways an OBM Can Help Your Business.  

By nature, OBMs are naturally organized.  They love creating structure out of the mess, creating processes to keep things running smoothly, and love a good color-coding system.  OBMs thrive on creating (and sticking to!) timelines.  And, OMBs are great managers, which is great if you have a few people in your back pocket helping you with various tasks.

If you’re thinking, “Geez, Amber!  I wish I had all of that in my business, but I don’t have time – and I don’t want to – spend the time to make this a reality.”  


Here are the 10 ways an OBM can help your business:

1. Run your task management system, like Asana (aff link)

Delegate the right people to the right tasks so everyone is working in their zone of genius AND stay ahead of deadlines.  #YesPlease

2.  Create (and manage) project timelines

Create a timeline so that everything gets done ahead of schedule. Big launch?  Upcoming sale?  Need to prep for a holiday? Timelines will save your sanity.

3.  Formalize procedures

Whether you know it or not, you have procedures: onboarding, offboarding, new client, social media, blogs, YouTube, anything!  Let’s get them formalized and used by everyone on the team so you have a consistent brand.  

4.  Organize your CRM, like Honeybook (aff link)

CRMs are 100% necessary in every business.  This is the most efficient way to keep track of clients, never miss sending out an invoice, and track the pipeline.  But it has to be organized.  Is yours?

5.  Establish goals for the company

The OBM is the keeper of the company goals.  Your OBM keeps everyone – including you – on track to meet goals and makes sure every task and project is aligned with the vision.  

Related post: What Strategic Mapping can do for your business

6.  Sort your filing system

Let me guess, your filing system lives in the cloud somewhere – maybe Google Drive?  To have a usable filing system, the files must be in logical folders with searchable titles.  Plus, permissions should only be granted based on need.  Random contractors should not have access to everything.

7.  Write templates

Have you created templates?  If you write the same thing over and over, you need a template for standardizing your responses.  Not only is this a HUGE time-saver, but it keeps your brand voice aligned.  Plus, templates can be really useful for FAQs – just copy/paste the response, and you’re done! Easy peasy.

8.  Lead the team

If you don’t already, you will have a team (VAs, contractors, tech support, etc.). As a business owner, you only need to deal with one person to disperse important updates and details + receive any information about progress made.  Your OBM leads the team from your direction with the company’s values top of mind.

9.  Coordinate end-of-month metrics

It’s important for both you and your OBM to know how the business is performing each month.  With end-of-month reporting, everyone will know what progress has been made and where there are opportunities to improve.  This is a non-biased way to know if goals are going to be met, exceeded, or if they need to be reevaluated.

Related post: Establish a CEO Day for yourself.


Imagine going on vacation without stress or knowing you can actually take a sick day without worrying that it’s all going to fall apart with your business.  With an OBM on your team, you can get your time back in your day and trust knowing the business is well taken care of. 

Think you’re ready for an OBM?

CLICK HERE to schedule a coffee chat!

Disclosure: This page contains affiliate links, which means that I may receive a small commission when you use one of these links to purchase the product I suggested.  There’s no extra charge to you either!  YAY.  You Need An Amber only recommends products that we have used in our business that have provided real value.