
As an Online Business Manager (OBM), there's one thing you simply can't escape: tech. Whether you're setting up new systems, maintaining existing ones, making tweaks, or transitioning from one platform to another, technology is woven into the fabric of your day-to-day operations.
But here's a truth I want you to embrace: you don't need to know every single system out there. No one does! Yet, I often see new OBMs or Virtual Assistants (VAs) aspiring to become OBMs feeling intimidated by tech. They hesitate to call themselves OBMs because they haven't mastered every tool under the sun.
Today, I'm here to alleviate those fears. I'll walk you through three essential categories of tools you need to know as an OBM in 2024. For each category, I'll recommend platforms that are common in our industry. And guess what? You don't have to know them all. Chances are, you already have experience with at least one tool in each category.
So, let's dive in and empower you to confidently handle tech in your OBM journey!
Why Knowing One Tool in Each Category Is Enough
Before we delve into the specifics, let's address why mastering at least one tool in each category is sufficient. Most tools within a category share the same foundational features. While they might have unique attributes or advanced capabilities, the core functionalities remain consistent.
For example, consider calendar schedulers. Whether it's Acuity, Calendly, Dubsado Scheduler, or HoneyBook Scheduler, at their heart, they all schedule appointments. If you're familiar with Calendly, you can transfer that knowledge to understand Acuity. You'll find similarities like:
- Scheduling appointments
- Integrating with Zoom or Google Meet
- Sending reminders and confirmations
- Adding buffer times between appointments
By leveraging your existing knowledge and combining it with help articles and a bit of exploration, you can navigate new tools efficiently. This approach saves you time and accelerates your learning curve.
Essential Tool Categories for OBMs in 2024
Now, let's explore the three categories of tools every OBM should be familiar with:
- Project Management Systems
- Client Relationship Management (CRM) Systems
- Email Marketing Platforms
1. Project Management Systems
Why They're Important: As an OBM, you'll often introduce or optimize project management systems for your clients. These tools help organize tasks, streamline communication, and keep projects on track.
Common Platforms:
- ClickUp
- Asana
- Trello
Getting Started:
- ClickUp: It's a popular choice with advanced features suitable for team collaboration.
- Asana: It has similar features and layout to ClickUp, but is not as advanced, making it a great option for clients new to project management tools.
- Trello: Using boards as the main layout, this tool is great for those who like to visualize their tasks.
Tips:
- Understand Core Features: Focus on learning how to create tasks, set deadlines, assign responsibilities, and track progress.
- Customize Processes: Tailor the system to fit your client's workflow to ensure adoption and consistent use.
2. Client Relationship Management (CRM) Systems
Why They're Important: CRMs streamline client onboarding and offboarding, manage contracts, and automate communication. They're essential for providing a seamless client experience.
Common Platforms:
- Dubsado
- HoneyBook
- HubSpot
Getting Started:
- Dubsado: Offers extensive customization and branding options. Ideal if you want full control over the client experience.
- HoneyBook: User-friendly with a focus on simplicity, making it easier for both you and your clients to navigate.
- HubSpot: Suitable for managing larger groups or more complex sales pipelines.
Tips:
- Leverage Free Trials: Both Dubsado and HoneyBook offer free trials or low-cost starter plans.
- Focus on Automation: Learn how to set up workflows that automate repetitive tasks like sending invoices or follow-up emails.
- Brand Consistency: Utilize branding features to maintain a professional and cohesive image across all client interactions.
3. Email Marketing Platforms
Why They're Important: Effective email marketing is crucial for client engagement, nurturing leads, and driving conversions.
Common Platforms:
- ActiveCampaign
- Flodesk
- MailerLite
Getting Started:
- ActiveCampaign: Known for robust automation and advanced analytics. Great for data-driven strategies.
- Flodesk: Ideal for clients who prioritize aesthetics, offering beautifully designed templates.
- MailerLite: User-friendly and budget-friendly, suitable for small to medium-sized lists.
Tips:
- Understand Segmentation: Learn how to segment audiences for targeted messaging.
- Master Automation: Set up automated email sequences for onboarding, nurturing, and re-engagement.
- Track Analytics: Utilize reporting features to measure open rates, click-through rates, and conversions.
Bonus Category: Course Hosting and Funnel Platforms
With the rise of digital courses and funnels, familiarity with these platforms can set you apart.
Common Platforms:
-
Course Hosting:
- Kajabi
- Teachable
- ThriveCart Learn
-
Funnel Building:
- ClickFunnels
- Leadpages
- WebinarJam
Why They're Important:
- Integrated Solutions: Many platforms now offer both course hosting and funnel capabilities.
- Client Demand: More entrepreneurs are creating online courses and need assistance setting up sales funnels.
Tips:
- Learn One or Two Platforms: Focus on those most relevant to your clients' needs.
- Understand Funnel Flow: Grasp the basics of how a lead moves through the funnel to become a customer.
- Stay Updated: These platforms frequently update features, so continuous learning is key.
Overcoming Tech Intimidation
Feeling overwhelmed by tech is natural, but it shouldn't hold you back. Here's how to tackle it:
- Embrace Continuous Learning: The tech landscape is always evolving. Adopt a mindset of lifelong learning.
- Utilize Resources: Leverage tutorials, help centers, and community forums provided by the platforms.
- Practice Hands-On: Create dummy accounts to explore features without the pressure of affecting real data.
- Network with Peers: Join OBM communities to share experiences, tips, and support.
Remember, clients value your ability to figure things out. They don't expect you to know every tool but appreciate your resourcefulness and problem-solving skills.
Take the Next Step
To support you further, I've created a free resource: The OBM Tech Stack. This guide lists eight categories of tools every OBM should know, complete with recommended platforms and tips for mastering them.
👉 Download the OBM Tech Stack here
Final Thoughts
Tech doesn't have to be intimidating. By focusing on mastering one tool in each essential category, you'll position yourself as a competent and confident OBM ready to tackle your clients' tech needs.
Remember, it's not about knowing every system—it's about knowing how to approach new tools with confidence and curiosity.
You've got this!
If you found this helpful, I'd love for you to share it with fellow OBMs or VAs stepping into the OBM role. And don't hesitate to reach out if you have questions or need support on your journey.