When VAs are making the transition to OBM, one of the hardest parts is figuring out what services they should actually be offering.
So they stick with what they know.
Inbox management.
Social media.
Customer service.
Because that's what they've been doing.
But when you're making the transition to OBM, your services need to move up a level too. And the first thing on your list tells a potential client what level you're working at.
Here's how to figure out what goes at the top.
1. Start with what an OBM provides
If you work in the online space (business coaches, agencies, social media managers), it's easier to see what OBM services look like.
→ Setting up systems, including the more complex platforms
→ Team management - managing VAs and contractors
→ Project management
→ Handling launches + all the things that go along with them
That's the work clients hire an OBM to lead.
2. If you're in a different niche, look at the CEO's plate
In some niches, it can be harder to see what an OBM could offer.
That's when you look at the founder's overall responsibilities.
→ What's actually keeping them from getting to the next level?
→ What's on their plate that shouldn't be?
3. Take your admin-level services up a level
This doesn't mean throwing out everything you've been doing.
Say your client is in their email all day.
What type of system could you set up that would make that easier?
Even if you're the only one on the team and you're still the one handling inbox management - what systems could you put in place so the whole process runs smoother?
That's the shift. You take an admin-level task and elevate it by asking:
→ What process could I put in place?
→ How could I make this a system that I then also manage?
Same task.
Different level.
4. Look past the to-do list
Yes, you want to take things off the business owner's plate.
But the bigger question is: what's truly stopping them from staying in their zone of genius, serving their clients and selling to their leads?
Chances are, a lot of it comes down to execution.
Executing the vision.
Moving the vision forward.
And that's where you step in as an OBM.
Your next step: reorder your list
Pull up your current services list.
→ Circle anything admin-level and ask how you could turn it into a system you set up + manage
→ Then move the most operationally complex thing you already do to the top
Your list should lead with the OBM work, not end with it.
Not sure what OBM work you're already doing?
My free VA to OBM Transition Workbook includes the OBM-Ready Scorecard, which helps you find the behind-the-scenes work you're already doing that qualifies you to step into the OBM role (and charge for it).
Grab the free workbook here: https://www.amandamcvicker.com/va-to-obm-workbook
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