Feel Prepared As You Step Into Your OBM Role
...even if you’re still transitioning from VA work.
Grab the system and confidence tools you need to lead conversations, communicate your value clearly, and feel ready for OBM work - without guessing your way through it.
Grab the Toolkit
You don’t need to have everything figured out to take the next step.
What most VAs need isn’t more information - it’s support that makes the transition feel clear and doable.
This isn’t a course.
It’s a practical toolkit designed to help you step into the OBM role with confidence and a plan - without overcomplicating things.
Inside, you’ll find tools that help you:
- clarify the services you actually want to offer
- communicate your role clearly and professionally
- feel client-ready with real, done-for-you resources
Whether you’re still in VA-mode or already acting like an OBM behind the scenes, this kit helps you move forward with clarity - and own your next step.
You don’t need to use everything at once.
This kit isn’t about doing more - it’s about having the right support when you need it.
Each tool inside is designed to help you feel prepared in real OBM moments:
client conversations, onboarding, scope clarity, and day-to-day leadership decisions.
You can start with one piece and build with confidence as you go.
What’s Inside the OBM Quickstart Kit:
OBM Role Clarity Template
A guided worksheet that helps you clearly define what you offer as an OBM (and what you don’t), so you’re not over-explaining or underselling yourself.
Client Kickoff Kit
Step-by-step onboarding templates and agendas you can use to confidently lead your first OBM client calls - without wondering what to say or how to run the conversation.
Plug + Play OBM Workflows
Ready-made workflows that show you how OBMs actually manage projects, communication, and priorities - so you don’t have to build systems from scratch.
Monthly OBM Report Template
A simple, professional report you can use to communicate progress and impact to clients, helping you position yourself as a strategic partner they want to keep.
Everything inside is designed to be used as-is or lightly customized - no tech setup, no complex systems, no overwhelm.
Who This Is For
This kit is for you if:
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You’re a VA exploring OBM work and want to feel more confident stepping into that role
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You know you’re capable, but want clear tools and language to support you
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You want to show up more professionally in client conversations - without guessing
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You prefer practical, done-for-you resources over long trainings
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You’re looking for a calm, supportive next step (not pressure to have it all figured out)
Who This Is Not For
This kit is probably not the right fit if:
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You’re looking for advanced systems training or deep strategy
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You want a step-by-step program that promises clients or income
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You’re already confidently running OBM retainers and leading teams
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You prefer aggressive sales tactics or hype-based approaches
If that’s where you are, this won’t add much value - and that’s okay!
Is this a course or a full OBM program?
How quickly can I use this?
Is this only for OBMs, or can VAs use it too?
Will this help me get clients?
Do I need specific tools or software to use this?
What if I’m not sure I’m ready yet?
You don’t need to overhaul your business or have everything mapped out.
This kit is designed to support you in the early stages of stepping into OBM work - with tools you can use now and come back to as you grow.
If you’re looking for a calm, practical way to feel more prepared and confident, this is the place to start.
