Dubsado
Client Relationship Manager

Dubsado is the tech platform that I have been using the longest in my business. Having a seamless client onboarding process is crucial to starting the OBM relationship off right, and Dubsado will help you do that.

Use AMCVICKEROBM20 to get 20% off your first month or year!

ClickUp
Project Management System

As an OBM you are responsible for a lot of moving parts. You need a PMS that can keep up with multiple clients, as well as your own business needs. I have used ClickUp for over 3 years and swear by it for managing client projects + tasks.

ThriveCart
Online Shopping Cart

After sending monthly invoices + tracking down unpaid payments for about a year, I decided enough was enough. I put all of my retainer clients on a monthly subscription through ThriveCart so I don't have to worry about monthly payments at all. 

ThriveCart also has landing page + course platform features if you want to sell products or programs in your business too.

Destination Legal
Contracts + Terms

As an OBM it is imperative that you have contract in place with all of your clients to protect you and your business. It is also imperative that those contracts are created by a lawyer who knows what they're talking about. Sarah from Destination Legal has been in the online space for years + has crafted her service provider contracts with everything you need to legally protect yourself.

Get 10% off your contract template purchase with the code AMANDA10.

Kajabi
Course Platform

I know Kajabi is pricy, but if you are looking for an all in one platform for your website, courses + emails, Kajabi is one of the best. Plus, it is a great tool to know for your clients, so you can get a free 14-day trial + poke around to get a feel for it.