How to Plan Your VA to OBM Transition for 2027

Without starting over or guessing what to charge.

In 60 minutes, you'll walk away knowing which clients come with you, what to charge as an Online Business Manager, and what 2027 actually looks like - month by month.

Save my spot

Sound familiar?

You're already doing way more than your original contract said.

Your clients come to you for everything.

And you've been telling yourself you'll make the switch to OBM… after this project. After the holidays. In January.

But "someday" is always going to be the answer.

There's always another project. Another busy season. Another January.

And while you wait, potential clients are looking for an OBM right now.

I did the math on my own transition. If I had waited until I felt "ready" - say, 6 months from when I finally made the decision - I would have lost out on $23k.

Not all transitions look the same. Yours doesn't have to happen all at once, and you don't have to burn down the business you've already built.

You just need a plan.

In the workshop

Here's what we'll walk through

Your current clients

Which ones could become your first OBM clients
The signs it might be time to let one go

Your OBM rate

Where most VAs start, and when you can start higher
What that looks like as a monthly retainer

Your revenue picture

What your current + new clients could add up to
What waiting is really costing you

Your month-by-month plan for 2027

What to focus on in your transition months
When to start promoting yourself as an OBM
An example of what one month could look like

Save my spot

You're not the only one

What VAs say after working with Amanda

I love that Amanda had a clear understanding of my needs and provided me with a strong action plan that I could immediately begin to implement. I received a detailed action plan and a revenue forecast as well as coaching on how to implement this new plan. [From] Amanda, I gained confidence in my path to transitioning from VA to OBM and also helped me acknowledge that I am capable and worthy of growing into my role (and charging rates that align with the value I provide as an OBM).

Jenn

I didn't realize how much I needed the opportunity to talk through some of my business ideas and struggles with someone in the same industry who understood and could help provide actionable steps for moving forward. I really appreciated the opportunity to work with Amanda, as she was in a place that I wanted to be, so I was able to ask her questions, bounce ideas around, and talk through things that only someone in the online space as an OBM could understand. Not only did I get actionable steps and guidance on things like hourly rate, but her kindness to help me get there on my own time, while building the confidence in my skills, was much appreciated.

Leah

I loved how [Amanda] gave me straight forward advice on the things I need to do and an action plan on how to actually do those things. I also got clarity on next steps and the changes I’m making in my business. I now have more confidence in my OBM services, and she helped me with my mindset to make the transition to OBM with much more confidence in myself. I loved the whole session and felt comfortable talking with her. Her advice was super valuable and I recommend her 100%!

Lily

Live bonus

Show up live, get the Planner

Everyone who joins live gets the VA to OBM Transition Planner.

In the workshop, I'll walk you through every step. The Planner is where you put your own clients + numbers together and map out your 2027.

The planner isn't available anywhere else. Showing up live on December 8 is the only way to get it.

Can't make it live? Everyone who registers gets the replay, available until Friday, December 11. The Planner is for live attendees only.

This workshop is for you if…

You're an experienced VA who knows you're ready for more
You're already managing projects, fixing systems or making recommendations for your clients
You can't keep adding hours to make more money
You want to step into OBM work without starting over

It isn't for you if…

You're brand new to the online business world and still building your foundational client skills
You want to keep offering task-based VA services, and that's working for you

Hi, I'm Amanda

When I started my business in 2019, I was a virtual assistant working primarily with event planners.

Then I lost every single client in one week at the start of COVID.

I didn't get to plan my transition. I went all in as an OBM and was booked out within 4 months.

Today I work as a Fractional COO and senior OBM, and I help VAs step into OBM work without starting from scratch the way I did.

Your transition doesn't have to look like mine. That's exactly why I'm walking you through how to plan it.