Services - Online Business Manager

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Online Business & Operations Management

You desire the freedom to dedicate yourself fully into your role as CEO & visionary of your business without getting bogged down in the day to day, or waking up in the middle night in a panic about what got forgotten.

As your long term partner, I focus on implementing the systems in your business to tame the chaos so that you can achieve your goals.

I have been working online since 2008 (initially as a technical Virtual Assistant)and became a Certified Online Business Manager in 2011.

That’s right – I have over a decade of experience!

While I am generally not in the task execution role, my strong technical background allows me to efficiently plan, manage and direct your team to handle their assigned tasks with clarity and confidence in the defined process. No micro-managing required.

You are freed from the day to day operations of the business, including the management of your team. You can focus your time and energy on the parts of the business that need you and only you:

Big Picture Planning and Mapping, including Marketing,
Targets, Goals; Content/Program Development;
Program/Coaching Delivery;
Relationship Management and Procurement;
Speaking and Connecting with your ideal prospects.

I choose to work with a very small number of clients at the OBM level at any given time (3 maximum) so that I have the focus and concentration needed for each client. I immerse myself in your business, working directly with you and your team (or helping you get one into place) for the success of your business.

I support your business in the following areas:

Fundamental Business Systems + Operations

Day to Day Operations

As your Online Business Manager, I take responsibility for day-to-day operations. I own the planning, maintenance and deployment of the business operations to ensure they align with the overall business vision and goals.

Some areas of responsibility:

Marketing systems – CRM, shopping carts, sales pages
Client Support – Customer Service, Delight, Nurturing
Delivery Systems – CRM, Membership sites, Coaching Program Onboarding/Offboarding, Facebook groups, Slack, AV platforms
Backup Systems
Project Management Systems – TeamWork, ClickUp
Metrics – Setting the stage for data-driven decisions (setup/review, ongoing preparation & analysis)
Affiliate & JV Management
Website Management – ongoing maintenance and/or new site creation

I understand and have in-depth working experience with a broad selection of Shopping Carts, Project Management, Social Media and Email Management Systems.

Some examples: Infusionsoft by Keap ®, Active Campaign, WordPress (Elementor, Divi, Optimizepress), Leadpages, Memberium, Digital Access Pass,TeamWork Desk, TeamWorkPM, ClickUp, MeetEdgar, Hootsuite, Zoom, GSuite, Dropbox, Zapier, PlusThis, Calendly, Acuity.

Digital Marketing + Strategy

90-day Planning for your Editorial & Marketing Activities

I understand and geek out on setting up and optimizing every piece of the marketing lifecycle – from initial lead capture through delivery and beyond (testimonials, nurturing, referrals and ultimately, focusing on lifetime customer value).

I have attended programs and supported clients in the implementation of campaigns and projects modelling strategies from:

Digital Marketer – Funnel Blueprint, member of DM Engage, attend Traffic & Conversion Summit
Dean Jackson – 9WE (my favorite way to market)
Taki Moore – Black Belt
Brendan Burchard

Of note, I have been working with Infusionsoft by Keap ® for over 10 years and became a Certified Consultant in 2016. I have completed beginner and advanced level training in Infusionsoft by Keap ® and I’ve completed Infusionsoft set-up and transition projects and love using the Campaign Builder to manage the marketing funnel and sales process.

Project Management

I ensure the right person is doing the right task at the right time… on budget.

To my best work managing a team and projects, I use Teamwork or Clickup as a project management tool.

Creating New Revenue Streams
Membership Programs – set-up, management, delivery
Events (online or live)
Coaching/High-end Programs Delivery
Product Launches – launch planning, execution
Marketing & Editorial Calendar Strategy & Management

Team Management + Development

I work with your team on your behalf, removing you from the day to day updates, tracking and management.
I hire, train and lead your team to work to do their best work and to serve your vision.

Determine team needs – org charts, role descriptions
Assessment and review of current team, team revisions as needed
Team Expanding, Onboarding, Training + Development
Task Management + Assignment (project management)
Development and Maintenance of Standard Operating and Procedures
Lead Team Meetings

Bottom line: I get shit

Not every person, nor every business, is always a match. As your Online Business Manager, I’m choosing to invest in your business rather than build my own empire, so I am super selective about my clients in order to do my best work.

While there are a number of factors that affect fit, personality and ease of communication between myself and you, as the business owner, are major factors. To explore working together, I offer a free 30 minute Discovery Session where we discuss your business needs and goals in an initial “get to know you” session.

Then, if we decide to start working together, we begin on a “Trial Basis” based on an hourly rate for the first 90 days. This means neither of us is locked in to a contract until we’ve gotten a chance to get to know one another and are sure we want to commit to a longer working relationship.

After that point, we work together to develop a compensation plan – often a monthly retainer starting at $2500 + incentive compensation (based on revenue). This allows us to work free from the confines of the time for money model, which can actually restrict growth and motivation!

Client Raves

Crystal is incredibly organized and makes perpetual progress on every project. By that I mean, even when there seems to be nothing, in my mind, to do on a project, Crystal either anticipates next steps (with incredible accuracy) and does them, or brings information to the next meeting that helps expedite my decision making.

Crystal is great at getting a project in motion, even when all the details aren’t fleshed out. She does not need to wait for every little thing to be handed to her. Rather, she sets to work quickly, identifies unknowns as she goes, and either solves them or brings back smart and well thought out questions whenever she needs answers/direction from me.

She is particularly gifted at managing the big picture, while also making sure no details get left behind. This is a skill I have rarely encountered, and Crystal has it in spades.

As a solopreneur, one of the biggest challenges is finding a resource who really cares about your business. Someone who believes in your cause and who feels a real sense of ownership in your venture.

Crystal fits that description exactly. She’s become much more than an OBM in my business. She’s one of my key trusted advisors. Her operational expertise, combined with her strategic thinking and overall street smarts makes her an invaluable team member. It’s a rare balance of skills. Plus, her work ethic is one of the strongest of anyone I’ve worked with. I feel blessed to have her working with me.

Crystal, I can’t thank you enough for all the help you’ve given me in creating and launching the Mom Biz Academy. You are an expert and a true professional. I so appreciate being able to rely on you!

Crystal is an incredible service provider – I know this not only through my personal interactions with her via various online platforms, but through my interactions with at least two of her clients during a book launch she was helping to orchestrate (this included webinars, live calls, social media interactions, etc.). Crystal is not only ultra-professional with clear, responsive communication and the ability to get things done but she is a really nice person as well 🙂

Infusionsoft = Confusionsoft. Not to Crystal. I loved working with Crystal on setting up a new Infusionsoft account and linking it to sales funnels. I have yet to meet someone with such high integrity and work ethic. She took responsibility and got it done. We encountered technical difficulties she managed support on different platforms above and beyond Infusionsoft. No request was too much, she got it done and has amazing followup and support in place for the future. She took the job on as if it was her business. So rare today. She is on our team as the Infusionsoft expert! Thank you, Crystal.