OBM Services for Your Day-to-Day Operations

Get support with creating systems, managing your team, refining processes, or whatever you need.

Running your business shouldn’t mean being held back by your backend operations, managing every little detail, or spending sleepless nights wondering how you’ll revive this apparatus you’ve created.

We know what it feels like to be stretched too thin—trying to serve your clients, scale your business sustainably, and doing everything you can to balance business and your personal life. Not to mention finding someone who matches your values who you can actually trust to help lead your business.

You need our OBM, Sammy.

Our OBM Services Drive Your Business Operations

Sammy provides collaborative leadership to leverage your systems, streamline your operations, and design a reliable team so you can focus on what truly matters—whether that’s scaling your business or taking some much needed time off to rest.

Here’s how Sammy can support you:

  • Create or enhance highly customized, scalable systems and processes that function with little oversight.

  • Organize and optimize your backend to keep operations running efficiently.

  • Build and oversee your team, ensuring tasks are completed on time and communication is seamless.

  • Pinpoint and develop a plan for hitches in the business.

Close-up of an OBM, doing OBM services and typing on a laptop with a smartwatch on their wrist.

Your business is a powerful machine. Sammy is the mechanic who adjusts and maintains it.

  • Your business has additional leadership to take some (if not all!) of the day-to-day responsibilities off you.

  • You never have to force someone into the mold of a role—Sammy will seek out the best hires and integrate them into the team.

  • Your backend operations are in constant motion to provide an effortless experience for your team and your clients—without you having to inspect them constantly.

  • You are scaling a sustainable business with confidence—but also you finally have time to prioritize building your business blueprint or maybe even take a well-deserved break.

Imagine This…

This is exactly what you get with Sammy’s OBM services.

Sailboat on still water under a starry night sky with clouds and a visible Milky Way.

Select the Operational Tier in Alignment with Your Goals

  • Picture of a machine with gears and blue. Perhaps a clock or something. Being used to describe the most basic tier of services offered by OBM, Sammy Bohannon of Bohannon Virtual Solutions, the Preventative Tier.

    Preventative

    $1200/mo-up to 5 hrs/week

    Perfect for light operational support or team management. This is a great way for you to ease into developing a partnership with your OBM that sets the stage for sustainable growth in your business. Gain experience and comfort with outsourcing major aspects of your business to a virtual support professional.

    Let's Ease Into It
  • Organized open space with multiple people

    Production

    $2400/mo-up to 10 hrs/week

    Great for business owners who are beginning their journey to strategic, sustainable growth. With this package, we can build and sustain your backend systems, work on building your team or fostering your team culture, and plan out projects or launches as well as make progress toward whatever you have coming up.

    I'm REady!
  • High performance transmission with shock powered position sensors

    Performance

    $3600/mo-up to 15 hrs/week

    Catered to business owners who need comprehensive operations management, team building, and systems design and maintenance. You can leverage Sammy’s strategic support and leadership to create the perfect balance as you begin to step out of the business and into your role of CEO.

    Make It Happen
  • System gears for a machine that needs to be worked on and needs to be in alignment

    Operative

    $4800/mo-up to 20 hrs/week

    Ideal for established business owners needing aligned operational leadership for their team and business as a whole. Intensive overhaul of systems and strong presence of OBM in your business so you can step into your role as CEO knowing your business is running efficiently without your constant oversight, fostering your sustainable growth. This package is $4800/month.

    Let Sammy Do It All

Specific Examples of What Sammy Can Do as Your OBM:

  • All things systems. Need a system created from scratch? I’ll create one to match your vision and what your team needs. Need to make sure current systems are serving you, your team, and your clients? I’m on it with an audit, complete with data and examples. This is one of the most popular OBM services we offer.

    This also includes process documentation via your choice of video platform and detailed, written SOPs.

  • From hiring to payroll, I’ll help you run your team. Here are just a few of the things I can do with regards to your team:

    • Hiring Process

      • Write job descriptions

      • Advertise opening

      • Review resumes, portfolios, and other inquiries

      • Conduct interviews and write summaries of each candidate

      • Develop guidelines for candidates

      • Either present you with what I believe to be the top 3 candidates or make the hiring decision myself

      • Inform all candidates of decisions

    • Onboard New Team Members

    • Develop & Foster Team Communication & Culture

    • Delegate Tasks

    • Frequent Check-Ins with Team Members

    • Schedule & Oversee Team Meetings

    • Be the First Point of Contact for Team Concerns, Questions, or Support

    • Weekly Team Updates

    • Report Team Progress on Tasks & Projects

    • Payroll & Time Tracking

    • Team Member Offboarding

    • Team Member Tech Support

    • Team Member Training

      • For new and existing team members on a variety of topics

    • Honestly, a freak ton more, but I’m running out of room

  • This is also a never ending list, but I will do my best to describe quite a few things that I do in this category:

    • New Client Onboarding

    • CRM Management

    • Reaching Out to New (and Old) Leads

    • Client Updates

    • Client Birthdays

    • Managing a Client-Facing Inbox

      • Solving tech problems, meeting with clients to walk them through things, answering questions about the business, solving issues as they arise, making sure clients are happy

    • Processing Payments & Refunds

    • Writing difficult emails on your behalf

      • One of my current clients LOVES this skill I have to make things friendly, but professional without being harsh but maintaining our boundaries.

    • Community Engagement

    • Discussion Moderation

    • Whatever else you need, I’m here to support you where you need it.

  • Either together with you, with other team members, or solo, I’ll take an idea and plan the project needed for it to come to fruition. This includes needed resources, people, technology, timelines, project deliverables, and mapping it all out.

    I’ll also manage the project once it starts, leading the kick-off call, setting it up in our project management system, delegating necessary tasks, checking in with team members regularly, delivering project updates to all stakeholders, anticipating bottlenecks, and making executive decisions as the project progresses.

    This is a huge part of the way I offer OBM services and the overall process to seeing results.

  • Similar to project planning and management, I will, either with you, with other team members, or solo, plan upcoming launches from start to finish including timelines, deliverables, anticipated bumps along the way, team members needed, and much more.

    I’ll even assist in or lead the execution of the launch, solving problems as they arise, being the main point of contact for anyone involved, and extended business hours for assistance as needed. Plus, you know, making sure tech is working, workflows are ready (well beforehand), and whatever we’re launching is ready for the big day.

  • I’ll help you decide on KPIs if you do not already have them and what metrics we need to be looking at to help you reach your goals.

    I will document and report on those metrics periodically to the team and use them to help make decisions toward growth.

  • I am not a professional marketer.

    However, I do I offer some light marketing support as needed:

    • Email Marketing

    • Social Media Support

    • Blog Support

    • Updating Websites

      • Iffy on WordPress, but I can handle just about anything else.

    • Creating Lead Magnets

    • Brainstorming Lead Generation Methods

    • Talking You Up In My Personal Spaces

  • There’s so many, I will probably leave some out, so please ask if I do not mention something you’re looking for. These are in no particular order than how they came to mind.

    • GoHighLevel

      • And it’s white labels

    • Kit

    • FloDesk

    • SquareSpace

    • Acuity

    • Calendy

    • TidyCal

    • MailerLite

    • MailChimp

    • Google Suite

    • Microsoft 365

    • ClickUp

    • Trello

    • Monday

    • Slack

    • Asana

    • Moxie

    • HoneyBook

    • Zoom

    • Butter

    • Canva

    • Kajabi

    • Kartra

    • Buffer

    • Planable

    • RecurPost

    • Square

    • Stripe

    • PayPal

    • Quickbooks (light)

    • ThriveCart

    • Podia

    • Teachable

    • Thinkific

    • Loom

    • Figma

    • TutorBird

    • Wix

    • Notion

    • Zapier

    • Make

    • Airtable (limited, learning now)

    • Notion

    • Vimeo

OBM Packages Include Customized Support AND:

  • My OBM services also include access to my team of virtual assistants in case you need more support due to time constraints or availability of other team members. The best part is if we decide to bring on someone from my VA team to support, I’ll take care of it all: training, delegation, and ensuring timeliness with deliverables.

  • **A 30-minute minimum 1:1 meeting is required each week with Sammy.

    We’ll meet each week to talk about the previous week, give and receive updates, discuss our goals for the upcoming week, plan for delegation, pinpoint any issues we’ve had or foresee, and discuss next steps to ensure you have the space you need to reach your goals and make those big dreams come true.

  • These only apply if you have a team and want weekly team meetings.

    I’ll facilitate weekly whole team (or “department”) meetings to keep us all on track, provide updates, and ensure we’re all aligned. I’ll even beg the team to do cheesy icebreakers and team building activities if that’s your jam.

  • This is most likely the biggest reason you’re hiring me: so you can get everything to work together and talk to each other.

    I’ll research solutions, answer questions, automate, integrate, and train the team on new tools and tech so you can worry about what we’re launching next instead of if the tech is going to work.

  • Item description

  • Every week, each of my OBM clients gets their own custom edition of the OBM Pulse—their weekly update on all things operations straight to their inbox.

    What the heck?

    Here’s my exact template, a ChatGPT special :)

    OBM Pulse--Weekly Check-In: [Week Dates or Month]

    Hello [Client’s First Name]!

    Welcome to your OBM Pulse, our Monday Morning Weekly Check-In! Here’s a quick rundown of the wins and progress from last week, plus what’s lined up for this week. Let’s dive in!

    Last Week’s Highlights:

    A recap of the tasks and accomplishments from last week.

    • Project Updates: 

      • (e.g., "Set up automated workflows for your email marketing campaigns.")

    • Milestones Hit: 

      • (e.g., "Completed 90% of the SOP manual draft.")

    • Quick Wins: 

      • Any small wins worth noting! (e.g., "Organized your Google Drive for easy access.")

    This Week’s Focus:

    Overview of upcoming tasks and any specific areas of focus for the current week.

    • Main Priorities: 

      • (e.g., "Optimize your ClickUp setup for smoother task delegation.")

    • In Progress: 

      • (e.g., "Continue social media content scheduling.")

    • Any Upcoming Meetings or Deadlines: 

      • (e.g., "Meeting with the VA team on Wednesday to finalize Q4 content.")

    Notes & Reminders:

    • A section for general reminders or helpful notes, like upcoming launches, tasks awaiting feedback, or decisions needed to keep things moving.

    Wishing you a productive week ahead, [Client’s First Name]!
    If there’s anything you’d like to discuss or add, just hit reply—I’m here for you!

    To Your Continued Success, 

    Sammy

  • This is an extra monthly meeting, up to 2 hours long, to focus on your goals and what you need to move the needle in your business. Here are some of the meetings current and former clients have needed:

    • Monthly Finance Meeting

      • We reviewed all sales, leads, spending, etc and used that data to make decisions about budget for the next month—specifically ad spend.

    • Monthly Team Trainings

      • One client I worked with wanted me to use this time to train team members on something new each month such as best practices, new tech, or whatever.

    • Monthly Project Review

      • My client and I used this meeting to talk through project updates, look at progress, identify issues, determine if it was matching our timeline and make decisions.

    • Strategic Planning Meeting

      • One client like for me to sit with her and take notes as she talked through everything she was interested in doing for the next month or quarter and then help her plan out what could reasonably be done and what it would take to make it happen.

    • Body Doubling/CoWorking

      • I had another client who wanted me to sit with them and work. Basically we did our own things, but we made sure we were both working toward our goal and checked in every 30 minutes to keep us accountable and talk through any issues that arose.

  • Each quarter, I will review the systems we’re using and make suggestions for improvement if needed or tweak anything that needs to be tweaked to ensure we are meeting your goals.

Sammy Bohannon's OBM services are like mechanical services. She supports you where and how you need it and can even bring on her virtual assistants to help out if needed.

Ready to Amplify Your Business?

Let’s connect about how our OBM services with Sammy can make your business, and your life, easier.

Binoculars looking at a red fiery looking thing

Looking for something with a little less commitment? 

Check out Systems Launched, our 30-Day Systems Set-Up