When you need more than a VA, but not a full-time assistant.
When you need a partner, someone to bounce things off of, but you still want ultimate control over your business and your brand.
When you're tired of "one size fits someone" systems.
When your eyes cross every time you think about training the help you need.
Services listed below are an example of what we can do. If you don't see what you're looking for in the list, please feel free to reach out to see if it's something we can do. All packages are customizable to your growth, your budget, and your needs. Every OBM package includes a monthly strategy session and a minimum of weekly check-ins.
Calendar & Schedule Management
Travel Planning
Document Creation & Organization
CRM Setup, Cleanup and/or Maintenance
Email Management
Continuing Education Tracking
Collaborative planning based on a time frame (yearly, quarterly, etc.)
Single project planning
Addresses larger goals and breaks them down into smaller actionable steps
Standard Operating Procedures (SOP) creation and documentation into an Operations Manual
Develop/Manage over 30 different Real Estate systems for lead generation, relationship, and business management.
Listing Marketing (Social media graphics, open house flyers, reverse prospecting, direct mail, etc.)
Presentation Slides for Seminars/Events
Editorial Calendar creation and management
Email Management
Newsletter Creation
Logo Development
Vanity Site Creation
Social Media Graphics
Social Site Management
Marketing Vendor Management (Recommended Partners Available)
AI Prompt Development to create a more authentic voice
Various CRM Options
Compliance Software
Digital Signatures
Google Suite
ChatGPT
Canva
Typeform
Calendly
iBuyer Platforms
& More
Partnering to craft a client experience in alignment with the agent's value proposition
Creating client gifts and pop-bys (delivery available in limited cases)
Event Planning and Management
Strategic Analysis to identify the "Missing Person" in your business
Job Description Creation
Job Post Creation
Interview Systems
Panel Interview Participation
Key Performance Indicator (KPI) Creation & Analysis
Probationary Period Recommendations
Performance Improvement Plan (PIP) Creation
A virtual assistant is someone you hire to complete a task. You envision and create the process, and then train the VA to complete it to your specifications. An Online Business Manager is a strategic partner for your business. Instead of having to reinvent the wheel, we can tweak pre-existing successful systems to meet your goals, saving you time, money, and brain capacity.