The Top 5 Tech Skills That Will Set You Apart As An OBM

April 22, 2019

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I'm Court —online systems educator for coaches. I'm here to help you love your business again.

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For newbie Online Business Managers, the task of where to begin in learning how to help others manage and streamline their business can be overwhelming. It’s hard enough getting your own calendars, projects, and client portfolios to sync. So, we’re here to help guide you on the systems and tech platforms you should learn to confidently take on new clients and do it all without working a 70-hour work week.


Task Management System

A task management system is the software (typically cloud-based) system that allows your client’s team to follow specific tasks, complete projects, and communicate with co-workers. Some popular choices include Monday.com, Asana, and TeamWork PM. We’ve used several and discovered for growing businesses, TeamWork has given us the most success. Create to-do lists, assign tasks, send messages, and track the percentage of projects that are completed on time by employee.


Google Drive

One of the best document-sharing platforms available is Google Drive. Create, share, and edit documents with coworkers around the world. A major benefit to your clients is this platform offers ample storage even with the free plan. As an OBM, you’ll want to learn how to clearly label and organize a client’s digital files. Keep all work easy to find and access so the team doesn’t waste a moment searching for a project from a past client.


Email Marketing Software

The average return on $1 spent on email marketing is $44.25. Introduce yourself to the leading email marketing software programs so you understand how to build, distribute, and track the emails. While you won’t be tasked marketing email design as the OBM, you will want to guide your client on the best software available and show the team how it works. ActiveCampaign, AWeber, and Drip are some popular systems, but we’re big fans of ConvertKit. The system is extremely easy to use and offers easy to manage auto-responders allowing you to send drip emails. Use the system to segment subscribers to increase the client’s conversion rate.


Social Media Management Tool

Online tools that manage social media posts will become invaluable to clients. Thirty-seven percent of customers turn to at least one social media channel to help in a purchasing decision. Popular platforms like Hootsuite and Buffer allow you to schedule specific posts for multiple social outlets. This is one of the tasks that a client can easily automate but still spread their brand’s message through the power of social media.


Accounting Solutions

The great part about introducing your clients to an accounting solution is you don’t have to have an accountant’s mind to understand the software. Your clients need a simple way to chart their expenditures, revenues, and outstanding debts. Implementing a system like Quickbooks or Freshbooks will allow the client to automate spending and balancing the books.


Being an OBM doesn’t mean you have to be an expert in everything from email marketing to finance management, but you should be able to guide your clients when it comes to choosing the best platform available for their business. Educate yourself in these five tech areas to grow your own OBM business and help clients manage their brands.


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