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Updated: Feb 17

I often describe the OBM role as a success partner. One to help you work towards your next level of growth, get you out of the day-to-day operations of your business, and work with you to turn your goals into reality.

...So, what can you expect in the first 90 days of working together?

Well, today, I am answering that and sharing eight tips to ensure we build a successful working relationship:

How to work with an OBM

TIP 01- Set a Vision

It is your role as CEO to cast the vision for the business and communicate what you want to achieve. You need to know where you want to go so I can create a plan for the next 90 days and steer the ship in the right direction.

TIP 02 - Create Space

It takes time for me to get to know your business! As a Certified OBM, paired with my years as a project manager in the corporate world, I know how to manage projects, launches, and teams, but I need to learn about YOUR unique business and how YOU do things. Be sure to create space to onboard me onto your team correctly.

TIP 03 - Set Priorities

Hiring an OBM will NOT magically solve all your business challenges in the first 90 days. After our kick-off strategy call, you must agree on the top priorities (max 3!) we will focus on during our first 90 days together.

TIP 04 - Set Expectations

EXPECTATIONS // Be prepared to communicate what you expect (what success will look & feel like for you).

TIP 05 - Establish Preferred Communication

This is also vital. Expect to give and receive 'excess' communication in the first 90 days until you understand each other's styles and have built trust.

TIP 06 - Develop Trust

Be willing to let go. OBMs are leaders, not followers. Expect that I will jump right in, take the lead on your business projects, and get things off your plate. This is what I am known for and have been trained to do.

TIP 07 - Have an Open Mind

Know that your OBM will think differently than you. My approach to doing things may look different from how you have or would do something; that's OK (part of letting go). We both bring unique approaches to the table; trust me, all successful creative and coaching businesses need this.

TIP 08 - Anticipate

Expect some bumps along the way. Week one may not feel amazing while you learn to work with someone new. Communication and collaboration will be the key to getting on track when things don't feel perfectly smooth. Don't throw in the towel too soon! Everything is possible when we come together with clarity, purpose, and patience in the first 90 days.


Hey there- if we haven’t had a chance to meet yet, I’m Kirstin- an online business manager helping female entrepreneurs turn their business chaos into clarity.

OBM for interior designers

Check the KB&Co Services & Pricing Guide to learn how to partner together.

Like this post? Click below for more articles about mindset, tools, and systems to help you run your business.


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