The OBM Educator

02: How To Transition From A Virtual Assistant To OBM


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Are you a virtual assistant (VA) looking to take your business to the next level? Do you dream of becoming an Online Business Manager (OBM) but don't know where to start? In this episode, Amanda provides a step-by-step guide for making the transition. Learn how to audit your own business, determine your new services and pricing, and rank your clients based on their need for an OBM. Amanda also introduces the "sidestep method" for transitioning clients while maintaining your workload and financial stability. If you're a VA ready to level up your skills and take on new challenges, this is a must-listen!

Episode Timestamps:

  • (02:20) Skills needed to become an OBM
  • (04:35) Considering current tasks you enjoy and do not enjoy
  • (06:20) Creating your new offers and services
  • (08:55) Evaluating clients and ranking them based on their suitability for OBM services
  • (11:00) Transitioning clients to OBM and educating them on the role
  • (14:40) Letting go of clients who are not a good fit; the sidestep method
  • (18:30) Starting a referral program

Connect With Amanda:

amandamcvicker.com

Instagram: @AmandaMcVicker_OBM

Learn the skills needed to be a stand-out OBM by downloading The OBM Tech Stack:

amandamcvicker.com/obm-tech-stack

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The OBM EducatorBy Amanda McVicker

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