In this session, Amanda chats with Kaleigh Tracy, an OBM who struggles with enforcing boundaries and scope creep from her clients. Kaleigh discusses her challenges with being on an hourly retainer and feeling pressured to take on tasks beyond her expertise, including web design, social media management, and VA tasks. Amanda offers advice on setting boundaries, considering hiring a VA, and deciding between hourly retainers and packages. They also talk about the importance of communicating boundaries clearly to clients and sticking to them, including practical tips like turning off notifications during off-hours. Amanda reassures Kaleigh that maintaining boundaries not only helps prevent burnout but also makes her more valuable to her clients!

 

Connect with Kaleigh Tracy:

Kaleigh is a wife, mom of four, and online business manager helping life coaches achieve more with less stress. She empowers holistic and faith-based coaches to streamline their operations, free up their time, and focus on what matters most – their clients and a life well-lived.

 

@kaleightracyofficial

kaleightracy.com 

 

 

Episode Timestamps:

• (01:30) Challenges with scope creep
• (05:00) Exploring solutions; hourly vs. package retainers
• (12:20) Effectively communicating boundaries with clients
• (18:10) Reminding clients of communication boundaries and work hours

 

 

Connect With Amanda:

amandamcvicker.com

Instagram: @AmandaMcVicker_OBM

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

https://www.amandamcvicker.com/obm-tech-stack