In this episode, Amanda shares how to lead a strategy session as an Online Business Manager. She emphasizes the importance of strategy sessions in building client relationships and dives deep into the process of conducting a successful strategy session. Amanda highlights the significance of thorough client onboarding and also shares tips on leading the conversation, actively listening to the client, and asking the right questions. Amanda emphasizes each step of the process that will provide value and actionable steps for your client.

Get the Ultimate OBM Client Onboarding System for only $7 → https://amandamcvicker.thrivecart.com/ultimate-obm-client-onboarding-system/ 

 

Episode Timestamps:

• (00:00) Introduction and Excitement for the Topic

• (03:52) Creating an Agenda Based on the Questionnaire

• (06:25) Getting in the Right Frame of Mind Before the Call

• (07:48) Reviewing the Questionnaire and Identifying Gaps

• (10:29) Creating an After-Call Report

• (14:35) Recap and Encouragement for OBMs

 

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