Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

In this episode, I interview Alex Porterfield, an experienced online business manager (OBM), about pivoting and booking out services as an OBM for Influencers and Creatives. We discuss the online business manager world, working with influencers, tasks as a virtual assistant, transitioning from corporate to OBM, finding clients, building relationships and networking, and starting over to be successful. 

In this conversation, we share our journeys becoming OBMs, the role of an Online Business Manager, and insights on transitioning to an OBM role and offer resources for further learning.

Join us in our free OBM masterclass, Pivot to Profit, on February 19th and 20th: https://alexporterfield.ac-page.com/influencer-obm-academy-pivot-to-profit-masterclass 

More about Alex Porterfield:

Alex Porterfield is an experienced online business manager specializing in providing strategic support for multi-6-figure influencers and women entrepreneurs. With her deep understanding of digital business landscape and her passion for helping others succeed, Alex has become a sought-after business coach, training women on how to become successful virtual assistants and online business managers. Alex's signature programs, Influencer Support Method™  and Influencer OBM Academy™ have helped 40+ women around the world achieve their entrepreneurial dreams. Through these programs, Alex provides comprehensive training on everything from the influencer industry and how to strategically support Influencers to project management and team leadership, giving her students the tools they need to build thriving online businesses.

Topics covered on How to Pivot and Book Out Your Services as an Influencer OBM with Alex Porterfield:

• Starting as a virtual assistant and building relationships with clients can lead to a natural pivot to becoming an online business manager.
• Transitioning from a corporate setting to an OBM role requires learning the jargon and flow of the online space, but the management skills gained in the corporate world can be valuable.
• Building relationships and networking, especially on platforms like Instagram, is crucial for finding and connecting with potential clients.
• Content creation is essential for establishing an online presence and showcasing expertise, and it's important to be authentic and have fun with it.
• Success in the OBM role comes from a combination of skills, personality, and genuine connection with clients. An OBM is a strategic partner who helps business owners manage and grow their online businesses.
• Transitioning to an OBM role requires developing skills in project management, systems implementation, and team leadership.
• Resources like the Influencer Support Method and the Influencer OBM Academy can provide training and support for aspiring OBMs.

Connect with Sam:

• Services: https://systemswithsam.com/services/ 
• Instagram:https://www.instagram.com/systemswithsam/ 

Connect with Alex:

• Instagram: https://www.instagram.com/alexporterfield.biz/ 
• TikTok:  https://systemswithsam.com/services/ 

Resources from this episode:

• Influencer OBM Academy: https://influencerobmacademy.com/ 
• Influencer Support Method™: https://samwhizbiz--alexporterfield.thrivecart.com/ism-the-membership/ 

Are you ready to triple your 1:1 offer capacity? In this podcast episode, I reveal a powerful four-step strategy that has helped many of my clients break free from their income plateau and scale their businesses.

You'll hear about a client who was already making about $20K but felt stuck due to time-consuming administrative tasks. I'll share how we transformed their business by implementing my four-step process that you too can use. We'll delve into how to streamline your offer for maximum efficiency, automate your onboarding process to save precious time, track your clients effectively to stay organized and create a client hub for seamless communication. These strategies are designed to not only increase your capacity to handle more clients but also significantly enhance their experience with your service. Plus, you'll find out how you can get personalized help to implement these strategies in your own business.

If you're feeling overwhelmed by your current client load or if you're eager to grow your business without the added stress, this episode is a must-listen!

Topics covered in this episode:

1. How I helped my client triple his 1:1 offer capacity.
2. Why your business must have a streamlined offer.
3. What are the common mistakes people make when it comes to the onboarding process?
4. How can you add personalization to automation in your business?
5. Why do you need to track your clients and what should you track?
6. The importance of creating a client hub if you want to triple your 1:1 offer capacity.

Ready to clean up your behind-the-scenes chaos and build systems that help you thrive as you grow? Book a call with me to chat more about what’s possible with systems! 

Connect with Sam Whisnant:

• Signature Services: https://systemswithsam.com/services 
• DM me on Instagram: https://www.instagram.com/systemswithsam/ 

Resources mentioned in this episode:

• Motion.io - Get 50% off for your first 6 months with code SYSTEMSWITHSAM! 
• ClickUp - Affiliate link 
• Basecamp
• Slack
• Kajabi
• Thinkific
• Teachable

Quote:

"If you are really clear, your clients are also going to be really clear and then they will just have a much better experience working with you." - Sam Whisnant

Welcome back to the Beyond the Systems podcast! In this episode, I dive deep into the world of business systems, why they are the lifeblood of your business, and how they touch every facet of your operations.

When it comes to operations, I know the word "systems" can be confusing, so I'll break down what exactly a business system is (I promise it's less overwhelming than you think). I'll tell you more about how systems revolutionized not only my own but also my clients' businesses, and I'll share the three core business systems that every entrepreneur should have in place: from content creation and client experience to team management, I cover it all!

Whether you're at the start of your business journey or looking to scale up, this podcast episode is just what you need. It's brimming with practical tips and strategies ready for immediate implementation! So what are you waiting for? Let's tune in!

Topics covered in this episode:

1. What are business systems and why do they matter?
2. How can business systems help you work less while achieving more in your company?
3. Why is consistency crucial in business and how can systems help you achieve it?
4. The three core business systems that every entrepreneur should focus on.
5. My favorite books I recommend for a deeper understanding of business systems.

Ready to clean up your behind-the-scenes chaos and build systems that help you thrive as you grow? Book a call with me to chat more about what’s possible with systems! 

Connect with Sam :

• Signature Services: https://systemswithsam.com/services 
• DM on Instagram: https://www.instagram.com/systemswithsam/ 

Resources from this episode:

• The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It
• Clockwork: Design Your Business to Run Itself 

Quote:

"Systems create consistency. So if there is an area in your business that you don't feel like you are consistent in, it's because you are lacking a system and a process on how to do that." - Sam 

Welcome to the very first episode of Beyond the Systems podcast! I'm your host, Sam Whisnant, and I couldn't be more excited to finally bring this podcast to life! In this podcast episode, I share my personal journey from a novice in online business to becoming a systems strategist.

You'll hear about how I navigated through various roles, learned from scratch, and built a successful business amidst the chaos of a global pandemic and moving abroad. I also reveal how I transitioned from being an online business manager to setting up foundational systems for businesses, helping them scale from $20K months to $100K months, having $250k launches, and streamlining business operations that allowed them to triple their 1:1 capacity!

So, are you ready to dive into my world of business systems and understand how they can save you when you are in the middle of chaos? Tune in now, and let's explore how systems can transform your business too!

Topics covered in this episode:

1. How I transitioned from having no online experience to falling in love with business systems
2. The roles I explored before becoming a systems strategist and how they shaped my career
3. How I grew my business so quickly in 2020
4. What prompted my shift from being an online business manager to setting up business systems for clients in 2023.
5. How do business systems help clients scale and improve efficiency in their companies?

Ready to clean up your behind-the-scenes chaos and build systems that help you thrive as you grow? Book a call with me to chat more about what’s possible with systems!

Connect with Sam:

• Signature Services: https://systemswithsam.com/services 
• DM me on Instagram: https://www.instagram.com/systemswithsam/ 

Quote:

"When you have the foundational part of your business, really, really solid and streamlined, it makes it so much easier to handle the chaos." - Sam 

Are you a client-facing entrepreneur who feels overwhelmed by the “business” part of your online business?  

Dreaming of a business that not only thrives but runs efficiently without you being at the helm 24/7?

If you’re ready to clean up the chaos in the backend of your business and build a foundation that lets you thrive as you grow, then you’re in the right place!

Your host, Sam Whisnant, is on a mission to help client-facing business owners, like YOU, in building scalable systems so that they can save time, boost profits and navigate growth with more ease and confidence.

Tune in to the Beyond The Systems Podcast for a behind-the-scenes peek at the bigger picture of systems and how they impact all areas of your online business so you can feel work less whilst making more money.

Be sure to subscribe and follow the show wherever you listen to podcasts so you don’t miss an episode. 

Follow Sam on Instagram at @systemswithsam.