Course curriculum

  • 1

    Welcome!

    • Welcome! Start Here
    • Welcome Video
    • The Certified OBM® Facebook group
  • 2

    Free Member-Only Resources and Benefits

    • Client Services Agreement Template
    • Recommended Resources & Vendors
    • 90-Day Planning Process (Mini-Training)
    • Mindset :: The Inner Game of Success (Mini-Training)
    • 3 Steps to Transition from VA to OBM (Mini-Training)
    • Leading a One-Day Team Planning Session (Mini-Training)
    • Managing Affiliates & JV Partners (Mini-Training)
    • Profit First 101 (7 Lesson Mini-Training)
    • Incentive & The Compensation Conversation
  • 3

    Coffee Chats

    • Upcoming Coffee Chats
    • 2020 Coffee Chat RECORDINGS
    • Previous Coffee Chat RECORDINGS
  • 4

    OBM Book Club

    • Details & Recordings
  • 5

    Continuing Education

    • OBM Live 2020 - October 22/23
    • OBM Legal Kit
    • 6-Figure Agency Training
    • Advanced Metrics for OBMs Workshop
    • 5-Figure Systems Packages
    • Coaching Skills for OBMs Workshop
    • Pricing, Packaging & Incentive Workshop
  • 6

    RFPs - Look Who is Hiring

    • Evan Marc Katz is hiring - posted 9/30/2020
    • Krysti Wick is hiring - posted 9/9/2020
    • **POSITION FILLED** Abbi Perets is hiring - posted 9/3/2020
    • ** POSITION FILLED ** Marnie Ginsberg is hiring - posted 8/28/2020
    • ** POSITION FILLED ** Jacques Hopkins is hiring - posted 8/26/2020
    • ** POSITION FILLED ** Allen Mathews is hiring - posted 8/26/2020
    • ** POSITION FILLED ** Becky Jolly is hiring - posted 8/26/2020
    • Colleen Reilly is hiring - posted 8/24/2020
    • ** POSITION FILLED ** Jennifer Crane is hiring - posted 8/18/2020
    • Frannie Coggeshall is hiring - posted 8/7/2020
    • Harry Shah is hiring - posted 8/7/2020
    • **POSITION FILLED** Destin Gerek is hiring - posted 7/27/2020
    • KC Baker is hiring - posted 7/24/2020
    • Elizabeth Purvis is hiring - posted 7/24/2020
    • Lauren Petrullo is hiring - posted 7/22/2020
    • **POSITION FILLED** MaryPat Kavanagh is hiring - posted 7/8/2020
    • **POSITION FILLED**Brooke Fallins is hiring - posted 7/7/2020