Course curriculum

  • 1

    Welcome!

    • Welcome! <-- Start Here 🔥
    • The Certified OBM® Facebook group
    • Our Values, Vision, Mission & Diversity Statements
    • A Clarification re: the Certified OBM® Designation & Trademark
    • Billing & Support
    • IAOBM Events Calendar🔥
  • 2

    Marketing Resources for Members

    • Your OBM Directory Profile 🔥
    • Your Certified OBM® Badge & Facebook Profile Photo Frame 🔥
    • 101 Ways to Market Your Certified OBM Business and Find Clients
    • NEW: Using the Ops Review to Grow your OBM Business 🔥
    • Your OBM Offer [2 Part Training]
    • Prospecting & Pitching Your OBM Services + Selling w/Confidence [2 Part Training]
    • 'Ready to go' Promotional Articles
    • 'Ready to go' Social Media Posts
    • A 'Get Clients' Assessment for OBMs (Member-Discount)
  • 3

    Updated: OBM Toolbox

    • OBM Toolbox Intro <-- Start Here
    • NEW: AI in Business Management Training
    • NEW: AI Guides for Certified OBMs
    • NEW: A Guide to Insurance for OBMs
    • Tech Audit Checklist
    • OBM Legal Resources & Client Agreements
    • Updated Launch Training 🔥
    • People Tools
    • Planning Tools
    • Process Tools
    • Progress Tools + Updated Training
    • The First 90 Days Tools + Ops Review
    • Recommended Resources & Vendors
  • 4

    Member Trainings

    • 'How Do They Do That?' Member-Led Training Series 🔥
    • Mindset: The Inner Game of Success (Mini-Training)
    • 3 Steps to Transition from VA to OBM (Mini-Training)
    • Incentive & The Compensation Conversation
    • Leading a One-Day Team Planning Session (Mini-Training)
    • Profit First 101 & Cashflow
    • Managing Affiliates & JV Partners (Mini-Training)
  • 5

    Monthly Expert Calls

    • Upcoming Monthly Expert Calls
    • 2025 Monthly Expert Call RECORDINGS
    • 2024 Monthly Expert Call Recordings
    • 2023 Monthly Expert Call RECORDINGS
    • 2022 Monthly Expert Call RECORDINGS
    • Coffee Chat RECORDINGS
  • 6

    AI Power Lab Calls

    • Upcoming AI Power Lab Calls
    • 2025 AI Power Lab Call RECORDINGS
  • 7

    OBM Mastery & Mentorship Calls

    • Upcoming OBM Mastery & Mentorship Calls
    • 2025 OBM Mastery & Mentorship Call RECORDINGS
    • 2024 Member Q&A/Support Call RECORDINGS
    • 2023 Member Q&A/Support Call RECORDINGS
    • 2022 Member Q&A/Support Call RECORDINGS
  • 8

    Get Clients Calls

    • Upcoming Get Clients Calls
    • 2025 Get Clients Call RECORDINGS
    • 2024 Marketing Monday Call RECORDINGS
    • 2023 Marketing Monday Call RECORDINGS
  • 9

    Continuing Education & Partner Resources

    • OBM Live 2024 - Replay Available! 🔥
    • OBM Agency Training 🤝
    • The OBM Mindset Reset 💡
    • Financial Management for OBMs 💸
    • 5-Figure Systems Packages ⚙️
    • Coaching Skills for OBMs Workshop 💗
  • 10

    RFPs - Look Who is Hiring

    • **POSITION FILLED**Danielle Levy is hiring - posted 4/22/2025
    • **POSITION FILLED**Marko Lamza is hiring - posted 12/31/2024
    • **POSITION FILLED** Laura Minard is hiring - posted 12/27/2024
    • **POSITION FILLED**Andrés Valencia is hiring - posted 12/9/2024