Services

Reducing your stress and overwhelm by handling all the technical details.

Online Business Management

Carmen handles your daily operations so you can concentrate on growing you business. She handles: project management, launch management, business operations, and keeping the company vision alive.
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Launch Management and setup

We help to build a plan and timeline for each step leading up to (and beyond) the big day. Then we pull all the tech pieces together to ensure your launch runs smoothly.

Systems Creation, Automations & Integrations

We can set up workflows, such as email Welcome sequences to welcome your customers or clients.

Many software platforms have direct connections to each other, but if they don't, we can make them "talk" to one another through Zapier or Make.

Our goal is to make sure you have Standard Operating Procedures (SOPs) for every repetitive task, so the job gets done - and done right, every time!

Project Management

Stop spending hours managing your tasks and the people (including yourself) working on them. Take back that time so you can concentrate on what only you can do for your business!

We will help organize and stay on top of the to-do list for you! We have worked with several project management tools, such as ClickUp, Asana, Trello, Monday, notion, and more!

Other Client Care Packages

Need other assistance but don’t see it listed here? We’d still love to help!

Contact Carmen for Pricing and Availability.

FAQs

An Online Business Manager is the person that supports a small business owner, by managing activities for their clients.

An OBM can manage:

  • daily operations
  • teams
  • projects
  • launches
  • marketing & metrics

Some take on all of these areas (and more) and some OBMs like to specialize.

In a nutshell, an OBM is the person who organizes and manages. A Virtual Assistant (VA) is the “do-er”; the person who implements the plan.

However, since the OBM is the one kept responsible for ensuring everything gets done, sometimes these lines are blurred.

Anything you do in your business that isn’t specific to your knowledge (such as designing or creating) can probably be hired out.  Because that frees up the limited time you have to focus on what only you can do!  In other words, you are delegating!

The advantage to hiring an OBM is that you get to specify what tasks are delegated without having to take on the responsibility of a full-time or part-time employee, adding even more administrative tasks to your plate.

I am a computer geek.  That’s the simplest way to describe the industry I was in for 30+ years*.  No, I won’t fix your PC, but I have years of experience in managing websites and other technical (software) tasks, data entry, flowcharting, and I attest to being a spreadsheet fanatic.  My husband will also tell you that I love lists – and lists of lists because I can’t stand not being organized! That is an obsession that is super-helpful in project management!

I constantly look for ways to streamline and automate your repetitive business processes so you (and I) can spend less on the little things that take up the majority of our time and money!

(*If you want the full description, my former job title was Senior Systems Analyst and Project Manager for a Distribution company. Whew!)

I know firsthand how tough it can be to try and run a business and still be a parent!

As a hard-working, self-motivating individual, I will respect your business practices and family time (as I expect you to respect mine). I am an excellent listener, good at written communication and documentation, and adept at resolving issues.

The great news is that help is available right here!

Whether you need me for a one-time task or you are looking for someone on a regular basis, I would love to work to help improve your business!

In addition to my previous work experience as a Project Manager and Senior Systems Analyst in the distribution sector, I am an Accredited OBM through the OBM School program.  This accreditation solidified my knowledge in the best practices needed to optimize and grow an Online Business.
Operations Management Skill Team Management Skill Project Management Skill
Marketing and Metrics Management Skill Launch Management Skill Business Management Systems Skill
  This accreditation included projects to evolve and grow my skills in:
  • Operations Management – Developed skills of streamlining business operations for maximum efficiency, optimizing and systematizing processes, and communicating plans for business operation enhancements.
  • Project Management – Adapted my processes of managing teams in the Corporate world to the online and small business spaces, by breaking down projects into workable tasks, identifying gaps, and assigning responsibilities using the RACI Method.
  • Launch Management – Expanded my knowledge of launching online courses and services through documented workflows, while tracking metrics and Key Performance Indicators (KPIs) to show success rates.
  • Team Management – Solidified my process in role and job development, online hiring practices, and virtual onboarding and training procedures.
  • Business Systems – Advanced my knowledge of systems and technologies used in my Corporate background to prioritize systems and automation needed for online and virtual businesses, building out 90-day plans to move the business forward.
I have also training through these programs:

This is just a sampling of some of the services we offer that could help your business:

Online Business Manager Services

  • Project and Task management: organizing and streamlining the tasks for all team members. We have extensive knowledge of ClickUp, Asana, Monday, Trello, notion, Todoist, and more.
  • Business Systems Management: including documenting team roles through the RACI method, creating SOPs (Standard Operating Procedures), and building out 90-day action plans.
  • Launch Management – building a schedule for your next launch, setting up the technical pieces, and ensuring tasks are completed on time.

 

Virtual Assistant Services

  • Course implementation, especially in Thinkific. Helping pull all the tech pieces together to launch your course, uploading videos, updating text, etc.
  • Connecting applications and creating automations in Zapier and Make.com, as well as other platforms.
  • Website management. We have experience with WordPress.org (self-hosted) with Woocommerce, Wix, Squarespace, and GoDaddy websites.  We know what HTML, CSS, FTP all mean – so you don’t have to!
  • Photo editing, include Adobe Photoshop, GIMP, and Canva.
  • Video editing with Camtasia and Descript, and transcript creation.
  • Email and contact management, with specialties in Active Campaign, Mailerlite, Mailchimp, ConvertKit, Drip, and SendInBlue. This includes creating email automations, subscriber forms, and welcome sequences.
  • Inbox management: sorting through your emails, filtering, auto-responses, responding to FAQs, and support questions.
  • Research.
  • Spreadsheet entry, formatting, and reporting (Microsoft Excel, Google Sheets).

Plus MUCH MORE!

If you can think of something you don’t see here, please contact me so we can discuss your unique needs!

Absolutely!

The PDF below can be downloaded to view some specific examples of work I have completed for other clients. 

Please note that these rates may change at any time.

Short-term projects are typically billed on a flat-fee schedule, with 50% due up front and the remaining amount due at the end of the project.

Ongoing projects and support will have actual time tracked and reported. After the first month, an invoice will be sent on the 1st of the month.

Our current hourly rate is $65 per hour. There is a required minimum of 10 hours a month. This is to help ensure we can offer the best service to a select list of clients.

Payments are accepted through Stripe – credit cards and bank transfers.

I will gladly give you a free quote before any work is done!

If you are ready to talk about your business needs, schedule a FREE CONSULTATION!

Otherwise, you can email me at info@calledtodesign.com to ask any questions you might have or make that first connection!

Client Testimonials