Welcome!

We are thrilled at the possibility to partner together in business!
Dedicated to a successful working relationship, we put an emphasis on high-level client contact.

Our #1 goal is to serve our clients with excellence.
This welcome page is a simplified way to introduce you to how we work with our client family.

​To success,
Katherine

Working Together
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Hours of Operation

We understand the beauty of working remotely, but are aware of its very specific challenges. To ensure that we are always responsive to your needs, we operate on UTC -4.

Official business hours and when we reply to client emails and tasks are Monday through Thursday 10 AM – 3 PM UTC -5. All emails will be returned within 24-48 hours during the business days of Monday through Thursday.

That means we will: 

• Respond to e-mail messages promptly
• Follow-up with clients to ask for feedback
• Make recommendations and offer solutions
• Go the extra mile to make clients happy

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Meetings

Tuesdays & Thursdays from 12-3 are prioritized for all meetings.

We understand that some meetings will need to be rescheduled.
​Wednesdays from 12-3 are available upon a case-by-case basis.

Rush Jobs

We understand that things pop up and you will need help immediately. 
For rush jobs, you will be charged a $100 surcharge for less than 24 hours’ notice; $145 surcharge for evenings, weekends, or U.S. holidays.

Holidays

We take off all US national public holidays and will remind you of any upcoming holidays at the beginning of each quarter.

Vacations

We are closed for 1 week/quarter. 
​This time frame will be communicated at the beginning of each quarter. 

Referrals

Referrals are our favorite way to gain new clients!
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As a special thank-you for telling other business owners about us, you’ll receive a special gift after the signing of their contract and the payment of their first invoice!

Confidentiality

We adhere to a strict confidentiality code and no information will be divulged to a third party. All documentation sent to us will be returned upon completion + payment. We take your confidentiality very seriously.

Should the business tasks be allocated to someone internally (i.e. We bring on a new team member to support us.), it is acknowledged that the Client should be introduced to the new team member and approve the change before further work commences

Passwords

To safely exchange passwords, we use Lastpass.
​We ask that clients set up an account so that they can securely share their passwords.
​If an alternative is preferred, please let us know. 

Payment

All payments on service hours are paid upfront. Retainer clients are automatically invoiced due on the 30th of the month for the retainer amount purchased in the prior month, unless we notify you otherwise.
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Invoicing

Invoices are sent electronically on the 30th of the month. All services are prepaid and work will commence once payment is received.
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Refunds

When investing in a retainer, we commit to having enough time available to serve you. Our commitment to you affects how many other clients we can take on. For that reason, we do not offer refunds on unused services or allow unused services to roll over to the next month.

The Perks
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All packages commence with a Kick-off Strategy Call!

This one-time, 90-min strategic planning session with me and your dedicated project manager is mandatory for all packages to kick off our working relationship.

This is your opportunity to lay it all on the table and let us know exactly which areas of your business you want to improve, how you think your team & projects can be better managed, and what systems you want to put into place to make your business run smoothly.
​It’s our opportunity to evaluate your needs, your team & projects, and your overall business structure. 

We want to identify what we can take off your plate and how to do so in a simple and effective manner.
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All packages are a minimum 3-month commitment!

When we sign on, we are serious about working with you. We ask that you sign on for a minimum of 3 months. However, if you feel like we may not be the right fit for your team and business, you can cancel your agreement at any time within the first month of the retainer package. 

After that, the policy is 30 days notification of cancellation of services.

Packages are based on a combination of OBM skills & experience including the following: 

•   Project & Team Management 
•   Systems Building
•   SOP Integration
•   Creating Business Playbooks
•   Monitoring Metrics & Analysis
•   Recruiting & Vetting Employees/Contractors
•   Revenue Generating Activities: Strategizing & Monitoring
•   Industry and Market Research
•   Strategy sessions and ongoing meetings (We recommend at least one monthly call) on areas such as the following: 

• Email Marketing 
• Membership Areas 
• Facebook Ads 
• Ecommerce & Website Integrations
• Autoresponders, Sales Funnels & Marketing Campaigns
• Creating & Managing Affiliate Areas & Sales
• Social Media Strategies

Getting Started

The Discovery Call
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We want to learn where you are in your business, where you feel success, and where you feel lacking in support.
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This 25-minute session is the first step towards understanding your needs and assessing whether or not we are a good fit for your business.

If interested in booking a Discovery Call for an OBM to join your team, please fill out this questionnaire before our call!

Book a Discovery Call!

Client Praise

Katherine is an organizational QUEEN.

Her ability to create a plan and guide me and the team through the execution was firm but clarifying. We not only accomplished more than we ever would have without her management skills, we each learned where we get stuck in our processes of executing or figuring out how to execute a task.

Katherine’s high-level self-discipline keeps us focused and moving the bar where we used to spiral too far into the details. Done is better than perfect.

Thank you for saving us, Katherine!
Sarah

Katherine possesses this incredible energy that propels projects and teams forward.

very time we work together, her purposeful and passionate energy internally motivates the team members around her to take action, sustainably.

​Her infectious ability to inspire everyone around her has us coming back for more leadership and insight. She will be a blessing to your team. 
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​Michael

Before working with Katherine I was doing and managing everything I could, alone.

While working with Katherine, she coached me through letting myself receive help and sourcing the budgets and resources to outsource more and more elements that I didn’t HAVE to do or manage.

​Working with Katherine has transformed me, my business, and my bottom line. This year with Katherine has been smooth and our best year yet!

Looking forward to more! ​
​Evelyn

Certified OBM & Online Business Consultant

Katherine helps her clients stay on track by managing their projects and systems, allowing them to reach their full business potential.  

After starting her own company at age 21, Katherine followed her heart and began traveling the United States right after college, traveling repeatedly from coast to coast.

Katherine has more than 8 years of business experience working with corporations such as Uber, Covergirl, NASCAR, and Hotels.com.
After discovering the world on remote work, she quickly uncovered a love for scaling online businesses with heart-led entrepreneurs at the core.


Her ability to focus in on the specific levers that move the needle the most coupled with her desire to help humanity reach a greater potential, combined with her corporate experience enables her to serve entrepreneurial clients with incredible insight and foresight.

Applying these same qualities to her own businesses propelled her supplemental income to rapidly grow into her full-time profession.

Originally from Chicago-land, Katherine now travels the country and serves clients internationally. 

More Praise

Katherine was a key manager in taking our pilot program to a quarter-billion-dollar international rollout.

She immediately came in from day one, minute one, to help us assess and optimize our space, our messaging, and our processes, creating SOPs along the way. I’ve never met someone so adept at adjusting and adapting to the ever-changing landscape of exploring new brand partnerships and implementing brand deals. Whether traveling, working remotely, leading meetings at our corporate headquarters, or maintaining a presence in our downtown Chicago office, she played an essential role as the national manager in connecting the grand vision with KPI goals needed at the ground level.

​She’s an ease to work with and extremely reliable. Katherine is a treasure in team and brand management. 
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Kristin

Katherine is blunt. Once she understood the lay of the land of my business, she was not afraid to tell me why things are falling apart.

She’s honest and humble. She will tell you when she knows how to do something and where training is needed, for her, the business owner, and/or the team. She has an improbable ability to get in the weeds to test out a process, zoom out to look at the entire business, and adjust the pieces that provide the greatest relief. Her “Big Lever” thinking (you’ll hear this a lot while working with her) makes sure that we’re focused on what will move the needle the most and not get bogged down by what could be done.

Katherine is a management force to be reckoned with. After the first 90 days, be prepared for a heck of an audit.
It’s been an absolute joy to work with Katherine and her prowess. 

​Dan

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