Thanks for booking a discovery call – here’s a quick look at how we’ll work together.
Think of this Welcome Kit as a quick, friendly tour of how we’ll work side-by-side to bring your big plans to life, without the overwhelm.
Below you’ll find:
– How I collaborate
– The little perks that make working with me easy
– Simple first steps to get rolling
My job as your Online Business Manager is to turn clear goals into calm, achievable action – so your business has the space to grow.
Got a question? Drop me a line any time at hello@sarahclarkeobm.com.
Here’s to a smooth, successful partnership!
How I work
Hours of operation
I love the freedom that remote work brings but I appreciate that time-zones can be tricky. Although I’m UK-based, I keep flexible working blocks that overlap with North America, Europe and Australia, so collaboration stays smooth.
Payment and invoicing
All payments on service hours are paid upfront using BACS or Stripe. Invoices are sent electronically on the 1st of the month. All services are prepaid and work will commence once payment is received.
Refunds
When you reserve a block of hours, I clear my calendar to give your project my full attention. That dedicated focus is how I keep everything moving smoothly. To honour this commitment, any unused hours can’t be rolled over or refunded.
Confidentiality
I take your confidentiality seriously. Everything you share with me stays between us -nothing is passed to third parties. Once the work is finished and payment received, I’ll return all the documents you provided.
Time Tracking
I track every minute I spend on your project and send you a weekly progress report, so you always know exactly how your hours are being used.
Meetings
I recognise the value of both your time and mine. If you need to reschedule or cancel a meeting, please give at least 24 hours’ notice. I will extend the same courtesy and be punctual as well.
The Perks
Collaboration
Collaboration fuels my best work – I love hearing your ideas and putting a plan in place to help you achieve them.
Prompt replies: I return all emails and calls within 48 hours on business days (Monday – Thursday).
Two-way feedback: I’ll check in for your thoughts, suggest improvements, and offer solutions that keep things moving.
An extra pair of hands: You’ll have direct access to me as your dedicated Online Business Manager.
Turnaround Times
Timeframes vary by task, but I aim to start any new project or request within 48 hours of receiving the details. You’ll always know the expected completion date, and I’ll update you if scope changes extend the timeline.
Project Management Tools
Already using Asana, Basecamp or another system? I’m happy to plug in. Otherwise, I’ll invite you into my ClickUp workspace so we can track everything in one place.
Getting Started
How We’ll Work Together
1 Discovery Call
Our first chat is a free, 30-minute video call. I’ll ask where the business feels strong, where support is thin, and what success looks like to you. Afterwards, I’ll send a tailored proposal with the OBM package, first observations and next-step suggestions.
2 Strategy Session
To kick things off, we’ll spend 75 minutes mapping priorities and pain-points in detail. We’re now a team – and together we’ll decide exactly which areas of your business you want to improve, how you think your team and projects can be better managed and which systems you want to put in place. It’s also an opportunity for me to evaluate your needs and your overall business structure, in order to allow you to get back to the parts of the business you love.
3 Business Audit (Days 1–14)
For the first two weeks I’ll study your systems, files, and workflows, meet the team and look for quick wins. No changes happen until this review is complete; it’s all about understanding how things run now.
4 First 90 Days
With the audit in hand, I plug the urgent gaps, streamline everyday processes, and set the groundwork for bigger projects. Expect fewer leaks, smoother hand-offs and clarity on what comes next.
5 Ongoing Management
I’ll build clear Standard Operating Procedures (SOPs) so routine tasks run without you. From launches to social campaigns, I’ll keep projects moving while you reclaim time for the parts of the business you love, or a well-earned break.
Ongoing
Now we turn plans into action. With clear next steps in place, you’ll see the business move forward – and feel the weight lift off your shoulders.
My retainer packages blend strategic Online Business Management with hands-on implementation, covering:
Project & team coordination
Building systems and writing SOPs
Tracking metrics and analysing results
Sourcing and onboarding staff or contractors
Revenue-boosting strategy and monitoring
Industry & market research
Strategy calls and regular check-ins (at least once a month)
Optional add-ons
Social media support
Copywriting, editing & graphics
Website design, development & maintenance
Sales and landing pages
About Sarah Clarke OBM
I’m a calm, positive and proactive Online Business Manager who dives in and gets things moving. By steering projects and systems, I will support you and keep your business on track leaving you feeling like a weight has been lifted.
Backed by digital savvy and over 15 years of hands-on project management and teaching experience, I love helping talented entrepreneurs like you to step confidently into leading thriving businesses.
