OBM Services (Add-On for Existing Clients)
You’ve built the plan. Now it’s time to bring it to life.
This ongoing partnership helps you turn clarity into consistent action – keeping your team aligned, your operations structured, and your goals within reach.
For clients stepping into implementation.
After your Breakthrough Strategy Session or CEO by Design Intensive, you walk away with a clear roadmap. But implementation brings new questions – and that’s where ongoing partnership helps.
Through structured consulting and operational oversight, I’ll support you as you bring your 90-day plan to life. Together, we’ll monitor progress, guide your team, and refine your systems so everything stays on track.
What ongoing partnership includes.
Once your foundation is in place, I step in to help you keep it strong. My focus is on maintaining consistency, clarity, and momentum – so progress continues, even when things get busy.
Your plan deserves to stay active. I’ll help you maintain steady progress with structured check-ins, feedback, and clear direction. You’ll always know where your attention is needed and where your team is moving ahead confidently.
We’ll ensure your business runs smoothly from week to week. I’ll help set up or optimize your project management tool – assigning ownership, creating timelines, and establishing a rhythm that keeps projects organized and visible.
You’ll continue leading your team while I bridge the gap between strategy and execution. I’ll oversee select projects – like CRM migrations, website builds, or launches – and make sure your team has the systems, SOPs, and clarity they need to execute effectively.
Investment & Commitment.
Ongoing consulting partnerships start at USD $1,250/month, with scope adjusted to your team size, projects, and level of involvement.
Each engagement begins with a minimum three-month commitment, renewed quarterly to match your goals and pace of growth.
You’ll receive continued strategic oversight, structured accountability, and operational clarity – without the overhead of a full-time OBM.
Proof in action.
I was getting clients through word of mouth, but I knew I needed to scale my business and reach a wider audience. My website was basic, and the client journey wasn’t set up to support growth. Dez completely transformed that for me. From our very first meeting, she got me excited about my own business and came up with creative, practical ideas to make the client journey seamless.
She set up processes that made it easy for anyone to move from first contact to becoming a client, and she explained everything clearly—even for a self-proclaimed technophobe like me. What stood out most was how flexible and supportive she was, understanding my challenges as a single mother and working with me every step of the way.
Thanks to Dez, I now have the systems and structure to scale with confidence. I highly recommend her to any service-based business owner who wants to grow with clarity and ease.
Natalie P
Succedo Quality Education
As a busy business coach, I found myself making the same mistake I warned my clients against – working in the business instead of on the business. That changed when Dez came in. Her attention to detail and structured approach helped me get more organized – not just with my thoughts, but also with time management tools that made my work far more effective.
The impact didn’t stop with me. I began introducing what I learned from Dez to my clients, and she created real results for them as well. With Dez, you gain support in time management, strategic thinking, and organizing and structuring your business for growth. I highly recommend her as an Online Business Manager.
Trevor B
Founder, The Freedom Switch
Working with Dez is an absolute pleasure! She’s reliable, trustworthy, and a creative thinker who’s always ready to roll up her sleeves to solve problems. What sets her apart is the way she invests herself in the success of the business – as if it were her own. With Dez on our team, day-to-day tasks and big-picture projects alike have become easier, more effective, and more enjoyable. Her partnership ensures we move past roadblocks and uncover solutions that fuel progress and growth.
Tovi V
Director of Operations and Marketing, OBM School
Dez has been an amazing part of our first year in business at We Did It Health. She brought structure and organization, helped put our processes in place, and supported us with newsletters and social media posts. She truly understands the ins and outs of doing business online and is so disciplined in her approach. Thanks to her, we were able to set things up the right way, giving us the foundation for success and growth. I’m so grateful for all she’s done and highly recommend her to any business looking to get aligned and scale.
Peter G
Founder, The Vegan Community, (Previously We Did It Health)
Working with Dez in closing critical management-level positions has been an exceptional experience. Her meticulous approach, clear understanding of mandates, and strategic mindset ensured we fulfilled key roles that directly supported organizational growth. With her ability to communicate effectively with senior leaders and collaborate seamlessly with the team, Dez proved to be an invaluable asset. Her professionalism, expertise, and consistent delivery of results make her a true strategic partner in talent acquisition.
Ameeta K
President & Co-Founder
Common Questions
This service exists to help you carry the plan forward. These FAQs explain how we work together, how long the partnership runs, and how we keep your systems and team aligned as your business grows.
The minimum commitment is three months, since meaningful change takes time to see through. We’ll renew every 90 days – reviewing what’s working, updating milestones, and setting new priorities before continuing into the next phase.
Sometimes new projects or priorities show up mid-way – and that’s normal. If something new comes up that isn’t part of your current plan, we’ll review it together in our next meeting to decide whether it fits into the ongoing scope or needs its own separate project plan and timeline.
When your 90-day plan is fully implemented, we’ll look at what’s next. You can continue in the same partnership if your goals still align with the current structure, or book a new Strategy Session to create a fresh plan for the next phase of growth. This keeps your focus aligned with your evolving goals and metrics.
Yes. I often work within client systems for smoother collaboration. You can set me up with a company email or workspace access if needed, so communication remains clear and consistent with your team.
I’ll provide a short monthly report summarizing wins, challenges, and focus areas. We’ll also have brief weekly check-ins (around 20 minutes) to make sure everything stays on track and decisions are made in real time.
No – this is separate. The CEO by Design maintenance covers dashboard updates and data accuracy. This add-on focuses on operational support, accountability, and team alignment around your ongoing 90-day implementation plan.
You can request a pause or cancellation at the end of any three-month cycle. If something urgent comes up during a cycle, please share at least one month’s notice so we can wrap up cleanly and review next steps.
Keep the momentum going.
Growth feels different when you have someone beside you who understands your goals and can help your team reach them.
If you’re ready for ongoing support that keeps your systems aligned, your team accountable, and your focus where it matters most, let’s continue the work we started.