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Writer's pictureCatherine Mason

Feeling Stuck and Confused on How to Scale Your Business? It sounds like you need an OBM!

You’re not alone. Scaling your business should feel exciting, not overwhelming and scary, with you overthinking every single decision and getting stuck in paralysis by over-analysis.


You’re stuck. There’s no clear path forward, and every time you try to focus on growth, something else in your business demands your attention.


The worst part? You don’t even know where to start to make things easier. It feels like no matter what you do, you’re drowning in the details and losing sight of the bigger picture. This is where you need to consider the benefits of scaling your business with strategic systems, processes, and the support of an OBM. These tools and support will help you break free from overwhelm and create a clear path for growth.


Keep reading if this sounds like you...



Scaling your business with an OBM
  • You’re working late into the night trying to catch up on the tasks you didn’t get to during the day.

  • You’ve missed two deadlines this week alone because emails and admin tasks took over your day.

  • You’re manually booking client meetings and wasting time going back and forth to find available times.

  • You’ve got a great idea for a podcast, but can’t find the time to even record an episode.

  • You’ve signed up for three different project management tools but haven’t implemented any of them properly.

  • You’re constantly firefighting issues that the right system could prevent, but you don’t have time to set it up.


If any of these sound familiar, it’s time to pause. You’ve reached a tipping point. Continuing down this road will only lead to burnout.



Why Systems and Support from an OBM Are Critical for Scaling your Business


You must admit that you can’t do it all at some point need to work smarter not harder. To truly scale, you need the right systems in place and the right support to help you manage it all efficiently.


If you’re still juggling tasks manually, missing deadlines, and struggling to keep up with client communication, it’s time to re-evaluate how you’re running your business.


Let’s break it down:


1. Task & Project Management Systems

Are you relying on mental notes and sticky pads to keep track of everything? If you’ve missed deadlines or forgotten important tasks, it’s time for a project management tool like Asana, Trello, or ClickUp.


Imagine this: Instead of juggling tasks in your head, your entire project plan is laid out with clear deadlines, assigned tasks, and automatic reminders. You never have to wonder what’s due or who’s responsible. Projects run smoothly, and you get your time back.


2. Client Relationship Management (CRM) System

Do you feel like your client onboarding process is all over the place? Maybe you’re constantly digging through email threads to find client details, or worse, you’ve lost track of where a client is in their journey. A CRM like Dubsado or HoneyBook will save you time and organise everything in one place.


Think about it: Instead of manually sending contracts and follow-up emails, a CRM automates these processes. You can focus on delivering your service instead of managing admin tasks.


3. Finance & Invoicing Automation

If you’re still manually tracking invoices, payments, and expenses, you’re likely spending hours each week on tasks that could be automated. Tools like Xero or QuickBooks let you automate invoicing, send reminders for overdue payments, and help you keep your finances in check without the stress.

Stop chasing payments—these tools make sure your cash flow stays consistent without you lifting a finger.


4. Automating Repetitive Tasks

Are you spending too much time on repetitive tasks like uploading documents or manually following up with clients? Tools like Zapier and Moxie automate these tedious processes, saving you hours each week. Imagine not having to manually enter data or copy-paste client details between systems. Automations handle it for you, so you can focus on what really matters—growing your business.


Do You Need a VA or an OBM?


You might be wondering, "Do I need a Virtual Assistant (VA) or an Online Business Manager (OBM)?"

The answer depends on what stage your business is at and the kind of support you need.


A Virtual Assistant (VA) can be an excellent option if you need help with specific tasks like inbox management, social media scheduling, or customer support. VAs are great for handling day-to-day tasks, freeing up your time so you can focus on more strategic aspects of your business. However, they typically follow your direction and aren’t responsible for managing the bigger picture.


An Online Business Manager (OBM), on the other hand, takes a more strategic, leadership role. They manage the systems, workflows, and team operations that keep your business running smoothly.


Think of an OBM as your right-hand person who handles the backend of your business, allowing you to focus on growth.


Here’s how an OBM can help you scale:


  • Set up systems and workflows to streamline your business operations.

  • Manage projects from start to finish, ensuring nothing falls through the cracks.

  • Oversee your team, whether it’s freelancers, VAs, or support staff, so you can focus on high-level growth.


An OBM isn’t just there to tick off tasks—they’re there to help you create sustainable growth strategies, giving you the time and space to focus on what you do best.


The Benefits of Combining Systems with an OBM


When you pair the right systems with the support of an OBM, your business starts to run like a well-oiled machine. You’re no longer managing everything yourself—you have someone keeping the wheels turning behind the scenes.


Your OBM will help implement project management tools, automate workflows, and ensure all your systems are aligned with your growth goals. You’ll have more time to focus on the big picture without worrying about the day-to-day operations.


From Overwhelm to Ease

Scaling doesn’t have to feel like you’re constantly running on empty. With the right support and systems, you can move from feeling stuck to having clarity and control over your business. No more working late into the night or scrambling to meet deadlines. When your business runs smoothly, scaling becomes less stressful and more about optimising the way you work.


The question is: Are you ready to stop being stuck and take the next step in your business?


It’s time to streamline your processes, bring in the right support, and focus on growth. Whether that means automating your tasks with tools like Asana or Zapier or hiring an OBM to help you strategise, the path to scaling starts with working smarter, not harder.


Final Thoughts:

You don’t have to keep spinning your wheels. There are solutions out there—whether it’s the right software, a better workflow, or strategic support through an OBM.


Scaling your business doesn’t have to leave you feeling like you’re barely keeping up. Step back, assess your systems, and bring in the help you need. Start now, and give yourself the space to focus on what you do best.

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