Welcome
I am thrilled at the possibility of partnering with you and your business. My clients are provided with an unparalleled experience, turning their business visions into a reality. Working together, we lay out a goal, create tasks, and ensure your business is primed for growth.
I provide the individualized care needed to launch your business to the next level. In order to make our relationship as successful (and enjoyable) as it can be, I have put together a quick Welcome Kit.
This Welcome Kit is a simplified way to introduce you to how I work with my client family.
In this Welcome Kit, you’ll find:
- ♦ How I work
- ♦ Perks of working with my
- ♦ How to get started
I am looking forward to a very successful working relationship. If you have a question at any point, please contact me at sharon@sharonblalockobm.com.
To our success,
How I Work
Your hours are your time. I am hyper-focused to ensure that your goals are met in the time allotted. You will feel the difference when I have got your back.
Hours of Operation
To ensure I am always responsive to your needs, my hours of operation allow collaboration with the Central Standard Time zone, 10:00 AM to 4:00 PM, Monday through Thursday.
Payment & Invoice
All payments on service hours are paid upfront using credit card or ACH. Invoices are sent electronically one week before the 1st of the month. All services are prepaid and work will commence once payment is received.
Refunds
When you buy a package of time with me, I commit to having enough time available to serve you. My commitment to you affects how I work with my other clients. For that reason, I do not offer refunds on unused hours or allow unused hours to roll over.
Confidentiality
I adhere to a strict confidentiality code and no information will be divulged to a third party without your consent. All documentation sent to me will be returned upon completion and payment. I take your confidentiality very seriously.
Time Tracking
All time spent on your projects is tracked. I will send you weekly progress reports to keep you updated on how your hours are being utilized.
Shared Passwords
To safely exchange passwords, I use http://www.LastPass.com. I ask that our clients set up an account so that they can securely share their passwords with me. Please share passwords with: passwords@sharonblalockobm.com.
Meetings
Your time is valuable, and so is mine. In the event that you need to change or cancel a scheduled meeting, I require 24-hour notice. In turn, I promise to honor our appointments and be on time as well. My day for meetings is Wednesday.
The Perks
Here at Sharon Blalock OBM, collaboration is as beloved as coffee. I want to hear from my clients and keep fresh ideas rolling.
All calls and emails will be returned within 24 hours during business days (Monday to Friday).
That means I will:
- ♦ Respond to e-mail promptly
- ♦ Follow-up with clients to ask for feedback
- ♦ Make recommendations and offer solutions
- ♦ Go the extra mile to make my clients happy
Access to a Virtual Expert® Online Business Manager
When you delegate to me, you delegate to a well-trained and experienced Virtual Expert® Online Business Manager who will support your needs on a daily basis.
Project Management Tools
I am happy to work with your PM tool if you’ve already established a routine (i.e. ClickUp, Asana, etc.). I will manage your project on my side with HoneyBook and Asana. If you do not have a PM tool, I will loop you into my Asana Project Management tool.
Getting Started
No need for floaties here. We are diving deep into successes, pain points, and the nitty-gritty of your business. Time to lay it all out.
1 - The Discovery Call
I want to learn where you are in your business. Where do you feel you’re succeeding, and where do you feel you’re lacking support? This complimentary 20-minute session is the first step towards understanding your needs and assessing whether or not we are a good fit for your business. Book your Discovery Call now!
Based on our discovery call, I will send you a custom proposal and suggest the right package for you. The proposal will include my rough insights, pinpoint potential projects, and next-step recommendations.
2 - The Getting Down to Business (GDTB) Strategy Call
This one-time, 90-min strategic planning session with me is mandatory for all business systems packages to kick off our working relationship.
This is your opportunity to lay it all on the table and me know exactly which areas of your business you want to improve, how you think your team and projects can be better managed, and what systems you want to put into place to make your business run smoothly. It is also my opportunity to evaluate your needs, your team and projects, and your overall business structure.
We are now a team. As a team, we want to identify what can be taken off your plate simply and effectively. This is your opportunity to get to know me, the person who will have their hands in all of the inner workings of your business moving forward, and will be maintaining a well-oiled machine, allowing you to get back to the parts of the business you love.
3 - The Audit
Suit up! This is where we get serious. During the first 90 days, we do a full audit of all your business’ processes. During the first two weeks, I look at files, procedures, and strictly observe how your beautiful business operates. The absolute earliest any implementation will occur is two weeks after the Getting Down to Business Call.
This is a time to show me examples of how you operate, introduce me to staff, and allow me to find my space.
4 - The First 90-Days
I hone in on what makes your business flourish! I am also on the lookout for which sections need polishing, where money is wasted, and which processes need implementation. As a master of efficiency, I want to make sure your business is reaching its full potential and no tasks are missed.
During this time, I will fix immediate leaks and lay the foundations for future projects.
5 - Manage Ongoing Tasks
Once I have spent some time in the nitty-gritty of your business, I will help create Standard Operating Procedures (SOPs). These beautiful work-of-art documents map out exactly how to execute and automate routine tasks. The SOP is given to a staff member who takes that job off your plate so you can get back to the part of the business you love (or you can even book a vacation!).
In addition to SOPs, I will help structure social media campaigns, product launches, and anything else your online biz needs.
Ongoing
Time to get movin’! We want to set up action items and start making things happen. You’ll start seeing your company’s direction and start feeling the stress melt away. Who needs a spa day?
My packages are based on a combination of business systems organization, data dashboard design, and website design, which can include the following (based on your needs):
- ♦ Project Management
- ♦ Operations Management
- ♦ Systems Building & Standard Operations Procedures
- ♦ Monitoring Metrics & Analysis
- ♦ Strategy Sessions and Ongoing Meetings (we recommend at least one monthly call)
- ♦ Email Marketing Setup
- ♦ E-commerce Setup & Website Integration
- ♦ Website Design and Development
- ♦ Sales Pages and Landing Pages
- ♦ Copywriting and Editing, and Graphic Design
- ♦ Website Maintenance
- ♦ Social Media Strategy
- ♦ CRM and PM Tool Setup
About Sharon Blalock OBM
Are you overwhelmed trying to do everything yourself and finding yourself unorganized in your programs and tasks?
With my over 26 years of Office Management experience, I am here to save you from the chaos. This is what I do, I’ve got you covered.
You will benefit from my expertise in the field, and I will give you back your valuable time for profit-generating tasks and family togetherness.
These are my co-workers (pictured here: Zeke, Bocephus, Zoi, and Bella) that help me everyday. Some days they aren’t as productive as others, but they always show up.
Getting down to the nitty gritty of systems creation and documentation is my jam. It is my passion to help people and helping business owners grow their business is something that I do best, it just warms my heart. This is my purpose I have been searching for I am glad I finally found it.