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Services

We offer comprehensive business management services to help you streamline operations and achieve your goals. Our services focus on establishing robust systems and procedures that will quickly relieve the pain points you experience. Together, we'll build and grow your business by aligning your goals with strategic actions, ultimately reducing stress and increasing profitability.

Our signature Package

Online Business Management Retainer Package

Starting at $1500 for 25 hours per month

Whether you're a solopreneur ready to get support for the first time or a busy business owner looking to delegate day-to-day operations, we'll create a custom package to fit your unique needs.

Our Process

In our first 90 days together, we zero in on your biggest business hurdles, create an action plan and get right to work eliminating those hurdles. Our team is ready and excited to get to the bottom of your most pressing issues. Once we make it through the first focus area, we'll determine if your business needs additional support in another focus area or if we are ready to move on to the next phase. In Phase 2, we work alongside you to help you achieve your goals and dreams.

Phase I

Establishing Business Foundations

Whatever your pain points are, we’re here to help you solve them.

We find that clients often need support in one or more of the following areas. Before we move on to scaling your business, we ensure these focus areas are working efficiently.

Procedures Focus
We streamline operations by implementing efficient systems, creating clear performance metrics, standardizing procedures, empowering your team, and delegating tasks.

Team Focus
We build high-performing teams by defining your business's purpose, optimizing team structure, clarifying roles, attracting top talent, fostering a positive culture, and ensuring smooth employee transitions.

Finance Focus
We optimize your finances by analyzing performance, managing cash flow, forecasting accurately, streamlining operations, and ensuring timely payments.

Special Project Focus
Do you have a special project in mind that you want to delegate? Whether it’s handling the tech, managing the project, or taking care of the details, let’s discuss your custom needs. Book a call with us today!

Phase II

Scaling Your Business

Once your business foundation is solid, we focus on scaling your business. 

We keep all the processes and day-to-day tasks happening while we also manage, strategize, and implement tasks related to your growth. 


Here are some examples of projects and areas of growth we’ve supported clients through during this phase: 

  • Development of profitable online courses

  • Publishing regular content and growing an engaged audience through Substack

  • Creating effective email campaigns to convert leads into customers

  • Hosting compelling live workshops and webinars

  • Establishing a strong brand identity through compelling newsletters

  • Building a coaching business that provides valuable mentorship and coaching to clients

  • Increasing brand visibility and authority through podcasting

  • Generating recurring revenue through membership programs

  • Creating high-quality digital products 

  • Hosting impactful online summits and events

  • I.

    Strategy Development and Implementation

    We work closely with our clients to develop and implement effective strategies to achieve their business goals. By analyzing market trends, identifying opportunities, and creating strategic plans, we help drive growth and success. Our expertise in aligning business strategies with client objectives ensures that your company is always moving in the right direction.

  • II.

    Project Management

    We are experts in project management. We ensure that all projects are executed smoothly and efficiently. From coordinating tasks and setting deadlines to allocating resources and monitoring progress, we take our goal and break it down into easy to follow steps. By overseeing project operations, we eliminate bottlenecks and ensure projects are completed within budget and exceed your expectations.

  • III.

    Team Management

    We take over managing and coordinating your team by provide leadership, guidance, and support to your team members, ensuring effective collaboration and optimal performance. By fostering a positive and productive work environment, we enhance team synergy and help achieve collective goals efficiently.

  • IV.

    Systems and Processes Optimization

    Efficiency and streamlined operations are our priority. We evaluate your existing systems and processes, identifying areas for improvement. We leverage technology to automate tasks and enhance productivity. By optimizing workflows and eliminating redundant processes, we help your business operate at its full potential.

  • V.

    Performance Monitoring and Reporting

    We closely monitor the performance of your business by tracking key metrics, analyzing data, and send weekly status reports. These reports provide valuable insights and recommendations for further improvement. By assessing performance indicators and identifying areas of growth and improvement, we help you make informed business decisions.

Book A Consultation

We’re here to answer all of your questions

  • If you’re ready to scale and find it challenging to manage everything yourself, it’s time to consider an Online Business Manager (OBM). An OBM functions similarly to an Operations Manager or COO, working with you and your team to keep your goals on track. 

    If you’re feeling overwhelmed by your daily tasks, struggling to delegate effectively, or finding yourself with a lack of time for big-picture thinking and strategic planning, it’s likely time to bring on support. With Legacy OBM as your strategic partner, you can reclaim time, reduce stress, and focus on growing your business.

  • A virtual assistant (VA) works independently, executing tasks assigned by the business owner. An OBM oversees the big-picture planning and manages the team to ensure all tasks align with your business goals. 

    When you work with Legacy OBM, you get the best of both worlds with the support that combines strategic planning from our OBMs and hands-on execution from our VAs. We can even work with your existing team to fill in the gaps, ensuring everything runs smoothly and efficiently.

  • We work with a range of clients across industries. Some past and current examples include wedding planners, professional service providers, coaches, and interior designers.

    What these clients typically have in common is that they're ready to scale their businesses and pursue new opportunities. Sometimes this looks like growing their service offerings or venturing into mentorship, coaching, memberships, or educational products like courses or digital products. As they grow, we ensure nothing gets overlooked.

  • Rarely do we come across a platform or tool we haven’t used! Our team can recommend specific tools and platforms if needed, but if you have tools you’re using that you’re happy with, we’ll integrate our processes into that. If you use a tool we are unfamiliar with, our tech-savvy team will dive right in and learn the tool to get up to speed in no time. 

    Our expertise includes the following platforms and tools.

    • Project Management: Asana, Trello, Notion, Clickup, Teamwork

    • Communication: Slack, Voxer, Loom, Zoom, TextyPro

    • Scheduling: Acuity, Calendly, Addevent

    • Financial: Quickbooks, Stripe, Paypal, Voma, Gusto

    • Email Marketing: Active Campaign, Flodesk, Mailchimp

    • Online Courses: Kajabi, Teachable

    • Storage & File Sharing: Dropbox, Google Drive

    • Misc: Deadline Funnels, Zapier, Amazon Kindle & Marketplace, Dubsado, Aisle Planner, Simple Practice, Canva, GSuite, Microsoft Office

  • We do! We’d love to hear more about the plans and projects you’re dreaming up. Please book a consultation and we’ll determine the best way to support your needs.

  • Absolutely! We offer custom services to meet your unique needs. Please book a consultation, and let’s discuss how we can help you.

  • Even if you have a team in place, we are happy to work with your team in an OBM role. Our OBM support will always come with VA support, as we find the team mentality works best for achieving tasks! If you already have a team, our VAs will stay in the background and assist the OBM behind the scenes with tasks and ensure the Legacy team exceeds your expectations. This combined approach allows us to streamline processes, increase efficiency, and deliver exceptional results for your business.

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