Power. Money. Time.
Are all at your beck and call when you run your business instead of letting it run you.
Look, I know the idea of setting up systems makes you cringe, even at 5-, 6-, & 7-figures. But the fact is... without them, you’re hindering your ability to scale your business. Not to mention, wasting time because your systems and entire business foundations are inefficient.
The terrifying thoughts of trying to figure out:
What project management software will keep me organized best?
How do I structure my launch to launch with ease?
Is there a “one system does it all” I am missing?
How do I get these systems to talk to each other?
HOW do I set ALL of this up!?
It can make you want to run for the hills in fear instead of solving the problem of your highly costly inefficiencies.
But giving your mind a break from the things it doesn’t need to be thinking about frees it up to:
✔️ Become the go-to in your industry
✔️ Focus on your zone of genius
✔️ Be more effective for your current clients
✔️ Increase your client base
✔️ Up-level your monthly revenue
✔️ Free up more mental and emotional space
✔️ Enjoy more time and presence with your loved ones
Amp up your revenue
Reclaim expensive hours
And stop wasting precious time because of a lack of organization and structure in your business
Your clients sign up with you because of your talent, skills and expertise. And what you do best probably isn’t the backend work of running your business.
But I get it.
It’s hard to turn things over.
There is a solution, however…
...a way to get your sh!t together EVEN IF you’re not quite ready to invest in a full-time OBM yet.
This solution allows you to:
Walk yourself through building the systems that are PERFECT for your business
Do the doing at your own pace
Implement done-for-you templates to completely transform the backend of your business, immediately
Enlist support from your TEAM to do the doing for you
Puts the power of an OBM in your pocket… without an OBM on retainer
Introducing…
This self-led course helps you:
Get the backend of your biz organized in a way that EMPOWERS you to move forward with gusto and an unstoppability that you’ve never known
Gives you the knowledge and systems that will support your growth to 7-figures and beyond
Have systems that GROW WITH YOU so that when you reach that next level, your foundation stays strong as you progress into success
Pass off this power-foundation to your team to run so you are solely focused on growth and money-making
Launch and keep growing with tools and templates
Take back the precious hours spent doing the work that you shouldn’t be doing in the first place
You will walk away from this course with:
The systems and backend set-up you need to run your business efficiently, saving you time and money
An analysis of what’s working and not working in your business
Templates you can put into use immediately to organize your projects in a project management tool
The ability to hand off MORE to your TEAM and get hours of time back in your business to focus on your zone of genius — aka get the time and mental whitespace back
A structure to keep your team organized and on task so stuff is no longer dropped or forgotten about
DOUBLE, or even TRIPLE, your revenue when you focus on the business-building activities only you can carry out.
AND deliver amazing experiences to clients (who then brag to everyone they know about it!) because you finally have the time to focus on being the BEST at what you do.
In Just One Week, Your Business Will Be Ready To Scale
I know you THINK you don’t have time to go through a course like this. But know this, you don’t have time NOT to.
I’ve created this course so that every overworked entrepreneur who’s ready for their next level can work through it.
In as little as one week, you could be getting closer and closer to scaling your business to where you know it should be.
And 4 Modules of Life and Business-Changing Awesome…
...that are designed to be consumed and acted on in just one week, if you dive right in.
Put the Power of an OBM… Right In Your Back Pocket
There's nothing like this out there. It's the strategy + the templates together, not one or the other.
It's implementation without having to hire the ongoing support.
It's the framework your business needs that SO many people struggle with - even the 7-figure entrepreneurs I work with.
It immediately benefits the biz AND supports the team, so everyone can excel.
The trainings in this course support the templates, so you're not just left to figure it out, or another thing purchased you don't know how to use. Plus, it's meant to help you SCALE and then your future OBM can walk into the biz with EASE with this foundation set up.
Module 1: Organizing Your Back-End Systems
Once you have your back-end systems organized, your entire business will experience a profound shift...an energy, if you will...that is PALPABLE in your presence when you show up online and when you connect with prospects.
This module, alone, saves you hours each week plus allows you to increase your revenue.
Module 2: Templates & SOPs
Templates and SOPs make your life so insanely easy that you will feel like you’re missing something without the stress of recreating the wheel. And the beauty of them is the ease at which they make training any team member a breeze. Instead of spending time you don’t have teaching someone how to do their job, you let the SOPs do it for you! And that’s possible for any position you on-board for.
The power of this module lies in the level of growth it allows for by helping you create high-end new programs without stress… and in less time than you can imagine.
Module 3: Project & Team Management
The keys to time-freedom and freeing up whitespace is not having to micromanage every project or any team member. And you’ll learn how to NOT have to do that with this powerful module.
You’ll also get my tips and tricks that I’ve been using for years to help business owners get more done.
Module 4: Outsourcing
At some point, you’re going to want to outsource every single thing that’s NOT your Zone of Genius. With the time and money that the other modules are helping you free up, you’re going to have the budget you need to hire out the things that you shouldn’t be doing.
And this module will help you understand how to do that best.
Hot Tip!
This course can be purchased and implemented by your TEAM, too - so a current OBM, or strong VA or admin support can easily roll this out if you don’t have the time.
You’re welcome!
With Pocket OBM, you’ll get:
Downloadable templates for organizing your biz in Asana (or your preferred PM tool) including:
Meet the Team
Masterclass Planning
Podcast Planning
Launch Planning
Client/Program Onboarding
Content Planning & Repurposing (Airtable)
HELLO, MEGA TIME SAVERS!!
New to Asana, AirTable, or Slack?
No worries, the video walkthroughs are going to give you all you need to get the ball rolling with all the new tech this course will introduce.
And once you’ve been through the videos, you’ll be able to move with confidence and ease through all of the software.
Already Have Some Systems (Half-Way) In Place?
GREAT, that's an awesome head start!
You may feel inclined to switch to a system I recommend, or you can take the knowledge I share and the templates and incorporate them into your existing system with EASE!
The reason I have chosen these platforms is because with the years I’ve spent in this industry, I know what works best. I’ve had to deal with the ups and downs of all of it and there are good features and bad features to all, but, in the end, the combo I’ve built here will ignite the most freedom with ease of use + robust features you truly need.
Of course, if you have systems in place that you love, you can take these recommendations and improve what you’ve already built. Because, with Pocket OBM, you’ll see how to set up any system so it makes you more productive, more profitable, and more organized so that anyone can step in when they need to.
I’ve Done This a Time Or Two
Hi! I’m Katelyn Hamilton… you may know me as your Get Sh!t Together Strategist. If not, you do now ;)
I’ve built my business around helping business owners SCALE through productivity, team-building, and time/project management. Whether I’m setting a business up myself or managing the backend of my 6 and 7-figure clients businesses to help them continue to scale… or coaching clients how to start or scale their businesses...one thing that I’ve come to know as truth… you NEED systems in place that are going to support your growth.
Period.
And since I’m only one person, I can’t help as many people as I’d like. That’s why I built what I do for the majority of my business owners into a course they could take on on their own.
Because I know how intensely busy all my business owners are, Pocket OBM was designed to be immediately consumable and actionable. There’s a LOT more that you need to do, I didn’t want this course to be one you slog through and don’t complete out of frustration and overwhelm.
That said, welcome to your Pocket OBM! I’m so glad you’re here and are ready for the clarity and time freedom it’s going to award you!
Who Is This For?
The Pocket OBM is for:
6 and 7-figure entrepreneurs who want time freedom, growth, and mental space
Anyone who is ready for the time freedom they need to be more effective at what they do
Service-based entrepreneurs who want to optimize the backend of their business to better serve their clients
Creative visionaries who struggle to put all of this together in a cohesive way
Anyone who is ready to scale their business
Anyone who craves becoming the go-to in their industry
Anyone who is ready to off-load the mental clutter that not having systems creates
Business owners who aren’t ready to onboard an OBM
Business owners who know they need a system of operations to hand off to a team
VAs who want to become the best at what they do
OBMs who want to perfect their own craft
Anyone who needs systems but doesn’t know where to start
Who is this NOT for?
Business owners/VAs/OBMs who want or need this as a Done-For-You service
People who are not willing to take the time to watch the videos and do the work themselves
Product-based businesses
People who are unwilling to change the way they work, in order to scale
Scaling Your Business Just Got Easier & More Affordable
If you're already hitting 6 figures or beyond, but you never took the time to set up a framework that would support your success and growth, there's no better time than now (or let's be real, yesterday) to do so.
Or if you’re not ready to invest in a full-time OBM, THIS course will give you the foundation you need to get the ball rolling in terms of having a strong backend foundation for your business.. It’s not just “here take these templates!” It’s “take these templates...and here’s the strategy you need for making them powerful and successful.”
What’s Included:
Module 1: Organizing Your Back-End Systems
Video 1: The Importance of Systems in Business
Video 2: What Types of Systems to Implement in your Business
Video 3: How to Integrate your Systems
Video 4: Business Goals Prioritization
PDF: Systems Planning & Checklist
Module 2: Templates & SOPs
Video: Implementation: Asana & Airtable Templates
Files: Download your Templates for Asana & Airtable
Module 3: Project & Team Management
Video 1: Managing Projects and Equipping Team for Success
Video 2: Google Drive: Creating an Organized File System
PDF: Google Drive Checklist
PDF: Slack & Asana Project Board Organization
Module 4: Outsourcing
Video 1: Outsourcing 101
Video 2: Data & Analytics
PDF: Resources: Who to connect with
If I were to walk into your business and do this implementation for you, it would cost a minimum of $3,000. Plus, the knowledge and experience I've gained over the years of working with business owners, getting the backend of their businesses organized in a way that gives them their time (and sanity) back, is truly invaluable.
BUT Pocket OBM is available for only $597 for LIFETIME access!
With this LIFETIME access, you’ll also receive 30-days of Slack Support (a $199 value!!!) to ask specific questions about implementing what you learn in YOUR business (since every business is different, what I teach in POCKET OBM is generalized to all businesses, so adding this personal touch gives you that 1:1 support you need to put these lessons into action). You can ask questions like, “How do I create a new team in Asana?” Or “I can’t find how to do X!” Or “I am planning a masterclass but I use XYZ tech tools, where would these items fit in, in the timeline you have mapped out?”
Need MORE than just the tools to set up your new power foundation, like the ability to get questions answered or strategic help??
Then, add-on these Private 1:1 VIP calls -
2, 45-min 1:1 support calls to be used within 90 days of purchase for only $397 (a $600 value)
You’ll have my undivided attention with JUST you and your questions for two full 45-minute calls to help you strategize your best next steps or answer any questions you need answered. The ability to pick my systems-oriented, strategic brain specific to your business is truly priceless.
With the videos and the assignments, your backend will be TRANSFORMED in NO TIME (so much less time is being eaten up by you doing it yourself)!
Because I’ve created this to be as easy and as clear as possible, you never know what might pop up, especially if you’re applying what you have here to systems you already have in place.
These VIP calls are a fantastic value and can be added to help you amp up your game faster.
BONUS:
I have TWO exciting BONUSES I’m including to make this a NO BRAINER for your business.
The first, is 30 days of Slack Support! You’ll have access to a slack channel to ask all your follow up questions from the course as it pertains to YOUR business.
The second bonus is access to my Dubsado course, Automate Everything, (a $300 value) for FREE. This 10 video course teaches you how to streamline everything in your business inside Dubsado from automated emails to client portals in just 1 hour and 15mins.
It’s a MUST-HAVE and the perfect complement to the Pocket OBM!
This course was written for you. For the busy AF creative who NEEDS more time and more FUN in their life. And it’s an honor to help you achieve that.
Growth. Expansion. And FREEDOM.
All rolled into ONE course.
Payment Plans Available
Payment Plans Available
FAQs
How long does it take to complete the PocketOBM course?
Just one weekend, if you dive right in. If you don’t want to sit and get it done in a weekend, you should still be done in one week, max.
How long do I have access to the Slack community? Can I have longer?
Slack support is included for 30 days. If you’re looking for additional support you’ll want to purchase the VIP Upgrade.
Is there a money-back guarantee or can I get a refund?
As we will have provided our end of the bargain, and you will have immediate (LIFETIME) access, we, unfortunately, can not offer refunds. If you are unsatisfied with the program please contact katelyn@katelynehamilton.com and we will address your concerns if possible.
Can I upgrade later?
Yes, by contacting katelyn@katelynehamilton.com, however, the upgrade can not be guaranteed at the same package price.
Do I need an OBM to do this course?
Nope, in fact this program is an ideal stepping stone to help you with your systems and support your growth until you are ready to make your first OBM hire. If you already have an OBM, you can absolutely take advantage of this course by handing off these templates and framework to them to implement in your business.
What if I don’t use Asana?
I highly recommend using project/task management software. Asana is our favorite but you can use these templates with ClickUp, Trello, Notion, Monday.com (or any other tool you prefer) as well. We provide our Asana systems as exported .csv files ready for you to import into your own software.
Are the VIP calls with Katelyn delivered in a group format or one-on-one?
You get your own 1:1 access to Katelyn on a private zoom call for 45 minutes (twice!) dedicated just to you. But you are welcome to invite your team along too.