Working with an OBM? The things you need to discuss before signing up

Working with an OBM is something that will help you take your business to the next level. However, it will only do that, if you choose the right person to work with. That’s why it’s so important that you take your time to find the perfect match for you. 

But once you’ve found a potential candidate, there are still certain things you need to discuss, before you sign on the dotted line. Here’s a breakdown of the things you need to talk about and clarify before you can make that final decision and hire your perfect OBM.


Working with an OBM is a big investment of your time and money. You therefore need to know that you’re hiring someone who has the right skill set for the job you need them to do. There will be standard skills they bring to the table so check they have the core expertise, primary and additional skills you need for the role. Also establish they have experience in your niche and in reaching the type of goals you want to meet, in order for them to be the best fit for you.

Personality traits

Personality covers so much, from communication skills to culture and beliefs. Finding a good culture fit is an important factor to consider when working with an OBM. You’ve spent time building your business brand, reputation and culture, so it’s only natural that you’d want an OBM that fits. So find out about their ethics and values, desires and vision, to get to know what they value and to see if it fits with your image.

However, it’s also crucial that you and your OBM can work well together. Establish how you gel together and if you actually like each other. Because personality isn’t everything, but it is a priority if this person is going to be your right-hand help.

Establish expectations when working with an OBM

As with any person you work with, you need to establish expectations when working closely together. What input they expect from you, how you’re going to communicate, how you view their role in your business. And there’s also the goals you’re looking to achieve and their part in helping you reach them.

But it’s also important to establish expectations around freedom and responsibilities. How much of a free rein do they have? What decisions can they make off their own back and which ones do you want a part in? Also, look at what you’re willing to step away from or step into more?

Clarify working styles

This brings us to working styles. We all work in different ways and this is something that you and your OBM are going to need to synchronise or complement each other on. Establish what motivates them. Are they self-motivated and like to take the lead on entire projects? What is their preferred method for feedback? Are you more interested in the end result or the process used?

Contract details

Before you start working with an OBM you need to sign a contract – and this inevitably means checking it over prior to signing. You both need to be happy with the length of the contract and terms, rates and turnaround times etc. 

Unlike the relationship you may have with other freelancers or outsourcers, the relationship with your OBM is a closer one. They’re around to be an additional you, to compliment you and to help support you to reach your business goals and uplevel your business. It’s therefore worth taking extra time to ensure you’re hiring the right person for the role – one you like, has the skills you need and can truly help you and your business grow. 

If you’re not sure if you’re ready to work with an OBM, check out this recent blog post, as it will help you decide why and when you may need one. And if you’re ready to explore whether I’m the right OBM for you, get in touch. As your OBM, I will partner with you, taking on the running of the operations, managing the team, systemising your business, so you can step into the role you are meant to be filling; being the CEO of your business, the person with the big vision. So if that sounds good for you, get in touch and let’s chat!

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