DOO / OBM Discovery Session Application

Fill out this form if you’re looking for a Certified Director of Operations and Certified Online Business Manager (strategic planning, project management, operations management, team management, metrics and reporting, and more).

Your answers will help me to better prepare for our time together and will help me to understand how I may best support your business operations as a strategic partner.

Name*
First Last
Email*
Phone
Website*
How did you hear about me? (If someone referred you to me, please include their name below so I can thank them for thinking of me!)
ABOUT YOU
What's your birthday?
(The year doesn't matter - you can choose any year.)
YYYY slash MM slash DD
Have you taken any personality tests (DISC profile, Enneagram, Myers-Briggs, etc.)? List your result(s) below!
This is optional, but helpful if we're working together long-term.
Have you ever worked with a DOO or OBM?*
ABOUT YOUR BUSINESS
Briefly, tell me about your business, your speciality, and how you help your target market (ex. your 15-30 second elevator pitch).*
What is your biggest struggle right now?*
Who do you have on your team? Do you have implementors (VAs, employees)?*
What are the key platforms you run your business on? (Project management, CRMs, course platforms, etc.)*
What is your current monthly revenue?*
GOALS & VISION
What are your monthly or yearly financial goals?*
What is the vision for your business over the next 6-12 months?*
WORKING TOGETHER
What level of support are you looking for from me as your DOO/OBM?*
- Strategy & Strategic Operational Plan (Strategic Mapping)
- Fractional Retainer (project management, team management, reporting, metrics, financials, planning, SOPs, strategic partner, etc.)
- Systems/Operations Assessment or Development Packages (SOPs, Handbook, Policies) for 7+ figure businesses
- Organizational Design & Team Audit
- Hiring Project
- AI Support (consulting, implementation)
My DOO/OBM retainer services start at $3200/month. Please check this box to indicate you understand this.*
- Yes, I understand.
A Strategic Operational Plan (the Strategic Mapping Model) is required before entering into a DOO/OBM retainer relationship. This is non-negotiable. Please check this box to indicate you understand this.*
(See Strategic Mapping assessment info here)
- Yes, I understand.
Email Communications
- Yes, I would like to receive occasional tips, updates and webinar invitations from The Virtual Solution.

DOO / OBM Discovery Session Application

ABOUT YOU

ABOUT YOUR BUSINESS

GOALS & VISION

WORKING TOGETHER