What it’s like to work with an Online Business Manager.
A bit of background....
Diane Hogg is founder of the digital marketing agency Eyes On Media. Eyes on Media
specialises in Meta ads, Google ads, and Klaviyo email marketing. Providing e-commerce
businesses with targeted digital marketing strategies to effectively showcase their
products and services to their ideal audience. The services Eyes On Media provide aim to
help clients cut through the digital noise to increase sales and enhance brand visibility.
What support did Diane need help with ....
Diane’s Google drive was very tangled up! There was a massive crossover between
personal and work folders. Diane’s business was growing quickly but she didn’t have any
processes written down. There wasn’t a set way to follow up leads, onboard clients or
manage them.
Diane needed guidance on how to set up her Google Workspace so it was fully optimised
for her business. Beyond this, her wishlist included setting up a system so she could be
consistently present on social media.
Diane also needed a process for organising her branding materials so her assets could be
easily shared. I also wanted to create some social media templates on Canva providing
Diane with a quicker way to post on her social media channels.
Diane wanted an automated appointment booking system set up and SOPs (Standard
Operating Procedures) written for a number of different processes in her business.
Proposals, reports and feedback questionnaires were also on Diane’s wishlist. Plus the
introduction of a project management tool (ClickUp).
What strategy/solution did Sarah put in place....
Diane invested in a few 10 hour block plans.
On the strategy kick-off call Diane explained to Sarah what her working week
looked like and the type of clients she wanted to attract. Diane went into detail
about the customer journey from the first enquiry to being a fully onboarded
client.
Sarah took a lot of notes! And from listening to Diane, she was able to suggest
systems that would speed things up, semi-automate processes and keep
everything watertight!
What Sarah did ....
Sarah started with the big challenge of unravelling Diane’s Google Drive, but she
also wanted to get some quick wins ticked off too! Sarah shared with Diane lots of
Google Workspace hacks and tips, plus they discussed time management and
how effective time-blocking is. Introducing Diane to using a digital calendar
(Google calendar) really helped to manage her time more efficiently.
Next job was to liaise with Diane as Sarah built SOPs which Diane could refer to as
often as needed. Listening to how Diane worked and what steps were involved
when speaking to prospective customers, Sarah was able to put into place
workflows which meant that Diane could easily keep track of her leads and have
a slick system to move them from enquiries to clients.
Sarah developed an onboarding process which Diane could easily follow and
hand-over to team members as her business grew.
Next on the task list was setting up Calendly and linking it to Diane’s calendar
and Zoom so that clients could book in calls without having to liaise with Diane -
a huge time saver!
Using Canva Sarah spent some time designing branded reports, feedback forms
and questionnaires.
Lastly Sarah introduced Diane to ClickUp - a project management tool which is a
fantastic piece of software for managing your business HQ, looking after your
clients and working on goals and projects to build up your business.
The results....
Diane LOVED the results! She could see the impact whilst Sarah was working on each
task. Diane feels far more on top of the admin side of her business now and is really
happy that there are a number of SOPs in place which means onboarding is a flawless
process. Her Google Drive is much, much tidier - and Personal and Business are kept
completely separate.
Diane has a series of templates designs in Canva she can use for her social media,
proposals and reports. Plus there is now a branded questionnaire that Diane can use
for feedback.
As a timesaving tip, Diane now has a number of email templates that sit within her
Gmail. These are perfect for when reports and invoices are sent, or she needs to chase
appointment bookings or proposals.
ClickUp is a bit of a beast - but Diane has a solid foundation in place which she can
build on.
Diane said ....
If you would like to find out more about the online business manager services Sarah offers take a
look at her “Work With Me” page here.
If you would like to chat to Diane about how she can help you with your digital marketing, take a look at Eyes On Media website here and book in a discovery call.
