OBM U Select Course
From the First Call - Build Lasting Client Relationships
Proven processes, communication strategies, and the technology to be an expert in the client onboarding process
📹 Video modules | 📘 Strategic workbook | 🤖 AI Prompts
You're a powerhouse OBM… but onboarding feels messy and inconsistent?
You're used to solving client problems—but when it’s time to set the tone, scope, and systems for your own clients, do you freeze or overthink?
If you’ve ever thought:
— “How do I structure and run a kickoff without missing key details?”
— “What tech builds trust, not confusion?”
— “I don’t want to sound salesy—but I need clarity and boundaries!”
...you’re not alone.
It’s time to up your game.
Onboarding isn't self-promotion—it’s your foundation for trust, clarity, and scalability.
Start transforming your process TODAY.
What You’ll Gain & Actually Use
Own your leadership role from Day One: Set the tone with confidence, direction, and clarity.
Pick the tech that supports your clients—not the other way around: Calendly, ClickUp, Zoom, and more.
Build structured workflows that run on autopilot: Use SOPs, intake forms, and pre-kickoff surveys.
Create clear expectations and healthy boundaries: Scope of work docs, deliverables schedules, communication norms.
Turn onboarding into a marketing moment: Clients feel cared for—and they talk about you.
How it Works
Watch the Strategic Masterclass
Go deep on onboarding psychology, leadership mindset, and setting client expectations with ease.
Dive into the Tech + Tools
Build your systems—from intake forms to automated task assignments—plus downloadable templates.
Guided Workbook
Evaluate your boundaries, goals and values to set your client relationships up for success from the start
OBM AI Prompts
Use ready-made prompts to help you draft onboarding emails, kickoff questions, survey forms, and more in seconds.
OBM U Select
Nail Your Process.
Wow Your Clients.
Scale With Ease.
Here's what you get:
Strategic Masterclass
Tech & Tools demonstrations
Proven Strategies & Templates
AI prompts to accelerate your success
Total value: $297
Today Just $129
"Best purchase ever!"
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PRICING
Choose Your Plan
One course
$129
Perfect if you’re OBM-curious or want to remove your current limiting beliefs..
Cost-Effective Entry Point
Easy, On-Demand Access
Upskill Without Overwhelm
Attract Clients with Confidence
3 course Bundle
$339
Stack your skillset and land higher-paying clients with confidence.
Save While You Stack Skills
Curated Learning Path
Build a Competitive Edge
Boost Your Credibility & Visibility
12 month pass
$1299
Your personal ongoing OBM education — for pros who are in it to scale, not just survive.
Get 2 months for free
Always Current, Always Ready
Enhance Your OBM Knowledgebase
Be the OBM clients refer and rehire
Check out more OBM U Select Courses
I’m Ready to Get started!
Ready to onboard your clients with ease?
Streamline your process, impress your clients, and save your sanity!
