Megan Robinson

Megan Robinson

Certified Since:: May, 2022

Expert Overview

I help service-based entrepreneurs reclaim their energy and make more money in less time by simplifying, automating, and streamlining their business.

Can you relate to any of this?

- You started your business because you love what you do (and, not to brag, but you’re pretty damn good at it). But right now you spend more time doing the administrative stuff to make your business run than doing the thing you love and do best.

- You thought having a business meant you could work when and how you want, but now you’re maxed out on time and have no room to grow or take on more clients.

- Your business has taken over your entire life. You thought entrepreneurship meant more freedom, but you’re living the cliche of “work 40 hours a week for someone else or 80 hours a week for yourself.”

If any of that feels familiar, I’m here to help.

I’m a Certified Online Business Manager® (obviously, because you're in this directory) and a nerd about all things efficiency and automation.

But not for the reasons you may think.

Sure, I love Dubasdo and Asana as much as the next person. But the real reason I love streamlining processes and automating workflows is because it gives you back the most precious and valuable resource in all the world: your time.

View my service offerings for ways we can work together.

Skills & Training:

- Certified OBM® with the IAOBM
- Soon-to-be Certified Dubsado Specialist (coming October 2022)
- Certified Product Owner
- 5+ years of remote work for startups in business operations and project management
- Bachelor's in Finance (focus in Financial Planning)



Online tools & systems:

Tech isn't an issue for me! I'm a systems lover and spreadsheet nerd. If I haven't worked with part of your tech stack before, then I'm confident I can pick it up quickly. Below are some of the tools I've used with clients and in my own business.

Project Management: Asana, ClickUp, Teamwork, Trello, JIRA

CRM: Dubsado, Keap

Email Marketing: ConvertKit, Mailchimp

Website Management: Squarespace, WordPress

Scheduling: Acuity, Calendly

Course Platforms: Teachable, Kajabi, Thinkific

Integrations: Zapier

Security: LastPass

Documentation: Google Workspace, Microsoft Office, Confluence

Contract Management: HelloSign, DocuSign

Communications: Zoom, Loom, Slack

Accounting: QuickBooks

HR: Gusto

Design: Canva