Certified Since:: August 2021
I am based in New Zealand. As an OBM, I work with business owners who need help to manage their business so they can start focusing on what they do best. As your OBM, I will make sure you have the time and space you need to concentrate on your priorities, while knowing your operations are in the best hands. I'm your project manager and business integrator, working with you at a strategic level, and managing your company’s day-to-day operations, teams and projects.
My background: Following decades of experience as an EA supporting corporate executives around the world, in 2018 I retired and reinvented myself as a virtual assistant, joining the team at Your Virtual Assistant Limited, one of New Zealand's largest and most respected virtual business support agencies. In 2020, I took on a leadership role at Your VA as Operations Manager, and recently in 2021 became the Integrator for the agency. In March 2021, in partnership with the owner of Your VA, we co-founded VBM Academy, providing training and mentorship programmes for virtual assistants who want to transition to virtual business managers.
I'm an avid reader and podcast junkie, reading and listening for pleasure and self-improvement. I maintain a disciplined daily fitness and well-being regimen of morning yoga and 5K runs and am lucky enough to live in an idyllic beach community where I get to run along a beautiful beach path every day.
I became a Certified OBM in August 2021. I have a wide range of skills, training and experience attained throughout many years as a corporate EA in New Zealand, Australia, UK and USA. Over the years I have made the transition through self-teaching and formal training from legal secretary using a manual typewriter and shorthand; to the computerised environment, learning numerous business software programmes; and then most recently to working from home in a purely virtual and online environment.
I am comfortable in leadership roles, managing teams, projects and setting up systems and processes. I love a good plan and like working with business owners to help translate their business ideas into SMART goals. Our agency runs on EOS (Entrepreneurial Operating System) which is a set of simple concepts and practical tools that help to clarify, simplify, and achieve our business goals.
English with some understanding of French and German.
I have experience in the following tools and systems:
Project management: Proworkflow, ClickUp
CRM: HubSpot, Autotask
Bookkeeping: Xero, Quotient
Online event management: Eventbrite, Humanitix, Zoom webinars
Procedures: Process Street, SOPs
Google Suite: Gmail, spreadsheets, forms, docs, GDrive
MS Office: Word, Excel, Powerpoint, Outlook, Teams, OneDrive
Writing: proofing and editing