Behind the Scenes: DBM Services in Action

My Role

I’m here to take the guesswork out of launching a high-converting lead magnet funnel. From mapping out the strategy to managing the team and ensuring everything runs smoothly, I handle the tech, marketing, and execution so my clients don’t have to. I’ll oversee the landing page setup, email automation, and campaign rollout, plus keep everything on track with clear milestones, assigned tasks, and a communication plan.

Goals

• Build and launch a fully optimized lead magnet funnel that converts leads into buyers.

• Set up and test an automated email sequence with the right tools to nurture leads.

• Keep the project organized and efficient, so deadlines are met and scope creep is avoided.

• Make sure the marketing strategy is dialed in from the start and optimize it post-launch for the best results.

• Align the entire team on roles, expectations, and deliverables, so there’s zero confusion.

Expected Results

• Saves time & effort – No more spending weeks (or months) trying to piece together a funnel. Instead, clients get a fully managed solution without the stress of needing to research, plan, and execute a lead magnet funnel themselves.

• Reduces risk & wasted spend – A poorly structured funnel can eat up ad budget fast. This project ensures everything is tested and optimized, so clients get the best possible return on their marketing dollars.

• More efficient than DIY – Client won’t have to spend unnecessary extra time managing and coordinating with separate specialists for copy, design, tech, and marketing themselves. With this  done-for-you solution, they get a seamless experience without the hassle.

• Built for long-term growth – This isn’t just a one-time funnel; it’s a repeatable system that keeps bringing in leads and sales long after launch.

My Role

As the DBM, my role in this project is to oversee the end-to-end execution of an evergreen webinar, ensuring smooth planning, task delegation, and automation setup. I act as the project manager, ensuring that every aspect of the webinar funnel — content, tech, marketing, and automation — is executed on time and aligns with business goals.

Goals

• Launch a fully automated webinar funnel with a structured lead journey from registration to conversion.

• Ensure all tasks and deadlines are managed efficiently in Asana, with clear ownership and accountability.

• Seamlessly integrate tech tools (Airtable, Zapier, webinar software, email marketing tool) for automation.

• Optimize performance based on analytics to increase conversion rates and ROI.

Expected Results

• Time & Cost Savings: Client saves 20+ hours per week that they would otherwise spend on manual webinar management, follow-ups, and tracking.

• Risk Reduction: Prevents bottlenecks and overwhelm by managing all tasks in Asana, ensuring accountability and seamless execution.

• Cost of DIY Approach: Clients attempting to set up an evergreen webinar on their own would likely face 3–6 months of trial and error, learning how to connect webinar software, email automation, and CRM tools. There could also be missed revenue from a delayed or underperforming funnel.

My Role

As your team manager, I handle the entire hiring process from start to finish, ensuring we bring in the best-fit candidates without the stress of sorting through unqualified applicants. I craft a clear, structured hiring workflow — from writing the job description and screening applications to conducting interview rounds and facilitating paid trial tasks. My approach ensures we not only find skilled professionals but also align them with the company’s culture, values, and long-term goals.

Goals

• Attract top talent by creating a compelling, detailed job description.

• Streamline applicant screening with a structured Airtable application form, filtering out unqualified candidates early.

• Conduct multi-phase interviews to assess skills, problem-solving abilities, and leadership potential.

• Ensure a culture fit by aligning candidates with company values, work style, and expectations.

• Minimize hiring risks with a paid trial phase to evaluate real-world performance before committing to a full hire.

Expected Results

• Saves time & effort – No more sifting through hundreds of applications. With a well-defined process, only the best candidates make it to the final rounds.

• Better hiring decisions – By incorporating structured interview rounds and a paid trial phase, clients get a real-world preview of how a candidate will perform before making a full hire.

• Stronger team alignment – The process goes beyond skills, ensuring new hires match the company culture and values, reducing turnover and fostering a more engaged team.

• Cost-effective hiring – A poor hire can cost businesses thousands in lost productivity and rehiring expenses. This process ensures a high-quality hire from the start, saving money in the long run.

My Role

As a team manager, I handle difficult yet necessary conversations with professionalism and empathy. Whether it’s addressing performance concerns, checking in on a team member’s well-being, or making tough decisions about off-boarding, I ensure these discussions are clear, constructive, and solutions-focused while maintaining a positive team culture.

My Approach to Crucial Conversations

1. Starting with Empathy & Acknowledgment

   • I always begin by acknowledging the team member’s strengths and contributions before addressing concerns. This helps set a supportive tone rather than making them feel defensive.

2. Digging Into the Root Cause

   • Instead of jumping to conclusions, I ask open-ended questions to understand what might be affecting their performance. Is it workload, unclear expectations, personal challenges, or something else?

   • This ensures we collaborate on solutions rather than simply pointing out mistakes.

3. Holding Team Members Accountable

   • If the issue persists, I revisit the expectations we initially set. I reference specific examples where their work has fallen short and discuss the improvements needed.

4. Making Tough Decisions When Necessary

   • If the team member shows no willingness to improve, I handle off-boarding professionally, ensuring a smooth transition and hiring a replacement without disrupting workflow.

   • I communicate the situation to the client transparently and take care of the off-boarding process, making the transition as seamless as possible.

Expected Results

• Stronger team performance – By addressing issues early and collaboratively, team members receive the support they need to perform at their best.

• Reduced long-term conflicts – Handling concerns proactively and constructively prevents small issues from escalating.

• Efficient team management – If a freelancer isn’t a good fit, I ensure an organized off-boarding and replacement process so the team stays on track.

• Better team morale – A culture of open communication and accountability fosters a motivated and high-performing team.

My Role

As your systems & operations manager, I design and implement custom databases and CRM systems to efficiently organize and track key business information. Whether you're managing customer data, appointments, invoices, or internal processes, I ensure everything is centralized, automated, and easy to use — so your team spends less time on manual work and more time delivering great service.

Goals

• Create a well-structured database that seamlessly links customer details, appointments, service history, and financial records.

• Streamline data entry by using Airtable forms so clients can input their own information, reducing admin workload.

• Automate key processes like pulling up customer records, linking appointments to assigned staff, and generating invoices.

• Improve accessibility & organization by ensuring all critical business data is in one place for easy tracking and reporting.

Expected Results

• Saves hours of manual work – Automating data entry, record-keeping, and invoicing reduces the need for repetitive tasks.

• Reduces human error – Since the system automatically links information, there's less risk of mismatched records or missed payments.

• Better customer experience – Clients receive faster, more organized service with all their details easily accessible.

• Improves team efficiency – Staff can quickly pull up client history, upcoming appointments, and past invoices without digging through paperwork.

• Scalable system – Whether you're managing 10 or 10,000 clients, the database structure can easily expand to accommodate growth.

An SOP Document on how to produce a Facebook static card and to write a caption based on a client’s brief.

My Role

As a systems manager, my role is to bring clarity to the client’s webinar launch and email sequence by structuring the process into a visual workflow. This includes:

• Translating the launch strategy into an actionable flowchart that breaks down each phase — from sign-up to post-webinar follow-ups — so the client sees the full picture.

• Mapping out the email sequence in a clear and logical order, ensuring timely engagement and nurturing of leads before, during, and after the webinar.

• Identifying potential gaps or inefficiencies in the funnel and proactively addressing them before execution.

• Aligning the team (copywriters, designers, tech VA) by assigning tasks based on the flowchart, ensuring seamless execution.

Goals

• Simplify Decision-Making for the Client by presenting the launch as a clear workflow rather than scattered tasks or ideas.

• Ensure Strategic Email Timing so leads receive the right messages at the right time, increasing conversions.

• Create a Repeatable System that can be used for future launches with minimal adjustments.

• Minimize Miscommunication by giving the team a structured roadmap to follow, reducing back-and-forth discussions.

Expected Results

• Time Savings for the Client: A structured workflow eliminates confusion, reducing planning time by 50% or more compared to an unstructured approach.

• Reduced Risk: The visual flowchart ensures nothing is overlooked, preventing costly mistakes like missing email triggers or launch misalignment.

• Cost of DIY Approach: Without this level of clarity, the client may need additional project management support, pay extra VA hours, or risk lower conversion rates due to missed touchpoints.

• Higher Efficiency for the Team: A well-defined launch plan means fewer revisions, faster execution, and better collaboration — ensuring a smoother experience for the client and their audience.