Data for OBMs | $497

This class teaches Online Business Managers to track what matters, build reports that make sense, and explain the numbers to your clients without overcomplicating it. You’ll learn what to measure, how to measure it, and how to present it with confidence—whether your client is running a launch, selling a service, or just trying to figure out what’s working.

GET ACCESS TO THE CLASS

Downloadable Resources

This class comes with ready made templates so you can implement and learn immediately.

On-demand video

Learn the skills you need in hours and not months for each lesson.

Lifetime Access

Keep your class materials for

the life of the program.

This class is for you if

You want to learn how to track the right data (and ignore the rest) with a strategic OBM lens
You want to learn how to build measurement plans that actually help you make decisions
You want to learn how to turn messy metrics into reports that make your client say “Ohhh, I get it now”
You want to learn how to present your insights with clarity, even when the numbers aren’t pretty

Template Inclusions

CEO Dashboard Template (Via Airtable)
Client Measurement Plan Template
Walkthrough Setup Trainings (Google Analytics, UTM Training)
Metrics Definitions Cheatsheet
Client UTM Planning Template
Client Monthly Reporting Template
Bonus Training(s): SEO Basics, Dashboard Design Training in Airtable

What You'll Learn

Module 1 - Introduction to Data and Measurement

Understand the role of data in decision-making and how OBMs can leverage it for clients

Learn how to define measurable success so you always know what’s working

Module 2 - Tracking

Use the Data Thinking Framework to connect client goals to the right metrics

Identify and track core KPIs that matter most for growth and retention

Build a practical measurement plan to organize data without overwhelm

Module 3 - Reporting

Set up reporting tools and systems that deliver clear, actionable insights

Configure and integrate Google Analytics for client dashboards

Use UTM parameters and SEO basics to track marketing performance

Establish benchmarks to measure success across projects and campaigns

Module 4 - Presenting

Turn raw data into compelling stories that clients actually understand

Build dashboards that highlight progress and opportunities at a glance

Present reports confidently, positioning yourself as a strategic partner

Frequently Asked Questions

Do I need to be “good at math” to take this class?

Nope. This class focuses on practical, OBM-friendly data skills — not complex formulas or analytics. I’ll show you exactly which numbers matter, how to track them, and how to turn them into insights clients actually understand.

Will this class teach me how to set up dashboards?

Yes. You’ll learn how to build clean, easy-to-read dashboards inside Airtable, plus how to present those insights confidently to clients.

What if my clients don’t have any data yet?

That’s covered. I’ll teach you how to set up measurement plans from scratch, choose the right KPIs, and start tracking results even if your client’s systems are messy or incomplete.

Is this class focused on marketing data or overall business data?

Both — but always through the OBM lens. You’ll learn how to track marketing performance, but we’ll also dive into operational KPIs, retention metrics, and client delivery data so you can manage the bigger business picture.

How technical does this get?

Not overly technical. You’ll get step-by-step walkthroughs for tools like Google Analytics, Airtable, UTM parameters, and dashboards — but you won’t need a coding background or advanced analytics skills to apply what you learn.

How fast can I start using what I learn?

Immediately. Every lesson comes with templates, examples, and plug-and-play dashboards so you can start collecting, tracking, and reporting data for your clients the same day.

Turn Numbers Into Insights Your Clients Can’t Ignore

Learn exactly how to collect, interpret, and present the right data so you can prove your value, make smarter recommendations, and elevate your role as a strategic partner.