Online Business Manager Training Program
Participant Agreement

By signing where indicated below, you agree that, if Savvy Sharon International LLC dba Highly Profitable OBM (the “Company” or “we/us”) approves your Application and accepts you as a participant in the Online Business Manager Training Program (the “Program”), this Online Business Manager Training Program Participant Agreement (the “Agreement”) will become a binding contract between you and the Company, and determines all of your rights and obligations as a participant in the Program.  By signing below, you are acknowledging that you have read, agree to, and accept all of the terms and conditions contained in this Agreement.

Upon acceptance into the Program, you agree to pay either (i) a one-time fee of $4,000.00 USD; or (ii) eight monthly installment payments of $550.00 USD each; or (iii) four monthly installment payments of $1050.00 USD each.  Any sales tax assessed in your jurisdiction will be added to your payment(s).  You authorize the Company to charge your credit card, or cash your check as payment, for your participation in the Program, and/or to timely pay all amounts invoiced to you by the Company on the payment terms set forth on such invoice.  We may terminate this Agreement, remove you from the Program, and/or revoke your certification as an Online Business Manager if your payments are not timely received.  Furthermore, you agree that if you are accepted into the Program, you are responsible for the full payment of fees for the entire Program, whether or not you actually attend or complete the Program, and whether or not you have selected a lump sum or monthly payment plan.  If your certification has been revoked due to non-payment, we may reinstate your certification upon payment of all monies due.  We also reserve the right to require you to demonstrate mastery of the necessary skills and, if necessary, to complete remedial training, prior to reinstating your certification.

However, you may request a refund within fifteen (15) days of your acceptance into the Program or before you complete your first three training sessions, whichever comes first.  The refund of all monies paid to date will only be processed upon the return and/or destruction of any training materials already received by you.  To further clarify, after this refund deadline has passed, no refunds will be issued and all monthly payments must be paid on a timely basis.

We are committed to providing all Program participants with a positive Program experience.  By signing below, you agree that the Company may, at its sole discretion, terminate this agreement and limit, suspend, or terminate your participation in the Program without refund or forgiveness of remaining monthly payments if we determine, at our sole discretion, that you are disruptive or difficult to work with, you fail to follow the Program guidelines, or you impair the participation of Program instructors or of other participants in the Program.

Upon completion of the Program, you are eligible to apply for and participate in Certification Week.  A Certification Week application fee (not to exceed $297.00 USD) may be assessed.   Upon satisfactory completion of Certification Week and the demonstrated mastery of the necessary skills, you may be certified as an Online Business Manager.  The criteria for successful completion of the Certification Week are attached as Schedule A.  Your certification, if earned, will be issued by the International Association of Online Business Managers.  Maintaining your certification in good standing requires you to maintain your membership in the International Association of Online Business Managers and to comply with their “Code of Ethics” for Online Business Managers, as well as fulfill all membership and continuing education requirements.  (These terms and requirements of Certification are outlined in greater detail in the Application and Certification Agreement you will enter into with the International Association of Online Business Managers.)

We respect your privacy and must insist that you respect the privacy of fellow Program participants.  By signing below, you agree not to violate the publicity or privacy right of any Program participant.  We respect your confidential and proprietary information, ideas, plans and trade secrets (collectively “Confidential Information”) and must insist that you respect the same of fellow Program participants and of the Company.

By signing below, you agree (1) not to infringe on any Program participant’s or the Company’s copyrights, patents, trademarks, trade secrets or other intellectual property rights, (2) that any Confidential Information shared by Program participants or any representative of the Company is confidential and proprietary and belongs solely and exclusively to the participant who discloses it, or to the Company, (3) not to disclose Confidential Information to any other person or use it in any manner other than in discussion with other Program participants during Program sessions, (4) that all materials and information provided to you by the Company are its confidential and proprietary intellectual property, belonging solely and exclusively to the Company, and may only be used by you only as expressly authorized by the Company, (5) that the reproduction, distribution and/or sale of materials containing Confidential Information or other materials provided to you by the Company is strictly prohibited, and (6) that all intellectual property and materials of the Company are for use only in your work as an Online Business Manager with your one-on-one clients and these materials may not be used for any other purpose (including to train others) and may not be distributed or presented to any other person, publicly or privately (including by sharing electronically or posting on the internet).

To be clear, the materials and/or tools we give you in this training – including the Standard Operating Procedures (SOP) Guide template – may be used only by you personally in your work as an Online Business Manager for one-on-one paying clients.  You may NOT share, train or otherwise distribute any of these materials in any form with prospects, colleagues, groups or any person who has not formally retained and paid for your Online Business Manager services (ongoing or project based).

Further, by signing below, you agree that if you violate, or if we believe you are about to violate, any of the terms or obligations in this agreement, the Company and/or the other Program participants(s) will be entitled, in addition to all remedies at law and damages, to injunctive relief to prohibit any such violations and/or to protect against the harm actually resulting or likely to result from such violations.  You further agree that all legal actions shall be brought in the courts in and for the city of Reno, Nevada and consent to the personal jurisdiction of those courts, and will be governed by the laws of the United States of America.

We have made every effort to accurately represent the Program and its potential.  The testimonials and examples used are not intended to represent or guarantee that you will achieve the same or similar results.  Each individual’s success depends on many factors, including his or her background, dedication, desire, and motivation.  By signing below, you acknowledge that, as with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money as a result of your participation in the Program.  By signing below, you also acknowledge that you have represented to the Company that payment of your Program fees will not place a significant financial burden on you or your family.

The Program instructors are not qualified to provide legal, tax, accounting or financial advice, and the information provided to you by the Company and/or the Program instructors is not intended and should not be construed or relied upon as such.  You should refer all legal, tax, accounting, and financially related inquiries to appropriately qualified professionals.

Print Name:   _____________________________________   

Date:              ______________________

Signature:      _____________________________________________________________

Schedule A

OBM Certification Evaluation Criteria

The OBM Certification Week is a 5 day process that is designed to be “a week in the life of an OBM”. We give participants a series of projects to complete during the week – a mix of ‘real’ client projects as well as some theoretical projects.

Evaluation of a pass or fail is determined by the Certification Committee and is based on two components:

  1. Successful and timely completion of projects
  • Projects are completed and submitted on time as per the deadlines.
  • The project deliverable is satisfactory and complete, as per review and feedback from the Certification Committee members and the business owners who donate a project.
  1. Application of the Key Competencies of the Online Business Manager (as taught in the OBM Training program.)
  • Key #1: Own Your Role in Your Client’s Business
  • Key #2: Know Yourself!
  • Key #3: Be Proactive
  • Key #4: Be a decision maker in the business
  • Key #5: Using your Marketing Mindset
  • Key #6: Embracing the Entrepreneurial Mindset
  • Key #7: Keep Your Client Focused on the Right Stuff
  • Key #8: Over communicate
  • Key #9: Taking a coaching approach in communications

Specific Grading Criteria

The Certification Committee will be grading each of your projects based on the following criteria.

Overall Evaluation

It is mandatory to meet each of the following criteria in order to pass certification.

  • Projects are completed and submitted on time as per the deadlines – if a person does not complete and submit all their projects they will not pass certification.
  • The project deliverable is satisfactory and complete, as per review and feedback from the Certification Committee members and the business owners who donate a project (specifics are outlined for each project as per below).
  • An understanding of the entrepreneur and a willingness to work with them from that place (vs. resisting or pushing back on their request) – if someone is highly resistant to the Certification process and is unwilling to participate they will not pass certification.
  • Asking clarifying questions – to clarify expectations and ensure that you have all of the information that you need to successfully complete a project you will need to ask questions of the client. It may not be mandatory in all cases, BUT we do require that you actively submit questions at least once in the certification process.
  • Offering suggestions and recommendations to the client throughout the projects, as a demonstration of applying marketing mindset and being willing to “think on behalf of their business.”
  • Presenting solutions (not just options) to the client, being clear on what you recommend and why you are making that recommendation.

Application of the 9 Key Competencies

In order to pass certification, you must score 80% or higher on the overall grading of your projects as outline below.

“Planning” projects

A project that asks you to put together a project plan or “plan of action.”

We will be looking for:

  • Deliverable – a project plan that includes a list of tasks, due dates for each task and who would be responsible for completion of each task.
  • Key 1 – asking questions of the client to get a clear picture of expectations OR demonstrating a very clear understanding of expectations.
  • Key 3 – completion but not perfection – getting it done is the goal, a plan doesn’t have to be perfect because it will evolve over time anyhow.
  • Key 5 – applying “marketing mindset” and providing suggestions/ideas to the client.
  • Key 7 – does the plan add to the client’s workload or relieve their workload? Is the plan “ready to use” or are there still decisions to be made or extra work for the client?

“System” projects

A project that asks you to put together a process or system for the client or the business.

We will be looking for:

  • Deliverable – a system or process that will provide a solution to what the client is looking for.
  • Key 1 – asking questions of the client in order to get a clear picture of expectations OR demonstrating a very clear understanding of expectations.
  • Key 3 – a proactive approach of TELLING the client exactly what you will do for them and how the system works.
  • Key 4 – presenting a solution/recommendation and not just “options” – you need to clearly demonstrate why you have chosen the system that you did (or why you have presented a couple of options) and not just give the client a list of options that they need to research themselves. The client should be able to make a quick decision off what is provided.
  • Key 5 – applying “marketing mindset” and providing suggestions /ideas to the client.

“Research” projects

A project that asks you to do research and gather information for the client.

We will be looking for:

  • Deliverable – providing a list of information that gives the client what they were looking for, why you chose the information that you provide and what your top choices are.
  • Key 1 – asking questions of the client to get a clear picture of expectations OR demonstrating a very clear understanding of expectations.
  • Key 3 – a proactive approach of TELLING the client exactly what you will do for them.
  • Key 5 – applying “marketing mindset” and providing thoughtful recommendations to the client.
  • Key 7 – does your response add to the client’s workload or relieve their workload? Is the information “ready to go” or will the client have to do further research to make a decision?

“Analysis” projects

A project that asks you to review information and provide an analysis as it applies to the growth of the business.

We will be looking for:

  • Deliverable – a report providing an analysis of the project with your comments and suggestions.
  • Key 3 – a proactive approach of TELLING the client exactly what you will do for them.
  • Key 4 – presenting a solution/recommendation and not just “options” – you need to clearly demonstrate what you are seeing and provide an analysis of the information. The client should be able to make a quick decision off what is provided.
  • Key 5 – applying “marketing mindset” around and providing suggestions to the client based on what you are seeing.

“People” projects

Scenario based projects that ask the OBM “what would you do” as it applies to team and client challenges.

We will be looking for:

  • Deliverable – a written or verbal response or ‘role play’ as a way to demonstrate how you would handle the scenario.
  • Key 9 – A priority on asking questions and listening vs. telling.
  • Key 9 – Demonstrating an understanding of the other person’s point of view and responding accordingly.
  • Key 9 – Keeping the focus what is good for the business and not getting bogged down in “people drama.”
  • Key 2 – having clear boundaries and being willing to enforce them where needed.