From Task-Taker to Strategic Partner: How to Lead Proactive Client Meetings

Your client meetings should showcase your leadership—not just your note-taking skills.

Join Sarah Noked in this episode of The OBM Show as she reveals a simple, repeatable framework to turn every meeting into a strategic, value-packed session that builds trust, strengthens your authority as an operational professional and leader, and supports premium pricing.

Here’s what we cover:

• The pre-meeting power play that builds unshakable confidence before you even join the call.
• How to craft a strategic agenda that immediately frames you as the leader in the room.
• Simple facilitation techniques to guide the conversation and keep your clients on track.
• The single most powerful phrase you can use when you don't know the answer to a question.
• The story of our student Maria, who used this framework to raise her OBM rates by 30% in a single quarter.

Stop letting your strategic brilliance stay behind the scenes. This episode gives you the tools to step into your leadership role, facilitate meetings that "wow" your clients, and get paid for your strategic mind—not just your ability to complete tasks.

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Thanks for tuning in to The OBM Show - your go-to podcast for Online Business Managers and entrepreneurs who want to scale strategically and sustainably.

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Until next time, keep building the business behind the business.