Kelly Luckman OBM

Kelly Luckman OBM Solution focused business support designed for Naturopaths

Setting up strong foundations early and planning where you would like your business to go is essential for long-term suc...
02/09/2026

Setting up strong foundations early and planning where you would like your business to go is essential for long-term success.

There are many different areas in business that require our attention, but having the right foundations and a clear plan gives us direction, keeps us focused and gives us the best chance of building a successful and sustainable business.

Your business foundations are the basic plans, structures and processes that support how your business operates and grows.

Below are some simple foundations you can start putting in place across a few key areas:

🌸 Marketing Your Business

Create a marketing plan or strategy using three to five content pillars that reflect your expertise and help keep your messaging consistent (I’ve recommended a podcast for this below).

🌸 Bookkeeping & Financial Management

Use accounting software and reconcile your transactions regularly so your records stay up to date and you have a clear understanding of how your business is performing.

🌸 Inbox & Calendar Management

Set aside dedicated blocks of time to manage emails, appointment requests and administration rather than responding at every chance throughout the day. You can also start creating email templates for common enquiries such as reschedules, cancellations and client orders if you’re a naturopath.

These are just a few simple foundations you can start putting in place to help make things easier as you grow.

I’d love to know what your foundations are for your small business!

Does Your Inbox Feel Like an Unpaid Consult Room?While helping a practitioner manage her inbox this week, I noticed a fe...
20/08/2026

Does Your Inbox Feel Like an Unpaid Consult Room?

While helping a practitioner manage her inbox this week, I noticed a few detailed emails from existing clients asking questions about supplement instructions, reactions after starting supplements and medications and other general changes to their health.

As I’m sure most practitioners would agree it’s reasonable for a client to send a quick email after a recent consultation to ask questions about a supplement or their treatment plan and to expect a quick reply.

But when an email is long or detailed and requires the practitioner to review symptoms, assess a possible reaction, consider medications prescribed by another healthcare practitioner, or provide additional personalised clinical advice, it may be more appropriate (and probably safer) for the client to book a follow-up consultation.

For most practitioners (and support staff) the challenge is knowing where to draw the line - answer the clients questions via email or advise they need to book a consult. To help decide how to handle each email you can create a clinic communication policy to help you define:

🦋 The types of questions that can be answered briefly by email
🦋 When a follow-up consultation will be required
🦋 Expected email response times
🦋 What clients should do if their concern is urgent

The policy could be added to you client intake form and an email template can be created that invites the client to schedule a follow-up consultation when their question requires a more detailed clinical review.

Even if you are a solo-prac, creating policies, email templates and processes can help you manage these situations consistently while allowing you to provide a supportive client experience. These policies will also help you protect your time and create a more sustainable practice.

I’d love to know how you handle these types of emails from clients 🌸

The sky’s the limit when you find the right support for your growing small business! Did you know the global Virtual Ass...
11/08/2026

The sky’s the limit when you find the right support for your growing small business!

Did you know the global Virtual Assistant Services industry is continuing to grow, with one market forecast estimating it could reach US$36.6 billion in 2027.

An Online Business Manager provides support to small business owners without the need for additional office space or other costs that are associated with standard employment.

But how do you know if your business is ready to bring on a contractor to help manage your business and if you where to bring someone onboard how would you know what tasks to outsource to them?

Try tracking everything you do over one working week. Then look for:

• Repetitive tasks you complete every week
• Tasks that could have a simple process or system put around them
• Day-to-day administration that keeps the business running
• Tasks that are important - but don’t necessarily need to be completed by you

These are often the perfect place to start when working with an Online Business Manager.

Depending on your business, this might include managing your inbox and calendar, bookkeeping and financial administration, client administration, marketing coordination, updating systems, creating processes, managing projects or following up those little things that continually fall to the bottom of your to-do list.

Have you considered bringing a contractor on board to help you grow your business but don’t know where to start? I can help!

13/07/2026

Helping my clients build sustainable businesses one task at a time!

I’ve been working as an online business manager for over two years now and my services have changed and grown along the way.

I now offer services that are designed to support healthcare practitioners build sustainable businesses that will support them long term.

Reach out if you need a hand

My top 5 tips to help you manage the money coming into your business and the money going out of your business.Small habi...
29/06/2026

My top 5 tips to help you manage the money coming into your business and the money going out of your business.

Small habits like these can have a big impact on the health of your business and can help improve business sustainability.

My favourite tip is number 5, schedule a weekly check-in, where you put some time aside in your schedule to look over your finances and take action on areas you may have otherwise missed.

Do you spend time reviewing your accounts each week? I’d love to know 🌸

My top 5 tips to help you manage the money coming into your business and the money going out of your business. Small hab...
29/06/2026

My top 5 tips to help you manage the money coming into your business and the money going out of your business.

Small habits like these can have a big impact on the health of your business and can help improve business sustainability.

My favourite tip is number 5, schedule a weekly check-in, where you put some time aside in your schedule to look over your finances and take action on areas you may have otherwise missed.

Do you spend time reviewing your accounts each week? I’d love to know 🌸

As an online business manager, part of my role is helping to ensure your business maintains positive cash flow - and one...
28/05/2026

As an online business manager, part of my role is helping to ensure your business maintains positive cash flow - and one simple way to do this is by getting invoices paid promptly.

🌸 Send invoices as soon as the consult is finished
🌸 If payment hasn’t been received within a few days, follow up with the client
🌸 The longer an invoice is left unpaid, the less likely it is to be paid

Small actions like these can make a big difference to your cash flow.

Follow along for more tips 🌸

My business is built to support practitioners just like you 🌸After 4 years in business and working with many different p...
27/05/2026

My business is built to support practitioners just like you 🌸

After 4 years in business and working with many different practitioners, I’ve learnt that most of you don’t want to spend your days marketing your business, booking in clients and replying to emails, managing your calendar, ensuring invoices have been paid and searching for receipts so you can complete your bookkeeping and BAS.

This is where I can help - I offer a complete online business management service where I work behind the scenes and keep your business organised and up to date.

If you’d like a hand in any of these areas, reach out!

What does it look like to work with me - check out my slides if you have been thinking about some support and are curiou...
07/05/2026

What does it look like to work with me - check out my slides if you have been thinking about some support and are curious about how we would get started 🦋

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Patonga, NSW

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2:30pm

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