Michelle Evangelista

Leading Projects with Clarity, Strategy, and Intention

Build a Business That Doesn’t Depend on You

You’re managing operations, clients, and growth alone.
But, without the right systems, your business can’t scale without you in it.

That’s where I step in to help you reach your businesses goals

Whether you’re a minority-owned business founder or a financial services professional, the challenge is the same: too much of the business depends on you.

You're stalling your growth without operational structure to support it.

I partner with minority-owned businesses, financial services firms, and independent advisors to streamline operations, optimize lead management, and implement scalable, audit-ready systems aligned with FINRA requirements.So you can scale efficiently while maintaining full control, clarity, and compliance.

• Work With Me Today

About Me

I’m Michelle, a PMP-certified Project Manager and Online Business Manager specializing in operational strategy for minority-owned businesses and financial services firms.I partner with minority-owned businesses, independent advisors, and financial services firms to streamline operations, strengthen lead management, and implement scalable, audit-ready systems aligned with FINRA requirements.The result is reduced operational inefficiency, a stronger compliance and operational posture, and increased capacity to scale without adding unnecessary complexity.My approach is grounded in the LIBRE™ Framework designed to transition your business from operator-dependent to infrastructure-led.So you can focus on expansion, performance, and sustainable growth.

• LinkedIn

What's an OBM?

An Online Business Manager (OBM) is the operational backbone of a growing business. They are responsible for translating strategy into execution by managing systems, workflows, projects, and day-to-day operations so the business runs efficiently and consistently without relying on the founder for every decision.Unlike traditional administrative support, an OBM operates at a strategic level, ensuring that business goals are supported by structured systems, clear processes, and accountable execution.In practice, this means turning complexity into clarity, and disconnected tasks into a streamlined operational ecosystem.

What I Support as an OBM

My work combines project management discipline with operational strategy to build businesses that are structured, scalable, and execution-ready

Project Management

Operations Management

Business Systems and SOP Development

The LIBRE™ Website Framework

Learn & Lead: Establish a structured operational roadmap with defined deliverables, timelines, KPIs, and governance to drive execution and accountability.
Investigate: Conduct a deep dive into your business operations and growth objectives through targeted audits and a strategic discovery process.
Build: Design and implement scalable systems, workflows, and SOPs that optimize efficiency, strengthen lead management, and support sustainable growth.
Refine: Continuously improve operations through iterative optimization, eliminating bottlenecks, enhancing processes, and ensuring alignment with business objectives.
Evaluate: Monitor performance through data-driven reporting and operational metrics to inform decision-making, maintain compliance standards, and enable long-term scalability.

My Portfolio and Services

• How Will We Work Together to Accomplish Your Goals?
• My Portfolio
• Rates

Let's Work Together

Learn & Lead — Establish clarity, structure, and execution alignment

Weeks 1–4

Once we confirm mutual alignment, onboarding begins through a structured, controlled process designed to establish clarity, reduce operational friction, and ensure execution readiness from day one.Discovery Questionnaire
Complete a targeted intake designed to capture your business model, service structure, audience, operational workflows, and strategic priorities. This ensures all project decisions are grounded in accurate, comprehensive context.30-Minute Discovery & Alignment Call
We validate goals, refine priorities, confirm scope, and align on success metrics, timelines, and expectations. This step ensures full operational clarity and eliminates ambiguity before execution begins.Contract & Deposit
A formal agreement outlines scope, deliverables, timelines, and engagement terms. Your project is officially secured upon receipt of the initial deposit via PayPal or Stripe, establishing commitment and scheduling your start date.Client Portal Access
You gain access to a centralized project management workspace containing timelines, deliverables, documentation, and key resources. This structured hub ensures transparency, organization, and efficient collaboration throughout the engagement.Project Kickoff
We initiate execution with a structured kickoff, confirming priorities, delivery cadence, communication protocols, and milestone alignment to ensure a controlled, high-efficiency project start.

Outcome:

A clearly defined operational structure with aligned priorities, visibility across workflows, and a controlled execution foundation.

Investigate — Conduct a deep-dive into your business operations

Weeks 2–5 (overlaps with Learn & Lead)

We analyze how your business actually functions across systems, teams, and client flow.

Outcome:

A complete operational diagnostic that reveals inefficiencies, risks, and system opportunities for optimization.

Build — Design and implement scalable operational systems

Weeks 5–10

We design and implement structured systems that improve execution, efficiency, and scalability.

Outcome:

A complete operational diagnostic that reveals inefficiencies, risks, and system opportunities for optimization.

Refine — Optimize execution and strengthen operational performance

Weeks 9–13 (overlaps with Build completion)

We refine systems based on real-world execution to eliminate friction and improve performance.

Outcome:

Fully optimized workflows with improved efficiency, clarity, and alignment across all business operations.

Evaluate — Measure performance and ensure continuous improvement

Weeks 12–16

We assess system performance and ensure long-term scalability and operational control.

Outcome:

Fully optimized workflows with improved efficiency, clarity, and alignment across all business operations.

The LIBRE™ Experience

A structured, end-to-end operational engagement designed to streamline execution, strengthen systems, and deliver a high-performing digital presence built for scalability, efficiency, and results.

Final Result of LIBRE™ Experience

Case Study: LPL Financial Account Transition and Operational Optimization

Digitizing 200+ Client Accounts Into a Fully Audit-Ready Operational System

Framework Applied: LIBRE™ — Learn & Lead, Investigate, Build, Reform, Evaluate

Client Context

An independent broker-dealer based in Westchester County, New York required support with a large-scale operational transition involving the transfer and reconciliation of 200+ client accounts from Lincoln Financial Group to LPL Financial.The environment was highly manual and paper-based, with all client records, communications, and account documentation maintained physically. This created operational inefficiencies, documentation risk, and limited scalability.The engagement required strict adherence to regulatory standards governed by FINRA, along with precise execution, documentation accuracy, and uninterrupted client servicing throughout the transition.

Primary Objective

To execute a high-volume account transition while:

L — Learn & Lead

Establishing structure, governance, and execution clarityThe engagement began by defining operational structure across client servicing, documentation handling, and account transfer workflows.Clear ownership, task sequencing, and documentation expectations were established to ensure controlled execution across all stakeholders.

Outcome:

Structured execution plan with defined ownership, governance framework, and alignment across operational and compliance stakeholders.

I — Investigate

Assessing systems, risks, and manual operational gapsA full operational assessment revealed a completely manual, paper-based system for managing client records, communications, and account data.Each client file required evaluation for completeness, compliance relevance, and digitization readiness.

Key Findings:

Outcome:

B — Build

Digitizing operations and implementing audit-ready systemsAll physical client records were manually scanned and digitized, including account files, communications, and onboarding documentation.A structured operational system was built using Jira to track all client-related tasks, account transfers, and communications.Jira automation and structured workflows were implemented to improve efficiency and traceability across all 200+ accounts.Additionally, Issue History for Jira was leveraged to create a complete audit trail, enabling:

This supported electronic records retention requirements under:

Outcome:

R — Refine

Once the initial digitization and workflow systems were in place, the focus shifted to refining operational execution, improving accuracy, and strengthening compliance alignment across all client accounts.Ongoing process optimization was implemented within Jira to improve task sequencing, eliminate workflow redundancies, and ensure each client account followed a consistent and auditable operational path. This included refining automation rules to reduce manual effort while maintaining strict control over documentation accuracy and task progression.Close collaboration with internal stakeholders ensured that all client communications, account updates, and transfer activities were consistently documented and aligned with regulatory expectations. This phase also reinforced documentation discipline to ensure all records remained complete, traceable, and audit-ready.

Outcome:

Improved workflow efficiency, strengthened documentation consistency, and fully standardized client account processes across all 200+ records with enhanced operational control and compliance alignment.

E — Evaluate

Measuring performance, compliance readiness, and execution successProject performance was continuously tracked using Jira reporting, milestone monitoring, and structured operational oversight.The system enabled full traceability of all client actions, updates, and workflow changes, ensuring audit readiness and regulatory visibility at all times.

Key Results:

Final Impact

Strategic Value Delivered

This engagement demonstrates the ability to operate at the intersection of:

The result is a fully controlled, scalable operational environment built for efficiency, compliance, and long-term growth.

• Back

Packages and Offerings

Build a business that scales with structure, not stress.Most businesses do not fail from lack of opportunity. They fail from operational overload, unclear systems, and founder dependency.If your business cannot function without you, it is not scalable yet.I help minority-owned businesses, financial services firms, and independent advisors build structured, audit-ready, and scalable operations so they can grow with control, clarity, and confidence.

Operations Foundation Package

Stabilize your business before you scale it.
If everything feels reactive, disorganized, or dependent on you, this is where we start.

This is for you if:

What is included:

Outcome

A structured operational foundation that removes chaos, clarifies execution, and creates stability for scalable growth.

Investment + Timeline

Starting at $4000 plus tax
4 to 6 weeks to complete

Growth Operations Management Package

Scale your business without increasing internal strain.If you’re growing but everything still depends on you, you’ve outgrown your systems.

This is for you if:

What is included:

Outcome

A fully managed operational system that increases capacity, improves execution consistency, and supports sustainable scale.

Investment + Timeline

Investment: Custom monthly engagement
Timeline: Ongoing (minimum commitment recommended)

Executive Operations & Compliance Package

Built for financial services firms that require structure, control, and compliance alignment.If you operate in a regulated environment, execution is not enough. Structure, documentation, and audit readiness matter.

This is for you if:

What is included:

Outcome

A controlled, scalable operational infrastructure that supports growth while maintaining compliance integrity, audit readiness, and executive-level visibility.

Investment + Timeline

Investment: Custom retainer
Timeline: Ongoing strategic engagement

Still Unsure?

If you are unsure which package fits, we determine that during the application process.This ensures you are placed in the right level of operational support based on business maturity, not guesswork.

You don’t need more effort.

You need operational structure that allows your business to function, scale, and perform without dependency on you.

• Work With Me Today