now booking for 2022

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Systems and strategies that support all of the unique parts of your business.

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Business is picking up traction fast (maybe faster than you can realistically handle) and you’re overwhelmed trying to keep track of client and project information, sending out invoices, booking appointments, trying to figure out if you need to hire team members, and what software and tech platforms are actually worth it. 

Maybe you’ve tried some different tech systems yourself or hired someone and weren’t satisfied with the results. Whatever the case, you’re looking for a solution that is more intuitive and creates more efficiency in your business.

                             I understand the importance of providing custom strategies for each client that I work with because no two businesses look alike. You can rest assured that after our time together you’ll be walking away with a system that is seamlessly integrates with your business and one you’re confident in using

the good news?

your new life after having systems in place

You are saving HOURS every week and finally achieving work-life balance to have the freedom to do whatever you want!

You ditch your stress as your client experience and project management system is now effortless and enjoyable.

You feel confident in your processes and relaxed knowing your streamlined and automated workflows are doing the heavy lifting for you and giving your client's a premium experience.

You are excited that you can now increase your income and client capacity knowing that your processes are running for you.

find out more

You have a signature service and clients you love, but you need some help with refining your processes, brand-representation, and gaining back some time into your days.

Create an elevated client experience using one tool for streamlined and automated workflows to easily schedule appointments, send beautifully branded forms, canned emails, contracts, invoices, and more without being chained to your laptop completing these tasks manually while still delivering your personal touches to impress your clients.

starting at $2300

done for you dubsado setup

payment plans available

• Complimentary Discovery Call for Custom Quote
• 90 minute Strategy Call to Map Out Your Premium Client Experience
• Ongoing Project Management + Chat Support via ClickUp/Email
• General settings & business info setup
• Appointment Scheduler Setup
•Client portal design
• Creation of forms including: lead capture, questionnaires, proposals, and contracts (custom CSS available)
• Upload Contracts (Verbiage Provided By Client)
• Integrate Packages + Payment Schedules
• Canned Emails Input + Copywriting of Any Newly Needed
•Customization of project view including project status and tags
• Workflow Automation Implementation + Testing of 1-2 workflows
• Recorded Video Walk-Thrus of Your Account
• Recorded Wrap-Up Review Call
• 30 day Post Project Support

What's included?

Let's get started!

done for you dubsado setup

payment plans available

Additional charges may be added for businesses that provide more than one type of service (ex. SMM + coaching) due to the additional workflows, packages, forms, etc. that would be required. 

timeline: 2-4 weeks

investment: starting at $2300

get 30% off your first month/year of Dubsado

find out more

You have those 1-2 signature services that potential clients are always contacting you about. But you don't have any automation set up for responding to and taking those potential clients through your client journey, from inquiry to booked client.

Then this service is for you!

dubsado workflow setup

starting at $1300

payment plans available

• Client journey & workflows strategy session (90 minutes)
• Zoom demo of workflow setup and how to use them
• Recordings of all project calls
• Ongoing Project Management + Chat Support Via ClickUp/Email
• Access to Clickup project portal for tracking project progress and sharing assets
• Custom workflow strategy
• Creation of all necessary workflow materials (forms, email templates, etc.)
• Creation of 1-2 workflows
• 15 days of post project support

What's included?

Let's get started!

dubsado workflow setup

payment plans available

Additional charges may be added for businesses that provide more than one type of service (ex. SMM + coaching) due to the additional workflows, packages, forms, etc. that would be required. 

timeline: ~1-2 weeks

investment: starting at $1300

01

We’ll book a complimentary discovery call to see if we’re a perfect match for your project.

If you’re ready to get started, you’ll approve the proposal, sign the contract, and pay 50% of your invoice to save your spot on my calendar. 

discovery

02

Once we’re official, you'll complete an in-depth questionnaire and we’ll schedule a strategy call to map out your project.

I'll send a second questionnaire to gather additional details

strategy

03

I’ll take it from here - sit back, relax, and get excited knowing your business is about to be elevated without any of the overwhelm on your end!

I’ll keep you updated with my progress and request feedback I need along the way.

IMPLEMENTATION

04

Once your project is complete, you'll make your final payment and I’ll send you walk-thru videos of your setup.

We’ll schedule a wrap-up call for questions and training to ensure you feel comfortable using your new system.

wrap-up

05

You’ll have access to me for
2-4 weeks after our project is complete for questions and troubleshooting support.

I want to make sure you're setup for success!

support

06

Woo Hoo! Time to celebrate and congratulate yourself for taking your business to the next level!

The only thing left to do is share it with the world, enjoy all your extra time, and scale your business!

celebrate

how it all works

faq's

what is i already have some things set up in Dubsado?

That’s totally cool! One of the factors that I weight in when creating your project proposal is what you already have done so that you aren’t charged for things you don’t need me to do. This is why I have you show me what is set up in your Dubsado on our consultation call so I have the entire picture before I put together your proposal.

But for full transparency — if you, or someone else, has set things up in your Dubsado and I see that they’re not set up properly or efficiently: I’m going to tell you! My goal is to end our project feeling confident that your Dubsado is running as smoothly as possible and if that means re-doing something that had been previously set up, I’m going to do it.

what materials do i need prepared before we get started?

Yes! I'll send over an onboarding questioner  allowing you to take a deep dive into your own process so we understand how your business works. Once you submit that I'll send over a  checklist for you so you know  exactly what to ‘PREP’ before we start working together!

But I do recommend that you have your current documented processes, branding, and any verbiage that you would like to continue to use for your emails, form, and questioners.

do i need the paid version of dubsado?

Technically, no! I can login using your credentials and get everything set up before you start paying for it.

However, if you aren’t comfortable sharing your login information and would rather add me as a user to your Dubsado then you will need to upgrade to the paid version because multiple users is not supported on the free trial. 

do i need to write/create content for my forms and emails?

For emails- There’s a few options for this depending on what you’re most comfortable with! Typically I will draft up all of the email templates I need and share it with you so that you can go in and tweak/edit things. The goal is to make everything sound authentic to you!

If you prefer to write them all yourself, or have a copywriter do it — I can adjust the project timeline and cost accordingly.  

For form/questioners- Sometimes yes, sometimes no! If you have existing forms on another platform like Google Forms or Typeform I’ll just migrate those questions over to Dubsado.

If you’re starting from scratch, I’ll work with you to determine what kind of forms your business needs & what questions need to be included and then set them up from there!

do you provide training on my new system?

Absolutely! Although, if you haven't already, I do recommend that you take the time to go thru at least the tool's native beginner learning resources prior to our project completion so you have the basic knowledge of it's capabilities. I will record screenshare video trainings with the ins and outs of your new system specific to what I've set up so you can learn to use it, train team members, and make changes beyond our time together. 

do you provide payment plans?

You bet! Typically, I require 50% of your project due at booking to confirm your spot on my calendar and the final 50% due upon project completion prior to receiving your final assets and scheduling your Wrap-Up Call. If splitting into additional installments would be best for you, just ask and we can discuss! 

LET'S WORK TOGETHER

are you ready to level up and organize your client experience.