For ambitious entrepreneurs who need a streamlined system…
But don’t have the time (or desire) to set it up for themselves.
Introducing…
Done for You Dubsado Setup
STREAMLINE YOUR WORKFLOWS, ELEVATE YOUR CLIENT EXPERIENCE, AND SAVE PRECIOUS TIME BY AUTOMATING YOUR BUSINESS.
In just four short weeks, I’ll streamline your entire client management process so that you can serve your clients with excellence, while honoring your own priorities.
With a full Dubsado setup, your key client emails, appointment scheduling, and payment reminders will run on autopilot. You’ll be able to escape your inbox, book clients more quickly, and finally have time to make progress on those projects you’ve been pushing to the back burner.
Because every business is unique, I’ll completely customize your Dubsado workflows to reflect your branding, values, and vision for your clients. We’ll make sure your clients get their questions answered before they even need to ask. And we’ll add in moments of surprise and delight that leave your clients raving about the experience of working with you.
By the end of our time working together:
Your workflows will be running smoothly.
Your clients will be incredibly well cared for.
And you’ll be able to get back to doing the things that bring you joy!
Wondering how it works?
Here’s my three-step process:
01. Start with Strategy
We’ll work together to map out your ideal client experience, exactly as you want it to be. From the initial inquiry, through booking, onboarding, and every interaction that follows, we’ll make sure we have your process clearly defined to provide a high-touch experience for your clients and to leverage as much automation in Dubsado as possible.
02. Layer in Design and Personality
Consistent branding helps to build trust and creates an elevated experience for your clients. That’s why I’ll design every part of your Dubsado setup with your unique business colors, fonts, and imagery. Your brand will be front and center through each step of your client’s journey. I’ll also infuse your brand voice and personality into your canned emails. Just because it’s automated, doesn’t mean it has to sound robotic!
03. Build it to Flow Seamlessly
Once all the components have been designed, I’ll weave them together into automated workflows, making sure that each action is set to be triggered at exactly the right moment. With your workflows in place, you’ll feel more organized in your business than ever before. And that weight you’ve been carrying on your shoulders? It will feel so much lighter.
What’s included?
Strategy Call - A two-hour call where we dive deep into your client experience and develop a strategy for taking as much work off your plate as possible.
Beautiful Code-Free Proposal Design - Using your unique business branding, I’ll design proposals that are sure to impress your potential clients.
Forms & Contracts - I can’t write a contract for you (I’m not a lawyer), but I will upload your contracts and forms and add design elements and smart fields as needed.
Scheduler Setup - I’ll create scheduling pages for each appointment type that you offer, allowing clients to view your availability and schedule their own appointments.
Canned Email Copywriting - All canned emails needed to complete your workflows will be written for you. Your clients will have all the information they need, exactly when they need it.
Client Portal Design - I’ll design your client portal to look like an extension of your business website, ensuring that your clients feel at home there.
Packages & Payment Schedules - I’ll enter all of your services, prices, and payment plans into Dubsado so that you can easily add them to proposals and invoices.
Workflow Automation - Your ideal client experience will be automated to the fullest extent possible, with all workflows built, tested, and ready to implement!
Live 1:1 Handover Call - A 90-minute call to teach you the ins and outs of your system. We’ll record this call so that you can watch it again or share with your team.
30-Days of Follow-Up Support - Reach out to me via email at any time during this 30-day support window. I'll be there to help you with learning and launching your new system.