Dubsado Services

TAKE CARE OF YOUR CLIENTS AND YOUR TIME.

Dubsado is an amazing client relationship management software. This software lets you have all of the important information of your clients in one place and looks super professional to clients too! It can be pretty confusing and time consuming to set up and get going, though! You need a solid business system to keep yourself sane and show your clients that you are the real deal.

This is so much more than a set up…

I have noticed that the people I work with essentially have two problems. Firstly, facing a new system with endless possibilities is extremely daunting. They know they want what Dubsado offers, but have no idea how to get there. Secondly, they don’t have a clear client process to implement into Dubsado in the first place.

SO IT ENDS UP BEING A TIME WASTING EXERCISE TRYING TO MASTER A
SYSTEM
AND INPUT SOMETHING THEY DON’T HAVE.

I solve both problems.

I could easily set up your Dubsado account with your contracts and clients, but what then?

I offer so much more than JUST a set up. I work WITH you to strategize the best client workflow for you and your clients and I do the implementing as well. On top of that, you learn the system in the process. Systems are all about a consistent client experience that you deliver to each and every client you work with. Let’s collaborate to make the best system you need!

WHAT MAKES ME DUBSADO QUALIFIED:

You’re probably thinking “what makes you qualified to help me?”

  1. I’ve used it in my own businesses:

I started using this lifesaver for my photography and virtual assistance business mid 2017, and so I have spent hours upon hours working with Dubsado and I absolutely loved the system. 

  1. I’ve helped many other business owners get set up:

At the end of 2017 I started helping other entrepreneurs create the best system for their unique business! A typical set up takes more than 16 hours.With this in mind, I have helped more than 50 entrepreneurs, so I have at least 800 hours of experience. For this reason, I consider myself to be a Dubsado specialist. Although I don’t know everything, but you can be sure that I will research and find the answer for you!

Kendra made the entire process of bringing my Dubsado up to scratch so simple! I absolutely loved her set up, and she even implemented things I didn't know I needed when she saw it wasn't already set up that way. She went above and beyond to make sure I was happy with everything and was very willing to make amends until it was perfect. Highly recommend!

Luci Burgess-Farwel | Eileva Tide Studio

Uniquely-You Custom Set Up

In this signature service, we work together to create custom workflows that are unique as your business model!

Get It Done Templated Set Up

In this service I apply a general workflow process to your business based on your industry to get you set up quickly.

Ready to work with me?

I’d love to work with you to get your systems sorted!