Time forDubsado to do the heavy lifting!

You’re working so hard every day, manually sending out invoices, questionnaires, and booking calendars. You may be thinking “I need a vacation.”
It’s been too long.

What if managing your business and your clients was so easy, you never felt like you needed to get away (but you’d have the freedom to do it anyway)?

with a well set upDubsado account!

SIGN ME UP!

You can get back to doing what you do best and feeling great about your work, and having all the little details that go into delivering an amazing service to your clients covered!

All those little details

make up the big picture of client management, and they need to happen, whether or not admin is your thing:

You need a shot list to know what you’re photographing at a wedding (Let’s automate a wedding details questionnaire going out 8 weeks before to help you prep)

Coaching clients need a scheduler link to book sessions with you (Let’s set up a workflow to send the scheduler to them to eliminate the scheduling back and forth)

After designing a mock up, you need it approved by the client (Let’s set up a sub-agreement to go out to them for approval)

With a Dubsado account set up JUST for your business, you’ll never second guess what's happening during a project and you can focus on delivering your best service!

A more-focused-you makes for a happier client.

Let’s make that happen with my Dubsado Done For You Service:

You will love this service if you want me to handle all of the strategy and tech for you! You know your business and clients best, though, so I’ll be sending you some homework to best customize the set up for you.

This service includes

Process Mapping

Workflow Mapping Meeting (WMM) where we will map out the details of your client journey for your services

Form Design

Custom form design to match your beautiful provided branding and website for all forms

Canned Emails

Professional copywriting of all canned emails and review of any existing emails identified at WMM to ensure that they are Dubsado and client ready

Dubsado Schedulers

Creation of schedulers to streamline client scheduling

Offboarding

Live 1:1 walkthrough to review all workflows created. This session will be recorded too!

Packages

Input of current packages for quick reference when sending proposals and invoices to clients

Client Portal & Settings

Brand the client portal and other key Dubsado settings to reflect your brand and business needs

Payment Plans

Set up of Dubsado payment plans to remind clients when their payments are due

Workflows

Set up workflows to streamline and automate as much as possible in your client experience

Follow-Up Support

30 days of email follow-up support and a detailed Next Steps Guide to empower you to learn your new system!

Price:

Starting at $3500 USD

The process takes 4 weeks and payment plans are availablE

LET'S DO THIS!

Want to see for yourself?

See my work in action!

PORTFOLIO

The Process

01

Discovery Call

We’ll meet for a free 15 minute call where you can tell me all about your business and workflow woes. After our call, I’ll send you a proposal detailing the ways I can give you peace of mind by taking your Dubsado set up off your plate for you!

Your Time Commitment: 15 Minutes

02

Onboarding Questionnaire

After you’ve officially signed on, I’ll send you a questionnaire that will ask you a few basic things like your branding, service packages, and more. This questionnaire is due before our workflow mapping meeting!

Your Time Commitment: 1 Hour

03

Workflow Mapping Meeting

This is where we take all of your services and map out your client experience. We’ll go over all the steps from the first time a lead contacts you, all the way to offboarding and all the steps in between!

Your Time Commitment: 2 Hours

04

Implementation Questionnaire

This is the second and last questionnaire I send to you! Now that we know what your workflows will look like, I’ll need some extra details from you to make your workflows, well, work!This questionnaire is due a week after our workflow mapping meeting so we can get the ball rolling on your set up ASAP!

Your Time Commitment: 3 Hours

05

Now I get to work!

You’ve done the hard work of getting all your information to me, now I get to work on implementing the plan we put together at our workflow mapping meeting.

Your Time Commitment: 3 Hours

06

Off-boarding and Support

Once all of your templates and workflows are setup, we’ll meet for a recorded Zoom call where I walk you through everything I’ve set up! You can ask me questions you have right on the call. If you don’t have any questions on the call, you still have me around for 30 days! You can use your 30 days of email support to ask me questions and request bug fixes. I’ll also be sending you a copy of your workflow chart, as well as a guide to follow through during your support time to make the best of our time together!

Your Time Commitment: 10+ Hours

After setting up their Dubsado, I’ve heard clients say things like:

allows me to focus more on my work
“I have workflows and automations in place that allow me to focus more on my work and spend less time on email.”
allows me to focus more on my work
“I have workflows and automations in place that allow me to focus more on my work and spend less time on email.”
allows me to focus more on my work
“I have workflows and automations in place that allow me to focus more on my work and spend less time on email.”
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Questions you may be asking...