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)?
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
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:
Questions you may be asking...
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
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)?
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
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:
Questions you may be asking...
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!
As much as I would love to completely get this done for you without your input, I will need you to be around to answer some questions like:
☀ Details about your services
☀ What questions you’d like ask in your client forms
☀ When you’re free to take client discovery calls
☀ Other miscellaneous things that ONLY YOU know!
Basically anything I need to know about your business. The process is smooth and I guide you through every step!