Uniquely-You Custom Set Up

Taking your thriving business from anxious to automated.

You’ve been in business for a while, but you need a system that works for you.

Are you tired of struggling with tech and systems that should make your business easier, but just don’t? Do you need someone to completely set up Dubsado and simplify your workflows to free up your time?

This customized set up is your answer! 

What is Included

 

Client Migration

I’ll bring over your clients from your previous CRM, or even from an Excel or Google Sheet.

Invoicing & Payments

I’ll input and set up your product or service packages, tax items, invoice customization, and payment schedules. If you use Quickbooks Online, I’ll integrate that, too.

Forms

You’ll get up to five forms beautifully designed and on-brand! Think contracts, questionnaires, proposals, sub-agreements, or lead-capture forms.

Workflows & Automation

This is where we get into the details of how your business runs. We’ll start with a kick-off call to map out your ideal workflows. And I’ll implement and automate those workflows for your main services.

Scheduler

If you decide to use Dubsado’s scheduler, I’ll make the transition from your previous program. Or I’ll implement your existing scheduler into your workflow.

Canned Emails

You’ll have all your canned emails in the system, and we’ll identify any emails you still need.

Client Portal

We’ll customize your client portal so your clients see your branding every time they enter. This includes banner design for both desktop and mobile.

Investment

$1900 USD per brand

(4 weekly payments of $475)

Timeframe: 4-6 weeks

Who Needs This? 

You’ve created your dream business, but now you’re overwhelmed by your rapidly growing client base.

You aren’t getting the referrals you deserve because of an inconsistent client experience.

You’re ready to free up time and gain peace of mind by simplifying your process.

Process

Apply

Complete my contact form by clicking the button above. I will review and suggest which of my Dubsado services is a best fit for you based on your answers. 

 

Discuss

If I think we’re a good fit, I will send my scheduler to you to book a call with me. Here I will get to know your business more and make you a personalized proposal with how I can help you. Once you’ve signed on, we’ll have a kick-off call.

 Set-up

After our kick-off call, you will get to work, providing me with all the details I need. After I receive everything, I will start piecing it all together. Once I’m at the halfway point of your set up, we will have a quick check in call.

 

Complete

We’re done! You will have a training call with me where I show you around your new system!

 

 

As Seen In

CLIENT LOVE!

After a lot of research I dived into Dubsado but it confused me. I had no clue what I was doing. This is where Kendra stepped in and really helped  me with this. She not only helped me automate it into simple easy steps but also too the time to explain the process in a video call in the end. Kendra is very patient and really good to work with and I’m so grateful our paths crossed. If like me you are struggling with Dubsado, don’t waste time trying to figure it out. I highly recommend Kendra to anyone who needs help with their client onboarding process.

Sheeba K. Dhallu

Artisan Sculptor , Wedding Industry

I really appreciate your expertise, Kendra. You are also thoughtful and supportive. I can’t tell you enough how beneficial it is to have a think partner when completing Dubsado workflows. Thank you for helping me to add this next level to my client experience.

Jacqueline Kennedy

Leadership and Career Coach, Strategy and Grace

I am so grateful to you for getting it all done so quickly for me. This week has flown by and having that off my plate is a massive help and it looks sooo much better than I could have ever done! 100% would recommend you to anyone that needs some help!

Deasha Waddup

Owner, Social Treats

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