It's time to say goodbye to admin overwhelm, elevate your client experience, and make more while working less
Saving hours every week (without having to pay for an assistant) + finally achieving work-life balance to have the freedom to do... whatever you want!
Ready for results like this?
...If so, you're in the right place.
Saying buh-bye to overwhelm + repetitive manual admin tasks, get back to your zone of genius + feel relaxed knowing that nothing is slipping through the cracks
Offering an elevated client experience to match your impactful luxe services, resulting in rave reviews + getting ideal client referrals sent on repeat
A cohesive brand experience that you're confident to share your stunning + strategic form designs and thoughtful email templates
Increase your revenue as a result of freeing up your time, raising your rates, adding a team, or time to take on more clients and diversifying your income streams!
My signature done-for-you Dubsado service is designed to support you all-inclusively from not only creation or optimization of Dubsado features and thoughtful automations, but to also identify gaps and curate a strategy for what can be improved to make running your business effortless, set you up for sustainable growth, and elevate your client experience.
Dubsado Setup
- You're struggling with burnout and feel trapped in the hamster wheel of never-ending admin work and also feel like your client experience could be better to match the level of luxe services you offer.
- You're overwhelmed about how to set everything up alone and you don't have time to spend hours looking thru generic resources not tailored to your unique needs or fumbling around with a DIY-disaster so you're wanting to outsource to a Certified Dubsado Specialist with industry expertise who can get you further, faster, and more expertly executed.
Perfect for you if:
DONE-FOR-YOU
Inclusions at a glance:
Inclusions at a glance:
Client Experience Strategy
Average Investment: $3500-$4500
Average Investment: $3500-$4500
Project workbook and kick off call to review your current processes and curate a strategic blueprint of your newly elevated and thoughtfully automated client experience that you want to be known for as a unique representation of your business and brings back ease and confidence into managing your business.
Unlimited Asset Creation
No detail goes untouched to use the full potential of every aspect from account settings, referral sources, project statuses, tags, forms, emails, schedulers, packages, payment plans, and more.
Infusion of Your Brand at Every Touch Point
Code-free or coded forms, client portal banners, and email signature designed to blend seamlessly with your brand and writing of personalized email templates to reflect your brand voice. 2 rounds of complimentary revisions to make everything perfect for you!
Workflow Build & Testing
Tying together your curated assets by automating your dream client experience and testing as if I was a client to ensure its an effortless process at every step, for the both of you. I record this process, so you can see exactly how everything works together (*clients looove this*).
Seamless Support, Tailored Trainings & Launch Plan
4 weeks of unlimited email advisory support and an optional 60 minute call, paired with a next steps launch guide with custom resources and account walk-thru videos, a weekly schedule of tasks to learn your new systems, and plan for going live so you feel confident and supported with an effortless transition.
Optional Add-On: Data Migration
Bring over past or current lead and client details, invoices with applied past payments and setup reminders for future due dates, completed forms, and if current, implement them into your new workflows.
Average TIME COMMITMENT: 10-15 HOURS
Average TIME COMMITMENT: 10-15 HOURS over 8 weeks
TIMELINE: PREP 2 WEEKs, IMPLEMENTATION 3-4 WEEKS, SUPPORT 4 WEEKs
TIMELINE: PREP 2 WEEKs, IMPLEMENTATION 3-4 WEEKS, SUPPORT 4 WEEKs
As a visually-driven creative, you know just how important infusing your brand cohesively is for your business. Transform your Dubsado forms from simple to stunning and strategic to reflect the luxe services you provide.
Dubsado Form Design
- To wow your dream high-end clients with conversion focused proposals to stand out from the crowd and make them an easy "I do!".
- Cohesively designed forms from inquiry to booked and beyond to have your brand at the forefront of every touch point.
Book this ASAP if you want...
Inclusions at a glance:
Inclusions at a glance:
Project Prep & Strategy
STARTING Investment: $800
STARTING Investment: $800
Project workbook to gather your brand details, imagery, and proposal copy prompts and style preferences guide.
Infusion of Your Brand at Every Touch Point
Code-free or coded forms and client portal banners designed to blend seamlessly with your brand. 2 rounds of complimentary revisions to make everything perfect for you!
Seamless Support, Tailored Trainings & Launch Plan
1 week of unlimited email advisory support paired with a next steps launch guide with custom resources and account walk-thru videos so you feel confident and supported with an effortless transition.
Optional Add-Ons
- Additional service proposals +$100
- Album/print order form proposal +$200
- Investment/planning guides (custom quoted)
Average TIME COMMITMENT: 2-5 HOURs
Average TIME COMMITMENT: 2-5 HOURS over 4 weeks
Starting Package
- 1 service proposal
- 1 template designed and applied to each form type (questionnaires, lead captures, & contracts) that includes branded fonts, form fields, buttons, header, footer, and light cohesive styling of sections and imagery, as needed.
- Conditional logic, as needed.
TIMELINe: prep 1 week, implementation 2 weeks, support 1 WEEK
TIMELINe: prep 1 week, implementation 2 weeks, support 1 WEEK
This quick action + value packed session is structured to tackle your biggest Dubsado priorities in a 60 or 90 minute 1:1 intensive call blending strategy + done-with-you immediate execution and a week of complimentary email advisory support.
Dubsado Intensive Call
- In depth platform demo if trying to decide if Dubsado is right for you
- Map out your assets + workflows needed if you're DIYing your setup
- Live audit of what you currently have created
- On the spot guidance to create/update assets + workflows
- Tutorials on Dubsado's form builder + Dub-Ins Genie Code Generator
- Getting that mile-long list of burning Qs answered
- Training session for your team or group
Clients have previously loved using these sessions for:
Inclusions at a glance:
Booking & Call Prep
INVESTMENT: 60 min $275 // 90 min $400
INVESTMENT:
60 min $275 // 90 min $400
Upon booking, you'll give me your top priorities for us to discuss on our call for me to be prepped ready to hit the ground running.
1:1 Strategy x Implementation Session
No minute wasted, we'll jump into our 60 or 90 minute call to tackle your biggest Dubsado priorities to propel your business forward at lightning speed.
Seamless Support, Tailored Resources & Launch Plan
1 week of unlimited email advisory support paired with a next steps guide with custom resources so you feel confident and supported with an effortless transition and path forward.
exclusive discount if decide dfy is best next step
- Rachelle saevil
I know this will save time and back and forth - game changer! Also I'm really big on client experience and really feel like this is going to give us an incredible edge and make clients think 'wow, they thought of everything!' Honestly, everything was 10/10 - the calls, the videos, everything was so amazing and helpful. You really took the time to outline everything for us and I felt very nurtured along the way.
- MEGGAN STEFAN
We knew that what you were going to be able to do for us was going to completely change the game for us by not only saving us a massive amount of time and multiple headaches, but also provide the type of client experience we want to be known for — one that's organized, efficient, communicative and makes the client feel cared for every step of the process. You were so patient with us as we talked through problem areas in our business and helped establish trust in the sense that we knew you understood where we were at and where we wanted to be.
- JESS POON
Angela understood my business, industry, and vision effortlessly - so THANK YOU for elevating my client experience, business, and saving me time (and headaches). I am now feeling more excited to work in Dubsado knowing that everything is in tip-top shape!
- EMILY ALLEN
100% changed my business and allowed me to put the focus back on client experience vs. just trying to stay above water with each client. My productivity has improved 100x - tasks that used to take a few hours were done for me at the click of a button and that was a life changer - not only in my work life, but it made my work/life balance way better! She is worth every penny and more!
- amber broder
I found the process so easy to digest and to put into practice immediately. I feel so much more confident not only utilizing my workflows but tweaking going forward. It has already been taking admin tasks off my plate + most importantly, elevating my client experience - they keep telling me how smooth + seamless everything feels for them + raving about the beautiful forms she created!
- CHLOE THOMAS
Immediately upon completion of my project with Angela, I internally felt more calm and at rest with how the back-end of my business was set-up. I felt that I was taking care of my clients by having a more straight-forward and organized approach and giving them a better experience.
- VANESSA ALZATE
Angela sees the big picture and was able to see all my wants for the company, took all my concerns into consideration, and laid everything out in a neat yet beautiful format that is easy to use and catered to my business. Having everything under one roof with full visibility of what my contractors and clients see is the perfect alleviator of stress I needed.
- jordan gill
Angela came in and just totally nailed it and gave our clients and our team a really great experience of smooth systems and just really intentional strategic journeys all around!
MY APPROACH
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No cookie cutter templates here. I work collaboratively with you to understand your pain points + goals so that we can create results that are a true reflection of your business!
I only take on projects that I'm truly passionate about and believe I can serve you best. I never compromise quality for quantity and work with a small amount of projects at a time to give you the undivided attention you deserve.
Being equal parts right and left brained, I take infusing your brand seriously from form designs to emails and to be as visually appealing as they are functional.
Empowering you with knowledge is at the cornerstone of my brand. I never want you to feel judged, rushed, confused or left high + dry after my setups. I provide personalized Loom video walk-thrus and in depth tutorials upon the final result + resources tailored to you, so you are left with with confidence in how to use your systems right away + make changes in the future as your business evolves.
FAQs
anticipating needs is kinda my thing
It’s best to reach out as soon as possible. My done-for-you services typically book out 2-3 months in advance, sometimes more, and I only take 1 client at a time to give my undivided attention to your business that it deserves.
The best results happen when you're not rushed and can be fully committed to the success of your project and can engage in several dedicated hours over the course of a few weeks for submitting in depth details, reviewing resources, providing thoughtful feedback, and most importantly, learn to use what we set up!
If you’re also going thru a brand and website refresh soon, in order to design your forms to create a cohesive brand experience, we will need book your start date well after the brand direction and wireframe for your website are set to be solidified. We can also book your project in two completely separate phases, if needed.
I want to make running your business effortlessly as accessible as possible. The default payment structure for done-for-you services is 50% due at booking and 50% due prior to receiving final assets. If splitting into additional installments or booking further out to spread out payments would be best for you, just ask and we can discuss.
My packages are strategically curated with your best interest in mind for me to provide you with expert level execution and the best experience possible. I would be doing you a disservice by not reviewing and making potential refinements or give a fresh perspective for things you didn't even know were possible or that you didn't know you needed... and would hate to come back and say additional fees are required to make such updates. With that being said, we can of course discuss your unique needs during your consultation so that I can provide a tailored quote and project scope.
Anything that has different client journeys that includes emails with different verbiage, timelines and touch point variances for different services, who they can be booked by, forms and emails with different content needs, etc.
For example, each is it's own service and considerations for complexities for a photographer: weddings, elopements; sessions: engagements, boudoir, brand, editorial, maternity, newborn, family, mini sessions; if services can be booked by the client or a planner as the main POC and you'd like separate assets for each group, heirloom album ordering form and process, second shooter forms and process, mentoring other photographers, if working with a team and need complex workarounds, etc. I also take into account if we will be implementing your entire client journey, or if we will only be focusing on from inquiry to onboarding, etc.
- Dubsado Premier Plan subscription, which is the plan needed for workflows. Save 30% off your first paid month or year using this link or code angelamunozco!
- External integrations of your calendar, email, payment processor, video conferencing, accounting, white labelling, or embedding lead captures on your website; however, I provide resources to easily complete within minutes, and can provide live on-call support if needed.
- Copy/images/questions for forms & contracts; although, I provide prompts for you to create proposal copy, if needed, and review your assets to ensure you're not missing out on elements based on industry standards.
- Data/client migration from another source or CRM. I can provide a quote for this as an add-on, or have instructions in my Next Steps Guide for how to add current clients to wherever they are at in your process.
- I use Dub-Ins Genie for coded form designs and if wished, provide a collaborator account "guest seat" for $10/unique template that gives you access to the templates I created for you, tutorials for how to update in the future, and access to their support community. You can always choose not to have access and reach back out for updates to the templates as needed (which is what 99% of my clients do).
Updated client processes, packages, payment plans, branding, and copy/images/questions for your forms/contracts that will be due at least 1 week prior to your start date.
At Offboarding, I show you every step of every workflow I've created for you and explain how it works by creating walk-thru videos during my testing as a demo client so you can see how it flows from your and your leads/client’s end (former clients LOVE this process!). During our support period, I provide you with a detailed Next Steps Guide walking you through how to test it as a demo client to learn everything in a safe space prior to putting it to use with clients if needed and a video training library to help you learn some key features.
For the best outcomes, it’s important to dedicate the time to watch the general training Dubsado education course, custom videos I create and test your system with the resources I share during the Support Period in order to be proficient in using the tool.
I offer complimentary Q&A email advisory support for a period outlined in my packages. While I always aim to provide you with details on how to make updates in the future, if you find yourself needing additional support or updates past our support period, I have a special place in my heart for past clients, so my *virtual* doors will never be closed for you and have exclusive and discounted support + offerings for future work together as your business evolves.
I sometimes get asked "why do you only offer complimentary email support period for a certain amount of time?". To be transparent, while I would love to be able to answer everyone's questions, I am not employed by Dubsado and earning a salary, yet paid for packaged blocks of my time. As I have now worked with over 50+ clients, if only even 10 sent in support requests each week, that would be at a minimum, 5-10 hours each week towards having to review your business specifics and back and forth communication, and provide detailed strategic support. Therefore, it would be almost impossible to not only respect my current client's dedicated project time, but to also have time to run my own business & life. I hope that clarifies and appreciate your understanding.
Plus, Dubsado chat support is run by real humans that get back to you in a flash with expert level support, yes, even specific to your business!
Absolutely. While I mainly work with photographers and wedding professionals, I have worked with over 35+ diverse industries over the past few years as a Certified Dubsado Specialist, and would love to support you.
Ready to work smarter, not harder?
Your next level of business is waiting on the other side of a click of a button. It's either one day or day one, what will you decide?
