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 and feel relaxed knowing that nothing is slipping through the cracks
An elevated client experience to match your incredible services, that you're getting rave reviews from and as a result getting ideal client referrals sent on repeat
Stunning + strategic form designs and thoughtful email templates that provide a cohesive experience that you are excited to share + makes clients feel cared for
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 structured to support you all-inclusively from not only creation or optimization of Dubsado features and thoughtful automations, but to also identify gaps + design 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/REVAMP
• You're struggling with burnout + feel trapped in the hamster wheel of never-ending admin work + also feel like your client experience could be better to match the level of stellar services you offer
• You're either new to Dubsado and overwhelmed about how to set everything up alone OR you have a few things setup, but using it manually and not to it’s fullest potential and need a pro to optimize and automate everything
• 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 pro who can get you further, faster, and more expertly executed
Perfect for you if:
Package Inclusive of:
• Project Questionnaire to gather in depth business details + processes
• Up to 3 Hour Kick-Off Call to audit, optimize + map out your premium client experience and translate it into Dubsado
• Content Workbook if needed for additional details once we identify all the assets we need to create, including bonus strategic copy prompts
• Account Settings no detail goes untouched with details such as project statuses for tracking where your clients are every step of the way, referral sources to see where they came from, and TONS more!
• Client Portal Banners custom designed (mobile + desktop) so clients feel at home where they access all their resources + communications
• Contracts & Forms Content Input + Custom Designed (code-free or coded!) so your stunning brand is infused strategically every step of the way from wowing at first impressions to convert leads and sending them off in style
• Email Template Copywriting in your brand voice so clients always feel nurtured (nothing cold + Impersonal here, they'll be thoughtful + conversational, and never know it's a template!)
• Email Signature (text or Canva image!) to use in your email templates
• Appointment Schedulers setup with confirmation + reminder emails input, so you can stop all the back & forth with scheduling with your clients
• Packages + Payment Schedules for seamless booking + payments with reminder emails input to make sure you get paid on time, every time
• Workflows Build to automate your dream client experience to the fullest extent + mini SOPs written for any steps that require manual to-do's on your part, so you (or any future assistants) can easily access what needs to be done
• Workflow Recorded Demo Client Testing I record myself going thru your process as a potential client to ensure the process is effortless + so you see what it feels like both on your and your client's end
• Up to 90 Minute Wrap-Up Call to review your setup, tackle any immediate questions & revisions, and discuss your next steps during your support period
• Next Steps Guide with custom account walk-thru videos + trainings to help you feel empowered to begin using your new system immediately
• 30 Days of Email Support as you get the hang of everything for questions and an additional round of revisions if necessary!
This is the average starting investment for up to 3 services for one business, depending on if a full setup or revamp and complexity of services. Custom quotes + timelines are given for additional services ranging from $250-$500/ea. Payments split into 3 equal installments.
PREP (YOUR TIME COMMITMENT OVER 2-3 WKS: 5-10 HRS): Once we’re official, I'll schedule our kick-off call a week before your start date + you'll complete pre-work due 1 week prior to our call. I recommend watching the Dubsado Beginner Education Courses prior if needed. After our call, if needed, I'll send over a workbook to provide additional details about the assets we identify; this will be due 3 days prior to your start date.
IMPLEMENTATION (YOUR TIME COMMITMENT OVER 2 WKS: 1 HRS): Sit back and relax over the next 2 weeks, as I do ALL of the work! You'll have the opportunity to review and make edits to your email templates by end of week one if you wish. You'll have a fully streamlined + thoughtfully automated system to start using immediately in under a month!
SUPPORT + REFINEMENTS (YOUR TIME COMMITMENT OVER 4 WKS: 5-10 HRS): Once your project is complete, we'll schedule a Wrap Up Call to review your setup, tackle any immediate questions and a round of refinements if needed. I’ll send your Next Steps Guide with account walk-thru videos + weekly tasks for learning your new system. You've got me in your inbox for 30 days for questions and an additional round of revisions if necessary!
Timeline & Process:
Starting Investment Ranging from $3000-$3500
Transform your Dubsado forms from simple to stunning & strategic by infusing your branding elements seamlessly to reflect the high-level services you provide.
DUBSADO FORM DESIGN
• To wow your leads with conversion focused proposals to stand out from the crowd + make signing dream clients an easy yes
• Cohesive branded supplemental forms from inquiry to offboarding that match the elevated experience you want to provide your clients
Snag this if you want...
Package Inclusive of:
• Project Questionnaire to gather in depth details + content prompts
• Up to 30 Minute Kick-Off Call to discuss design preferences and details
• Form Templates Custom Designed + Applied (code-free or coded!) one template for each of the template type and applied to all current forms
• BONUS: Client Portal Banners, Email Signature Design + Conditional Logic
• Up to 60 Minute Wrap-Up Call to review your forms + make your first round of refinements if needed
• Next Steps Guide with custom walk-thru videos + trainings to help you feel empowered to begin using your new forms immediately + how to update them in the future if needed
• 14 Days of Email Q&A Support as you get the hang of your new forms for questions and an additional round of revisions if necessary!
This is the average starting investment for one business, depending on if code-free or coded, quantity, and complexity of forms. Custom quotes + timelines are given. Payments split into 3 equal installments.
Investment Starting at $800
PREP (YOUR TIME COMMITMENT OVER 2-3 WKS: 2-3 HRS): Once we’re official, I'll schedule our kick-off call a week before your start date + you'll complete pre-work due a week prior to our call.
IMPLEMENTATION (YOUR TIME COMMITMENT OVER 2 WEEKS: 0 HRS): You'll have your beautified forms in 2 weeks!
SUPPORT + REFINEMENTS (YOUR TIME COMMITMENT OVER 2 WKS: 1-2 HRS): Once your project is complete, we'll schedule a Wrap-Up Call and I'll send over your call recording and other necessary resources in a Next Steps Guide. You've got me in your inbox for 14 days for questions and another round of revisions if necessary!
Timeline + Process:
This high-level quick action + value packed session is structured to tackle your biggest Dubsado priorities in a 2 hour 1:1 intensive blending strategy + done-with-you immediate execution and a week of advisory support.
SYSTEMS INTENSIVE
• An audit of what you currently have, from Dubsado features to your internal processes, to identify gaps + areas for improvements
• On the spot updates to current Dubsado features + workflows
• A detailed execution plan for features + workflows if you want to DIY your setup and want a pro in your corner to ensure you do it right!
A few ideas of what we can achieve...
Package Inclusive of:
• Up to 2 Hour Recorded Call to tackle your biggest Dubsado priorities audit, strategy + hands-on implementation of optimizations on the spot, +/or map out your premium client experience for a DIY build.
• Next Steps Guide with call recording, action plan + resources as needed
• BONUS: 1 Week of Email Q&A Support
• BONUS: Exclusive pricing for future sessions or DFY projects.
Payment due in full at booking.
NOTE: Systems Intensives are not intended for full setups, revamps, or form designs.
Investment: $375
BOOKING: You'll choose your call time + provide your biggest priorities in order of importance that you'd like to tackle during our call.
CALL DAY: We'll hop on our call and review and identify areas of improvements, make on the spot updates, create an action plan for next steps if needed, and if DIYing map out your client experience to translate into the exact Dubsado workflows and any assets you may need to create to ensure everything runs appropriately.
POST-CALL: By the next day, I’ll send your Next Steps Guide to set you up for success. You've got me in your inbox for 7 days for questions if you get stuck!
What to Expect:
If you are currently using Dubsado, but have a feeling it's not to it's fullest potential and want an expert's eyes on what you could improve, THIS IS PERFECT FOR YOU!
You'll complete the form linked below, provide me access to your account, and I'll dive in to assess the health of your Dubsado account and share ideas and tangible steps to do so via a Loom video and deliver it to your inbox within 2 weeks.
FREE DUBSADO AUDIT
limited time offer thru Mar 31
- 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!
How working with me is different...
.01
.02
.03
.04
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.
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.
IT'S SOOOO MUCH MORE THAN "JUST A DUBSADO SETUP". WHEN YOU WORK WITH ME, YOU'RE ESSENTIALLY GETTING THESE ROLES blended INTO ONE INVESTMENT.
.01 dubsado certified specialist (duh)
.02 coach
.03 client experience strategist
.04 designer + developer
.05 copywriter
.06 systems trainer
FAQs
It’s best to reach out as soon as possible. My done-for-you services typically book out 1-3 months in advance, sometimes more; but it’s never too early to apply (and sometimes beneficial to take advantage of the current prices or further out payment installments if needed!).
The best results happen when you're not rushed and can be fully committed to the success of your project and can commit to several dedicated hours over the course of a few weeks for submitting in depth details, calls, reviewing resources, and providing quick yet thoughtful feedback and most importantly, learn to use what we set up for a few weeks after your project timeline! Definitely not during your busy season or while taking any OOO days. I highly recommend we choose a start date that's at least 3-4 weeks out to account for completion of the project questionnaire that's due the week before our Kick-Off Call which is a week before your implementation "start date", as well as completion of a Content Workbook after our call that is due 3 days prior to your start date.
If you’re also going thru a brand and website refresh soon, while we can do our project simultaneously prior to your launch, in order to design your forms to create a cohesive brand experience, we will need book your start date after the brand direction and wireframe for your website are set to be solidified.
You bet, I want to make running your business effortlessly as accessible as possible! While Systems Intensives are paid in full at time of booking, the default payment structures for my DFY Setups, Revamps, and Form Designs is in 3 equal installments, 1st at booking, 2nd 1 week prior to start date and 3rd 1 week prior to end date.
If splitting into additional installments or booking further out to spread out payments would be best for you, just ask and we can discuss! I accept payments via Stripe for your non-refundable deposit and required auto-payment for additional installments.
You may already have some things setup in your account and wondering if there can be a cost reduction as such, but here's the thing, I ALWAYS include at least optimization of everything and not treating them as an optional add-ons, because I would be doing you a disservice by not reviewing and making refinements to give a fresh perspective for things you didn't even know were possible or that you didn't know you needed (and trust me, after serving 25+ clients, you'll thank me later, because you just don't know what you don't know).
In addition, it's almost impossible to fully know what is needed until our Kick-Off Call, so in order for me to provide you with assurance that there will not be any further additional charges for unanticipated feature implementations, it's best to have an all-inclusive package.
With that said, my packages are all-inclusive and strategically curated with your best interest in mind for me to provide you with expert level execution.
• Dubsado Premier Plan subscription (this plan is needed for workflows!)
• Data/client migration from another source or CRM or project management of clients. Dubsado has a complimentary white-glove migration service! I have instructions in my Next Steps Guide for how to add current clients to wherever they are at in your process.
• Full Dubsado training. Watching the free Dubsado education course is required if needed prior to our Kick-Off Call.
• Copy/images/questions for forms & contracts; although, I’m happy to provide prompts for certain forms for best use!
• Integration of outside tools: payment processor, email account, domain white-labeling, calendar, video conferencing, and Zapier integrations, etc. (but easy instructions provided or can be accomplished during our standard calls if needed!).
• I use Dub-Ins Genie for coded form designs and if wished, provide a collaborator account "guest seat" for $10/form that gives you access to the templates and plugins I created for you (you can always choose not to have access and reach back out for updates to the templates as needed). If you would like additional plugins in the future, a membership or individual plugin purchase can be made directly with them. If you'd like me to customize another code generator tool template you already have such as Search & Grow or Forms & Flows, those templates/memberships must be purchased separately and do not change the service investment.
• Any additional revision rounds or calls that are not included in the package will be charged at an hourly rate.
• Your initial in-depth project questionnaire will gather details such as current client processes for each service offer/package from inquiry to offboarding and beyond, packages, images, logos, fonts, colors, brand voice, portfolio imagery, testimonials, and more that will be due 1 week prior to our Kick-Off Call.
• After our Kick-Off Call, a Content Workbook will be sent to gather details for the assets identified that we need to create such as copy for contracts, proposals, questionnaires, and appointment scheduler availability preferences, and more that will be due 3 days prior to our start date.
• To best serve all clients + their dedicated project timelines (and my personal health + family tbh), I am VERY TRANSPARENT with strict timelines. Failure to submit questionnaires or feedback needed by outlined due dates + reiterated throughout multiple avenues will result in automatic late fees + could result in rescheduling the project with an additional fee.
• I require watching Dubsado's free education courses prior to our Kick-Off Call if you are new to Dubsado.
During our Kick-Off Call, we talk about which Dubsado features we'll be using for your setup and the capabilities. 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. 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 and a video training library to help you learn some key features.
It’s important to note that it is your responsibility to dedicate the time to watch the videos, learn the platform and make use of resources like Dubsado's free education courses prior in order to be proficient in using the tool.
I offer complimentary 30 days of support for my setup and revamp packages, 14 days for my form design packages, and 7 days for my systems intensive with Q&A support and revisions if needed.
While I always aim to provide you with instructions 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.
I have exclusive offerings such as discounted hourly updates or calls and half & full VIP days for larger projects such as adding services or several/large workflow updates!
Anything that has different client journeys that includes different timelines and touch points like proposals and contracts with different language, questionnaires with different content, meetings at different times than your other services, varied timelines for touch points, etc.
For example, each is it's own service:
— if you are a photographer: weddings, boudoir, brand, newborn, mini sessions
— if you are a brand and web designer: brand design, web design, combined brand and web design, VIP/design days, add-ons like ongoing website support
The packages have a minimum service offering inclusion and the level of investment for additional service add-ons varies on the complexity of the service.
hours saved per week! think about the revenue potential!
clients are willing to refer after a positive experience
Revenue lost each year from inefficiencies
Let’s talk about the impact systems could have on your business.
clients willing to pay more for a better client experience
5-10
20-30%
83%
86%
• You're a tech-savvy female-founded service-based solopreneur or small team offering brand + web design, photography, wedding industry services, or similar creative where aesthetics are at the cornerstone of your brand.
• You have clearly defined service offerings and are established and ethical in your craft having served a minimum of ten clients + you see the true value in systems + have a vision for the goals you'd like to achieve by putting this project into action. (aka I can't just "make-up" systems for you.)
• You are as committed to your project outcome as I am - you have a responsive + excellent communication skills, are ready to dedicate time + effort to detailed pre-work + quick feedback, utilizing the resources I provide you to get the most out of our time together and setup for success, respect set boundaries + timelines, and you are overall excited about what we create together!
• You trust my professional advice + see me as your strategic partner, not just a glorified VA to tell me what you think you need and you're open to feedback for process efficiency improvements. You see the value in investing in expertise that will get you further, faster, + more expertly executed.
Would we be the perfect pair?
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?
