Blending strategy and creativity to curate streamlined systems and thoughtful automation for your digital HQ in Dubsado & ClickUp

that empower you to GROW a SUSTAINABlE business and confidently pursue those ambitious CEO goals of yours

Let me guess...

You're going through a major growth stage and providing amazing services for your clients, but your current processes have you feeling burnt-out and overwhelmed with no more hours left in the day, your revenue has hit a ceiling but more money is more time which you don't have, you'r regularly waitlisting leads, you're dropping the ball left and right and not meeting deadlines, spending too much time on manual admin tasks instead of your zone of genius, and constantly recreating the wheel leaving you wondering if it will always be like this. You started your business to have freedom from the 9-5 and now you're on the 5-9 schedule. 

You're ready for the next stage of your business, whether that's to be able to grow a team and step into the creative director position and bring on junior designers and other supporting roles, increase your client capacity, diversify your income streams, or just gain back that work-life balance you crave.




You're in the right place.

You know that well thought out client experience and operational management systems are essential to growing your thriving business, but with comprehensive tools can come paralyzing overwhelm on figuring out the best way to set them up for your unique business needs or you may have them semi-setup but not sure if you're using them to their fullest potential.

But between serving your clients, managing your business and/or team, you're having trouble just trying to find five minutes to yourself, no less learning and implementing such a big project undertaking, so you just keep pushing it to the back of that never-ending to-do list.




am I right? if that sounds familiar...

You are saving HOURS every week and finally achieving work-life balance to have the freedom to do whatever you want!

You ditch your stress as your client experience and/or operational + project management system is now effortless and enjoyable.

You feel confident in your processes and relaxed knowing your streamlined and automated workflows are doing the heavy lifting for you and giving your client's a premium experience (and thus, sending you raving reviews + referrals!).

You develop an effective way to outsource and your team's productivity and happiness increases as you can now focus on your zone of genius and have clear communications with efficient procedures in place.

You are excited that you can now increase your income and client capacity when you say goodbye to recreating the wheel.

Plus, you'll have not only a Dubsado and ClickUp pro, but a workflow pro with industry experience for designers and creatives in your corner who is evaluating all of the gaps and potential areas for improvement, because we don't want to just automate broken systems, do we?


Now picture this...

5-10 hours saved per week! now x that by avg hourly rate or hiring per year + revenue potential!

83% of clients are willing to refer after a positive experience

20-30% Revenue lost each year from inefficiencies

Let’s talk about the impact systems could have on your business.

referrals are 4 times more likely to convert + 86% will pay more for a better client experience

Create an elevated client experience using using one tool for streamlined and automated workflows to easily schedule appointments, send beautifully branded proposals and forms, brand infused email templates, autofill contracts, invoices and reminders to get paid on time, and more without being chained to your laptop completing these tasks manually while still delivering your personal touches to serve your clients best.

With my signature Dubsado setup or revamp service, you'll leave with a fully-functioning account to begin using immediately with built-in thoughtful automation to do the heavy lifting and saving your hours each week, an effortless experience for you and your clients that will leave them sending you referrals on repeat, and you can stop being overwhelmed about how to set everything up and feel confident knowing I'll empower you along the way with support and knowledge so you become a pro with your new setup.

Best of all, you'll feel a renewed love for your work again.

Done for You Dubsado

Setup or Revamp Package Inclusive of:

•  Audit + up to 2 hour Strategy Call to optimize + map out your premium client experience
•  Custom branded client portal banners
•  Custom branded form template build + design (code-free or coded!)
•  Contracts uploaded + optimized with smart field integration 
•  Email template copywriting in your brand voice 
•  Appointment schedulers creation with confirmation and reminder emails 
•  Package templates input + payment schedules created with reminder emails
•  Account + brand settings implemented including referral sources, project statuses
   and tags, custom mapped fields, invoice terms, and chart of accounts
•  Workflow template build + testing from inquiry to offboarding 
•  Ongoing chat support via ClickUp +/or email
•  1 hour optional Wrap-Up call, 30 days support, and Next Steps Guide with account walk-
   thru videos + training library to help you become a master of your setup

Starting Investment: $3,500

This is the base investment for up to 3 services. Custom quotes are given to each inquiry based on factors such as the number of service offerings,  and complex workflows each service requires. 50% due upon booking, 50% due prior to offboarding.

2-4 WEEK AVERAGE TURNAROUND

.01 // Complimentary Discovery Call to see if we’re a perfect match for your project + custom quote is sent. If you’re ready to get started, you’ll approve the proposal, sign the contract, and pay 50% of your invoice to save your spot in my queue!

.02 // Once we’re official, you'll schedule our Strategy Call + complete in-depth pre-work that will roughly take 2-5 hrs to complete + due 1 week prior to our call.  This way I can audit + strategize for client experience improvements prior! This is also the time you should prioritize watching the Dubsado Beginner Education Courses if needed. If any additional details are needed, they'll be due within 1 week of our call. 

.03 // You can sit back, relax + get excited knowing your business is about to be elevated without any of the overwhelm on your end. I'll send you updates + feedback requests along the way. Implementation is typically 2-4 weeks. 

.04 // Once your project is complete, I’ll send your Next Steps Guide + account walk-thru videos to watch and then we'll schedule our Wrap Up Call to tackle any immediate questions. You've got me in your inbox for 30 days as you get confident with your new system!


FAQs:

Timeline + Process:

•  Your current documented client processes
•  Brand details such as guidelines, images, fonts, messaging, etc
•  Copy and content for contracts + forms
•  Package pricing and payment plans 
•  Dubsado Premier Plan 

WHAT DO I NEED TO GET STARTED?

While we can do our project simultaneously prior to your launch, in order to design your forms to create a cohesive brand experience, it's recommended to not start your project until the brand direction and wireframe for your website are solidified. 

WHAT IF I'M GOING THRU A REBRAND/WEB REFRESH SOON?

•  Dubsado Premier Plan subscription
•  Integration of outside tools: payment processor, email account, domain white-
   labeling, calendar, video conferencing,  etc (but easy instructions provided!)
•  Full Dubsado training - watching the Beginner Education Course is suggested prior to our Strategy Call!

Is there anything not included?

You bet! Typically, I require 50% of your project due at booking to confirm your spot on my calendar and the final 50% due upon project completion prior to receiving your final assets and scheduling your Wrap-Up Call. If splitting into additional installments would be best for you, just ask and we can discuss! I accept payments via cards or ACH using Stripe.

Are payment plans available?

I believe that a truly intentional setup needs to be developed as a whole. I do an audit + go through *ev-er-y-thing* to make improvements and often find when clients say they have everything already complete, it isn't usually the case + more work to comb through. Please note that these setups are considered a revamp + the investment is the same as a full setup. If you need help with smaller tasks, checkout my Systems Intensive offer below!

what if i don't need a full setup?

The best results happen when you're not rushed and can be fully committed to the success of your project. I suggest taking on this project when you can commit to roughly 10-20 hours over the course of a few weeks and not in your busy season, a full rebrand with you doing all the work, or taking any OOO days.


WHEN SHOULD I BOOK MY PROJECT?

If you're looking to take your form designs to the next level to create a consistent brand experience for your clients from impressing leads at first glance all the way through offboarding, you're in the right place.

We can customize your forms — whether you're needing a high converting proposal, an interactive welcome guide, or spicing up a questionnaire that will actually make your clients excited to complete — and we can achieve these results with the use of custom coded forms to implement elevated features that Dubsado doesn't currently provide natively such as utilizing your brand fonts, accordion drop downs for your client's FAQs, changing section colors with package selections, form field zhuzh, content animations, parallax effects, sliding testimonials, portfolio galleries, and even conditional logic to hide or show content based on selections, and more!

Dubsado Coded Form Design

Package Inclusive of:

•  Custom design or template customization + copywriting for 1 bespoke proposal (fonts, buttons, form fields, header, welcome, about, approach, goals, portfolio, packages, process, testimonials, faqs, next steps, footer)
•  1 overall template (fonts, form fields, buttons, header, footer) applied to other active forms (questionnaires, contracts, lead captures) 
•  1 round of refinements
•  BONUSES: email signature + client portal banners
•  Recorded demo of how to use + update templates, access to resources as needed
•  Add Ons: additional proposals, styling for more robust forms such as welcome and goodbye guides, conditional logic to show + hide questions/content based on previous selections, strategy call for process + account optimization 

50% due upon booking, 50% due prior to deliverables handover.

Starting Investment: $750

2 WEEK AVERAGE TURNAROUND

.01 // Complimentary Discovery Call to see if we’re a perfect match for your project + discuss details so that I can get a feel for what you're needing + even make recommendations on how to consolidate your forms if needed! If you’re ready to book your form design, you’ll choose your packages, sign the contract, and pay your invoice to get started!

.02 // Once we’re official, I'll send over a form to gather all the necessary brand assets + content needed for me to complete your project. 

.03 // After you've finished your pre-work, if needed to clarify details we may hop on a call, but if not needed, within 14 business days from your start date, I'll send over a draft of your form designs! You'll have the opportunity to request a refinement for each form if necessary within 48 hours of receipt.

.04 // Once everything is approved, I'll provide you with the deliverables,  additional follow up resources and demos, as applicable. 


Timeline + Process: 

FAQs:

•  Brand assets such as guidelines, images, colors, fonts, etc
•  All copy + content. For proposals this might include: packages (must be loaded into Dubsado) + payment plans, FAQs, timelines, about you/welcome message, etc. And all questions/content for other forms.

WHAT info would you need from me?

While we can do our project simultaneously prior to your launch, in order to design your forms to create a cohesive brand experience, it's recommended to not start your project until the brand direction and wireframe for your website are solidified. 

WHAT IF I'M GOING THRU A REBRAND/WEB REFRESH SOON?

•  Dubsado Premier Plan subscription
•  I give access to Dub-Ins Genie account, but if you have/want to use another no-code generator tool template (Search & Grow, Forms & Flows) — although it's not required.
•  Process or account strategy or  optimization unless added-on
•  Conditional logic unless added-on

Is there anything not included?

Yes! I've created forms using all three and am happy to use whatever you currently have! Please note this does not change the price of the service.

I ALREADY HAVE A TEMPLATE FROM SEARCH & GROW, FORMS & FLOWS, OR GENIE — CAN YOU CUSTOMIZE IT?

Not quite ready for/need a full setup and want to DIY to become a master of your system or get hands-on on the spot implementation, audit what you currently have setup, training for you or your team, or just talk through your systems questions with an expert (because, girl, just because you're capable of doing it alone, doesn't mean you should!)?

Let's collaborate over a 2 hour 1:1 Zoom call to tackle those miscellaneous but essential systems related tasks that have been on your to-do list *for-ev-er* that you keep pushing to the bottom of your priorities to take your business to the next level.

Systems Intensives

Package Inclusive of:

•  Up to 2 hour recorded Zoom session
•  Call recap notes with link to session recording, any action items + resources
•  BONUS: Credit towards a DFY solution if you book within 30 days of session

Payment due in full at booking.

Investment: $300

.01 // You can book and pay for your session directly below as well as completing the attached form so I can understand what your top priority list is for what you'd like to cover during our time together.

.03 // We'll meet for our session — whether it be for hands-on implementation, chatting strategy, or you and your team need some extra training — whatever we can cover in 2 hours is fair game! 

.04 // After our session, I'll provide you with the link to our recorded call, a recap with any additional follow up resources or recommendations on best next steps, as applicable. If you find that there's more you'd like to cover, we can always book an additional session or if we find you might be a good candidate for a done-for-you setup or revamp, you can get a credit towards your project quote if booked within 30 days of our session.

What to Expect:

Ideas for What we Can Accomplish:

•  Dubsado: audit, creation, or optimization of canned email templates, schedulers, packages & payment plans, workflows, form optimization 
•  ClickUp: audit, creation, or optimization of anything in your workspace such as spaces, folders, lists, tasks, descriptions, custom fields, forms, dashboards, goals, docs, and automations
•  Process mapping or SOP template creation
•  Systems training for you or your team

Clear up precious mental space and save it for creativity while setting your business up for success with organizational foundations to grow with you as you scale. You can say goodbye to post-its and to-do's in multiple locations as you'll have a digital headquarters for all of your important processes, projects, resources, documents, assets, and have the ability to integrate with your most used tools. You'll be able to eliminate switching between applications, stop stressing that you're dropping ball somewhere or being overwhelmed with keeping up with everything in your head for your, your team and your client's tasks and updates by having an overview of your entire business operations, create templates to eliminate recreating the wheel with each internal and client project for for the ultimate level of productivity and joy in managing your business again.

With my signature ClickUp setup or revamp service, you'll leave with a fully-functioning account to begin using immediately with built-in automation to do the heavy lifting and saving your hours each week, and you can stop being overwhelmed about how to set everything up and feel confident knowing I'll empower you along the way with support and knowledge so you become a pro with your new setup.

Done for You ClickUp

not accepting new clients at this time

Package Inclusive of:

•  Audit + up to 2 hour Strategy Call to optimize + map out your operational systems
•  Custom workspace build out based on your needs such as internal business processes + marketing, client + team management, resources + SOPs, etc.
•  Template repeatable processes + workflows 
•  Creation of internal + client-facing dashboards
•  Automation build + testing
•  Ongoing chat support via ClickUp + email
•  1 hour Wrap-Up call, 30 days support, and Next Steps Guide with account walk-
   thru videos + training library to help you become a master of your setup

Starting Investment: $3,500

This is the base investment for typically 3-5 spaces. Custom quotes are given to each inquiry based on factors such as the number of service offerings, projects, team, and complex workflows each service/project process requires. 50% due upon booking, 50% due prior to offboarding.

2-4 WEEK AVERAGE TURNAROUND

.01 // Complimentary Discovery Call to see if we’re a perfect match for your project + custom quote is sent. If you’re ready to get started, you’ll approve the proposal, sign the contract, and pay 50% of your invoice to save your spot in my queue!

.02 // Once we’re official, you'll schedule our Strategy Call (aka the start date) + complete in-depth pre-work that will roughly take 2-5 hrs to complete + due 1 week prior to our call. This way I can audit + optimize your current processes!

.03 // You can sit back, relax + get excited knowing your business is about to be elevated without any of the overwhelm on your end. I'll send you updates + feedback requests along the way. Implementation is typically 2-4 weeks! This is also the time you should prioritize watching the ClickUp University Beginner Courses if needed. 

.04 // Once your project is complete, I’ll send your Next Steps Guide + account walk-thru videos to watch and then we'll schedule our Wrap Up Call to tackle any immediate questions. You've got me in your inbox for 30 days as you get confident with your new system!


FAQs:

Timeline + Process:

•  Your current documented operational processes
•  Brand details such as guidelines, images, fonts, messaging, etc
•  Copy and content for forms + documents
•  ClickUp Unlimited or Biz Plan 

WHAT DO I NEED TO GET STARTED?

•  ClickUp paid plan subscription
•  SOP document creation (templates provided or creation add-on available!)
•  Integration of outside tools such as payment processor, email account,             calendar, video conferencing, etc (but easy instructions provided!)
•  Full ClickUp training - watching the Beginner Education Course is required

Is there anything not included?

You bet! Typically, I require 50% of your project due at booking to confirm your spot on my calendar and the final 50% due upon project completion prior to receiving your final assets and scheduling your Wrap-Up Call. If splitting into additional installments would be best for you, just ask and we can discuss! I accept payments via cards or ACH using Stripe.

Are payment plans available?

I believe that a truly intentional setup needs to be developed as a whole. I do an audit + go through *ev-er-y-thing* to make improvements and often find when clients say they have everything already complete, it isn't usually the case (+ TBH it's like someone asking for just a logo or to finish out a logo/website someone else started... :/) Please note that these setups are considered a revamp + the investment is the same as a full setup. 


what if i don't need a full setup?

The best results happen when you're not rushed and can be fully committed to the success of your project. I suggest taking on this project when you can commit to roughly 10-20 hours over the course of a few weeks and not in your busy season, a full rebrand with you doing all the work, or taking any OOO days.


WHEN SHOULD I BOOK MY PROJECT?

How working with me is different...

.01

.02

.03

.04

I don't believe in cookie cutter solutions or just being a "yes girl". I have your best interest in mind, treat your business as if it were my own, and with 10+ years of biz ownership and ops experience, I work strategically and collaboratively with you to dig deep to understand your goals and pain points, so we can create efficient alternatives + workflows that are a reflection of your businesses unique vision and needs!

It's never about the money for me - I only take on projects that I'm truly passionate about and work exclusively on one project at a time to give it the undivided attention it deserves. I make it personal because your success is my success.

I send you updates throughout the entire process + ask for feedback, because I want it to feel good to you - not me! I'm as obsessed with the details as you are and probably spend too much time over-perfecting the strategy and final touches on your systems because I take infusing your brand seriously. Being equal parts left and right brained, I value curating systems to not only be technically effective but visually appealing as well.

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 throughout our project 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 if needed as well as stick around for 30 days post-setup to address any questions or concerns (but don't worry, once we're PIC, my virtual doors are always open for you!)

- 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!

IF IT'S POSSIBLE FOR THEM, IT'S POSSIBLE FOR YOU, TOO.

//   You're a female-founded brand + web designer or similar creative, solopreneur or small agency, have clearly defined offerings and are established in your craft having served a minimum of ten clients.

//   You're not just jumping to get the trendy tool setup - you see the true value in systems + have a vision for the goals you'd like to achieve by putting this project into action.

//   You are as committed to your project as I am - you have a responsive communication style, are ready to dedicate time + effort to detailed homework + feedback, utilizing the resources I provide you to get the most out of our time together, 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 for collaboration, not just a glorified VA to tell me what you think you need. You see the value in investing in expertise that will get you further, faster, + more expertly executed and not about trying to DIY by endlessly watching YouTube videos + fiddlying to get less than stellar results.




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? 


APPLY TO WORK TOGETHER  ⟶

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