It's time to say goodbye to overwhelm, elevate your client experience, and achieve your next level of success using Dubsado
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
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
- 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 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 pro who can get you further, faster, and more expertly executed.
Perfect for you if:
DONE-FOR-YOU
Package inclusive of:
- Project Workbook to gather business/brand details + collaborative communication to map out your elevated client experience (No 1-3 hours long kick off calls here to make it as effortless as possible on your end!) with prompts to provide everything I'll need for your setup.
- 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!
- Integrations tutorial to connect your calendar, email, payment processor, virtual conferencing, embedding your lead capture + white labelling.
- Client portal banners custom designed so clients feel at home where they access all their resources + communications.
- Forms content input + designed (code-free or coded!) so your brand is infused strategically every step of the way with 1 round of revisions.
- Email templates customized so clients always feel nurtured using your current emails + digital messaging as the brand voice foundation.
- Email signature to use in your email templates.
- Appointment schedulers setup with confirmation + reminder emails, so you can stop all the back + forth scheduling with your clients.
- Packages + payment plans for seamless booking + payments with reminder emails input to make sure you get paid on time, every time.
- Workflows built to automate your dream client experience to the fullest extent + mini SOPs written for any steps that require manual tasks, so you (or future assistants) can easily know what needs to be done.
- Workflow recorded demo client testing I record myself 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.
- Next steps guide with custom account walk-thru videos, learning tasks, trainings + steps to bringing over current clients.
- 4 weeks of post-implementation Q&A email support.
- Optional add-on: Data migration from another CRM to bring over client details, invoices, forms, and if current implement them into your new workflows and setup their invoice/payment plan.
PREP: Once we’re official, you'll complete your workbook at least 2 weeks prior to your start date and we'll collaborate on closely for any final details. I also require watching the Dubsado Beginner Education Courses prior if needed. Your estimated time commitment over 2-4 weeks is 5 hours.
IMPLEMENTATION: Sit back and relax as I do ALL of the work! You'll have the opportunity to review and make refinement requests as each phase is completed. You'll have a fully streamlined + thoughtfully automated system to start using immediately in typically 4-6 weeks! Your estimated time commitment is 1-2 hours per week.
SUPPORT: Once your project implementation is complete, I'll send over a Next Steps Guide with your walk-thru videos + weekly tasks for learning + launching your new system over your 4 weeks of complimentary Q&A support. Your estimated time commitment over 4 weeks is 1-2 hours per week.
What to expect:
Investment starting at $4000
Payment plans available. Custom quotes + estimated timelines are given based on number/complexity of services/workflows (see here for examples).
This service offers the same amazing outcome as the done-for-you setup. We'll start with a deep-dive into your client experience, map everything out that needs to be created, along with form, email, and Canva templates galore to get you started, and have access to a step-by-step course so you know what to do, how to do it, in what order, and advisory email support from me over 4 weeks while you become the master of your new systems.
DUBSADO GUIDED SETUP
- You know you need the 1:1 help of a pro to get the same end result that comes with a done-for-you setup, but that investment is out of your budget right now.
- You may have quite a bit setup already and need to optimize & automate everything with workflows.
- You want hands-on experience of setting everything up and feel comfortable using all of the resources and support to do the implementation yourself and keep yourself accountable!
Perfect for you if:
DONE-WITH-YOU
Package Inclusive of:
- Project Workbook to gather business/brand details + collaborative communication to map out your elevated client experience (No 1-3 hour long kick off calls here to make it as effortless as possible on your end!) with prompts to provide all the details I'll need to create your plan.
- Step-by-step program, your customized workflow maps + content list, laying out everything you're supposed to do, when, and exactly how in a written + video guides, so you never feel stuck along the way.
- 4 weeks of Q&A email support while you build everything out so you're never left stuck as you're going thru everything!
- Industry specific + thoughtful email templates (over 120!) ready for you to infuse your brand voice.
- Industry specific + easy to customize code-free form templates with multiple section styling options so your brand is infused strategically every step of the way with proposal copywriting prompts included for you to switch out to your brand voice + process.
- Canva templates with multiple styling options for each of your client portal banners, email signature, main logo, form accessory images, etc.
- Workflow demo client testing instructions for you to go thru your process as a potential client to ensure the experience is effortless + so you see what it feels like both on your and your client's end.
- 1 post-completion audit via Loom pre-recorded video if done within the program timeline to review everything you created to share ideas, errors, or improvements and tangible steps for you to complete.
Payment due in full at booking. Custom quotes are given based on number/complexity of services/client journey workflows (see here for examples).
PROGRAM:
After I audit your current processes, I'll send over your customized program details including your content list, workflow maps, templates, and step-by-step details so you can start right away working in the suggested phases below. Your estimated time commitment over 4 weeks is 5-10 hours per week.
- Week 1: Foundations - setting up all of your templates and account settings
- Week 2: Designs - creating all of your forms + design elements
- Week 3: Workflows & Testing - tying everything together and go thru your process as a demo client to get a cohesive feel how everything works together.
- Week 4: Launch as you add your clients in and get used to the system IRL!
What to expect:
Average Investment $1000-$1500
As a visually-driven creative photographer, you know just how important infusing your brand cohesively is for your business. Transform your Dubsado forms from simple to stunning + strategic 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 booked and beyond that match the elevated experience you want to provide your clients.
Book this ASAP if you want...
Package inclusive of:
- Project workbook to gather brand details, imagery, and proposal sections preferences + prompts guide.
- Coded forms designed to cohesively match your brand and website. Starting package includes:
- 2 proposal templates.
- 1 template for each form type (questionnaires, lead captures, & contracts) that includes branded fonts, form fields, buttons, header & footer as appropriate.
- BONUS: Conditional logic, if needed.
- BONUS: Design of client portal banners & email signature.
- 1 round of consolidated revisions.
- 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.
- 1 week of email Q&A support.
- Add-ons: additional service proposals with same structure but different copy/images (+$100/each), heirloom album order form proposal (+$300), need something else, just ask!
Note - I take care of all the design, but client is responsible for: - Providing all branding, images, and copy (prompts shared to make writing copy as effortless as possible!)
- Inputting packages in Dubsado
- Inputting all questions/copy on questionnaires, lead captures, and contracts in Dubsado
Custom quotes + estimated timelines are given depending on quantity + complexity of forms. Payment plans available.
Investment starting at $1000
PREP: Once we’re official, you'll complete your workbook at least 1 week prior to your start date and we'll collaborate on closely for any final details. Your estimated time commitment over 2-4 weeks is 2-3 hours.
IMPLEMENTATION: You'll have your beautified forms ready to review in 2 weeks! You'll have the opportunity to make 1 consolidated rounds of revision requests. Your estimated time commitment over is 1-2 hours.
SUPPORT: Once your project is complete, I'll send over a Next Steps Guide with your walk-thru videos + weekly tasks for learning + launching your new forms. Your estimated time commitment over 1 week of support is 1-2 hours.
What to expect:
- 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.
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, 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.
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. And trust me, after serving 50+ clients, you'll thank me later, because you just don't know what you don't know!
- 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 Dubsado's resources to complete within minutes.
- Full Dubsado training as I train you on what I've implemented for YOUR business needs. Watching the free Dubsado education course is required.
- Copy/images/questions for forms & contracts; although, I provide prompts for you to create proposal copy if needed.
- Data/client migration from another source or CRM or project management of clients. 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 2 weeks 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. 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.
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 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 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!
Anything that has different client journeys that includes emails with different verbiage, timelines and touch point variances for different services, forms with different content needs, who they can be booked by, 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, album ordering form and process, second shooter forms and process, mentoring other photographers, if working with a team and need complex workarounds, etc.
While I have worked with over 35+ diverse industries, at this time I am only accepting clients within the photography industry.
Please feel free to visit the Dubsado Certified Specialist Directory to find a perfect match or reach out for personal recommendations if you're not a photographer.
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?
