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!
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.
• 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
• 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!
Transform your Dubsado forms from simple to stunning & strategic by infusing your branding elements seamlessly to reflect the high-level services you provide.
• 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
• 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.
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!
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.
• 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!
• 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.
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!
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.
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.
• 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.
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?