DONE-FOR-YOU setup
FORM DESIGN
INTENSIVE CALL
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know what you need ? skip to...
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DONE-WITH-YOU setup
VIP DAY
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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 questionnaire to gather in depth business details + processes
- Up to 2 hour kick-off call to audit, optimize + map out your premium client experience and translate it into Dubsado. Can usually cover 2-3 services in this time, more strategy call time available as needed for an additional fee.
- 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!
- External integrations support tutorial resource given or on call support to connect your calendar, email, payment processor, virtual conferencing, and lead capture embedded on your site!
- Client portal banners custom designed so clients feel at home where they access all their resources + communications.
- Forms/contracts 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 + proposal copywriting optimization.
- 2 rounds of form revisions to make sure everything is absolutely perfect for you!
- Email template copywriting in your brand voice so clients always feel nurtured (nothing cold + impersonal here!) using your current emails and digital asset messaging as the foundation and interjecting optimization based on client experience & industry best standards.
- Email signature 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 plans 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 signature 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
- 4 weeks of complimentary email advisory support.
- Next steps guide with custom account walk-thru videos + trainings to help you feel empowered to begin using your new system immediately.
- Up to 60 minute support check-in call after you've watched your walk-thru videos to tackle any burning questions or tweaks if needed.
- 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, 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. Your estimated time commitment over 2-3 weeks is 5-10 hours.
IMPLEMENTATION: Sit back and relax as I do ALL of the work! You'll have the opportunity to review and make refinement requests each day to assets as completed. You'll have a fully streamlined + thoughtfully automated system to start using immediately in under a month! Your estimated time commitment is 1-2 hours per week.
Week 1: Email templates sent to you by EOW + edits due by following EOW
Week 2: Form designs sent to you by EOW + revision requests due by Wed of following week
Week 3: Workflows + form revisions sent to you by EOW
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 support. If needed, we'll schedule a support check-in call after you review your videos to tackle any immediate questions! Your estimated time commitment over 4 weeks is 5-10 hours.
What to expect:
Investment starting at $3000
Custom quotes + timelines are given based on number + complexity of services and workflows (see here for examples). 50% due at booking + 50% due 1 week prior to start date via autopay.
Sometimes you need a quick turnaround for things or don't quite need the full deep dive of a full setup or project. What if you could skip the wait, save on the investment, and tackle those Dubsado tasks that have been on your to-do list *for-ev-er* that you keep pushing to the bottom of your priorities — all while you get on with what you do best?
From workflows to form designs to a random collection of things that need to get done — whatever essential tasks you need most to take your business to the next level — I'll spend a entire dedicated work day to bring your vision to life.
DUBSADO VIP DAY
Package inclusive of:
- Project questionnaire to gather in depth details based on your priorities — from processes, to business info, and brand details such as imagery or copy.
- Up to 90 minute kick-off call to discuss final details + create an action plan.
- 8 hours dedicated to your business from 8am-4pm CST.
- 2 weeks of complimentary email advisory support.
- Next steps guide with call recording, action items, + resources as needed.
- Up to 60 minute optional call during support period for questions + tweaks
50% due at booking + 50% due 1 week prior to vip day via autopay. Depending on the scope of work requested, an additional half or full day could be needed, but I do guarantee the agreed upon scope of work to be completed.
Investment: $1750
PREP: Once we’re official, we'll schedule our kick-off call a week before your VIP Day + complete in-depth pre-work that's due 48 hrs prior to our call. If any additional details are needed, such as form copy/content or customizing your email templates, they'll be due prior to your start date. Your estimated time commitment over 2-3 weeks is 2-3 hours.
VIP DAY: I'll begin at 8AM CST and stay in touch throughout the day to share progress updates, receive feedback, and check in to ensure I'm moving in the right direction. I'll complete the day at 4PM CST.
POST-VIP DAY: Once your day is complete, by the next morning I’ll send your next steps guide with walk-thru videos, action items + resources. You've got me in your inbox for 2 weeks for questions and the opportunity for 1 optional support call to discuss questions and get tweaks made if needed.
What to expect:
Ideas for what we can accomplish:
- Custom form design + content input (code-free or coded) for 1 proposal + general styling for other forms OR 2 proposals if similar offering/messaging OR redesign of several current forms.
- Workflows and assets for 1 signature service OR for 2-3 services inquiry-onboarding OR update existing workflows.
- Creation of/updates to schedulers, packages, payment plans, etc.
- A combination of above — just ask!
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.
- You want hands-on experience of setting everything up and feel comfortable using all of the resources and support to do the implementation work yourself and keep yourself accountable to get it done!
Perfect for you if:
DONE-WITH-YOU
New offering + limited time intro rate!
Package Inclusive of:
- Project questionnaire to gather in depth business details + processes
- Up to 2 hour kick-off call to audit, optimize + map out your premium client experience to translate it into Dubsado and create a plan for the next 4 weeks. Can usually cover 2-3 services in this time, more strategy call time available as needed for an additional fee.
- 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 complimentary email advisory support after our kick-off call while you build everything out so you get quick responses so you're never left stuck as you're going thru everything!
- Email templates (over 120!) ready for you to infuse your brand voice that are already structured so clients always feel nurtured - nothing cold + impersonal here, they'll be thoughtful + conversational, and never know it's a template! Also includes designer + photographer specific and my hard convo emails to use for sticky client situations.
- Easy to customize code-free one-click form templates with multiple section styling options so your brand is infused strategically every step of the way from wowing at first impressions to convert leads and sending them off in style + with proposal copywriting prompts included for you to switch out to your brand voice + process. Designer + photographer specific, and can easily be updated to match your industry!
- 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 if done within the program timeline to review everything you created to share ideas, errors or improvements and tangible steps to do so via a Loom video.
Payment due in full due to nature of receiving all assets up front.
PROGRAM:
After our call, 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 - tying everything together.
- Week 4: Testing - go thru your process as a demo client to get a cohesive feel how everything works together
What to expect:
Investment starting at $1500
$500 off for first 5 clients!
As a designer or visually-driven creative, 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 offboarding that match the elevated experience you want to provide your clients.
Book this ASAP if you want...
Package inclusive of:
- Project questionnaire to gather in depth brand details, imagery, and proposal sections prompts guide for your copy.
- Forms designed (code-free or coded!) to cohesively match your brand, starting package includes: 1 custom proposal template, 1 custom general template including custom branded fonts, form fields, buttons, header & footer with swapped verbiage/images as applicable to be applied to all questionnaires, lead captures & contracts.
- BONUS: Design of client portal banners & email signature, if needed.
- 2 rounds of revisions to make everything absolutely perfect for you!
- 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 complimentary Q&A email advisory support.
- Add-ons available: additional custom form templates, input of form content/questions, conditional logic & dubsado intensive call.
Custom quotes are given depending on quantity + complexity of forms. 50% due at booking + 50% due 1 week prior to start date via autopay.
Investment starting at $800
PREP: Once we’re official, you'll complete pre-work that is due 48 hours prior to our start date. Your estimated time commitment over 2-3 weeks is 1-2 hours.
IMPLEMENTATION: You'll have your beautified forms ready to review in 1 week! You'll have the opportunity to make 2 consolidated rounds of refinement requests. Your estimated time commitment over 2 weeks is 1-2 hours.
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 forms. Your estimated time commitment over 1 week of support is 1-2 hours.
What to expect:
This high-level quick action + value packed session is structured to tackle your biggest Dubsado priorities in a 90 minute 1:1 intensive call blending strategy + done-with-you immediate execution and a week of complimentary email advisory support.
DUBSADO INTENSIVE CALL
- Consult if trying to decide if Dubsado is right for you
- Strategy for your client experience + internal processes
- Live audit of what you currently have created
- On the spot guidance to create/update assets + workflows
- Support for form designs + using Dub-Ins Genie
- Getting that mile-long list of burning Qs answered
- Training session for you and/or your team/group
- Map out your assets + workflows needed if you're DIYing your setup
Clients have previously loved using these sessions for:
Package inclusive of:
- Up to 90 minute call to tackle your biggest Dubsado priorities to propel your business forward.
- Next steps guide with call recording, action items, + resources as needed.
- 1 week of email Q&A advisory support.
Payment due in full at booking.
Investment $400
BOOKING: You'll choose your call time + provide your biggest priorities in order of importance that you'd like to tackle during our call along with any supporting assets to review.
CALL DAY: We'll hop on our call and tackle your priorities,
POST-CALL: By the next day, if needed, I’ll send your Next Steps Guide to set you up for success. You've got me in your inbox for 1 week for questions if you get stuck!
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!
A curated collection of favorite recent projects, praise & results to give you idea of what's possible for you, too.
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 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 do not commit to a timeline during your busy season or while taking any OOO/vacation days. I provide project timeline dates + estimated time commitments to plan for success.
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 well after the brand direction and wireframe for your website are set to be solidified (to account for potential delays on their end). If you're dying to get the ball rolling with your workflows but anticipate a brand refresh soon, we can also chat about breaking your project into separate phases, so don't hesitate to reach out if this is the case!
You bet, I want to make running your business effortlessly as accessible as possible! The default payment structure is 50% due at booking and 50% due a week prior to your project start 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 autopay 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 review & 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 50+ 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 a transparent cost + assurance that there will not be any further additional charges for unanticipated needs, it's best to have an all-inclusive package.
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.
• Dubsado Premier Plan subscription (this plan is needed for workflows!) Save 30% off your first paid month or year using this link or code angelamunozco!
• Data/client migration from another source or CRM or project management of clients. Dubsado has a complimentary white-glove migration service! I also 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 prior to our Kick-Off Call.
• Copy/images/questions for forms & contracts; although, I provide prompts or gather copy for proposals based off your current website messaging!
• I use Dub-Ins Genie for coded form designs and if wished, provide a collaborator account "guest seat" for $10/template 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'd like me to customize another coded form 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.
• 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 form will be sent to gather details for the assets identified that we need to create that will be due prior to our start date.
• 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.
Unfortunately, I can't take everything off of your plate. It’s ultimately your responsibility to dedicate the time to watch the Dubsado education course, custom videos I create, + 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 at different variances per project. 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 can't I get free support past my support period?". 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, 10 hours each week towards having to review your business specifics and back and forth communication. 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.
Anything that has different client journeys that includes emails with different verbiage, timelines and touch point variances, forms with different content needs, meetings at different times than your other services, etc.
For example, each is it's own service and considerations for complexities:
— photographer: weddings, boudoir, brand, newborn, mini sessions, if services can be booked by the client OR a planner and you'd like separate assets for each group, album ordering form and process, second shooter forms and process
— brand and web designer: brand design, web design, VIP/design days (and if can be booked via your website and/or after a discovery call), ongoing website support, website audits, etc.
I also take into account f you'll only be using Dubsado for inquiry through onboarding and using a project management tool for active client delivery because that vastly can change the amount of assets we'll need to create within Dubsado.
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.
Most definitely! I have worked with over 35+ diverse industries. My questionnaires and templates are geared towards brand and web designers and photographers with process prompts and templates as these are the largest subset of industries I work with, but can easily be customized to your industry, so please do not hesitate to reach out if you think we'd be the perfect fit!
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?
