It takes only 1 day to change your life!
With years of experience in using multiple CRM software and tools and some that powerfully transformed my clients' day-to-day, I can guarantee that a CRM software suited to your business can enhance your client support. I have an understanding of what makes a large business function well and tailored my strategy to fit the needs of small businesses so they can be more efficient, less time-consuming, and more profitable.
You’re not just going to have a workflow that gives you your time back; you’ll have a process that wows and turns clients into raving fans without spending hours in setup mode and keeping you from focusing on what you love & paid to do.
Imagine having your entire client journey – from hello to goodbye and beyond – on autopilot - I’m here to help you get more time and more money with your workflows so you can have the work-life balance you started your business for.
Dubsado VIP Intensive Days
Where you get a full day of me inside of your biz... perfect for mapping out your signature client process to help you organize your EMPIRE...
Its the new BUZZ & not the dirty word
If you have been working with clients and know your client process
If you want to be more organized, efficient and want to scale with your biz
If you ready to invest in partnering with me to systemize your empire
One of the best high-quality, robust, and professional client management solution tools is with Dubsado. In a Dubsado VIP Workday, you'll walk away with three Dubsado workflows to streamline your 'to-do list and relieve the day-to-day stress in your business. You will receive the full system setup for your business along with workflows for lead management, client onboarding, and client off-boarding.
PHASE 1 - PREP
We'll get started with a workflow mapping in-depth questionnaire so you can give me a peek inside the world of your biz. Here you'll get the chance to brain dump all of the steps that make up your existing process and share all the details about how that journey can be broken down into automated workflows for your CRM platform. We'll look at the processes you already have in place and streamline it so it becomes an easy system for you to implement with multiple clients at a time.
PHASE 2 - PLAN
MAP OUT PROCESS
Now we'll virtually meet one-on-one to map out your dream workflow from inquiry to off-boarding. Whilst mapping out your signature client process we will ensure your client experience is infused with:
✓ A seamless inquiry & booking process
✓ Easy consultation and appointment scheduling
✓ Sales follow-up process so no sales opportunities get lost
✓ Project statuses to track where clients are in your process
✓ Automated off-boarding that produces raving referrals
PHASE 3 - PRODUCE
SET-UP > BUILD > AUTOMATE
This is where all of the magic happens. We'll combine everything that we mapped out together and I start setting up your account, create assets & workflows. I create the workflows for lead management, client onboarding, and client offboarding. You sit back and relax, or just go about usual business as I build in all the automation and design each form we mapped out in your workflow I may ask you clarifying questions and will need you to be available for that via chat messenger.
PHASE 4 - PROVIDE
WRAP UP & TRAINING
Finally, we'll wrap up your Dubsado setup experience by testing the workflows we’ve made with a training session so you can ask questions and get clarity on your client process setup and how to use it. A recording of your training call will be sent to you so that you can refer back to it at any time. Our project will include 15 business days of post-project support as you use your new workflow and I will be on standby to answer any questions you have about your workflows in 24 business hours or less via email. Love to send you answers with an accompanying loom video when you're lost so you can get your questions answered with complete clarity.
Who is this for?
Dubsado VIP Day Incentives are designed for
Professional Female Solopreneurs
Event & Wedding Planners
Web & Brand Designers
Social Media & Marketing
INVESTMENT: Starts at $3000
(Payment Plan available)
So what is included in my investment:
A Workflow Mapping Day to lay the framework of your workflow
1 streamlined client process for 1 signature service mapped out inside Dubsado
Built-in automation for your process so it does the heavy lifting for you
Appointment scheduler set up for inquiry & appointment scheduling process -fully automated
Branding + design of your Dubsado forms, proposals, and questionnaires-gorgeously designed and on-brand
Email + Loom video updates during your process so you’re up to date on your set-up
1:1 recorded training call for your questions about setup & learn how to use it!