OUR SERVICES

Helping people achieve their full potential in business and life. 

TAKE THE FIRST STEP TO STREAMLINE YOUR WORKFLOW >

TAKE THE FIRST STEP TO STREAMLINE YOUR WORKFLOW >

Comfortable with Dubsado DIY and just need a strategic vision for optimizing your business processes? This is perfect for you!

WHAT YOU GET:

  • 2-hour consult call to evaluate current business workflows 

  • A detailed report containing a list of suggested automated workflows to implement in Dubsado specifically tailored for your business

  • 1-hour follow-up call 30 days after document delivery to discuss the implementation progress

THE INVESTMENT : $500

A budget-friendly workflow system for those wishing to refine their business processes through automation.

WHAT YOU GET:

  • 2-hour consult call to evaluate current business workflows 

  • An automated workflow build-out in Dubsado tailored to your business's specific needs

  • Templated form build-out within Dubsado

  • Video training tutorials for handoff support

  • 2-week turnaround

THE INVESTMENT : $1500+

A customized workflow overhaul for those wishing to elevate their current business processes and maximize growth.

WHAT YOU GET:

  • 2-hour consult call to evaluate current business workflows 

  • An automated workflow build-out in Dubsado tailored to your business's specific needs

  • Custom form creation within Dubsado to seamlessly match your business’s branding

  • 1-on-1 training session for handoff support

  • 30 days of support post-handoff 

  • 4-week turnaround

THE INVESTMENT : $2500+

Not sure which package is right for you? Reach out and we’ll point you towards the service that best fits your needs!

OUR PROCESS

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01. Getting to Know Each Other

Getting to Know Each Other

Reach out to let us know you’re interested! Fill out our “Contact Us” form where we’ll gather some general information about your business, current workflow systems, and services you’re interested in.

Book a discovery call. This is our chance to connect and explore! On this call we will want to hear more about you, your business, and what you're looking for. It's also a chance for you to ask us anything you're curious about - our business, our process, or whatever comes to mind. We genuinely want to make sure we can provide the best support possible, so let's make sure we're a great match for each other!

After our discovery call, you will get a follow-up email with any additional information you requested from us on our discovery call. If you decide we are a good fit for your needs, we will move into the groundwork phase!

02. The Groundwork

The Groundwork

We’ll send over a client portal with your contract, invoice, workflow questionnaire, and client collection forms. Once you’ve returned your contract and invoice, we’ll set your official start date and schedule your kickoff call!

After you receive your initial documents, and before your kickoff call date, you'll be working on completing a detailed workflow questionnaire that delves into your current business processes. This questionnaire will help us gather the initial information we need to create a workflow system that's tailored just for you.

03. Workflow Build-out

Workflow Build-out

Now the real fun begins! During our 2-hour kickoff call, we will expound on your workflow questionnaire form to get to the heart of your business and its needs.This will lay the groundwork for building out a workflow system that is designed with your unique processes and needs in mind.

Using the information we gathered in both the workflow questionnaire and the kickoff call, we will get to work developing a comprehensive workflow system for your business.

If you selected our Essentials or Bespoke package, we will begin creating all the additional documents you need for your unique workflow (canned emails, proposals, questionnaires, welcome forms, etc). We'll then schedule another call to review these with you.

Once we have your approval on both your workflows and your forms, we will fully implement them into your Dubsado account for you.

04. Project Delivery and Training

Project Delivery and Training

The big day has arrived! Your shiny new CRM is all set and ready for you. You'll receive a customized training video (or enjoy one-on-one training if you're a bespoke client) that will walk you through every aspect of your new workflow system. Our aim is to ensure you feel fully equipped with the skills and knowledge to effortlessly navigate your workflows moving forward.

We know we've hit the mark when your workflows are smooth sailing, giving you the freedom and balance you deserve, while also fueling your business’s growth. We're here to cheer you on for all your successes - both personal and professional! We want you to do the same. So take a moment, raise a glass, and celebrate the strides you’ve taken in investing in your business. We’ll join you!

FREQUENTLY ASKED QUESTIONS:

  • To ensure an elevated and personalized client experience, we only take a limited number of clients at a time. We tend to book out a month or two in advance.

  • Yes! There are many reasons for this, and you can read more about it in my blog post comparing Dubsado to its primary competitor.

  • No one understands your business better than you do. While I enjoy personalizing the appearance and arrangement of forms to align with your unique branding, I do not generate the content for these forms. However, I am happy to re-use the language in your existing forms or offer resources to assist you in crafting new language for your forms.

  • Visit our “Contact Us” page and fill out the form to schedule a discovery call with us! You can also visit our process section to see an outline of our entire process start to finish.