A business built on efficient systems not only provides you a solid foundation to grow and expand on, but also gives you the option to scale when you are ready.

 

Streamline your processes and give clients the exact same exemplary experience no matter the task, while saving your time in the process. If you don't see what you need listed here, reach out to me to discuss how I can help you.

DUBSADO SETUP AND SUPPORT

You've signed up for Dubsado and you have an idea what it can do, but when you log in to the program, you end up leaving more frustrated and overwhelmed than when you started.

That's where I come in! 

 

I'll take your current processes and turn them into organized workflows that are simplified, easy to navigate and impressive to your clients! From disorganized to luxury premium feel. 

Full Dubsado Setup Package

During the process, we keep in close contact to ensure any questions and missing information can be located and resolved quickly. 

 

I don’t just do the set-up and leave it to you to figure out. At the end of the project, we will walk through each workflow step-by-step on a 1-1 call, and you'll receive continued support even after the work is completed.

 

Here's what the setup process looks like:

 

Project Initiation 

You submit a copy of your current workflow and I review and fine-tune the details to fit the program and your business, prior to our kick-off call. If you don’t have a workflow yet, you’ll submit a draft of what you envision and I’ll pick up the rest. 

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Planning Phase 

We’ll have a 45-minute strategy call to customize your workflow collaboratively and tailor it for the needs of your business. After the call, I draft up a detailed workflow plan outside of Dubsado and prepare for the next part of the process.

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Information gathering 

This is where I ask you for all the information needed to set up your workflow. You’ll provide me with your proposal, contract, packages, any forms and emails we need to get the system setup efficiently and effectively!

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Execution

 Once I have all of the required information, I’ll hit the ground running and input all of the information into the program for you. This part is all about building the deliverables to satisfy the customer (you)! Once the data is all incorporated, I test the workflow (and test again) to make sure everything is running smoothly.

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Initiation

We'll finish up with a 30 minute recorded 1:1 zoom call (yours to keep) to walk you through each step, and show you how to use your new workflow. 

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Project Completion

Even though the work is done, I like to keep the lines of communication open! For two weeks following the setup, you’ll have Voxer and email support.

What's included?

Custom branding and email integration

One complete workflow that includes all the pieces to go along with it

Customized Canva designed border and colour customization for the client portal

1-1 training on how to implement and use your new workflow

Voxer and email support two weeks after setup

Investment Starts at

$997 USD

 Don’t need a full setup, but still need some support?
I’ve got you!

Choose one or more options below.

You're an absolute wizard at making complicated things that make me want to cry actually manageable."

~Emily

Dubsado "a la carte" Services

Workflow creation strategy session
Starting at $299 USD 

During a  live zoom session, we will dive into either an existing workflow or develop one from scratch together. Whether you are launching a new course or want to streamline an existing service and don’t mind inputting the steps into the Dubsado program yourself, this is for you. After the call, you will receive a step-by-step instruction packet on how to implement the workflow we just discussed.
*does not include copywriting*

  

 

 

Workflow Audit
$199 USD 

I go through your existing workflows in your Dubsado account, test everything and point-out what you can improve on to make your system work better for your business.

  

   

 

 

Template Integration
Starting at $120 USD

If you’re short on time and just need someone to enter all of your business documents into Dubsado, I can help with that. You’ll send over your information and I will integrate them for you, so they are ready to add to your workflows.