First Impressions Matter

Ready to take control of your business and optimize your client experience? 

If you've been feeling stressed and run down from all the backend admin work, like you're dropping the ball, it's time to level up how you serve your clients (and yourself). 

What can Dubsado do for me?

Dubsado can:

  • Take care of your clients with ease because automation does the heavy lifting

  • Help you never miss a step, with workflows that are personal and professional

  • Give you the power to create a consistent client experience that garners repeat referrals

  • Give you space to grow your vision

  • And so much more.

It's time to build a business that you're wildly in love with. Say goodbye to frustration and overwhelm >> hello to organization and never missing a beat!

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"I can't even describe the improvement. 

 It's beyond words. I was constantly falling behind on proposals and never knew where I was with my clients, who was scheduled or not, who I needed to follow up with or what we last talked about. Having Dubsado set up is quite literally life-changing because I no longer am wondering where anyone is at. AND it does most of the work for me, which has taken so much off my hands. My business feels soooo much easier now, and like I get to spend more time actually doing what I love instead of setting up invoices and emails and chasing admin things around.” 

Jess Haney, CEO & Funnel Copywriter | Jess Haney Copy & Funnels

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Signature Service

From lead capture to offboarding (and beyond), all the details are taken care of for you inside this signature service package.

 

We'll kick off with a strategy session to ensure that your processes match up with your future vision, and work backward from there. Each detail, from email to automation, is carefully crafted to support your business growth and customized distinctly to your goals.

 

Here's a look at the process:

Dubsado
01

Pre-work:

you provide me with all the information I need to get started - existing proposals, contracts, emails, and your brand guide.

04

Client Review:

You'll receive the drafts and preliminary design for approval, with one round of edits, before I put them into the system.

02

Strategy Call:

We’ll have a 60-minute strategy call to streamline your process and tailor it for the needs of your business and future vision. 

05

Integration & Testing:

I test the workflows (and test again) to make sure everything is running smoothly. 

03
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Draft Asset Creation:

I'll craft any missing canned emails needed for the workflow, and start the preliminary design for your proposal and forms.

06

Wrap-up & Support:

We'll finish up with a 30-min call (yours to keep) to show you how to use your new workflow, followed by two weeks of support while you integrate Dubsado.

Your Investment  includes (but not limited to):


60-minute kick-off workflow mapping session where we take a deep dive into your existing processes for your offers & perfect the flow of each phase, so you know you are giving your clients the best experience possible.

Full copywriting for all missing emails to fill any gaps in your workflow.

Beautifully designed proposal, forms, and questionnaires associated with the workflow, to complement your existing website (see my past work here).

Customized & branded client portal which includes a copy of the Canva templates for updating at any time.

Scheduler set-up and instruction, so you can manage your time more efficiently and eliminate the back and forth when scheduling appointments.

Complete package integration for all of your offers and payment plan setup, so you can sell effortlessly and get paid on time!

External zapier integrations to link with other systems you use, like your email marketing software and course platform.

Complete system document - the raw copy of everything that has been integrated, and a bonus reference guide on how to use certain features of the system associated with your workflows.

Q&A call to go over any questions you may have about the system at project turnover, recorded and provided to you so that you can refer back to at any time.

After project turnover, you have 2 full weeks of follow-up support while you integrate the system into your business.
 

Investment  Starts at $3000

Prefer a different CRM? We also work with other systems like Honeybook and Plutio, to name a few. Schedule a clarity call so we can discuss the best fit for you!

"Her support is unmatched.

Amanda is a pleasure to deal with. From our first call, she was kind, attentive, thorough, patient, knowledgeable, committed, and confident in her work. Her support is unmatched. Having Dubsado is like having an assistant, and I needed one! There is NO WAY I would have been able to set it up, on my own, and get it anywhere close to what Amanda turned mine into. So happy I decided to work with you. Thank you, Amanda!” 

Lora Banks, Owner & Lead Designer | Hummingbird Media

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Ready to uplevel?

If you're ready to get the process started, fill out the contact form below and you'll receive next steps straight to your inbox!

 

Have a few more questions before we get started? Schedule a clarity call so we can discuss the best fit for you!