Automate your business
Get ready to meet your new shiny client hub. Dubsado will replace your busy work with the kind of work that gives you joy and makes you money! Stop spending hours swamped in admin tasks, buried in client work and feeling completely alienated from freedom.
I can create you a new clever CRM hub that will keep all your wonderful clients in one place and do all the heavy lifting for you. Creating workflows that do your admin work and a system that allows your brand to shine with beautiful forms and savvy emails is just the start of managing your business with more ease. With this experience, you’ll receive a done for you Dubsado set-up and be on your way to a more productive business sooner.
In 6 weeks, I can transform your business processes for smooth automation, streamlined onboarding of clients, and create a centralised hub. Dubsado will change the way you do business and improve your client experience, allowing you to grow your business to its full potential.
Dubsado Done For You
With this experience, you’ll receive a done for you Dubsado set up of one (1) Dubsado account for one brand with one client process (includes enquiry, one service delivery and follow up) for your signature service. This business experience also includes 6 weeks of setup time and 30 days of support via a ticket style support system.
- 90 min Zoom Mapping Call to start to review your current client processes so we can catch any gaps, eliminate inefficiencies and refine your delivery to your customers.
- Up to 3 workflows (normally lead capture, one service delivery & follow up) setup & fully tested. See FAQ below for more info.
- All-important workflows that automate your admin and keep you in your zone of genius.This is the part that will really save you time and allow you to make more money.
- Impress clients even further with a professional and custom portal that is on brand and can be used for your clients or for your team.
- Collaborative canned emails. Don’t know how to woo your clients in emails like Shakespear? Don’t worry I will help you write your emails so they are on brand, sound like you and deliver all the necessary details to your client just when they need it most.
- Beautifully customized forms and proposals. All of your assets will be tailored specifically to you and your business.
- Set up of scheduler templates & groups - customized thank you redirect page. No more sending reminders or double bookings.
- Forms embedded on your website for a seamless customer journey and an automated intake. No more back and forth with emails booking appointments.
- Custom URL connected to your Dubsado and Integration with your accounting software, zapier, website, email and calendar. I connect all the dots so you don’t have to worry about a thing.
- Import of your current clients to the address book
- 1:1 Recorded launch and learn handover session to refer back to at any time
- 30 days of Dubsado System Support - you have me to walk through any issues that you might have for 30 days after your workflows go live.
Need a Little More....
Additional Workflows $550 each
Fully coded custom forms $650
Additional Support $88 per hour
6 Week Guided Course
Want to get on the waitlist for my 6 week guided course. To learn all about Dubsado plus loads of extra business automations, including templates, emails and systems.