dubsado done-for-you
you need a system. I've got you covered.
ARE YOU STRUGGLING WITH SYSTEMS...
WITH THINGS ALL OVER THE PLACE, FEELING LIKE YOUR PROCESS ISN'T SERVING YOU OR YOUR CLIENTS WELL?
THAT YOU FIND YOURSELF WORKING EVEN WHEN YOU DON'T WANT TO BE, BECAUSE YOU'RE STUCK DOING ADMIN?
TO DO JUST ABOUT ANYTHING BESIDES WORK, BUT STILL IMPRESS CLIENTS AND KEEP REFERRALS ROLLING IN?
do you need this?
is your plate so full...
would you like to take a day off...
YES, YOU NEED THIS.
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FREE DISCOVERY CALL
*Notice*
That reads "discovery call", not sales call.
This call is held simply so I can learn about your business and to make sure that Dubsado is the right fit for you.
If you're already using Dubsado, we will chat
a bit about how you're currently utilizing the system and what you would like to get out of a system re-haul.
After the call, I will send over a customized quote based on the details we discussed. Should you decide to move forward, you will sign the agreement and make a 50% deposit.
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PROCESS DETAILS FORM
Through this lengthy questionnaire, I will gain an insiders view of your business.
Tools you're using.
Signature service offerings.
Branding information.
Team Member roles.
And lots of other nitty gritty details...
Having this information will help me to dive into the initial settings of your system, as well as to get to know the ways you work.
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This is where things start to get really fun!
We will jump on a 2-hour Zoom call and walk through each.and.every.step of your client journey for each service offering you want setup in Dubsado.
This deep-dive into your processes will help us to identify any holes or roadblocks and the content needed to build out your workflows.
It's very possible that what you want clients to experience, what clients are actually experiencing and what clients need to experience are three very different things!
CLIENT EXPERIENCE
STRATEGY SESSION
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MISSION: IMPLEMENTATION
A two-part process, you will first complete an Implementation Form that will tie up all the loose ends for your client experience.
Once that Form is complete, you can grab
a cocktail - your work is complete!
Sit back, relax and let me do the rest!
I will work to create all of the questionnaires, contracts, proposals, canned emails, schedulers and so much more that go into making the magic happen. I'll add in the automation and ensure that the entire system is on-brand with your colors and fonts.
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EMPOWERMENT
TRAINING
Once implementation is complete, we will hold a recorded Zoom call where I will walk you through every piece of your shiny new system.
You'll walk away from this call feeling not only energized about the fresh start in your business, but also empowered to use the system the way it was designed.
You will receive a recording of the call to
reference back to if needed.
What good is a shiny new system if you don't feel comfortable using it?
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POST-PROJECT SUPPORT
It's not time to say goodbye just yet!
I will be available to you for THIRTY DAYS for questions, bug fixes, and additional training.
Like I said, what good is a new system if you don't feel fully confident in your ability to use it? This is your time to get in there, dig around, get comfortable - because I'll be right there and available to help!
THE PROCESS
Includes...
average investment: $3,000
FREE Discovery Call to receive a customized quote!
Client Experience Strategy Meeting to establish a solid client journey
Beautiful code-free form design
Canned emails input - ones you already use AND new ones to fill in the gaps
Client portal branded and customized to your business
Workflow implementation, bringing your ideal client experience to life - automated to the fullest extent possible and ready to go!
1:1 Empowerment Training Call to learn the ins and outs of your shiny new system; screen-recorded and provided to you for repeated viewing
30-Days of Empowerment Support to ensure that you feel comfortable using your new system
BONUS: Customized Client Portal Guide to share with your clients!
