You know you need to automate your client process, but you have no idea where to begin...
DOES THIS SOUND FAMILIAR?
You know you need to be using Dubsado, but you're feeling stuck, overwhelmed and going around in circles trying to figure it all out.
There are 3 big mistakes I see when people try to set up their Dubsado...
Sign up, try using it, get confused, give up
Start using it with clients, but only have a contract they use....and that's it
Not utilising all the features...still using (and paying for) things like Acuity when they could be using Dubsado's scheduler
How would your business (and life!) be different if you could...
Create an automated system that let's you book clients in your sleep
Have 5+ more hours every week to do whatever the heck you want!
Have a client experience that lifts your service to the next level
Create consistent income and even charge more and get hired for it, all because your clients rave about what it's like to work with you
Build a business that works around you and the life you want...hello evenings and weekends!
That's why I can't wait to introduce you to the
Done-for-You Dubsado VIP Day
Here's how the Dubsado VIP Day is different from other Dubsado packages...
Depending on which level of setup you go for, you could have your Dubsado set up in just 2 days.....no waiting around for 4-6 weeks.
The Dubsado VIP Day gets it done as quick as possible, because usually by the time people come to me for help they are desperate and overworked and they can't wait 4-6 weeks.
When we implement my proven system...
YOU GO FROM THIS:
You’re feeling absolutely overwhelmed because you’re doing all the admin, manually creating every email, proposal, invoice, contract. Sick of writing the same email for the 10th time today. Sick of creating proposals from scratch every time.
You can onboard a lead and only need to show up to the discovery call. Your automated, beautiful proposals convert better and you don’t even need to touch them! You don’t have to spend one-hour crafting an email to someone who hasn’t paid their invoice on time because Dubsado now does it all.
You’re forgetting to send clients emails, forms because your process of working with a client is all in your head and your actual todo list is a mile long.
Your clients are constantly telling you how much they enjoyed working with you because projects were well managed, and delivered on time. You set expectations and delivered. They felt so cared for that they now shout about you to anyone who will listen. Who needs a referral scheme anyway?!
You’re up late at night, working weekends, and hating the fact that you aren’t actually spending any time growing your business, never mind spending time with your family, doing the things you love to do.
You take your kids to the beach and actually leave your phone at home because your automated onboarding workflow is doing all the hard work for you.
By the end of this project you'll have...
FULLY MAPPED PROCESS
A mapped out, streamlined client experience that focuses on saving you time and making sure your clients are well-informed, happy and, most importantly, not pestering you in your inbox!
FULLY BUILT-OUT DUBSADO
A fully built-out Dubsado account....yes, everything built-out...client portal, forms, emails, schedulers, packages and workflows.
Don't worry, I don't just set it up and leave you all on your own. You get access to my Automate & Amaze PDF Guide to help you get started using Dubsado.
Dubsado Setup Intensive
This package is split into the two different intensives - the Client Experience and Dubsado Setup. We work through each separately, with approximately 2 weeks in between for the content creation stage.
A 2-3 hour call to map out your workflows
A Workflow Report
A personalised Asana board with all your content creation tasks, also includes
Workbooks and templates to help you out
Fully building out your Dubsado account
An end-of-day call to walk you through your completed project
14-Days of support whilst you get started
Automate & Amaze with Dubsado PDF Guide
50% Discount on the Automate & Amaze course when launched
* The first workflow consists of your lead / onboarding and offboarding phase, the remaining workflows are for each service you offer. For example, if you have 4 packages, you will need 5 workflows in total.
Free Discovery Call
Schedule a FREE discovery call with me so I can get a better understanding of you and your business. And, most importantly, what level of help you need.
After our no-salesy sales call, you'll receive a proposal custom to your needs. All you need to do to book in is sign the contract and make your deposit.
Your project starts with a 2-hour workflow mapping call. You'll leave this call with the most wow-worthy client experience all drafted out in your Workflow Report.
This part is all you, I'm afraid. But don't worry, I've got templates and workbooks to help you out, all laid out in a lovely ClickUp board.
This is where I build out everything in your Dubsado account...
So, sit back and relax. I got you!
I got your back! As you start using your lovely new automated system, I'll be here to answer any questions
You have questions...I have answers
FREQUENTLY ASKED QUESTIONS
How long is the setup process?
This packages is split up into two parts:
What do I need to do before you start the setup?
Will you help me to create the content for the canned emails and forms?
I’m afraid copywriting is not included within this package. Simply because it’s not my area of expertise. During the homework stage you will need to create any new content needed. It’s important that Dubsado is set up to fully reflect your brand, and brand voice is one part of this. These emails and questionnaires need to sound like you, so you’re the best person to write them. I will, of course, give you guidance with content ideas.
Do you have payment plans?
Yes, you can either pay 100% upfront or 2 payments. If you need a more custom payment plan, please let me know on the call and we can arrange a customised plan for you.
How much does Dubsado cost?
What if I need to cancel or reschedule?
Because intensive spots are super limited, there will be no refunds or cancellations. Should you have to cancel due to extenuating circumstances, please reach out to me at least one week in advance of the session so that we can work something out.
What if the days you have available don't suit me?
How is this different to other ways to work with you?
I currently don't offer any other ways to work with me. Because I have spent years refining the process of working with my clients, I can work quickly and efficiently. I know that long drawn out projects spanning weeks (sometimes months) are not what you want or need. I love being able to help people out in the shortest amount of time possible. Let's get this done and get your business running smoother tomorrow!