Simply Streamlined...

A BESPOKE CLIENT EXPERIENCE · A FULL DUBSADO SETUP · A CUSTOM CLIENT PORTAL IN MEMEBERVAULT

Can you imagine...

  • having a streamlined, automated, high-ticket client experience that makes you stand out from the crowd?

  • never having to umm and ahh over what to write in that email you're pretty sure you ummed and ahhed over last week for a different client?

  • having fully automated lead process where the only thing you need to do is read through their application and then jump on that discovery call?

  • having a bespoke client portal that allows you to collect all the information you need from your clients, in a seamless way, and that looks super profesh?

I know you're probably at breaking point right now with the lack of time you have, so why spend months and months working on this, when we can achieve the same result in a LOT less time?!

But how can you do that in a day?

All of these things can be achieved in just a day or two...Because I've been working with clients for years, helping them to achieve these goals, I have a super streamlined method to take them from A to B with as little amount of pain as possible!

I have one of those super profesh client portals myself and it will guide you through the process of helping you understand why I do it the way I do, help you to gather all the content needed, with lots of tutorials, workbooks, templates, swipe files, whatever I can create to help you make this process as simple as possible.

That way, on the day, you'll have my full, undivided attention to just work towards reaching your goal as I'll have everything I need ready to get the best results.

Please note, you are booking me for a day, and not a set of deliverables. I've designed my process and client portal to be as efficient and simple as possible to allow us to achieve maximum results in minimum amount of time.

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Who Is This For?

Virtual Assistants & OBM's

Coaches

Photographers

Graphic Designers

Consultants

Bespoke Cake Makers

Creatives

Brand & Web Designers

Architects & Interior Designers

How I Can Help You

Don't worry, on our discovery call we'll chat through which option is best for you!

The Setup

 
FOR DUBSADO BEGINNERS
  • 2-3 hour Zoom call to map out your custom client journeys

  • Your own bespoke Client Experience Roadmap which includes your detailed client journeys and a content list of everything needed within those journeys

  • Access to a Client Prep Pack, with templates, workbooks, swipe files, to help you create the content needed within your client journeys

  • 1 to 3 VIP Day(s) (6 hours per day) to complete a full Dubsado setup of everything we've mapped out within your Client Experience Roadmap

  • 30 days of support via Slack to help you get started using Dubsado

STARTING FROM £2,000

The Strategy

 
FOR SEASONED DUBSADO USERS
  • 1 or 2 VIP Day(s), 6 hours per day

  • 2-3 hour Zoom call to map out your custom client journeys

  • Your own bespoke Client Experience Roadmap which includes your detailed client journeys and a content list of everything needed within those journeys

  • 30 days of support via Slack to help you get started setting up your client journeys within Dubsado

STARTING FROM £1,000

The Support

 
FOR PAST CLIENTS ONLY
  • Just call me your Dubsado wing-woman!

  • Support via Slack to help you as you are getting started using Dubsado

  • 3 hours of hands-on help (to be used 1 hour per month)

  • Does not include any strategy (e.g. workflow mapping) 

£250 PER MONTH (3 MONTH MINIMUM TERM)

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Kind Words

FROM PAST CLIENTS

Your services are totally worth every penny...even more! I especially love that you go beyond just the basics of Dubsado software to include the whole client experience. That's such a huge asset to now have. Thinking through that will help me improve and be more consistent in services to my clients.

 

LAURA A.

How Simply Streamlined works...

Discovery Call

We'll jump on a 20-minute call to chat through what your goals are for you and your business and make sure that Simply Streamlined is the right fit for you. If it is, you'll receive a proposal to confirm the package, sign the contract and make the deposit to secure your day(s).

Intensive Day

You'll get to see your project grow before your eyes on our intensive day(s) and get to see irl changes as we chat back and forth throughout the day. Ending with a call to walk you through your finished product! 

Support

Don't worry, I don't just leave you high and dry after our intensive. You'll get up to 2 hours of my time to make minor amendments as part of 30 days of tech support in Slack. Along with other resources to help you on your way.

10 Reasons You'll Love Simply Streamlined!

Clients love the undivided attention they get for a full day.

 

It’s FAST - they love this! Turns a 6 week project into a one or two day project!

 

Clients love that it is collaborative and they get to give real-time feedback as I’m working throughout the day.

 

It’s fun for the client to see their project take shape before their eyes.

 

It’s cheaper for the client to hire me for a day (usually) than to hire me for a ‘project’.

 

It’s extremely buttoned up and organised when I use The Streamlined Method, and clients love this.

It’s straightforward because clients will know exactly when I will start, when I will stop and what to expect.

 

It’s efficient. Clients know that in order to make the most of the day, they need to be prepared and make quick decisions, so they are, and this makes them feel good.

 

It’s empowering for my clients to see the start-to-finish process and learn how everything fits together.

 

It’s exciting to start the day with nothing and end the day with such productive, tangible results.

You have questions...I have answers
FREQUENTLY ASKED QUESTIONS
Click the button below to view all the most frequently asked questions. Have a question that's not answered? Send me an email at hello@thestreamlinedcompany.co.uk and I'll get back to you with the answer!

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