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CLIENT EXPERIENCE STRATEGY & DUBSADO SETUPS

A strategic client experience not only saves you time, but also ensures your clients will love on you so hard

HOW CAN I HELP YOU?

CLIENT EXPERIENCE AND DUBSADO
SETUP PACKAGES

We always start with a 20 minute discovery call so that we can discuss which package will best suit your needs.

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Simply Streamlined

DONE FOR YOU DUBSADO SETUP FOR YOUR SIGNATURE SERVICE

Workflow Strategy

  • One three hour Zoom call to deep dive into your signature service and map out your custom client journey

  • Your own bespoke Client Experience Roadmap which includes your detailed client workflows

 

Dubsado Setup

  • Up to 4 VIP days to complete a full Dubsado setup of your signature service of everything we've mapped out within your Client Experience Roadmap

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

 

 

TIMELINE: 3-4 WEEKS (made up of up to 4 VIP days)

INVESTMENT: £1,500

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Wow Worthy Workflows

DONE WITH YOU WORKFLOW MAPPING INTENSIVE FOR YOUR SIGNATURE SERVICE

Workflow Strategy

  • One two hour Zoom call to deep dive into your signature service and map out your custom client journey

  • Your own bespoke Client Experience Roadmap which includes your detailed client workflows

  • 14 days of support via email to help you get started building out your workflows

TIMELINE: 1 WEEK

INVESTMENT: £450

 
 
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Power Hour

DONE WITH YOU HOUR ON ZOOM

Examples of what we can achieve on a power hour:

  • Design a Dubsado form

  • Audit your Dubsado account

  • Organise your Google Drive folder

  • Create a structure for your email inbox

  • Review a Dubsado workflow

  • Get help with something you're stuck with in Dubsado

TIMELINE: 1 HOUR

INVESTMENT: £150

 

LET'S GET STARTED

Book your discovery call

Click the link below to book your call with me and we'll find out if we're a good fit!

GOT ANY QUESTIONS?

FREQUENTLY ASKED QUESTIONS

If your question isn't answered below, please email me at hello@thestreamlinedcompany.co.uk 

How long does the process take?


SIMPLY STREAMLINED 3-4 weeks which includes the following: - To start the project we have a half day VIP intensive to map out your workflows - Then I recommend 2 weeks for you to create all the content needed within the workflows (don't worry, I'll help you out as much as possible with this!) - Next comes the build week, there are up to 4 VIP days to build out the workflows in Dubsado WOW-WORTHY WORKFLOWS 1 week which includes the following: - To start the project we have a two hour intensive to map out your workflows - One week later you will receive your bespoke client experience roadmap with all the details you need to DIY building your workflows




Do you have payment plans?


Simply Streamlined Yes, you can either pay in full upfront, or take advantage of the 50/50 payment plan (50% upfront, 50% due 10 days after the Workflow Mapping Intensive). Wow-Worthy Workflows & Power Hours These packages are strictly pay upfront - however, if you do need a payment plan, please contact me and I will see if there is a way to accommodate this.




How do I hold my start date?


All you need to do to get booked in is book a 20-min discovery call with me to check we’re both on the same page, then complete the proposal, sign the contract and pay the deposit. Simples! It’s first come first serve, so if you want to get your project completed as soon as possible then you need to book that call asap to grab the best spot!




Is training included?


Of course! I won’t leave you hanging after I’ve set up your account! For SIMPLY STREAMLINED, we will have a 90-min walk-through call where I can show you around your account and give you some basic training to get you started using Dubsado with your clients. You’ll also get lots of Loom videos during your support period when I show you how to do the thing you’re currently stuck on. For WOW-WORTHY WORKFLOWS, you'll get access to some bonus guides to help you set up your account (if you are using Dubsado).




Why are we just doing my signature service only?


Because I don’t want you to be massively overwhelmed! Nobody wants to be told that they have 100 emails to write in the next week! So, let’s focus on just setting up your signature service and REALLY deep-dive into it. Obviously, I'm ready for you if you want to come back and sort out a second (or third) service! But trust me when I say, working on one at a time is best for your sanity (and mine!).




Do I need to use Dubsado to have a workflow mapping session?


Not at all! No matter what apps you use, we'll work out how to elevate and streamline your process for you.




Do you only work with people in the wedding industry?


No, I most definitely won't turn you away if I can help you and you're in another industry. I've worked with people in many different industries, like coaches, social media managers, copywriters, architects, virtual assistants...to name a few.