Pair your automated CRM with an optimized client experience, you’ll not only make your own life easier, but your clients’ too.
Did you cringe at the word ‘automated’? Don’t worry – I’m not here to make you sound like a robot; in fact, I’m here to make the robot sound like you ;)
I specialize in personalized automations that help strengthen your brand’s messaging across your business and create an experience that keeps new clients knocking at your door and old clients coming back for more.
I also occasionally go by ‘Dubsado Fairy Godmother’ (my clients’ words, not mine) and I’m here to make your business stop feeling like another soul-sucking 9-5.
My story starts when, just 3 short months after starting what I thought was my dream business, I was burnt out to the max and was like “uhhh wait a minute, this is not the ‘freedom and flexibility’ I had in mind.”
I did a lot of introspection, experimenting, pivoting (shoutout Ross Geller) and eventually cracked the code for creating a business structure that didn’t make me feel like I had to choose between my business and my sanity. And now, I’m here to share that not-so-secret code with you.
The Whole Shebang - A top to bottom Dubsado setup for those looking to get started with Dubsado or switch from another platform.
You’ll walk away with an automated CRM that is built for your business, an elevated client experience and the support you need to put it into action.
Automate & Elevate - Custom workflows for the seasoned Dubsado user that’s had “setup Dubsado workflows” on their to-do list for too long.
You’ll walk away with intuitive automations that make sense to you and for you, while making your clients feel supported af.
Dubsado Workflow Strategy - A 90-minute client-journey mapping session where we’ll identify gaps in your client experience and translate each of your services into strategic Dubsado workflows.
You’ll walk away with a clear vision for how to automate your processes and an in-depth document that breaks down the action, trigger & timeframe for every step of every workflow we put together!
Workflow Whiz - A self-paced course that teaches you the ropes of strategizing, creating & implementing Dubsado workflows that are custom-built for your business.
You’ll learn the exact framework I use for my business & that has helped me create over 200+ workflows for my clients.
★ ★ ★ ★ ★
She came in, listened to all my pain points, heard what I was wanting, and then took EVERYTHING off of my plate and got to work. And the end results are INCREDIBLE.
Everything looks so professional and matches my website and branding to a T. This is one of the first handshakes between my clients and me before we even hop on a call, and Fran made me look GOOOOOD! I cannot recommend her enough!
heather w. | photographer
When you work with me, my priority is creating personal and customized automations that not only make sense for you, but make sense to you.
You’ll never have to worry about feeling like you have to mold your business into something it’s not in order to use a certain platform, or automate your processes.
You’ll walk away feeling empowered with the knowledge and understanding of how your system works and the confidence & certainty that you’re giving your clients the experience they deserve.
Dubsado Form Templates - Strategically designed templates for your lead capture, questionnaires, contracts & proposals — to make sure your entire client experience is on brand.
You’ll get easy-to-edit, duplicatable templates that will have you second-guessing if they actually in Dubsado plus a library of training videos & a Slack group for support!
Client Experience Audit - A 60-minute live audit of your client experience, from inquiry to off-boarding.
You’ll walk away with action steps to immediately make improvements to your client experience, regardless of what platform(s) you are (or aren’t!) using!
Mentor Session - A 90-minute 1:1 chat for the service-provider who’s looking for no-BS, actionable business advice tailored to your specific goals.
You’ll walk away with a personal plan-of-action for stepping into a version of your business that feels best for you and 2 weeks of extended support for extra accountability!
Start off on the right foot (digitally!) with my free, customizable Dubsado inquiry workflow.
Plus, you also get 4 editable email templates to plug into your workflow and a video walkthrough to help you set it all up.
Fill out the form to get instant access. Automating your inquiry process has never been easier!