Done-for-you client journey mapping and every single thing you need to DIY the rest.

Spill your vision, boundaries, and ideal processes in one strategy-packed convo and I’ll spend the next 10 days outlining out every step you need to get started or fully-automate your CRM. 

You already know the type of client experience you want to give. 

The kind that matches the skills you bring to the table. One that feels seamless, personalized, and leaves your clients throwing out referrals right and left. Not just about your work, but about how effortlessly things flowed from start to finish. Processes that make your life lighter, too—like you can slam your laptop shut without constantly worrying about missing an inquiry or the impending doom of a creepin’ deadline. 

And you’ve been around the block long enough to know exactly what tool can make that happen. In fact, you probably already have it or maybe just became their newest user. 

The one, the only, the CRM.

But every time you log in, the thoughts start swirling.

How in the actual f— do I use this thing?!

This is making everything WAY more complicated!!! 

This is taking FOREVER to set-up & customize. 

I don’t want my clients to think I’m a robot because of these automations. 

Is this the best way to set it up for the way I work?

Can someone just tell me what to do?! 

what if I told you

Yes, someone CAN just tell you what to do.

Actually, it’d be my pleasure to show you how much is possible when you strategically map out your client journey and start using a CRM to its fullest potential. 

Ten days are all I need. 

get it with the

 Client Experience Strategy Intensive

A step-by-step roadmap (plus the resources to pull it off) so your CRM finally makes your business feel easier and and gives your clients the experience you’ve wanted to deliver all along.

    • 90-minute strategy session

    • Custom Notion portal set up(client journey, workflow breakdowns, material list, email templates, trainings & resources) 

    • Recording of our call for future reference

    • Personalized demo video (example of one custom workflow set-up & testing)

    • 4 weeks of voice + text support or email support for use within 60 days of our session

    • Access to The Passions Collective's Dubsado form templates

    • Semi-custom or fully custom Dubsado form design

    • Done for you canned email template copywriting

    • Extra support

Investment: $2000 USD

$1000 deposit + 2 monthly payments of $500

 What you’ll get:

90-Minute Strategy Session

We’ll talk through it ALL—your entire client experience journey, struggles you’re facing, and your long-term vision for business. 

Custom resource portal

A custom Notion portal laying the full roadmap of how to set up your CRM or automate your workflows (including the order to do it all in) + helpful resources galore!

Personalized demo tutorial

You’ll get a video walkthrough tutorial of one custom workflow setup and testing, so you know exactly what steps to repeat yourself. 

Complimentary tpc templates

Access the Dubsado Form Template Bundle—a top-selling $300+ value! 

*If you’ve previously bought the templates, we’ll discount your package price

video call recording 

No need to take notes on our call, just show up and get lost in the brainstorming–you can refer back to the video anytime.

implementation support 

4 weeks of support via email or chat (voice/text) to use within 60 days of our session (so you can DIY on your own time)  

“I was super impressed by all the extra value she provided - my questions were basically answered before I had to ask them!”

“As a new Dubsado user, deciding to work with Fran on my Workflow Strategy was the BEST decision I could have made. My whole experience from inquiry to post-project support to filling out the feedback survey was smooth and simple. And that excites me because I know the workflows she helped me create are going to feel the same way for my clients!

After asking me about all the important aspects of my business and how I interact with and serve my clients, Fran delivered an in-depth client portal with all the information I needed to tackle creating my workflows with ease and confidence. She's so fun to work with, professional, and friendly. I recommend her to all my business friends who need support with their client experience or Dubsado systems, because I know she always delivers exactly what her clients need.”

—Sabrina B. | Book Coach & Editor

Peek inside the portal

When I said everything you need, I meant it. 

Workflow and Automation Breakdowns

Including actions, timeframes, and triggers to plug right into your CRM  

canned email planning document

 Email touchpoints to customize in your voice, handpicked for your specific needs & outlined for each workflow

list of materials

You’ll need to create in Honeybook or Dubsado before you begin CRM implementation 

additional crm trainings & resources

A guide to client communication, project reporting tool walkthrough, & useful How-To links for your specific platform 

How it Works 

Meet with fran

After you inquire & book, we’ll schedule your 90-min video call to kick off the project, making sure you have every question answered and worry squashed before moving on

Review your roadmap

Within ten days, you’ll have a portal packed full of every single action step you need to get started making big (and literal) moves in the back end of your CRM 

do it yourself

With never been so sure of anything in my life confidence, I know you CAN set up, test, and publish workflows worthy of a Best in Show prize  

optional: done for you support

Prefer to hand off some work instead? You can add options like semi-custom Dubsado templates or done-for-you email copywriting. We’ll mix and match what works best for you. 

This might be your jam if you’re…

  • Interested to know how all the moving parts work behind the scenes, but wish someone would just tell you where to start

  • Cool with learning new tools (even if they feel overwhelming at first)

  • Eager to chat about your options and figure out what works best for you 

  • Ready to take the time to do the damn thing once we map it out

Mind if I chime in?

Hi, it’s Fran— the business experience architect behind your roadmap

If you’ve made it this far, it means that your eyes didn’t glaze over at the word “workflow” or “automation” and that itself is a win in my book. I get it—they’re definitely not the sexiest part of business.

But I’m bound and determined to prove to you that setting up your client experience doesn’t have to feel difficult or messy. That even the most type-B, free-spirited, happily cluttered neurodivergent business owner can find a way to bring organization to backend chaos in a way that makes sense for them and keep it working long-term. My own desk might have a mile-high pile of books, 12 sticky notes,  and three cups at all times, but my CRM? She’s immaculate.

When you finally get it right, in a way that truly works for you, you’ll realize it’s more than just a business tool. It’s a lifeline. 

Let me prove it to you.

It’s time to leave behind the swirling thoughts of dread, wildin’ out self-doubt, or spirals of frustration. 

After the intensive, you’ll feel… 

Unstoppable because you finally mastered your CRM (aka the beast lurking in the shadows of every good client journey)

Confident as heck because you know with absolute certainty that you ARE giving the best experience possible to your clients 

Completely jazzed as the positive feedback rolls in (most likely in the form of raving referrals) 

Freaking FREE because you have way more time in your day to do whatever you want, whether that’s more work for more $ or simply taking a much-need nap 

Stoked you believed in yourself enough to do it on your own (and save a truckload of cash compared to outsourcing it all) 

Book Your Client Experience Intensive

    • 90-minute strategy session

    • Custom Notion portal set up(client journey, workflow breakdowns, material list, email templates, trainings & resources) 

    • Recording of our call for future reference

    • Personalized demo video (example of one custom workflow set-up & testing)

    • 4 weeks of voice + text support or email support for use within 60 days of our session

    • Access to The Passions Collective's Dubsado form templates

    • Semi-custom or fully custom Dubsado form design

    • Done for you canned email template copywriting

    • Extra support

Investment: $2000 USD

$1000 deposit + 2 monthly payments of $500

“Before I worked with Fran, I was definitely paralyzed/intimidated by Dubsado. Now I feel confident in my system!”

“Fran designed my workflows for me after a long conversation about my vision for my business and it was a COMPLICATED vision. But I felt supported and guided the whole time constructing the workflows she'd brilliantly figured out. After building all the workflows, I even decided to change how I administered one of my offers, and I felt great adjusting with my new ideas, because Fran had helped me really get how everything was put together. 

Honestly, as a result of working with The Passions Collective, I feel like I can finally actually OFFER my offers, since now I have a kick-ass system in place and I don't need to do everything from scratch every time  I get hired.”

—Micaela B.| Storyteller, Coach, & Editor

Frequently Asked Questions

  • It doesn’t matter! Whether you’re brand new to using a CRM or have had one for a while but still feel puzzled by its seemingly never-ending parts, the Client Experience Intensive lays everything out step-by-step for you. It’s the perfect orientation to your CRM (aka your new biz bestie).

  • Not necessarily! When you reach out, I'll make a recommendation for the best next steps based on where you're at in your business. If I believe starting with The Audit would be most beneficial, I'll let you know—but the decision is ultimately yours!

  • Yes! After you inquire and we chat more about what you need, we can always remove pieces of the roadmap that aren’t specifically helpful to you. I’ll never push you into something that isn’t needed—that’s kinda gross! ;)

  • Heck yeah! My team and I would be happy to customize them (it’s kinda our specialty) as an add-on to your package! You’d just need to answer a tone of voice questionnaire and hand over your branding assets (for forms & templates), then we’re all set. Just pop them into your workflows and you’ve got the perfect blend of done-for-you and do-it-yourself to finally get sh*t done.

Client journey mapping opens up a clear path forward for your business. The Client Experience Intensive puts you in the driver's seat.

You ready to get going? Buckle up!