level 1: i do it for you
The Whole Shebang
$4500+ USD (starting at $750 USD/month)
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 strategically built for your business, an elevated client experience and the support you need to put it into action.
TIMELINE: MINIMUM 5 WEEKS + 30-DAY SUPPORT

INCLUDES

- 90-Minute Process Mapping Call - I take your current process(es), strategize client experience improvements, and translate them to Dubsado workflows
- Done-for-You Custom Email Templates - Infusing your brand voice throughout all your client communication
- Import + Setup of Contracts & Forms - Auto-populate client information with easy to ditch editing contracts for good
- Appointment Scheduler Optimization - Book calls without the back & forth, with custom reminder emails to alleviate no-shows
- Custom-designed, Duplicatable Form Templates - Making your entire client experience on-brand af
- Setup of Packages & Payment Schedules - Creating a seamless booking experience for your clients & making sure you get paid on time, every time
- Workflow Implementation & Testing - Expert automation for up to 4 services (additional services can be added on)
- Optimization of Project Pipeline - Easily track where your leads and projects are, every step of the way
- Dubsado Tutorial Library - Short, to-the-point tutorials dripped out across our project to help you learn the ins and outs of your new digital home-base, in a way that doesn't take up hours of your time
- Workflow Demo- A recorded walkthrough (done by me!) of each workflow I've set up in your Dubsado account & how to use them — pause, rewind, and take in the information at your own speed
- Q&A Call - 30-minutes to check in with me and ask questions about Dubsado, your workflows or have me share my screen and demonstrate specific client scenarios
- 30-Days of Continued Support - Email and/or Voxer access to answer any questions you have while you put your setup to use!
Automate & Elevate
$3300+ USD (starting at $550 USD/month)
Custom workflows for the seasoned Dubsado user that’s had “setup Dubsado workflows” on their to-do list for too long and feel like they're not using the platform to its fullest.
You’ll walk away with intuitive automations that make sense to you and for you, while making your clients feel supported af.
TIMELINE: MINIMUM 4 WEEKS + 21-DAY SUPPORT

INCLUDES

- 90-Minute Process Mapping Call - I take your current process(es), strategize client experience improvements, and translate them to Dubsado workflows
- Done-for-You Custom Email Templates - Infusing your brand voice throughout all your client communication
- Custom-designed, Duplicatable Form Templates - Making your entire client experience on-brand af
- Optimization of Current Dubsado Features - Ensure your materials are up to date and setup as efficiently as possible
- Workflow Implementation & Testing - Expert automation for up to 4 services (additional services can be added on)
- Workflow Demo- A recorded walkthrough (done by me!) of each workflow I've set up in your Dubsado account & how to use them — pause, rewind, and take in the information at your own speed
- Q&A Call - 30-minutes to check in with me and ask questions about Dubsado, your workflows or have me share my screen and demonstrate specific client scenarios
- 3 Weeks of Continued Support - Email and/or Voxer access to answer any questions you have while you put your setup to use!
level 2: you do it (w/ support!)
Workflow Strategy
$1000 USD (starting at $250 USD/month)
A custom-tailored, comprehensive plan to automate your processes for the tech-savvy Dubsado user that is ready to DIY their workflow setup, but wants some expert guidance for the strategy.
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!
TIMELINE: 1 DAY + 14-DAY SUPPORT

INCLUDES

- 90-Minute Process Mapping Call + Recording - I take your current process(es), strategize client experience improvements, and translate them to Dubsado workflows
- Workflow Strategy Document - A personalized breakdown of each workflow we strategized including: materials needed in Dubsado for each one, email templates to create, and the action, trigger & timeframe for each step of every workflow
- 14-Days of Continued Support - Email and/or Voxer access to answer any questions you have! Can be used anytime within 2 months of our call.
the extras
Custom Designed Form Templates
$850 USD (2 payments of $425)
Custom-designed templates for each of the 5 types of Dubsado forms — to make sure your entire client experience is on brand.
You’ll walk away with on-brand, duplicatable, easy-to-edit templates that will have you second-guessing if they are in fact a Dubsado form!
TIMELINE: 3 WEEKS

INCLUDES

- 5 Custom-Designed Form Templates - I take your branding & design one template for each of the 5 types of Dubsado forms that can be duplicated & edited to use as many times as you need!
- 2 Rounds of Design Revisions - Each individual form template will go through (up to) 2 rounds of revisions after delivery of the initial designs
- Template Usage Demo - A video demo walking through each of your templates and how to use them, and edit information in them
- Updates to Existing Forms - I apply the templates I've created to any pre-existing forms in your Dubsado account so you don't have to re-create them!
Client Experience Audit Session
$150 USD
A 60-minute live audit of your client experience, from inquiry to off-boarding. For the newer business owner who want to improve their process, but doesn't have a big budget for outsourcing OR the established CEO with a team, who wants to make sure nothing is slipping through the cracks.
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!
TIMELINE: 1 DAY + 1 WEEK SUPPORT

INCLUDES

- Initial Intake Questionnaire - You provide details about your business, services, platforms you use & share links to any materials you'd like me to review.
- 60-Minute Video Call + Recording - We hop on a call where you'll share your screen and walk me through the steps you take to respond to inquiries, send contracts & invoices, etc. and I'll provide live feedback.
- Summary + Next Steps Document - A personalized document that includes a breakdown of what we covered on our call, all the recommendations I have for you, and detailed feedback on any materials you shared with me.
- 1 Week of Email Support - I'll answer any questions that you have regarding my notes & recommendations!
Mentor Session
$375 USD (or 3 payments of $125 usd)
A 90-minute 1:1 chat for the service-provider who’s looking for no-BS, actionable business advice tailored to your specific goals. We can cover topics from pricing your services, marketing yourself, entrepreneurship as a neurodivergent human, etc.
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!
TIMELINE: 1 DAY + 2 WEEK SUPPORT

INCLUDES

- Initial Intake Questionnaire - You provide details about your business, services, current struggles and what your top 3 goals are.
- 90-Minute Video Call + Recording - We hop on a call where we'll chat about your current struggles & goals, you can pick my brain, and I'll provide you with personal recommendations to help you move the needle in your business in a sustainable way.
- Summary + Next Steps Document - A personalized document that includes a breakdown of what we covered on our call, and a next-steps list in order of what to prioritize first!
- 2 Weeks of Continued Support - Email and/or Voxer access to answer any questions you have! Can be used anytime within 2 months of our call.