Dubsado set ups, automations, design and client experience strategy.

Running your own business shouldn’t feel like a chore or like you’re back at the 9-5 job you ditched — which is why my goal is to create a digital home-base for your business that works FOR you (literally, through automations and figuratively, through the strategy behind them). 

Whether you’re just getting started with Dubsado or are a seasoned user ready for more, we’ll work together to make Dubsado your digital sidekick so you can feel confident in your client experience and stop wasting hours in the backend of your business.

just show me the services
Certified Dubsado Specialist Badge for 2023

Wanna know a secret?

Your Dubsado expert shouldn’t *just* be a tech person.

When you work with me, you’re getting more than an automated CRM. You’re getting an automated CRM that is strategically optimized for the way you do things, a friendly educator to help you understand your system, and someone who actually gives a sh*t about supporting you after the setup is complete.

tl,dr: here’s how i can help —>

I'm gonna be real with you.

If you’ve spent a million hours trying to DIY your way through Dubsado with YouTube videos or unopened courses sitting in your Inbox.

Or if you’ve worked with another “expert” already, only to be left with a jumble of things you have no clue how to use and a bunch of automations firing off that you don’t want to.

It’s time to sit back, relax, and let me handle it.

Your CRM is meant to take things off your plate, not add to it.

You need a system that’s always there to take care of your leads and clients so that you can say goodbye to all the to-dos floating in your head and let your business work FOR you.

Together, let’s turn Dubsado into a system that you’re confident using, one that seamlessly integrates with your current processes and makes your clients feel like one in a million, 24/7.

inquire now

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

get in touch

INCLUDES

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  • 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

inquire now

INCLUDES

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  • 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

book yours

INCLUDES

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  • 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

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INCLUDES

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  • 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

book now

INCLUDES

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  • 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

sign me up

INCLUDES

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  • 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.

It’s time to stop settling for a business that sucks all your time away and a client experience you know can be better.

Say yes to a business that’s streamlined and ready to grow, sustainably.

get in touch

The Booking Process

1. inquire

Head over to the Contact Page and fill out the form to let me know that you’re interested in learning more about working together!

2. consult call

We’ll hop on a quick no-pressure consult call where I’ll ask some questions about your biz structure, identify your project needs & answer any questions you may have. 

3. proposal

If I feel I can provide valuable support to your business, I’ll send over a project proposal with a breakdown of the package I recommend moving forward with and your payment plan options.

4. contract & invoice

Once you’ve accepted your proposal and chosen a payment plan, I’ll send over your contract & invoice.

5. booked!

After the contract is signed & initial payment is made, your project is officially on the books. Time to celebrate!

When you choose The Passions Collective, you're not just getting a CRM that works for you...

You're getting a life-changing business transformation.

I promise I'm not exaggerating but if you're skeptical, I totally get it. So here are some real transformations from past clients; business owners just like you!

Micah W.
Erin W.
Polina S.
Steph D.

from feeling "less than" to wowing clients.

Micah W. went from “I have clients coming in but feel as if I’m not offering them the experience they deserve or expect from me. And I’m tired of feeling less than.”

to “I'm booking more projects already and getting compliments on how organized I am. It allows me to create immediate trust with potential clients and help them see the value in working with me from the very beginning.”

from "stressed" and "losing sleep" to a sustainable business structure.

Erin W. went from “I need a business structure that is more sustainable and gives me more guaranteed, steady income. The way it runs right now is NOT that, and I am literally losing sleep and getting behind on work stressing about the ineffectiveness of it and how I feel like the way it currently runs is a mistake.”

to “Creating a workflow for set contract terms has guaranteed my income for months at a time, and makes my client experience so much better and smoother without me having to wonder if I should have sent this message, if I'm being overbearing, etc. It all happens automatically and I feel better about knowing that I can solely focus on doing the good work for my clients.”

from messy systems to a stress-free maternity leave.

Polina S. went from “I have my client journey kind of mapped out but my Dubsado is a MESS and I keep procrastinating on learning how to automate it. It started to really take time away from my business bc I am now getting more inquiries “

to “Fran helped me refine my client experience, created BREATHTAKING custom proposals for my packages, automated my workflows, and took my business to a whole new level — which was crucial as I prepared for maternity leave and + being a business owner AND a mom.”

from "extreme burnout" to newfound balance

Steph D. went from “After experiencing extreme burnout and a significant imbalance of work/life following the 2021 wedding season, I know it’s time to shake things up, and I’m excited to make it happen!” 

to “Now my systems and workflows and automated (but still personalized!) communication with my clients helps them know that they really are always taken care of. On my end, I can rest easy knowing that nothing is falling through the cracks thanks to the workflows designed and set up by Fran.“

Ready to stop letting your business run you? Take the first step.

start your transformation

What makes The Passions Collective different?

It's no secret that there are hundreds, if not thousands, of Dubsado Specialists & Client Experience Experts. But I think you'll find that I do things a little differently around here—because I know that those who work with me, will work with me because I do things differently, not in spite of it.

1. Custom Solutions

One-size-fits- all? Nope. Not here. Your business is one-of-a-kind and deserves a system that supports that, not one that tries to box you in with everyone else. I work with you to strategize custom automation solutions, tailored to the way you run your business. No templates, no cookie-cutter strategies – all custom, all from-scratch.

2. payment plans

My packages are priced based on a combination of industry standards, my experience and process, and the size of your business — and they are an investment. But I believe every business needs a strategically automated CRM in order to grow sustainably, which is why I only offer payment plans for my services.

3. hands-off approach

My goal is to take things off your plate, not add to it, which is why I handle everything from the strategy to the implementation. You don’t need to plan out your processes, write email templates, etc. Aside from an initial onboarding questionnaire & your presence on calls, the only thing I need from you is timely feedback!

4. dubsado certified

In a time where anyone can slap a title on their Instagram and call themselves anything, I've chosen to go through the application and testing process to become a Certified Dubsado Specialist. A title granted by Dubsado to only 100 people and one that is maintained by yearly re-certification exams.

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