When planning Kellie's Dubsado system, we created a comprehensive 7-page client journey document designed to walk her clients through the client experience from first inquiry on her website to project completion. This detailed guide featured 12 meticulously customized workflow maps, each illustrating a distinct phase of the client interaction process. By incorporating highlighted content and clear visual cues, I ensured that each map effectively communicated the key steps and touch points in Kellie’s client journey. This tailored document served as the roadmap while setting up her Dubsado system.

Strategic Evolution & Growth

Talk about a complete system transformation! We decked out Kellie's Dubsado with a powerhouse collection of tools: 19 custom forms to gather exactly the right information, 41 perfectly crafted canned emails to keep communications flowing, and 5 strategic schedulers to make booking a breeze. With 12 clear project statuses keeping everything organized, her business practically runs itself!

System Evolution in Action

The final phase brought everything together beautifully! After meticulously testing each workflow and system asset, we created a comprehensive video library with 10 custom tutorials. These step-by-step guides ensure Kellie's team can confidently navigate every aspect of their evolving system, making future growth seamless!

Quality Assurance & Custom Training