Serene
Spaces

INDUSTRY:

CREATIVE

area of focus:

HOME ORGANIZATION

SERVICE PROVIDED:

complete setup

When Cassie from Serene Spaces first booked a 1:1 support call, we focused on quick fixes to some specific problem areas in her Dubsado setup. That one hour made such a noticeable impact on her business, she reached out soon after to move forward with a full system overhaul. As the owner of an established and fast-growing professional organizing business, she had limited office time and a setup that had been pieced together over time. It was working, but not well, and it was time to change that.

THE GOAL

01
Since Cassie’s work is rooted in organization, we knew her backend needed to reflect that same clarity. We streamlined both the client-facing side of her system, including inquiry, consultations, booking, and offboarding, and also tackled internal operations like hiring, onboarding new team members. At the tail end, we also set up automations to manage her new membership offering. We focused on building a structure that supported not just her clients, but her team, her time, and the physical demands of her work.
02

Bringing Clarity to the Chaos

THE PROJECT

The results

03

An Organized System for an Organizer

Cassie’s new system includes 13 custom forms, 41 canned emails, and 12 workflows. each one built to support her growing team and evolving offers. We also created custom scheduler templates for phone, virtual, and in-person appointments, plus internal tags and project statuses to keep her entire team in sync. Her setup is now organized, intuitive, and built to keep everything (and everyone) moving forward with ease.

The results

"Hiring Gianni to refresh my Dubsado was one of the best things I have done for my business! Everything she did was just what I was looking for. She was patient with me when she had questions and she took the time to really understand our processes. She had great recommendations and was very timely in every step of the process. All the forms she created are beautiful and on brand for us. I very much appreciate how everything is flowing now and it has saved us so much time on the backend!"

From CASSIE:

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