Project Scope

+1:1 Power Hour
+ Planning + Mapping
+ Reimagined Client Journey
+ Updated Canned Email Templates
+ Customized Form Templates
+ Optimized Scheduler Templates
+ Implemented Workflows
+ Off-boarding & System Review
+ Custom System Education Videos
+ Continued Support

Project Scope

DUBSADO REFRESH

Sometimes it's not about starting from scratch – it's about turning good into great! Working with Cassie at Serene Spaces was like giving her Dubsado system a breath of fresh air. While she already had a strong foundation, we fine-tuned every workflow, filled in the gaps, and added those perfect finishing touches to make her system truly shine. Together, we transformed her existing setup into a polished, comprehensive system that captures every detail of her client experience. Talk about bringing serenity to her systems.

Elevating Excellence

We brought extra serenity to Cassie's system with 14 purposeful forms, 41 carefully crafted canned emails, and 9 smart schedulers to keep her calendar zen. Add 10 clear project statuses, and her business flows as smoothly as her organizing services

Organizing the Organizer

We gave Cassie's refined system the white-glove testing treatment, then created 14 clear, organized tutorial videos. This custom training library ensures her team can maintain the same level of organization in their system that they bring to their clients' spaces

Organizing the Future

"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!"

Hiring Gianni to refresh my Dubsado was one of the best things I have done for my business!

cassie | serene spaces