INVEST IN YOUR SELF

ITS TIME TO

  • Planning + Mapping
  • Customized Inquiry Workflow + Follow-Up Sequence
  • Customized Onboarding Workflow
  • Personalized Canned Email Templates
  • Branded Lead Capture, Proposal & Contract Templates
  • Optimized Scheduler for Discovery Calls
  • Payment Plan & Package Setup
  • Off-boarding & Live Tutorial
  • Custom System Education Videos
  • Continued Support

$980

INQUIRE NOW

Launch with logic: this streamlined setup builds your inquiry and onboarding workflows from the ground up.

STARTER SETUP

ONGOING
SUPPORT

Keep your Dubsado system running smoothly with dedicated support from a specialist you can trust. 

  • Monthly System Updates and Minor Adjustments
  • Client Task Assistance
  • Day-to-Day Operation System Support
  • Workflow Edits and Fine-Tuning
  • System Maintenance and Monitoring
  • Ongoing Partnership for Seamless Operations

starting at $250 monthly

INQUIRE NOW

Nope. All setup packages are all-inclusive within their focus area. For example, in a Starter Setup, you’ll get a complete system for inquiry and booking across all of your services (including every form, workflow, scheduler, and email needed).

Is there a limit on forms or workflows included in the setup?

Yes! I’m happy to offer payment plans for the Complete Setup. The Starter Setup is paid in full at the time of booking, and ongoing support is billed monthly.

Do you offer payment plans?

The Starter Setup focuses exclusively on your inquiry and booking process (everything from the first touchpoint to the signed contract). The Complete Setup, on the other hand, covers your entire client experience, across all phases of your process. Both packages are fully customized to your services, they just differ in scope.

What’s the difference between a Starter Setup and a Complete Setup?

Frequently asked questions

Not at all. I’ll guide you through exactly what I need and handle the setup for you. At the end, you’ll receive training resources and support so you can feel confident using your new system.

Do I need to know how to use Dubsado before we work together?

Timelines vary depending on the package and your responsiveness during the process, but most Starter Setups are completed in 2–3 weeks, while Complete Setups generally take 4–6 weeks.

How long does the setup process take?

No, I specialize exclusively in Dubsado to ensure deep expertise and the best possible results for your setup.

Do you offer setup for platforms other than Dubsado?

Absolutely! Part of my process is making sure your setup is not only tailored, but also easy to update. You'll be able to tweak forms, update emails, or adjust workflows as your business evolves.


Will I be able to make changes to my setup later?

WITH PARTNERS ACROSS THE GLOBE

LOCATED IN CHARLOTTE, NC