By Reaching Out, You've Shown Your Ready To Invest In Your Business
IS THAT A GLO-UP I SEE COMING?
Each package is thoughtfully designed to meet you at your specific stage of business growth and system development. Whether you're just beginning your Dubsado journey, need targeted improvements to your existing setup, or want ongoing support as your business evolves, you'll find a solution crafted to address your unique needs.
I believe your client experience system should be as unique as your business. That's why each service focuses not just on technical implementation but on creating intuitive workflows that reflect your specific processes and client journey. Explore the options below to find your perfect Dubsado partnership.
What sets my approach apart is my commitment to dedicated attention. When we work together, your project becomes my primary focus. I intentionally take on just one client at a time, ensuring that your business receives my complete creative energy throughout our partnership.
I'm not here to fit your unique business into a template; I'm here to create systems that work as brilliantly and individually as you do. Working from my home in Charlotte,
NC with my husband and three kids nearby reminds me daily of what efficient systems truly provide – not just organization, but the freedom to focus on what matters.
When we work together, your project becomes my primary focus. I intentionally take on just one client at a time, ensuring that your business receives my complete creative energy throughout our partnership. I'm not here to fit your unique business into a template; I'm here to create systems that work as brilliantly and individually as you do. Working from my home in Charlotte, NC with my husband and three kids nearby reminds me daily of what efficient systems truly provide – not just organization, but the freedom to focus on what matters.
Dubsado Setup
SERVICE ONE
Transform your client experience with a fully customized Dubsado system designed specifically for your business. This comprehensive setup package includes everything you need to streamline your processes, from branded templates to automated workflows. Each element is carefully crafted, thoroughly tested, and paired with detailed training to ensure you can confidently manage your new system.
+ Planning + Mapping
+ Customized Client Journey
+ Personalized Canned Email Templates
+ Customized Form Templates
+ Optimized Scheduler Templates
+ Implemented Workflows
+ Off-boarding & Live Tutorial
+ Custom System Education Videos
+ Continued Support
SCOPE OF WORK
Setup: 4-6 Weeks
Continued Support: 30 Days
TIMELINE
$3,000
Payment Schedule:
50% Paid at Booking
50% Paid Final Week of Project
INVESTMENT + PAYMENT SCHEDULE
KEY TAKEAWAYS
By working with only one client at a time, I ensure that every detail of your project receives careful consideration.
This project is a collaborative effort the project requires your consistent availability during this period.
Our project is a time to define and streamline your process, not develop your process for the first time. You must have your packages, pricing, and general process determined ahead of time.
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- Two-hour planning call to explore and create your client journey
- Discussion of current processes and future goals
- Creation of detailed workflow specifications
- Documentation of required system assets
- Development of main form mockup
- Design of all Dubsado forms matching brand
- Creation of custom canned emails
- Implementation of project statuses and tags
- Creation of system schedulers
- Input of service offerings & pricing
- Creation of payment plans
- Connection of third party platfoms, if any
We'll pause following creation of your client journey document and system content for your review and approval. This ensures we're aligned and creating exactly what you envision.
- Implementation of approved system workflows
- Thorough testing of each workflow
- Creation of video tutorial library
We'll pause following creating of your workflows and video delivery for you to review each video and do independent testing, if you'd like.
Dubsado Audit
SERVICE Two
Uncover the hidden potential in your Dubsado with a comprehensive System Audit. During this service, we'll connect for an in-depth audit call to examine your current client journey and system implementation, identifying friction points and missed opportunities affecting your business efficiency. This targeted analysis provides clarity and actionable recommendations to transform your Dubsado from merely functional to exceptionally effective.
+ 2-hour comprehensive audit call
+ Full system and process review
+ Custom-mapped client journey document
+ Detailed content needs assessment
+ Complete workflow recommendations
+ Prioritized improvement strategy
SCOPE OF WORK
Audit : 1 Day
Mapping: 1-2 Days
TIMELINE
$500
Payment Schedule :
100% Paid at Booking
INVESTMENT + PAYMENT SCHEDULE
KEY TAKEAWAYS
A Dubsado audit is a single step in updating your system. I’ll provide you with actionable steps to DIY the updates in your system, or you can explore a Dubsado Setup after the audit (discount applies).
An audit is a collaborative effort that requires your input during the audit call to ensure that we capture everything you need in your system.
The audit does not include any additional services following delivery. If you’d like to readdress a setup following the audit, I’m happy to extend a discount.
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- Two-hour audit call to thoroughly review your existing system
- Exploration of current client journey and pain points
- Assessment of workflow efficiency and automation opportunities
- Identification of missing or underutilized features
- Discussion of ideal client experience and business goals
- Documentation of all necessary content and templates
- Creation of a prioritized improvement roadmap
- Creation of custom-mapped client journey document
- Detailed outline of all required content elements
- Documentation of optimal workflow automation points
- Prioritized implementation recommendations
- Customized improvement strategy tailored to your specific business needs
Dubsado Form Design
SERVICE THREE
Elevate your client experience with professionally designed Dubsado forms that seamlessly align with your brand identity. Enjoy code-free, beautifully branded forms that capture necessary information while maintaining your unique aesthetic. Each form is thoughtfully designed to enhance user experience and reflect your established brand elements, ensuring every client interaction feels cohesive and professional.
+ Custom code-free Dubsado form
+ Brand-matched design elements
+ Two revision rounds
+ Integration with your existing workflows
+ Comprehensive offboarding video
+ 1 week of continued support
SCOPE OF WORK
Form Creation & Implementation : 1-2 Days
TIMELINE
$250/per form
Payment Schedule:
100% Paid at Booking
INVESTMENT + PAYMENT schedule
KEY TAKEAWAYS
Dubsado forms are all created code-free. If there are elements of your form that you'd like to include and a code is available. I will happily include the coded element(s).
You will be asked to provide general insight into your brand and your goals for the form(s) being created before design begins.
Form design is a focused service. I will not alter additional elements in your system.
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- Development of custom code-free Dubsado forms
- Strategic incorporation of your brand elements and visual identity
- Thoughtful organization of form sections and question flow
- Two comprehensive revision rounds
- Final testing across devices to ensure flawless functionality
Continued Support Memberships
SERVICE FOUR
RESERVED FOR PAST PROJECT PARTNERS ONLY
Keep your Dubsado system running smoothly as your business evolves with dedicated, ongoing support from a specialist who knows your setup inside and out. Our membership options provide priority access to expertise for everything from minor adjustments to comprehensive system maintenance and new offering implementations. Experience the confidence of having a Dubsado partner ready to help your systems adapt alongside your growing business.
Flexible membership structures are designed to support businesses at every stage of growth. The Essential tier provides targeted support for occasional updates and minor adjustments, perfect for stable businesses with established systems.
For growing businesses regularly launching new offerings, the Enhanced tier includes more substantial system updates and implementation support.
The Premium tier delivers comprehensive system maintenance and multiple major updates monthly, ideal for rapidly evolving businesses that depend on their Dubsado system for seamless operations.
SCOPE OF WORK
Recurring Monthly
TIMELINE
Monthly investment varies per tier
INVESTMENT
KEY TAKEAWAYS
Continued support memberships are available only to past clients who have completed a Dubsado setup with me, ensuring I already understand your unique system and business needs.
I accept only a small number of support members at any time to maintain the high-quality, responsive assistance each business deserves.
This membership provides targeted Dubsado expertise rather than general VA work, focusing specifically on system maintenance, optimization, and updates as your business evolves.
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Schedule a connection call, or send a message to get your specific questions answered.
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