TURN YOUR BUSYNESS INTO BUSINESS…
Did you start a business and now overwhelmed by the endless emails, losing leads, tracking down unpaid invoices and waking up at 2 a.m. questioning if you even sent that proposal or contact? We can put your business on cruise control so you can do what you love and (let’s be brutally honest) make more money. With efficient proposals, forms, payment plans, and workflows you will have a fresh mindset.
LET’S GET STARTED…
who is dubsado for?
coaches + consultants |
photographers |
event planners |
creatives |
coaches + consultants | photographers | event planners | creatives |
WHO?
EVOLVING BUSINESSES: Growing businesses that are ready to streamline the client process.
EXPANDING BUSINESSES: Growing pains are real and the resources you need are here.
You must have a Dubsado account to use our services.
Don’t have one yet? Enjoy 30% off the first month or year.
WHY?
✔ Less time online. More time in life.
✔ Confidence
✔ Accountability
✔ Approaching ownership with a minimalist mindset
✔ Operating seamlessly
✔ Putting your best brand face forward
✔ Creating a top-notch client experience
Say hello to scaling a sustainable business.
Say goodbye to the overwhelm, the exhaustion, that feeling of being stuck.
dubsado DONE-FOR-YOU
Ready to walk away with a completely implemented Dubsado system with built-in automation?
The complete setup starts with a review of your current client processes. We will update and improve them to make sure they are as efficient as possible.
TIMEFRAME: 2-4 WEEKS
WALK AWAY WITH: A fully functional Dubsado account you can start using right away. Curated processes with built-in automation to give you less time online and more time offline. An optimized client experience that works even if you aren’t at your desk.
INVESTMENT: $3900
01. PROCESS MAPPING SESSION
90 Minute Strategy Session to review your existing business processes, establish a structured blueprint and create a slide client process.
02. FORM CREATION
Five on-brand forms customized to your business including Proposals, Contracts, Questionnaires and Lead Captures.
03. EMAILS
12 canned emails for every step of the process.
04. PACKAGES & PAYMENTS
Five packages and three payment schedules implemented to ensure you are ready to sell and get paid on time.
05. WORKFLOWS
Four workflows created, automated and implemented based on your ideal client experience.
06. PORTAL DESIGN
Keep clients informed with a customized to be on-brand with your business.
07. OFF-BOARDING SESSION
60 minute call to walk-through your new system setup and Q&A.
08. SUPPORT
30 day support to make sure you have mastered your new system.
dubsado AUDIT
Not sure where your account is thriving and lacking? We got you!
The audit is a review of your entire setup client processes. We will grade you (yes, A+ all the way to F) and show you how to improve your client experience. Gain clarity on your existing Dubsado account with a full audit of your system.
TIMEFRAME: 1-2 WEEKS
WALK AWAY WITH: When we are done, you will walk away with a detailed report, instructions on how to improve or fix any problem areas, and a better understanding of your client's experience.
INVESTMENT: $390
01. DISCOVERY CALL
Not 100% sure where you are in your Dubsado journey? Let’s schedule a complimentary 15 minute call to chat.
02. INTAKE QUESTIONNAIRE
The basic information about you and your business to better understand your business needs and what you want to achieve.
03. FULL AUDIT
An 88 point analysis of every aspect of your current Dubsado setup.
04. DETAILED REPORT
A written summary detailing the 88 points that were evaluated in your account. Based upon your report, you will receive a grade, which will help you determine if you can DIY any issues or look at other The Hello Co. services to get your business back on the Dubsado track.
05. VIDEO CALL + RECORDING
A 45 minute 1:1 call to discuss your Dubsado Audit to help improve your current setup, what to fix, and suggestions for missing content.
dubsado STRATEGY SESSION
Stuck on this system? New to Dubsado? Ready to grow? We know!
90 Minute Strategy Session to get clarity on where you are in the process and what to do next in Dubsado
WALK AWAY WITH: A video recording of call and customized checklist and/or map for your next steps
INVESTMENT: $290
If you book a strategy session and decide to move forward with dubsado done-for-you, this session price ($290) is applied to your dubsado done-for-you purchase.
meet your specialist
Amy is the designer, font snob, hot sauce connoisseur, and mountain mama living in the Roaring Fork Valley. A Colorado native, she appreciates a well-traveled pair of boots and is often found in the pasture with her family chasing sunsets and fire pits. She dislikes white condiments and bad hair days (hence the cowboy hats).
She has looked at many blank screens and wondered where to start. After sixteen years in business and hundreds s of clients, she can help craft the beginnings of many new chapters.
A graduate from the University of Colorado with a Bachelor of Environmental Design from the School of Architecture. Amy is a Dubsado Specialist.
