Use the most of Dubsado's automations and workflow triggers.
I didn't stop there. I went into her Squarespace website and made updates so that her website experience matched the experience her clients would receive through her workflows.
Set up a way that allows clients to pay her with lawpay through Dubsado.
Deliver a consistent client experience for each of her trademark clients so that can make more impact with their genius.
Rukayatu “Ruky” Tijani is a Trademark Attorney and the Founder, Creator, and Chief Esquire Officer of Firm for the Culture.
Ruky founded the Firm for the Culture after years of serving as an intellectual property attorney in the Silicon Valley Office of the top litigation firm in the country.
Firm for the Culture was born out of Ruky’s passion for the law, social impact, social entrepreneurship, and strategically scaling to create sustainable change.
I setup workflows with ready to use canned emails, form templates, and automation inside of Dubsado. I went through each of her existing email templates and made updates to ensure that her clients were educated about the process and what to expect at each step of their experience. Yep. I wrote new emails wherever they were needed too.
I designed her a new improved proposal to help her convert new clients after discovery calls. I also designed every form she needed for her trademark experience and designed a client portal to match.
I even organized her packages, schedulers, and payment plans in Dubsado too!
Ruky reports, "I've gotten space and time to simply serve my clients instead of consistently having to think about getting certain documents to them!" She also mentions that it's been AMAZING being able to train her staff to simply work through and edit portions of amazing workflows too.
During our project Ruky and I became such great friends. We have monthly coffee chats and even joke about create a podcast from our chats because they are so good. I'm so honored she chose me and so happy about the results she experiences from my work each and every day.
Based in Austin, TX, Cayla and David are the husband and wife duo behind Carhart Photography. They specialize in making their clients feel comfortable in front of the camera as they capture memorable moments for their clients on their wedding day.
Here is what Cayla and David say about their life and the results they've gotten after working with me.
We've gotten so many compliments on our organization and ease of communication.
We've been able to stay on top of all client tasks and creating the seamless experience we always wanted to provide
We have been able to book significantly more consultation with ease, thus expediting our booking rate and quickly increasing our income past our initial goal for 2020.
Infuse infuse automation so they wouldn't miss their touch points with clients.
Take better care of the influx of clients they are getting as their business continues to grow.
Have a branded and streamlined client process with as much automation as possible.
Rita & Co. is a copywriting company on a mission to empower women-owned businesses, women-led brands, and military spouses to find, develop and use their voices to tell their stories in a real way.
I setup a client process jam-packed with canned emails, form templates, and automation. When we worked together, I set out to create more automation in her workflow but I also wanted to help her book clients easier too.
After working with me, Rita is selling her services and booking clients easier with a branded proposal that converts interested leads into real paying clients.
Her workflow now helps her focus on giving her client a memorable client experience without burning her out with endless admin work.
Brand is a Facebook and Sales Funnel Strategist at Brandi & Co. specializes in helping creative entrepreneurs and small businesses create optimized Facebook ads and sales funnels to maximize their sales, conversions, and traffic.
After receiving her newly branded Dubsado forms and client portal, Brandi was also able to re-purpose her form design Canva templates into Facebook Ad and social media graphics!
Give her forms some life so she could feel confident about sending a proposals and client forms that showcased her knowledge, packages, and the results she gets her clients. Have a branded and streamlined client process with as much automation as possible.
Rincey Philip Interiors is a Dubai-based interior decorating firm. Rincey has a passion for stunning in-person design services and online design consultations for clients anywhere in the world.
After signing up for Dubsado, Rincey logged into Dubsado with no idea where to begin and she didn't have time to stop serving her clients to set up a system. She needed a workflow for each service offering so that she would not miss a beat serving her clients from lead capture all the way to off-boarding and getting client reviews.
We started with a workflow mapping call to get everything she does to serve her clients out of her head and into a workflow process decked out with Dubsado specific actions and automations. We determined every task, form, scheduler template, or email she would need in both of her workflows and the Dubsado conditions for each of them.
Serve her clients better without tasks falling through the cracks.
Have a cohesively branded client experience that could impress her high-end clients in Dubai.
Jevettra is a talented wedding pro with a passion for luxury events and memorable client experiences. She is the owner of Avila Dawn Events, a South Carolina based boutique event planning company specializing in weddings, events, design and coordination.
During my design sessions, I sifted through her portfolio for just the right images, and spent hours creating forms that seamlessly matched her branding and website.
After receiving her newly branded Dubsado forms and client portal, the first words in her email back to me were....
Infuse her new brand elements into her client process so she could wow her clients.
Send proposals that stand out from competitors in her market
Asher is the owner of Asher Gardner Photography. She's a fine art wedding photographer that captures the essence of love for exceptional couples.
After receiving her newly branded Dubsado proposal, Asher is sending off her new proposal and getting bookings right away. Clients are giving her compliments and amazing feedback about their booking experience with the new proposal and it's boosting her confidence!
To have someone who specializes in Dubsado really bring her proposal from okay to AMAZING!!Get organized so tasks wouldn't fall through the cracks.
Present her proposals in a more professional and luxe way.
Amalie, is an Orlando wedding photographer, a mom of two awesomely creative kids, and wife of a firefighter. As the owner of Amalie Orrange Photography, she is obsessed with everything weddings and her most favorite thing about weddings is that she gets to create such amazing friendships with her couples.
After signing up for Dubsado, Amalie was so confused about how to switch over from her old CRM and she didn't have the time to learn how to set up and organize a new system. She was sick of copying and pasting emails, and having to work too hard to make her old CRM work for her.
Here's what she says about life before working with me: "I was overwhelmed! I was sick of copy and pasting emails and having to work too hard to make my old CRM work for me."
During the project we mapped out every step of her client process for weddings and triple checked the process so that there was as much organization and automation in her process as possible. We mapped out every task, form, scheduler template, or email she would need in both of her wedding experience and the Dubsado conditions for each of them.
Get organized so tasks wouldn't fall through the cracks.
Make all the things pretty in her workflow..
Save time managing her leads and clients.
This is more than just a mere workflow setup, darling!