If you had just a little more time to work ON your business, your dreams of an organized referral based business would finally come true, right? You’re overwhelmed, burned out, and in need of a workflow that’s both practical and pretty so you can get things done and wow your client’s socks off in the process.

Enter Dubsado.
It's that amazing magical unicorn of a client management tool that helps you get contracts signed, appointments scheduled, questionnaires completed, and most of all... invoices paid! It's that all-in-one CRM tool that can save your life with an automated workflow. While it's one of the most powerful tools on the planet, it can feel like a beast to set up!

Right about now, I'm thinking what you're thinking. You really want to get serious about your business and set up your workflows but you just don’t have the time to put your clients on hold while you work on your business.  Don't fret sweet girl!

I’m here to help you get more time, freedom, and more money with your Dubsado workflows so you can have the work-life balance you started your business for.  Can I get an Amen? 

o matter how many hours you work, you just can’t seem to make more money. No matter how hard you work, you're drowning and it feels like you just can’t seem to get it all done.  If you had an automated workflow, you could finally step away from your business and put your phone down for more than an hour without feeling anxious, right?

No matter how many hours you work you just can’t seem to make more money. No matter how hard you work if feels like you just can’t seem to get it all done. 

You’re overwhelmed, burned out, and in need of a workflow that’s both practical and pretty so you can be more productive and wow your client’s socks off. 

You're a rockstar at what you do but

it always feels like there's no time for anything else but work.

n

You're wading through to-do lists, post it notes, and an email inbox that's just simply draining the life out of you.




You’re missing deadlines and feel so guilty that you’re not creating a good client experience, because you’re always behind or working on projects last minute. 

You feel frazzled every time you need to send a proposal or forget to send an invoice and it’s messing with your money!

You’re dropping balls, constantly putting out fires, and forgetting your client tasks and it makes you feel like maybe you’re just not cut out to run your own business.



Working every second of the day is stealing your life and you’re tired of feeling like you’ll never get to the next level because time to work on your business feels like it will never come.





I totally get you.

dear GIRL.

Getting your life back with the freedom you’ve always wanted because you’re unchained from your desk. #familytime

I’m here to take you from overwhelm and underbooked, to saving time, while you wow your clients and get more referrals in the process. You’re not just going to have a workflow that unchains you from your desk; you’ll have a process that’s practical and pretty without spending hours in setup mode away from the people and things you love.

Let's make wow-factor workflows work for you so you can live a full life unchained from your desk!

A workflow that gives you back your time so you can make more money and get to the next level in your business.





Working ON your business in peace because your automated workflow does all the heavy lifting for you. 




Sending gorgeous high-converting proposals in all of 2 clicks.


Completing your projects on time while impressing your clients with a process that moves them to send you referrals. Cha ching!

Imagine this instead:

sound familiar?

Done-For-You Dubsado Setup

You’ve followed all the raves and praise to sign up for Dubsado and now the brain fog of setting up this magical machine is about to cause you a burnout breakdown.

With this service, you’ll have a fully branded and streamlined client management process that saves you time with built-in automation so you can run your business without overwhelming repetitive tasks. Don't even get me started on how you'll wow your client's socks off with your pretty process and gorgeous forms. Can we say "Hello referrals!"

The end game is about giving you the workflow of your dreams and you'll finally learn how to use Dubsado for your business too!

$1097

payment plans available

($2997 VALUE)
+$297 ADD-ON PER
ADDITIONAL WORKFLOW

time frame: 4-6 weeks

Here's what You're Getting:

60-minute dream workflow mapping session so we can lay the framework of your dream workflow. 

Full Dubsado setup including one streamlined workflow with built in automation so your process can do the heavy lifting for you.

Setup of appointment scheduler so your lead capture and appointment scheduling process is fully automated and gorgeously branded. 

Branding + design of your Dubsado forms, proposals, questionnaires, and canned emails so that everything you send your clients is gorgeously designed and on-brand. 

Surprise and delight client experience suggestions so your clients are wowed and excited to send you referrals.

Email + Loom video updates during process set up so you’re up to date on your set up process.  

1:1 recorded process walk-through call so you know the entire flow of your process from start to finish.

How-to videos so you never feel stuck training your team or managing your workflow tasks on your own.

back to pricing & info

The Process: How it Works

We'll meet for a quick 15-minute discovery call to discuss the details of your Dubsado setup needs + get booked.

We'll meet for a workflow mapping call to map out your client workflows in Dubsado terms so that set up is a total breeze. 

The Krystal Clark Creative team gets to work on setting up your gorgeously streamlined workflow.

We'll meet on two recorded walk-through calls to make revisions and ensure everything is set up just right!

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4

discovery call +  booking

Workflow Mapping Call

Workflow setup

walk-through calls

back to pricing & info

Frequently Asked Questions

The process takes 4-6 weeks depending on the number of workflows needed, and the complexity of each workflow.

You'll need an established branding aesthetic along with your packages and what they include, your legally binding contract verbiage, and the questions you'd like to ask on your forms.

Yes! I sure will. I have a collaborative approach to creating canned emails  during our workflow mapping call so that you can give me insight on what each email should include. 

Heck yeah they will!  Dubsado form design is my specialty, I ensure that your Dubsado forms have wow-factor and match your brand aesthetic flawlessly!

how long is the setup process?

What do I need in place for you to help me set up my workflows in dubsado?

will you assist me with writing copy for canned emails?

will my forms be pretty too?

back to pricing & info

Dubsado Form Design + Branding

You've set up a Dubsado process that works for you but there's just no wow factor in your workflow. You’ve taken a few stabs at designing your forms but everything looks short of meh and in your mind, there’s no way someone’s booking you after that proposal template you just made.

You want your forms to be pretty but design just isn't your superpower.

With this service, you’ll walk away with confidence in your fully branded workflow that leaves your clients' jaw on the floor the second they see your first proposal!  

$597

+$95 per Additional Form

($1297 Value)

time frame: 2 weeks

Here's what You're Getting:

30 minute kickoff call so we can make your “Brand It Checklist.” 

Design & branding of 5 Dubsado forms, proposals, or questionnaires so you can wow your client every step of the way.

Dubsado client portal branding so your clients can have a warm welcome to their suite of materials.

Email signature branding so your client is smitten with your brand every time they hear from you via Dubsado mail.

BONUS Canva templates of your designs so you can make minor updates to your forms as needed.

Convenience to add additional forms to the package if you need more!

back to pricing & info

The Process: How it Works

We'll meet for a quick 15-minute discovery call to discuss the details of your Dubsado setup needs + get booked.

We'll gather necessary materials and meet for a kick-off call to chat about your Dubsado forms and Dubsado brand settings.

I'll get to work on designing your Dubsado forms and brand settings to perfection in two weeks.

We'll make one round of revisions so that your forms  and Dubsado brand settings are created just right!

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4

discovery call + booking

kick-off call

Design begins

final revisions

back to pricing & info

Frequently Asked Questions

The process takes 2 weeks depending on the number and complexity of the forms being designed.

You'll need an established brand aesthetic including your logo with a transparent background, your brand color codes, branded headshots (or stock photos) as well as the questions you'd like to ask on your forms. You'll also need to ensure your packages are already added into Dubsado for proposal designs.

Copywriting is not included with this service but I am known to drop a surprise line or two in your forms to add a little FUN!

Since the focus of this service is tailored to designing forms, assistance with tech setup, smart fields, and automation are not included. Support with automation and tech can be found in my Dubsado setup package. 

how long does this process take?

What do I need in place for you to design my forms?

will you assist me with writing copy for my forms?

Will you set up smart FIELDS and tech to ensure my forms work properly?

back to pricing & info

Dubsado Strategy Session

Get guidance from a Dubsado expert who can help you map out your workflows and teach you how to creatively use Dubsado for your business right on the spot!

This personalized one-on-one strategy session is totally dedicated to mapping out your workflows and teaching you how to use Dubsado for your business.

The best part about it is that you get 2 full hours to strategize and learn all things Dubsado!

$297

Workflow Mapping Trello Board Included

($891 Value)

training included

Here's what You're Getting:

Pre-call questionnaire so we can plan our call and create your "Teach Me List."

One 2-hour call so I can help you map out a strategic workflow and teach you how to use and navigate key Dubsado features.

A Dubsado workflow mapped out using a personalized Trello board designed and written in Dubsado terms so that you can seamlessly DIY your setup the easy way!

Helpful email templates and tutorials included in your Trello board to help you fly through your workflow setup!

Recording of our call so you can review the full replay of everything I share on my screen and everything we discuss without having to write until your hand cramps. 

back to pricing & info

The Process: How it Works

You'll book your session at the booking link below by completing a proposal, agreement, and making payment.

Once payment is received, I'll email you access to my appointment scheduler so you can pick the best time for your session and complete the pre-call form all in one easy step!

We'll meet on zoom to map out your workflows and discuss how to strategically use Dubsado features for your business. 

After our call, I'll send you access to your workflow Trello board as well as our call recording so that you can refer back to them at any time.

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4

Strategy session Booking

Session scheduling

we meet on zoom!

I send resources.

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Frequently Asked Questions

As we map out your Dubsado workflows in Trello we'll cover how to strategically use Dubsado for your business as well as tricks for designing your forms and ways to automate your workflows using powerful Dubsado features. 

I provide a short pre-call form for you to fill out when you schedule your strategy session so that you can give me all the information I need to gather for our session. 

We typically work on one workflow during our session so that we can be as through as possible. If time allows we can chat about additional workflows.

We sure will! Once we've mapped out your workflow steps, we'll log into Dubsado and begin to "rough draft" your workflow. We'll spend time going through features you struggle with during this time as well. 

what can I learn from you on this call?

How should I prepare for our call?

how many workflows will we discuss on the call?

Will we work in dubsado during our call?

back to pricing & info

She did all the heavy lifting - and went above and beyond what I expected - so I could focus on my business. It was worth every cent I paid. 

macey Miller

you deserve this!

Believe it because it's true! You deserve:

To feel more accomplished instead of busy and burned out.

More time, freedom and money to focus on family and fun.

A productive workflow that is practical, pretty, and profitable.

Happy clients and more referrals!

Get what you deserve

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