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 consulting and client 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
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 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.
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!
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!
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 once you’re managing your workflow tasks on your own.
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.
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.
Appointment scheduler branding so you make a lasting impression even before the first call.
Branding of all Dubsado email canned emails so your client is smitten with your brand every time they hear from you.
Sometimes you're just not in a place to afford all the bells and whistles of expensive coaching programs or done-for you services. Sometimes you just want to get guidance from an expert who can validate your ideas and help you get things done right on the spot!
Enter my 1:1 productivity parties.
It's a productive 2-hour get it done session! You pick from one of my favorite party topics, we strategize, and start getting things done right there on the call together so that there's little to no homework for you at the end! When the party's over you'll even walk away additional tools, resources, and a crush it plan so you can take action and get things done!
One 2-hour call so we can strategize and work on your chosen session topic.
Recording of our call so you can review the strategies we discuss without having to write until your hand cramps.
An action plan document filled with call notes, tips, resources, and action items so you can finish up your project.
7 days of Loom & email support just in case you have some post party questions.
so, what is this thang?
12 Month Marketing Calendar
30 Days of Social Media
Social Media Optimization
Content Creation Workflow
Client Attraction Plan
Email Funnel Mapping
Daily Work Planning + Productivity
Dubsado Workflow Mapping
"Pick my Brian" Q+A
What you're gettin'
$297 ($580 Value)
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.
you deserve this!
Believe it because it's true! You deserve to have:
Feeling 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!
let's do this