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Done-with-You Template Installation
In just one hour, I'll install your purchased template, customize it with your brand details, and assist with recommended automations so you can execute with ease.
FAQs
The investment
You've purchased a template from the shortcut shop, but right about now you could use a little help with implementation.
+ 60-minutes of installation and customization for one (1) template purchased from the shortcut shop using your brand colors, logo, brand photos, preferences, and copy you bring to the session with you.
+ Assistance with and guidance on the setup of automations recommended with your template resource.
+ Session recap email outlining what we accomplished, recommended action steps for further implementation, and access to our call recording.
+ Access to any additional files or resources we create during your session so you can file them away with your brand assets for future use.
Schedule
First, you'll book your session and make payment to hold your date. You'll be able to share what template you need help with when you book so we can maximize our time and your investment.
01
Meet
On the day of your session, I'll log into relevant systems, install your template, customize it, and assist with recommended automations for 60 minutes so you can use the new template with ease.
02
Recap
Once our session is complete, I'll send you a recap email with details on what we accomplished along with the call recording and any other action steps I recommend for using the template in your business.
03
I'm so glad I hired Krystal to help me streamline my business and improve my Dubsado workflows and systems. I had become so busy in my business that I was constantly falling behind and failing to do the things I knew needed my attention on the back-end to set myself up for success. I couldn't do it all anymore and I was looking for relief and improvement. Not only did she help me beautify my forms, emails, and workflows -- she also helped me reimagine some of the tasks I was doing manually so that I could free up more of my time for the things that really mattered and make my life all around easier. She combined my multiple calendars into one and taught me things I didn't even know Dubsado could do. But my favorite part is that now I have confidence in my system and all the forms that are client-facing. My clients are still well-taken care of and now I'm more taken care of too! She basically saved me from myself. Thank you so much!
I'm so glad I hired Krystal to help me streamline my business and improve my Dubsado workflows and systems. I had become so busy in my business that I was constantly falling behind and failing to do the things I knew needed my attention on the back-end to set myself up for success.
I couldn't do it all anymore and I was looking for relief and improvement. Not only did she help me beautify my forms, emails, and workflows -- she also helped me reimagine some of the tasks I was doing manually so that I could free up more of my time for the things that really mattered and make my life all around easier. She combined my multiple calendars into one and taught me things I didn't even know Dubsado could do. But my favorite part is that now I have confidence in my system and all the forms that are client-facing. My clients are still well-taken care of and now I'm more taken care of too! She basically saved me from myself. Thank you so much!
Krystal delivers so much more than she advertises. Krystal is incredibly focused and perceptive. When she builds you a custom CRM, she notices what /you/ and /your/ clients need. Even if you're not very good at expressing what that is! Since my workflows went live, my revenue has skyrocketed. I am better able to meet my client’s needs - and I’m able to take on more clients. I feel confident and prepared at every stage of a matter, from intake to invoicing. I love knowing that my weaknesses are being taken care of by my automations.
My CRM lets me spend my days focused on my strengths - talking to clients, researching their legal issues, and solving their problems!
Krystal delivers so much more than she advertises. Krystal is incredibly focused and perceptive. When she builds you a custom CRM, she notices what /you/ and /your/ clients need. Even if you're not very good at expressing what that is!
Since my workflows went live, my revenue has skyrocketed. I am better able to meet my client’s needs - and I’m able to take on more clients. I feel confident and prepared at every stage of a matter, from intake to invoicing.
I love knowing that my weaknesses are being taken care of by my automations. My CRM lets me spend my days focused on my strengths - talking to clients, researching their legal issues, and solving their problems!
Krystal has not only become my amazing workflow ninja, she's become a friend. Through our time together, I was empowered not only to think about robust an effective workflows and processes to serve my clients, but to be a better boss, friend, and leader. Krystal is dynamically encouraging and wicked smart. She was easily one of the best investments I made into myself and my business.
Experience Highlights: It was a JOY to hear how you thought about workflows and business. It was truly a privilege watching you in action. You showed me through zoom screen share exactly where we were progressing at every step in the process. You sent over calendar invites for upcoming appointments, thus making my scheduling easy.
Krystal has not only become my amazing workflow ninja, she's become a friend. Through our time together, I was empowered not only to
think about robust an effective workflows and processes to serve my clients, but to be a better boss, friend, and leader. Krystal is dynamically encouraging and wicked smart. She was easily one of the best investments I made into myself and my business.
Experience Highlights: "It was a JOY to hear how you thought about workflows and business. It was truly a privilege watching you in action. You showed me through zoom screen share exactly where we were progressing at every step in the process. You sent over calendar invites for upcoming appointments, thus making my scheduling easy."
I would highly recommend Krystal and her team for any and all Dubsado or organizational needs. I have a lot of moving pieces and deliverables in my branding business and Krystal was able to break down each step to create a workflow that helped remove overwhelm and clutter on my end. Everything she designed was beautiful, the canned emails are so helpful and the workflow helped me book higher paying clients. I get compliments often how professional my onboarding is. Us 'right brain' creatives desperately need Krystal to help us compartmentalize our process and build every phase of our project process. Truly so thankful for you, Krystal.
I would highly recommend Krystal and her team for any and all Dubsado or organizational needs. I have a lot of moving pieces and deliverables in my branding business and Krystal was able to break
down each step to create a workflow that helped remove overwhelm and clutter on my end. Everything she designed was beautiful, the canned emails are so helpful and the workflow helped me book higher paying clients. I get compliments often how professional my onboarding is. Us 'right brain' creatives desperately need Krystal to help us compartmentalize our process and build every phase of our project process. Truly so thankful for you, Krystal.
Krystal is supremely organized and what she delivered was even more than what I was initially envisioning. Rather than stopping at the on-boarding process, Krystal also helped me automate some tasks in the fulfillment, communication, and off-boarding of my service! She tackled a very complex connection using Zapier that gave me even more time.
She literally gave me an employee that's working for me 24/7! I cannot wait to work with her again on my other services and have recommended her far and wide.
Krystal is supremely organized and what she delivered was even more than what I was initially envisioning. Rather than stopping at the on-boarding process, Krystal also helped me automate some tasks in
the fulfillment, communication, and off-boarding of my service! She tackled a very complex connection using Zapier that gave me even more time.
She literally gave me an employee that's working for me 24/7! I cannot wait to work with her again on my other services and have recommended her far and wide.
As a creative, I've struggled for YEARS to create an organized, efficient, and thorough set of SOPs that helped me create a truly brag-worthy experience for my clients. I was always trying to keep on top of leads and client job tasks, and I always felt like I was behind. After working with Krystal, I was able to clarify my product and service offerings, as well as implement a set of SOPs for every client that inquires with me. By setting up my Dubsado account with a single offer, Krystal saved me hundreds of hours of work, and she even taught me how to duplicate and modify the SOPs so they could evolve alongside my business and services. I loved working with Krystal - she was ALWAYS on top of it and an absolute pleasure to work with. I don't know what I would have done without her, and I would ABSOLUTELY recommend her to anyone who needs help getting their business organized!
As a creative, I've struggled for YEARS to create an organized, efficient, and thorough set of SOPs that helped me create a truly brag-worthy experience for my clients.
I was always trying to keep on top of leads and client job tasks, and I always felt like I was behind. After working with Krystal, I was able to clarify my product and service offerings, as well as implement a set of SOPs for every client that inquires with me. By setting up my Dubsado account with a single offer, Krystal saved me hundreds of hours of work, and she even taught me how to duplicate and modify the SOPs so they could evolve alongside my business and services. I loved working with Krystal - she was ALWAYS on top of it and an absolute pleasure to work with. I don't know what I would have done without her, and I would ABSOLUTELY recommend her to anyone who needs help getting their business organized!
Working with Krystal was invaluable. We were able to accomplish several workflow issues on my list and get my Dubsado prepared for a new service I'm offering next year. Her organization and even coaching mindset shifts around work was truly a blessing.
I would recommend Krystal to anyone in their business at any level- you would benefit so much and save time and MONEY by working with a mastermind like Krystal from the get-go.
Working with Krystal was invaluable. We were able to accomplish several workflow issues on my list and get my Dubsado prepared for a new service I'm offering
next year. Her organization and even coaching mindset shifts around work was truly a blessing.
I would recommend Krystal to anyone in their business at any level- you would benefit so much and save time and MONEY by working with a mastermind like Krystal from the get-go.
Strategists
Consultants
Coaches
Brand & Web Designers
Graphic Designers
SPECIALISTS
MARKETING & SOCIAL PROS
& more.
Business Attorneys
Copywriters
Photographers
Bookkeepers
The template you need help with was purchased from my shop.
You're prepared to bring your brand assets and related copy with you to the session.
You want a quick win so you can integrate the template into your exisiting workflow.
You did not purchase a template from my shop.
You want to pick my brain or troubleshoot a tech roadblock.
You're looking for done-for-you systems setup or systems strategy.
I highly recommend and specialize in the following tools to help you Organize Your Empire®:
Are you ready for your quick win?
When we're all done, you'll walk away with a customized business asset that helps execute with more ease and less stress.
Frequently Asked Questions
questions answered
No. Since the session deliverables are provided on demand at the time of the session. The session fee is due in full at the time of booking.
Yes! We sure can! Simply schedule a discovery call so we can determine which of my services are the right fit for you.
Yes! I do. Check out my power hour experience for hands on consulting, systems troubleshooting, and more.