Your plate is so full that working 7 days a week seems like your only option to get through the admin work. Even then, it feels like you'll never get to the fun stuff your clients hire you for.
You're spending hours creating proposals from scratch every time you have a discovery call and writing the same emails over and over again is completely frying your brain.
Right about now, you want to take a day off for a change, get your work done, and impress your clients to keep the referrals rolling in. Am I right?
It sounds like you need a streamlined client workflow so you can escape the burnout, get things done, and wow your client’s socks off in the process!
I'm talking about a workflow that not only wows your clients, but serves YOU with built-in automation so you can get your balance back too!
Just thinking about setting up a workflow for your signature service is making your eyes glaze over and you just don’t have the time to put your clients on hold to work on one, right? Don't fret, love!
ou're struggling with systems to get your work done and with things all over the place, it feels like your process is just not serving you or your clients well.
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've got that go-to package that almost everyone books and you know what you're doing but
your process for serving your clients is a hot mess express!
Y
Work with me one-on-one so we can map out & setup a signature client process in Dubsado that consistently saves you time and helps you serve your clients better. At the end of my signature setup experience, you'll walk away with:
A Wow-Factor Dubsado Workflow
transform the way you work with
You're spending so much time doing every task manually and writing the same emails over and over again that you feel completely bored with your work.
You're spending hours creating proposals from scratch every time you get a new client or feel frazzled every time you need to send an invoice and it’s messing with your money!
Forms, project updates, and follow up emails go out for you automatically as you do the work that brings you joy and complete your project tasks without interruption.
You send gorgeous high-converting proposals in 2 minutes with a few clicks and clients are booking you faster. Plus, your system sends invoices and payment reminders for you. Cha-ching!
You consistently make every client feel special every step of the way because you're focusing on them, completing your projects on time, and produce rave-worthy results. Now you can't stop the referrals form pouring in.
You regularly take a days off to binge watch This is Us, take mid day naps, go on Target runs, and spend time with family without being glued to your phone because your workflow is doing the heavy lifting for you.
You're dropping balls and forgetting tasks because you’re wading through to-do lists, post it notes, and your email inbox instead of focusing on wowing your clients with a killer end result.
You're chained to your laptop or phone 24/7 and feel like you're not enjoying the life you started your business for. You need a day off but you're terrified that something will fall through the cracks, and take your client's impression of you with it.
The Before & After
Right now:
after you work with me:
a streamlined workflow
a branded
proposal
canned email templates
Infused automation
with all the Dubsado details figured out.
that wows & converts leads into clients.
that save you time & keep your inbox question free.
that helps you onboard and serve your clients on autopilot.
Who is this for?
Virtual Assistants
Consultatnts
Coaches & Educators
Strategists
Social Media Managers
Bookkeepers
Photographers
Creative Solopreneurs
Copywriters
Graphic Designers
Attorneys
Brand & Web Designers
my dubsdo setup intensives are for:
it only takes one discovery call to change your life, friend.
You started your business to serve your clients and get them results, not become a glorified secretary chained to your desk.
You’re not just going to have a workflow that gives you your time back; you’ll have a process that wows and turns clients into raving fans without spending hours in setup mode away from the people and things you love.
I’m here to help you get more time, freedom, and more money with your workflows so you can have the work-life balance you started your business for. Can I get an Amen?
let's chat →
Click each phase below to see how we'll use my proven framework to setup a workflow for your signature service so you can serve your clients with excellence and ease.
How it Works
WORKFLOW DETAILS FORM
⬝ What tasks are stealing your time.
⬝ What tools you're using.
⬝ Where you want your workflows to do the heavy lifting
⬝ Your goals for how your clients will experience your brand
⬝ Your goals for how you'd like to feel managing your clients with the new workflow we'll create together!
I'll take a peek at your signature service to make sure your deliverables are clear by conducting a signature service audit. I do this audit to suggest refinements to your offer and payment plans so you can present an offer to clients that is easy for them to understand and one that's a breeze for you to deliver.
We'll get started with a workflow details form so you can give me a peek inside the world of your biz and share all the details about:
phase 01
what's included
phase 5
phase 4
phase 3
phase 2
phase 1 >
WORKFLOW MAPPING INTENSIVE
✓ A seamless inquiry & booking process
✓ Easy consultation and appointment scheduling for your clients based on your convenience and theirs.
✓ A sales followup process for every proposal you send so no sales opportunity falls through the cracks.
✓ Project statuses that help you track where clients are in your process without having to read a single note.
✓ An automated off-boarding process that produces referrals & rave reviews for future clients to see.
✓ Surprise and delight check-ins and gift giving so you can wow your clients throughout the entire process.
In this phase we'll meet one-on-one to map out your dream workflow from inquiry to off-boarding. When we map out your signature client process we'll make sure to map out steps to ensure your client experience is infused it with:
phase 02
what's included
phase 5
phase 4
phase 3
phase 2 >
phase 1
workflow workFLOW SETUP
You sit back and relax, or just go about usual business as I organize everything in your account so that your canned emails, packages, and forms are easy for you to find when you serve your clients day to day.
I'll build in all the automation and design each form we mapped out in your workflow so that it is on brand with your colors, fonts, and brand guidelines.
PLUS, you'll totally receive video updates on progress as I setup each phase of your workflow.
This is the best part for you! During this phase I take the reins on all the details we mapped out together and work to setup all of your brand settings, packages, canned emails, forms, schedulers, and features inside of Dubsado.
phase 03
what's included
phase 5
phase 4
phase 3 >
phase 2
phase 1
workflow review call
Finally, we'll wrap up your Dubsado setup experience with a final workflow review call so I can train you (and your team) on how to use your workflows. You'll also be able to ask questions and get clarity about your systems setup.
Then, we'll celebrate with a happy dance and I'll send you a recording of your review call so that you can refer back to it at anytime for training purposes.
Sounds like a great plan, right? It all happens for you in just a few weeks so you can start serving your clients better and get your time back in well--no time! Pun intended.
phase 04
what's included
phase 5
phase 4 >
phase 3
phase 2
phase 1
post project SUPPORT
We'll wrap up our project with 30 business days of workflow support so you still have me as an expert on speed dial while you use your new workflows with your clients.
My team and I will be on standby to answer any questions you have about your workflows in 24 business hours or less.
We love to send you answers with an accompanying loom video so you can get your questions answered with complete clarity.
PLUS! There are also a progress report call at the end of your support time to check in on your progress, and reinforce productivity best practices.
phase 05
what's included
phase 5 >
phase 4
phase 3
phase 2
phase 1
here's what you can get:
One streamlined client process for one signature service mapped out in Dubsado with built in automation so your process can do the heavy lifting for you. Zapier zaps included!
Setup of your appointment scheduler so your inquiry and appointment scheduling process is fully automated.
Branding + design of your Dubsado forms, proposals, and questionnaires, so that everything you send your clients is gorgeously designed and on-brand.
Email + video updates during the process so you’re up to date on your set up.
1:1 recorded training call so you can ask questions about your setup and learn how to use it!
A Workflow Mapping Day so we can lay the framework of your dream workflow.
the details
what's included >
phase 5
phase 4
phase 3
phase 2
phase 1
When we're all done,
you'll have a streamlined client process that helps you save time & serve your clients better from start to finish. — wow-factor included.
let's organize your empire ⟶
Investment:
$5000 (Payment Plan Available)
You'll also receive these bonuses...
.01
.02
.03
.04
A daily kickstart routine checklist so you know what to focus on first when you sit down to work each day.
Calendar time blocking training so you can plan, stay on task, and stay on schedule with your client work.
Browser tab management training so that you can find your systems, log in, and get to work in a flash.
A client gifting guide so you always impress your clients with a thoughtful gift they'll actually want to use!
"DO IT! Krystal really makes sure there are no holes with in the process! She is a genius at not only creating an amazing workflow that takes the craziness out of your everyday, but she creates some pretty awesome graphics too."
CRYSTAL sullivan
"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
"Krystal made it easy, set up systems to save me time and made it so much simpler to connect with my clients and keep them up to date on their contract, payment, and process."
amalie orrange
"Krystal is a mastermind at what she does. My Dubsado workflows are seamless and help me to focus on the heart of my business. I couldn't have gotten this far without her!"
AMBER MOSLEY
"I loved working with Krystal because she has her process dialed in and every area already thought of so she can take care of it all. Amazing work throughout."
asher gardner
"You have made a tedious (aka terrifying) task so much fun, coz I got to do it with you! ...Thank you for everything! I think you are both a left and a right brain genius, I do not know how you do it but I sure am glad that you do!"
RINCEY PHILIP
Wait a minute now Krystal. Why is this service so expensive?
Wait. Hold the phone.
Why is this so expensive?
let me explain, friend. →
We don't just work in Dubsado.
Sounds good. let's chat →
We go beyond workflow consulting to help you examine your signature offer and refine anything in your offer that's causing you burnout. #builtinbusinesscoaching We not only design your forms, but many times we even design brochure pdfs, welcome guide pdfs, and landing pages on your website that need to be connected to Dubsado. Yep. that's in addition to tech setup inside of Dubsado. Sometimes clients need the right foundation for Google Drive or Dropbox organization related to thier client experience. --- Yep. we do that too. Don't even get me started about template creation. I could go on and on but let's chat all about it, friend.
Frequently Asked Questions
How long is the process?
How many signature services can we work on?
Do you help with creating emails & forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
The process takes a few weeks to make sure that we cover every detail.
We'll kick off your project start date with your workflow mapping intensive. Of course we'll take breaks and lunch is on me via Door Dash. Once your mapping day is complete, I'll work on the setup then we'll meet for a workflow review call so you can learn how to use your new workflow. The whole process takes a few weeks. --- mostly so we can be thorough.
the timeframe
How long is the process?
How many workflows can we work on?
Do you help with creating emails & forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
My belief is that trying to focus on building workflows for everything that you offer at one time can cause you overwhelm as you attempt to provide a workflow strategist all the details about all your services.
My proven 6-week setup method is based on a philosophy to fully streamline one signature service at a time so that we can map out the very best experience for your clients and the very best workflow to fit your work style.
Once you streamline one service, you can make a copy of your existing workflows and simply change the forms and emails that are different. --- And of course I can support you with this if you prefer me to do it for you.
# of Services
How long is the process?
How many workflows can we work on?
Do you help with creating emails & branded forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
I sure do. After we map out your workflows, my team and I will create and design your proposals, contracts, and forms so that everything is beautifully designed and on brand.
We'll also write all of your canned emails with my covetted email writing method too!
canned emails & form design
How long is the process?
How many workflows can we work on?
Do you help with creating emails & forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
It sure is. We'll setup the tech for your client process as we map it out.
We'll setup tech in Dubsado and we'll also create zaps to connect your new Dubsado workflow to your existing website, email marketing tool, project manager, and file management system and more.
automation
How long is the process?
How many workflows can we work on?
Do you help with creating emails & forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
Absolutely! You'll receive 30 business days of support after our project time together is complete so that you get support as you implement everything we've accomplished together. Additional support time is also available if you still want guidance and support from an expert beyond the 30 days.
Support
How long is the process?
How many workflows can we work on?
Do you help with creating emails & forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
I sure do! Making my services attainable for entrepreneurs on a budget is actually really close to my heart. I know what it was like to not have a huge budget to work with so a payment plan is absolutely available.
Let's schedule your discovery call so we can chat all about it!
payment plan
How long is the process?
How many workflows can we work on?
Do you help with creating emails & forms?
Is tech & automation included?
Is support provided after the intensive?
Do you have a payment plan?
Do you offer workflow consulting?
Yes! 2-hour consulting intensive experiences are available for entrepreneurs who need consulting about their workflows, systems and productivity. -- inspiring systems & Dubsado pros have a consulting option too! See the details here.
Systems & Business consulting
Friend, you've been doing things the hard way for way too long and it's burning you out.
