NU
revolutionise your virtual world
improve your client experience
Dubsado build
Dubsado build
This service includes a detailed business audit to analyse your current business situation, followed by creating or optimising processes and systems in and around Dubsado. The implementation is designed to suit the individual needs of your business, resulting in a customised Dubsado that is streamlined and automated, ready to wow your clients!
grow your business
why this is different
Optimised lead capture form to qualify your leads and remove time wasters, implemented organic lead generation strategies, on brand proposal structure proven to increase results, referral strategy to increase lead generation...
Process audit to ensure there are no bottlenecks, automations that you wouldn’t have thought about, including automated marketing processes...
Business strategies to achieve your goals, productisation of your packages and services, finance management strategies, optimised team management and communication strategies for both team and clients...
Developing your mindset, your vision implemented and realised, CEO calendar strategy to optimise your working week, zero inbox strategy, implemented time management and focus strategies...
does this sound familiar?
- You want have the best processes and systems in place to support your growth
- You want to get time back so you can spend it where you need to
- You are currently using a manual process, where you piecemeal things together and do things on the fly
- You are trying to keep things professional but you don’t have a consistent client journey
- You are overwhelmed and stressed by Dubsado and it’s features because you don’t know how it all works together and don’t know where to start
- You don’t want to spend hours reading through generic training guides that won’t help with your specific business needs
- You are tired of working into the late hours finishing off work, and you still don’t have time to look into the back end of your business
can you relate to these?
then this is for you!
process
We will get to know each other over a Zoom call, as well as discussing your pain points and requirements
Once onboarded, we will get together for a Strategy call to dive deep into your Dubsado, systems and tools
After our Strategy call, I will design and implement unique and efficient solutions for your business
I will present to you your fully streamlined and automated Dubsado. Here we can also make some amendments if required
You will have support 30 days after handover to make sure you have everything you need post implementation
improve client experience
just imagine
- Wowing your clients with a consistently smooth and elevated client journey
- Dubsado demystified and structured in a way that helps your business grow
- A refined and simplified client experience that they want to share with others
- Repetitive mundane admin tasks are automated
- A business that is effortless to run and set up for success
- Being able to increase your revenue because you have systems, processes and tools that support your growth
THE RETURN ON INVESTMENT IS NOT JUST FINANCIAL...
- Freeing up your time to focus on what's important to you, whether it's personal or business, because you have a business that's not running you into the ground
- More time so you can take on more clients, build your team and generate more income
- Having streamlined and automated processes, meaning your business is running like a dream
- Finally feeling in control of your business and day-to-day operations
- Workflows that’s a reflection of your unique business
revolutionise your virtual world
deliverables
what you get
Check out my FAQs
- Automated invoice processes including reminder emails to ensure payments are made on time and payment plans applied for monthly, milestone and instalment payments
- External automation to ensure all of your tools are talking to each other and removing the mundane admin tasks from your to do list
- Schedulers created and synced to your calendar, to ensure your leads and client book only your pre determined times and dates
- CRM process using automated workflows to send clients Questionnaires, Contracts, Proposals, Lead Capture Forms, Schedulers and Canned Emails
- On brand Contracts automatically created and sent to leads and clients, pulling in key data from your packages/services, as well as price, payment plans and timescales
- Captivating canned emails with your email signature to increase sales and clearly articulate actions and process
- Effortlessly capture data from clients through on brand forms sent in automated emails
- Recorded and documented tutorials and training on how it all works
- Build of on brand templates, including Forms (Questionnaires, Contracts, Proposals, Lead Capture Forms), Schedulers, Packages, Payment Schedules, Canned Emails and Workflows
- Documented standard operating procedures (SOPs)
- Build of Client Portals, communications and reporting mechanisms
- A CRM process built in a way to streamline your client experience, giving them a smooth journey throughout the process, including on and off boarding them, client management and communication
- Beautifully branded Proposals structured in a way that are statistically proven to produce results
- Optional Team recruitment and onboarding processes, including contracts and onboarding forms
- Automated lead capture process that will bring in qualified leads
INVESTMENT: £2300 (there are no caps on items/services)
PLUS £750 PER ADDITIONAL BRAND
(PAYMENT PLANS AVAILABLE)
COMBINE WITH A clickup BUILD AND GET £500 OFF!
WANT TO HAVE dubsado SET UP SOONER?
CHOOSE THE VIP DAY AND HAVE YOUR dubsado OPERATIONAL AND STREAMLINED IN ONE DAY!
OVER THE COURSE OF A DAY, YOU WILL HAVE ALL THE CORE ITEMS CREATED AND LINKED TOGETHER FOR A SPECIFIC PROCESS
INVESTMENT: £2800
Let me create a dream journey for your clients, that not only will they love because it will be a smooth experience, but will be easy to execute, saving you time.
let me help you
