Done for you Dubsado set up
You know having a CRM system in place is gonna take your business to the next level, making the way you run things completely seamless and giving your clients a drop dead gorgeous experience at every touch point, but let's face it:
there aren't enough hours in the day to wade through the set up tutorials, and you're juggling multiple platforms/tools/services to make sure everything is ticking over on a wing and a prayer.
Let's start 2023 off on the right foot and get those workflows flowin'! After mapping out your client journey together, Molly & Adam will then go away and craft your beautifully branded processes from enquiries to offboarding, and walk you through each step so that you feel calm, confident and in control of your business.
You are ready to scale your business sustainably
Admin tasks are piling up leaving you unable to meet the growing demands of your business
You are juggling multiple different platforms, subscriptions & tools to manage your clients
You are a coach, mentor, photographer, or other service provider
You want your clients to have a beautifully authentic and smooth experience at every single touch point
You already have branding assets & are clear on your messaging and tone of voice
This is for you if:
"I don't think it's a coincidence that my 1:1 offer filled up once you'd set up my Dubsado onboarding so beautifully. It was like the red carpet had been rolled out for my people."
TAMSIN CRIMMENS - SOMATIC BUSINESS COACH
Ok but what even is Dubsado?
Dubsado is a CRM powerhouse. It's an all-in-one online system that makes managing clients & projects the easiest part of doing business. A wild thought, I know.
With Dubsado you can send contracts to clients for e-signatures, effortlessly create invoices, create completely customisable client documents - from proposals to questionnaires - which are all kept safe & sound in one client portal - making everything super easy to access for your clients.
The juicy details
✷ CLIENT JOURNEY MAPPING SESSION
✷ CREATION OF LEAD CAPTURE FORMS, QUESTIONNAIRES, PROPOSALS
✷ SET UP OF PACKAGES, PAYMENT PLANS, CANNED EMAILS & SCHEDULER
✷ 2 X WORKFLOWS
✷ WALKTHROUGH & IMPLEMENTATION CALL
✷ 4 WEEKS EMAIL SUPPORT
payment plan available