Virtual Assistant Service.jpg

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'! Together we will map out your client journey, and then I'll 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.

 
alex-perri-bmM_IdLd1SA-unsplash (1).jpg

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...

joyful-64kXttDapcY-unsplash 2.jpg
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 to contracts 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

£1400 

payment plan available