Transform your Dubsado into a business-boosting powerhouse
Wedding season is hectic, and tackling an entire system overhaul can feel impossible!
This program offers a thoughtful, manageable approach, allowing you to make real progress without the stress. By spacing out the work over six months, we create space for intentional improvements that align with your goals—even during busy times.
THAT ELEVATED EXPERIENCE
INTRODUCING
HOW
IT WORKS
TELL ME
Kickoff: Start with a personalized questionnaire to uncover your unique needs and create a custom roadmap to revamp your client experience.
Monthly Focus: Each month, we’ll focus on one area of your Dubsado system to ensure every piece is optimized and aligned with your goals.
Collaboration: Monthly 1:1 sessions to set goals, map out a plan, and work through your system together using a shared Notion hub.
Ongoing Support: Walk away each month with clear progress, actionable steps, and a more polished system.
Our time together:
Month 1: General Setup & Branding
Ensure your Dubsado foundation is solid. We’ll review your company information, branding details, and integrations to create a seamless experience.
Month 2: Inquiry Forms
Optimize your forms to ask the right questions and automate responses. This ensures your CRM system works smarter, not harder.
Month 3: Packages & Invoicing
Refine your packages to match your goals and clean up outdated offerings. We’ll also enhance your invoicing setup with optimized payment plans and reminders.
Month 4: Proposals & Contracts
Elevate your proposals with cohesive branding and review your contracts to ensure they’re up-to-date and automated for efficiency.
Month 5: Canned Emails & Workflows
Revamp your client journey by refining workflows and crafting impactful canned emails aligned with your vision.
Month 6: Wrap-Up & Training
Review your progress, finalize any remaining details, and get hands-on training to confidently manage your system moving forward.
- A fully refreshed and functional Dubsado system.
- Custom workflows that reflect your unique client journey.
- Polished proposals, contracts, and branded templates.
- Confidence in using Dubsado to manage your business effortlessly.
My goal is to become your secret weapon, the invisible force behind the scenes propelling your business forward. You focus on your expertise, your passion, and your vision, while I handle the rest.
let's turn your to-do list into a thriving reality.
THE COST
for $300 a month
we'll dive deep into your business, identify roadblocks, and implement custom systems to streamline your workflow, manage your clients, and fuel your growth.
