If you’re ready to save time through systems and automation without making your clients feel like just another number, you came to the right place.
Clarity on leveling up your client experience.
Done-in-a-day
Dubsado setups.
90-day customized support to elevate your business.
Clarity on leveling up your client experience.
Done-in-a-day
Dubsado setups.
90-day customized support to elevate your business.
In a 60-minute strategy session, I will audit your current client experience process and we’ll create an organized outline and strategy to implement after our time together. These are perfect for do-it-yourselfers or business owners who want guidance on best practices to operate with efficiency.
What's included:
→ Thorough questionnaire to establish your main goals
→ 60-minute one-on-one strategy session customized to your needs
→ Detailed notes and follow up sent to you after the conclusion of the session
During a Dubsado Intensive, you’ll get a fast overhaul of your client experience processes. No more manually doing tasks that should be automated, no more sending those painfully robotic automated emails, and no more wondering what your clients are saying behind your back.
With the time-saving power of process and automation paired with thoughtful client experience mapping, you’ll be able to take on more clients without compromising your quality of support.
* also have half day options available
What's included:
→ In-depth, pre-work questionnaire to outline your goals and priorities
→ Pre-Intensive client experience mapping strategy call where we audit what you currently have set up before we map out your process and identify your needs
→ Day-Long VIP Intensive (I'm all yours!)
→ Full Dubsado setup with workflows created to support a five-star client experience
→ Branded smart files, canned email templates, and scheduler template setup
→ Video tutorials to walk you through all the workflows created
→ 30 days of email support post VIP day to answer any outstanding questions, with video "How To's" when necessary
This is for you if you’ve been running your business for a little while now but with little to no backend organization; you are busy with your client roster and are making money but truly don’t have time to even think about your backend let alone organize it and make it work FOR you. Whether it’s elevating your client experiences within memberships or programs, creating efficient systems within your backend, or establishing processes for project management, I devote 90 days to take your business to the next level. I work with a few 1:1 clients at a time due to the level of detailed support and commitment I provide. Like I said–caring too much is my superpower.
What’s included:
→ 90 days of personalized 1:1 support
→ Complete overhaul and up-level of your backend to remove inefficiencies and set you up for success
→ Services are centered around optimizing systems for a smooth-operating backend, allowing you to stay in your zone of genius
Rosa
Kiana
Ann Marie