Dubsado Consultation
Set up your systems with the help of a Dubsado Certified Specialist
Dubsado Consultation
Set up your systems with the help of a Dubsado Certified Specialist
Hey coach, I get you...
😖 You’re struggling to get your work done and with things all over the place, it feels like your process is just not serving you or your clients well.
😫 You’re spending too many hours creating proposals and writing the same emails over and over again.
😩 Your plate is so full that working 7 days a week seems the only option to get through the admin work you don’t enjoy doing. It feels like you’ll never get to do the fun stuff your clients hire you for.
Well darling, don't panic... we got you!
You can...
CRM Systems have the potential to improve your efficiency and reduce your stress, so ask me anything about:
We work with all-in-one business management suite for small business owners and we adapt 100% for your coaching needs.
Form & Templates
Automation
Calendar
Invoicing
Project & Client Management
Reporting and much more.
How it works
We have our discovery call so you can show me more about your current situation such as:
- What you’re expecting from Dubsado
- Your questions you have prepared for your consultation
- Current used tools and how you can use Dubsado to replace them
The call is 60 minutes long, so if you have any missing questions you can email them tol within 24 hours.
In the meantime, I’ll send you some complementary Loom videos with something we were unable to fit in our call or that I needed to research a little longer along with our call recording.
This way you can revisit any time!
Take the leap like them!
FAQs
Absolutely!
We know switching from one platform to another can get a little overwhelming, so we’d love to make the process easier for you.
We can review your current CRM to make sure the new one can accommodate your current processes or make recommendations on how to optimize your processes/workflows.
While we have graphic designers, that service is not included in CRM systems in a day. You can reach out to us to get started with your branding first.
Copywriting is not included in the package. However, we have an amazing copywriter focused on high converting copy for you. Win-Win!
If you don’t provide the copy for your canned emails we will provide basic copy that can be edited in the future by you if you like.
Don’t panic! That’s what the strategy call is for. We will learn form your business and propose what systems and client journeys can be part of workflows.
