CRM Systems in a day
The signature VIP day to stop struggling to get your business work done and serve your clients the right way.
Set up your systems by a Dubsado Certified Specialist
CRM Systems in a day
The signature VIP day to stop struggling to get your business work done and serve your clients the right way.
Set up your systems by 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!
CRM Systems have the potential to improve your efficiency and reduce your stress.
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.
Your CRM Systems in a day Package includes:
- 1 Strategy call to map out your systems.
- Unlimited canned emails
- Unlimited contracts
- Unlimited package creation
- 3 Custom Questionnaires
- 3 Workflows
- 2 Proposals
- Client Portal
- 1 Walkthrough and Q&A Call
Bonuses:
– 14 days post-setup assistance to answer your questions
– 20% Off on your first month in Dubsado.
*Copywriting and graphic design is not included in the pricing but can be offered.
For only $1657, all included!
You're on your laptop 24/7 and not enjoying your business anymore because of your repetitive tasks. You're scared that something will fall through the cracks.
You're not motivated to make proposals and onboard your clients anymore.
You're dropping the ball more than you would like to because you're drawning in your to-do list and your notepad next to your laptop.
You now enjoy your business and take days off to grow your business or enjoy with your family and friends.
You now send your clients high converting proposals and have an easy client journey, without building over and over again
You make your client feel special because you now have more time to focus on them. Proposals, forms and follow up emails are now a piece of cake!
How it works
We have our strategy call so you can show me more about your current situation such as:
- What tasks are stealing your time
- Your current client journeys
- Current used tools
- The steps you would still like to do manually
- What tasks you’re not currently enjoying.
We will send you a form for you to complete and we’ll get together again to map out your workflows and evaluate if you’ll need any extra add-ons in your package (graphic design, copywriting, etc)
We will make sure we include all your inquiry and booking processes, canned emails, on-boarding and off-boarding processes.
We’ll send you our calendar so you can book your CRM Systems in a day! It would be great if you can be available that day at least for an hour so we make sure to keep you updated throughout the day
We will send you another calendar where you can book your training and processes walkthrough. You will also have a Q&A time to get clarity on how to use it.
You will also have 14 days of post project support.
You will start testing your workflows and using them with your clients and you might have questions, we get it! We can answer any questions by Loom or Email within the 14 days of your CRM in a day package setup.
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’ll 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.
Expect to set aside 1 hour for the strategy call, 1 hour for the Walkthrough and then around 3 or 4 hours to answer our questionnaire, provide information and make decisions the day of the set up.
We will tell you what’s needed and provide the template but you will need to provide the questions for your forms, your contracts, provide brief for your emails or the copy, etc.
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.