Yes, you could spend weeks in YouTube University or Googling things, but as a CEO, you could be doing so much more with your time. My Done-for-You Dubsado Service puts you back in the driver's seat of your business. I'll create every form, email template, scheduler, payment schedule and workflow SO you have everything that you need to scale your business using Dubsado systems and automation.
When I'm done, we'll go over your entire set-up one-on-one and you'll know EXACTLY how to use Dubsado and integrate it into the way you do business so you can manage EVERYTHING on your own going forward.
You're going to have so MUCH free time, you're going to wonder HOW you did it ALL before.
If you've been using spreadsheets or handwritten checklists to grow your business this far and you're tired of the stress of constantly worrying that you've missed something or worse yet, you've experienced burnout from trying to do ALL THE THINGS... I totally get it. We all needed to start there, but now that you have your business processes figured out, it's TIME to build systems and automation that will make it run on auto pilot so you can focus on the things that you love and live life again. You didn't start your business to work 12 hour days. Let's change that together.
On Friday, we'll hop on a recorded Zoom call to go over EVERY step of your workflows.
Once I hand over your system, I stick around for 30 days to help with bug fixes, answer any questions and provide assistance. PLUS, I provide you with a next steps guide and training library so you can feel confident with your new system.
This is the fun part where all of the MAGIC happens. I handle everything from here on out and you can just sit back and relax. I've got you!
I'll set up your entire system and workflows to follow the outline we created during our Workflow Strategy Call.
After the Workflow Strategy Call, I'll send over a customized implementation questionnaire that will collect all the details that I need to finish your setup JUST the way you want it. This will be a bit tedious for you, but I ask that you complete this within 48 hours so I can complete your project in one week.
This is where we'll map out your entire dream client process. I'll chime in with additions that will make your system even more energy efficient and tweak your current processes to align with Dubsado's capabilities.
When we're done, you'll have a copy of your new workflows and the plan that I'll follow as I start creating your Dubsado system for you.
My onboarding questionnaire is designed to collect EVERYTHING I need to prepare for your Workflow Strategy Call and get started on your Done-for-You Dubsado set-up. It will eliminate so much back and forth and ensure that your project is finished on time.
Once you've completed your onboarding questionnaire, we'll schedule your Workflow Strategy Call.
We'll hop on a call and discuss your business, your hopes and dreams for Dubsado and your specific system. I'll create a custom quote based on EVERYTHING you need to make that dream a reality.
Once you receive your quote, you'll be able to easily choose your option, pay the invoice & sign a contract. (One of my favorite features about Dubsado.) Then I'll send over your onboarding questionnaire.
Less, stress, overwhelm and burnout from doing EVERYTHING manually.
More confidence with their systems and how to use them (especially Dubsado.)
A sense of relief and ease because they are no longer the bottleneck for onboarding and managing clients.
A time savings of 5-10 hours per week (or more), more organization and visibility of their business.
Even if systems aren't intimidating to you, learning a new system or changing the way you do things can be intimidating. I promise that when we're done working together, you will feel empowered and confident in how to use your new systems.
Scaling without systems and automation that supports that growth is a recipe for burnout. With systems and automation in place, you can grow with confidence.
With systems and automation in place, you won't be spending your time doing EVERYTHING to run your business by hand.
— Katie Monroe
“I can’t believe I ever did all of this manually…”
“I feel like my little creative entrepreneur world is about to be blown... I’m so grateful!”
What customers are saying:
Starts at $3,000
I found out early on in my career in HR that I HATED repetitive tasks. I looked to technology to automate and streamline my tasks.
When I started my business in April of 2020, I did the same thing. That's how I found Dubsado and other tools like Zapier and ClickUp. I loved learning and adding all of these tools into my business. I saw other entrepreneurs struggling to stay afloat in their businesses and that's when I found my calling.
I love seeing how my clients reduce their workload and stress with the automations and systems that I set up for them. No more back and forth emails to set appointments, repetitive email writing, chasing down clients for late payments or to send the information that you need to finish their project. If this resonates with you and you want to work less in your business, it's time to connect with me.
With my Done for You Dubsado service you can get back 5-10 hours a week in your business EASILY. What would you do with ALL of that extra time? Launch a course, take a vacation, enjoy a few more sunsets??