This 1:1 Strategy Session is perfect for creative entrepreneurs who want guidance & a plan to systematize their business then want to take that plan & build it themselves. During this 90 minute session, I'll help you identify the tools & workflow steps to create your dream process (or just troubleshoot your Dubsado set-up) whatever you need. I'm here for you!

Do it Yourself Strategy Session

for dubsado workflows & setup

Schedule noW

If you aren't used to thinking like that it can be tough to think through your client journey and KNOW what steps you need to put in place (in the right order) to make it all work.

I know what it's like... you want to improve your process, but when it comes to writing it out... (crickets)

You don't have to do it alone. Let me guide you!

Understand the important parts of your unique customer experience and KNOW that they're all going to happen automatically to create an client experience that WOWs.

Automate those repetitive tasks so you can work less in your business and focus on growing your business.

Have 8-10 more hours back to do what you want each week.

Have a person in your corner that you can bounce ideas off of and pick the ones that make sense for you and your business.

Onboard new clients with just a few clicks.

Describe your process with absolute confidence on sales calls.

Imagine what it would be like to...

Schedule noW

This is where the magic happens! We'll hop on Zoom and chat about your business. You'll tell me about your dream client experience and I'll help you translate that into Dubsado workflows or troubleshoot your current workflows. You'll leave with a plan to follow to set everything up yourself.

strategy session

90 minutes goes by FAST. I'll send over a workbook to help you collect your thoughts, strategize and get ready to get the most value out of our time together.

Do your Pre-work.

Schedule your your call with me.

Schedule your call

What does my strategy session look like...

— 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:

an implementation guide that will walk you step by step through implementing your dubsado setup with recommended training to save you hours.

A list of everything you need to create your workflows

A customized Plan that takes the guesswork out of workflows

What Can I Expect From My Strategy Session?

All of this is valued at $695

I'm offering it at $395!

Schedule your Strategy Session

take the first step. (it's easy!)

schedule now!

Schedule your Strategy Session and Get Ready to Do AMAZING Things Together!

schedule now!