Before you build workflows, write emails, or automate anything, you need a clear plan.
In this 90-minute strategy session, we'll map your client experience from inquiry to offboarding, identify what's working, uncover what's slowing you down, and create a roadmap that fits the way you do business.
Whether you eventually build it yourself or hire me to do it for you, you'll leave knowing exactly what comes next.
Systems Strategy Session
Stop guessing. Start with a plan.
Is this right for you?
- Know your client experience could be smoother but aren't sure where to start.
- Feel like you're making it up as you go.
- Want to automate your business but don't know what should happen first.
- Are planning a Dubsado setup and want a clear plan before you build.
- Already have Dubsado but know your processes need to be rethought.
Here's what we'll do together
- Map your client journey from inquiry to offboarding.
- Identify opportunities to save time and improve your client experience.
- Talk through what should happen automatically—and what shouldn't.
- Prioritize your next steps so you're not trying to tackle everything at once.
- Answer your questions as we go.
✔️ A visual map of your client experience
✔️ A personalized action plan
✔️ Clear recommendations for your next steps
After the Session, you'll receive
Systems Strategy Session
$350.00
Think of this as the blueprint for your client experience.
In 90 minutes, we'll map your process, identify what's slowing you down, and create a clear plan for what comes next. You'll leave with a recording of our session, a visual map of your client journey, and personalized recommendations you can put into action right away.
If you decide to continue working together afterward, we'll already have the foundation we need—saving time and making the next steps even smoother.
Your Investment
What Happens Next?
- Build it yourself using your action plan.
- Continue with Guided Dubsado Setup and build alongside me.
- Hand it off through my Done-for-You Dubsado Setup.
- Book a Client Experience Audit if you already have a system in place.
There is no pressure—I'll recommend the option that's the best fit for your business.
— 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 clients are saying: