DUBSADO WILL SAVE YOU TIME, ENERGY AND MONEY. IT WILL ALLOW YOU TO SCALE WITHOUT COMPROMISING YOUR CLIENT EXPERIENCE.
TAKE ME STRAIGHT TO YOUR SERVICES
Dubsado is one of the most popular client management business tools on the market right now. And it's not hard to see why! It'll help you manage your clients from enquiry through to gathering feedback, and almost everything in between. With lead capture forms, schedulers, proposals, contracts, sub-contracts, questionnaires, one-off and recurring invoicing, auto-pay, and automated workflows, you can build the most amazing client experience! Seriously. You can create something that not only saves you time and reduces friction in your processes, it will also seriously impress your clients and make them feel valued and cared for.
Why is that important? A brand-aligned client experience is going to make you stand out from your competitors. It will drive word-of-mouth marketing, and increase client loyalty, ensuring you have a steady stream of happy clients.
And the best bit? Dubsado is just $40/month, or $400/year (get 30% off your first invoice using this affiliate link - we'll get a small financial reward too!). Paying a VA to complete the same tasks could cost around £1000 per month. Just imagine what you could do with that saving!
If you're curious about whether Dubsado is right for you, book a discovery call and let's chat!
WHAT IS DUBSADO?
we're certified dubsado specialists!
THAT MEANS WE'VE GONE THROUGH RIGOROUS TRAINING AND AN EXAM WITH DUBSADO. WE TAKE PART IN BETA TESTING FOR THE PLATFORM, AND WE OPERATE TO A STRICT SET OF STANDARDS.
PLANNING
WORKSHOP
An excellent client experience starts with planning and design. We'll help you connect the dots between your strategy, brand and services whilst keeping your clients and values at the centre of everything. We'll design a simple, effective process, and sprinkle it with brand magic.
IMPLEMENTATION
We'll breathe life into your client experience by building it out in Dubsado and other tools we identify (think Flodesk, ClickUp etc). After providing any collateral, you'll be free to keep delivering your amazing services whilst we work. We'll give you regular updates, and share a project workspace and Slack channel.
OUR APPROACH
ANALYSIS OF
YOUR CURRENT SET-UP
We'll take a look at what you have today. It's important for us to understand what's working and the opportunities we have to streamline and reduce friction in your client experience. We'll also get to know your business, diving into your goals, values, ideal clients, and services.
TESTING &
HANDOVER
We'll test your tech and tools, and then we'll ask you to do the same (fully supported, of course). Once we're happy everything is as designed, we'll get together for a handover session. We'll also provide training documents and 1 month of post-handover support.
NOT SURE IF DUBSADO IS RIGHT FOR YOU?
CLICK HERE TO VIEW OUR OTHER PACKAGES
DON'T WORRY! WE CAN CHAT ABOUT IT IN YOUR DISCOVERY CALL.
KEEP READING AND BOOK A CALL BELOW, OR HEAD OVER TO OUR NON-SYSTEM SPECIFIC SERVICES
£475
PAYment plan available
CLIENT EXPERIENCE DESIGN WORKSHOP
HOW DOES IT WORK?
We'll send you a questionnaire that dives into your current operations, strategy, values, ideal clients and goals. Once that's completed, we'll schedule a 3-hour workshop to design your client experience for up to 2 services. We'll create process maps, template lists and sprinkle some brand magic over the top. We'll plan with Dubsado in mind, so it'll be easy to build it out. You'll receive a Client Experience Book, outlining your client experience.
You'll also get a recording of the call to reflect back on and a 30-minute follow-up call to ensure you're ready to bring your client experience to life.
THIS IS FOR YOU IF ...
- You frequently get frustrated by the admin tasks in your business, but can't see how to reduce/delegate them
- You struggle to give your clients your full attention because your to-do list is never ending
- You're busy all the time, but your bank account doesn't reflect it
- You want to grow/scale your business, but your operations are already creaking
YOU'LL RECEIVE ...
- A 3-hour Zoom workshop
- Client Experience Book write-up
- A recording of the call
- A 30-minute follow-up call
BOOK A DISCOVERY CALL
NOW BOOKING INTO APRIL 2022
HOW DOES IT WORK?
We'll send you a questionnaire that dives into your current client experience, strategy, values, ideal clients and goals. Once that's completed, we'll schedule a 1.5-hour workshop to design the client experience for one service. This includes the process map, template list as well as those magical brand touches.
You'll receive a Client Experience Book, documenting your client experience which you'll then use to create/provide all collateral (think template emails, pdfs, pre-recorded videos, questionnaire fields etc). We'll then build out the core client experience in Dubsado, and set up integrations to supporting tech (i.e. Flodesk, ClickUp etc). We won't be able to build them out in this package though (see The Dubsado Works if you need this). We'll then thoroughly test it, and hand it over to you for testing, with our support.
Once signed off, we'll deliver a training and handover workshop, quick reference guides and support you for 30 days after go-live.
THIS IS FOR YOU IF ...
- You frequently get frustrated by the admin tasks in your business, but can't see how to reduce/delegate them
- You struggle to give your clients your full attention because your to-do list is never ending
- You're busy all the time, but your bank account doesn't reflect it
- You want to grow/scale your business, but you don't have a client experience in place
- You want to build your word-of-mouth marketing channel
- You want to build client loyalty
YOU'LL RECEIVE ...
- A 1.5-hour Zoom workshop
- Client Experience Book write-up
- Build and test the client experience for one service
- Training and handover workshop and supporting material
- 30 days of post go-live support
BOOK A DISCOVERY CALL
DUBSADO ESSENTIALS
£1700 | 1 WEEK TURNAROUND
PAYment plan available
NOW BOOKING INTO APRIL 2022
HOW DOES IT WORK?
This is Dubsado Essentials with extras! We'll do a full tech stack set-up (for example, if your client experience crosses from Dubsado, to Flodesk to ClickUp, we'll do it all). We'll set up all the integrations.
We'll also create graphics where needed (i.e. for client portals, employee dashboards etc).
And our training session and support materials will include every piece of tech we build.
You'll have a full, end-to-end process up and running within a month! And not only that, it will truly reflect your business, your values and your ideal clients. It will support your strategy, and you'll feel confident taking the next step with your business.
If you want more than this, and would like to include other services or processes, please get in touch on the link below and we can discuss. We're very happy to build a bespoke quote for you!
THIS IS FOR YOU IF ...
- You frequently get frustrated by the admin tasks in your business, but can't see how to reduce/delegate them
- You struggle to give your clients your full attention because your to-do list is never ending
- You're busy all the time, but your bank account doesn't reflect it
- You want to grow/scale your business, but you don't have a client experience in place
- You want to build your word-of-mouth marketing channel
- You want to build client loyalty
YOU'LL RECEIVE ...
- A 1.5-hour Zoom workshop
- Client Experience Book write-up
- Build and test the client experience for one service on all tech, and set up all integrations
- Training and handover workshop and supporting material
- 30 days of post go-live support
BOOK A DISCOVERY CALL
THE DUBSADO WORKS
£3000 | 4 WEEK TURNAROUND
PAYment plan available
NOW BOOKING INTO APRIL 2022