✔️ Client Experience Process Mapping Session: I’ll work with you to design the optimal experience for both your clients and yourself, enhancing how you deliver your services.
✔️ Custom Form Design: Get beautifully designed, code-free forms (with the upgrade to custom coded forms - ask for examples!).
✔️ Copywriting for Canned Emails: I’ll write any missing email templates identified during our mapping session.
✔️ Package Setup: Easily manage and sell your services repeatedly with streamlined package entry, saving you time and effort.
✔️ Client Portal Design: Customize your client portal to seamlessly integrate with your website, making your clients feel right at home.
✔️ Scheduler Setup: Eliminate scheduling hassles with a streamlined scheduler, reducing back-and-forth with clients.
✔️ Payment Plan Creation: Receive expert advice and setup for payment plans, ensuring timely and effortless payments.
✔️ Workflow Implementation: Automate your ideal client experience with comprehensive workflow setup, so your business operates smoothly.
✔️ Zaps & Integration: Support or implement up to third party integrations to automate processes beyond Dubsado.
included in the
done-for-you service:
✔️ Live 1:1 Recorded Offboarding Call: Includes a personalized video vault for your reference.
✔️ 30 Days of Follow-Up Support: Access an exclusive Dubsado Next Steps Guide and a video vault for training to help you learn and get comfortable with the system.
+ Bonus Included
but, what's the timeline?
explore the entire process & milestones for this set-up
YOU ARE HERE! You are taking the first step to learning about all of the ways that systems can change your life and how *I* can help you get to your end goal.
When you're ready, hit that "Contact" item in the menu to receive alllllllllll of the detailed booking information you'll need.
Phase 1:
getting to know me
TIME YOU WILL SPEND:
15 minutes
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
01
07
05
04
03
02
06
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
Phase 2:
let's get onboard!
TIME YOU WILL SPEND:
1 hour
01
07
05
04
03
02
06
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business.
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
Phase 3:
let's get mapping!
TIME YOU WILL SPEND:
2 hour meeting (video Call)
01
07
05
04
03
02
06
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during our process mapping session. Once you work through this one, you’ll be on easy streets until the setup is done!
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
Phase 4:
getting all the details!
TIME YOU WILL SPEND:
3 hours
01
07
05
04
03
02
06
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
Phase 5:
Let's get automated
time you will spend:
ZERO!
(NOTHING FOR YOU TO DO HERE)
01
07
05
04
03
02
06
Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life!
After the call, I stick around for THIRTY DAYS to support you with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
Phase 6:
Let's Launch the system!
time you will spend:
90 minute meeting (video call)
5-15 hours self-guided learning
01
07
05
04
03
02
06
I hope the relationship doesn’t end after I deliver your system setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO.
You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
phase 1
phase 2
phase 3
phase 4
phase 5
phase 6
phase 7
Phase 7:
Let's not be strangers
total time you will spend:
12-18 hours over 8 weeks
5-15 hours self-guided learning
01
07
05
04
03
02
06
still got some questions?
what's a timeline for a dubsado setup?
If you complete your questionnaires as scheduled, your build will be finished within 4 to 6 weeks following your Process Mapping Session.
However, if there are delays in submitting your questionnaires, the completion date may be extended and additional fees could be incurred. On the other hand, if you stay ahead of schedule, you might receive your completed build even sooner!
DO you provide the training to me?
It's your responsibility to learn how to use your system for your business. To be clear, I will:
✔️ Explain which Dubsado features we’ll be using in your build,
✔️ Show you each step of the workflows I create,
✔️ Provide a detailed Next Steps Guide and a video training library,
✔️ Encourage you to complete Dubsado’s own training to become proficient.
A Done-For-You Dubsado Setup is ideal for an existing businesses that already have a clear vision of their desired client experience and are ready to invest in optimizing and automating it.
This service is particularly valuable for businesses that have been operating for at least a year and have a consistent flow of clients. While this is the typical scenario, exceptions can apply!
Who is the Done-For-You Setup for?
Rebekah is a Dubs GENIUS! She custom codes all of my Dubsado forms to look branded and seamless, just like my website! Her knowledge of workflow automations is phenomenal. When I don't understand how to make it work, Rebekah is quick to set up a Zoom Recorded Call!! Time is money and she understands that. In addition to getting my business set-up in Dubsado 5 years ago, I repeatedly hire Rebekah to do all my updates and new form builds - and she is efficient with stellar turn around time. 10★'s
I hired Rebekah to help me clean up and streamline Dubsado for my Photography business - she took my chaos and created all the forms, packages, templates and scheduler I needed to take my inquiry process from 3 months to respond to a matter of minutes to start a workflows of like 5 different steps steps to get my leads all the info they need (from auto sending them to my thank you page after the contact form, to sending a welcome guide and booking link to get scheduled). Best Money Spent!
Before Rebekah, I was using Jotform/Google Forms and PayPal/Cash App requests for my client experience - it worked but lord was it WORK. Rebekah showed me how Dubsado can do all the heavy lifting, make my content/communications automated and I can actually focus on my photography/editing instead of being tied to my email or phone all day with client calls and messages. Since she has gotten me setup, I haven't worried about missing getting back to my leads or where a client sits in my flow.
For years, I was using just PayPal and my basic email account to keep up with clients, and as a photography business owner with multiple photographers under me to also shoot - it was not the most efficient.
Rebekah got me streamlined with an embedded form on my website directly pulling in leads, and with automations sending my clients the details for booking, pulling in a booking proposal for payment with attached contract and boom! No more stress!!
Hey, I've spent years diving into Dubsado, figuring out all its quirks! When we team up, you get to skip the Dubsado overwhelm and jump right into the good stuff – automated tasks that save you tons of time. Let's make your Dubsado experience a breeze together!
let's work together
i can wrangle the chaos and turn it into a seamless automated system
© 2024 Grace + Company Designs | view Privacy statement and TERMS & CONDITIONS