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workflows | Automations | Form Design

workflows | Automations | Form Design

Dubsado Guru

everything you need to start a project right!

the dubsado experience

As a business owner, being organized is key to success. Manage your entire business all from ONE platform - Dubsado. My services offer a customized experience to streamline your business services, create automations to free up time, and best of all, match your brand aesthetics. 

automate & streamline your crm

work smarter, not harder!

hire a dubsado guru

The Dubsado Experience

Are you ready to reclaim you work-life balance and refocus on your clients and family?

I WANT SANITY!

for photographers + designers

why you need a Dusbado & workflow Expert?

You Just Don't know where to start

workflow, what workflow?

how many hats are you juggling?

where does the time go?

if you have jumped from crm to crm and still nothing works, let me step. in an get you started with a solid base for your business & client experience

while a business owner should be able to run their business, that doesn't mean you need to master everything to be successful. it's time to pass that hat.

without a clear plan for a client process, you can get lost in all the details, let me help you carve out a routine for each client interaction.

it always seems like there is more work than hours in the day. together we can automate your system to do all the heavy lifting so you don't get lost in paperwork.

ways to help your business

services begin at

done for you

let someone else handle the backend, while you focus on your clients

strategy call

done with you

work together with me to help you figure out you + dubsado for your business

$1875

$275

i need a guru!

book a call

check out my DIY Shop

looking for something a little more simple?

dubsado EXPERIENCE

automate & streamline your crm

FREE discovery call to get a quote specific to your needs

"homework" and a deep cleaning to streamline the build

check-in chats to ensure that you UNDERSTAND the process and how to use your tools

Beautiful code-free form design with canva templates (custom css forms & conditional logic available on request)

All of your canned emails will be input AND new ones created to fill in the gaps - even ordered to help you manage them!

Client portal will be branded and customized to your business

Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows! 

1:1 Off-boarding call with me where you will learn the ins and outs of your system (which will be recorded to rewatch later)

30 days of follow-up support & training while you are getting the hang of things

a Done-for-you service

40% Retainer Due to Start | Timeline 4+ weeks

start your project today

cUSTOMIZED CLIENT PORTAL GUIDE TO SHARE WITH YOUR CLIENTS!

OFF-BOARDING CALL WILL BE SCREEN-RECORDED AND SHARED WITH YOU FOR REPEATED VIEWINGS!

+ Bonus Included

Starting Project Investment $1875

dubsado EXPERIENCE

automate & streamline your crm

Business Consultation Call
In-Depth backend set-up Questionnaire
Workflow Strategy Session
Recorded Walkthrough of your dashboard

our strategy

Brand Setting Implementation
Custom css coded forms
   Questionnaires
   Basic Workflow outline + Setup
   Lead Capture Form
   Package, Invoice, & Contract
Import your current leads and clients
Lead Capture Form integration to website
Automatic Scheduler Set up
Basic Workflow Setup [up to 2 workflows]
Canned Emails [up to 5 emails]
Packages and Proposal flow Build-out
Contract Building [copy provided by you]
Recorded Video Of Your Dashboard

your Deliverables

Starting Project Investment $1875
40% Retainer Due to Start | Timeline 2-4 weeks

start your project

Content and Copy to be provided by Client, and timeline of project dependent on materials and data provided

Branded Email Signature Design
Canva designs for Client Portal
Payment Processor Integration
Email Integration
Calendar Integration
1 month of support following project completion

+ Bonus Included

the process

done-for-you setup

01

02

03

04

05

06

virtual chat

discovery

Deep cleaning + Set-up

workflow building strategy session

Form design & Automations

post setup support

With any business, there are things that  accumulate over time - the same is true for your backend information - get ready to slim down your process and client workflow.

In addition to a recorded walkthrough of your set-up, I provide "tech support" for the 30 days post your project completion to help you settle into everything.

Next, comes the 'homework' - this is the part where I help you gather all the information to brand your CRM.

I offer code-free beautiful forms and streamlined workflows for lead capture to booking to allow for the best use of your tools and time.

I start all of my projects off with a video or phone chat to get to know each other and your goals for the project.

This is the meat of the build, we will work together to brainstorm and write out a process for lead to booking to off-boarding clients for your business.

Schedule a

FREE Discovery Call

I know that it's intimidating to jump on the phone with someone you don't know, but I can assure you, this is an absolutely ZERO pressure exchange. Your business is different. No other business runs exactly like yours does. Because of that, every single Done-For-You Dubsado Setup is different. Chatting with you on the phone is the only accurate way for me to assess the scope of your setup. 

So if you're ready to take your business to the next level, don't be scared or intimidated. Take the first step to transforming your business by clicking the button below to schedule your discovery call.

Click below to schedule your call. You'll see all my available appointments in your computer's time zone. 

Tell me a little more about you and your needs so we can determine if we are a good fit!

Be ready to chat on the phone at your scheduled time! You will receive an automatic appointment confirmation.

how it works

I WANT SANITY!

what are my "qualifications"?

I can also help you with...

showit

trello

flodesk

google

acuity

square

canva

markup

how i love to help clients

custom css designs

planning out the backend process

getting to really know you & your business

working together to make your business better

programs I work with...

affiliate

EXCITED TO WORK TOGETHER

and take the next step in your design adventure?

Book Now

I LOVE g+c. She’s done multiple projects with me and I have nothing but amazing things to say. She takes my jumbled mind and makes it into a masterpiece.

- Ceasarae

She recently did my logo and I'm in love. Very quick with responses and results! Can't wait to use her for more in the future!

- Misty D

What a game changer!! I'm just starting my photography business and had no idea what I wanted my logo or site to look like. After answering a few questions, Grace + Co. Designs created a beautiful logo and website with designs and colors that were 100% me! 

- Cassondra J.

"If you can think it up, she can make it a reality"

-lwp

"Rebekah is not just a designer, she is like a friend who is always there to help you out"

-lyn

"Totally hands-on with helping you discover your brand and website."

-dbp

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