Custom System
& Automation Services

Providing custom
Dubsado setups
for entrepreneurial service providers

Automate your business’s repetitive, time-consuming tasks to save hours each week and reduce human error.

Get back to doing what you’re meant to do!!

“Automation gives people the bandwidth and breathing room to do more interesting, more inspiring, and more valuable work that moves the business forward, such as building customer relationships or making hard decisions on what to do next.”

— JOHN KUCERA | SVP, PRODUCT MANAGEMENT, SALESFORCE

Our Services

  • Dubsado Strategy Session

    Are you lost when you first open up your new Dubsado interface? Are you dipping your toe in the water with Dubsado, or another CRM? Does the word “overwhelmed” come to mind when you think of Dubsado?

    Great news! I get it, I’ve been there, and I’m here to help.

    Let’s discuss how you’re currently utilizing Dubsado and how it can support your end goals. Say goodbye to working overtime and say hello harnessing the full power of Dubsado systems & automation.

    Investment starts at: $347 USD

  • Done With You Setups

    Does your client acquisition experience mean you’re in your email inbox more than you have time for? Have you tried setting up your Dubsado only to end up confused or frustrated?

    I’ve felt that same way! You know what you want it to do, but don‘t have the time or desire to put all of the pieces together.

    My “Done With You” Dubsado setup service takes all of your proposals, contracts, client communications and creates a smooth client workflow. Your Dubsado suddenly becomes a business game changer!

    Investment starts at: $2447 USD

  • Full System Build Out

    If all of the office tasks of your business feel more like juggling while riding a unicycle blindfolded, you need systems & automation.

    My signature full Dubsado setup service delivers a custom system to help run your business smoothly without the headaches of trying to figure it all out on your own. We'll review your current client sales process from start to finish.

    Then I'll build out all of the supporting forms, proposals, workflows, and more to bring your automated process to life. You'll walk away with a solid system in place. Get back to doing what you're meant to do!

    Investment starts at: $3247 USD

Trusted by entrepreneurs who’ve walked a mile in your shoes

  • Oriana is a great partner and someone we will continue doing business with for years. In our initial meeting, she let US do all the talking and truly listened and learned what was important to us and what issues we needed her to solve for us. She provided us with a couple of options and ideas, and together, we came up with a solution that worked for us.

    -Mivair
    PCS Auto Detailing

  • You seemed genuine in your concern to help me succeed and were willing to go the extra mile and work with me during my available hours. Your knowledge of CRMs, workflows & the automation it takes to make it all work was impressive, and I knew from the beginning you could help me implement this crucial piece of my business plan.

    -Anonymous Testimonial

  • As I was starting up my business, I knew I needed a way to set appointments, track leads, and manage my projects and customers. I knew a CRM would do what I needed, but I did not have the time or knowledge to implement it. Oriana quickly and effectively got me up and running with the service.

    She had a very thought-out onboarding process to get all the answers she needed to get the service up and running. She was very easy to work with and very good at communicating what she needed and when I could expect results. The entire process was painless, and I have seen instant results after working with her.

    -Todd
    Trading Technology Coach

Hi, I’m Oriana

Your brand’s
Workflow & Automation Expert

Overwhelm. Not Enough Time. Burnout.

These are all very real feelings for a service provider.

Imagine yourself as an airline pilot. Your clients are your passengers, and your workflow is the flight itself.

What do you want your passengers to experience when working with you? Are they experiencing a bumpy flight that arrives late at the gate? Or are you having to send everyone their flight tickets, one by one, and buckle their seatbelts when they board your aircraft?

If you’re a service provider and you want your clients to have a smooth journey while working with you, then working with me can be the next natural evolution for your business.

As a workflow & automation specialist, I don’t just create simple to-do lists. I work with you to help analyze how your service is provided to your client base, understand your tasks, and design step-by-step workflows—kind of like well-planned roadmaps—to streamline your processes.

I am an expert in using technology to my client’s advantage. I help set up systems and software that automate repetitive tasks, making your entire operation faster and more precise. I do my magic behind the scenes, ensuring everything runs smoothly so that you can focus more on what you do best!

Tech Stack

Here are some of the tools and applications used to create seamless workflows & automations for clients.

Partnering with a workflow expert can give you back the time you’re spending on those mundane tasks.

Working with a workflow & automation expert can take you from reactive to proactive mode in your business. Gone will be the days of spending time you don’t have managing your service delivery manually.

Let’s take these time-consuming tasks out of your daily grind:

  • Trying to schedule meetings or calls with clients back & forth via text and email

  • Drafting proposals from scratch for every lead

  • Managing your business tasks in the Notes app of your phone, or Post-It notes

  • Searching your inbox for an email thread related to a project that’s in progress

  • Feeling icky about having to send payment reminders to clients

It’s time to stop managing your business in your email inbox.

Let’s streamline and automate those repetitive tasks in your business and make the best use of your time.

As Seen on Instagram

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