Let’s face it, you’re busy! You bring something unique to your business and you’re dying to serve your clients and get away from all of this techy stuff that’s draining you.

  • Do you want to get away from the back & forth emails in your inbox?

  • Are you working between a mix of spreadsheets, email and Slack?

  • Have you ever wished you had a few more hours in the day to get EVERYTHING done?

After we work together, you’ll go from feeling overwhelmed, frustrated, or tired with your current way of task management to empowered, confident, and equipped with the right tools. It’s my mission to deliver a streamlined, automated workflow that allows you to focus on the right work at the right time.

Workflows & Automations can get you back to doing what you love

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

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?

    I get it, I’ve been there. If this sounds familiar, you’re in the right place.

    Together we can discuss how you’re currently utilizing Dubsado and how it can support your end goals. I’ll make my recommendations to help you make the right adjustments within Dubsado.

    Say goodbye to working overtime and say hello harnessing the full power of Dubsado systems & automation.

    This solution is perfect for the service provider who is comfortable implementing Dubsado into their business.

  • A 90-minute strategy session - One-on-one in person or video call to walk through your business processes and how you’re currently using Dubsado.

    PDF copy of workflow audit with my recommendation(s) - Delivered 48 hours post mind mapping session

    A 2-hour live session to resolve any immediate software issues that are hindering productivity. Scheduled within 72 hours of identifying the issue.

    14-Day Support Window: Support is offered either via email or a 30-minute support session to address any further questions/concerns.

  • Investment starts at: $347 USD

Done With You Dubsado Setup

  • 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!

    Your business assets (think lead capture, proposal, email communications, contract, and more) will be created within Dubsado giving you a solid foundation upon which we build your client’s journey.

    Need to respond to leads quickly? Done.

    Need that same tool to follow up with cold leads for you? Done.

    Need a place to host your client’s critical project details? Done.

    Need to send out proposals, contracts, and invoices with as few keystrokes as possible? Done.

    You’ll find the time you were spending buried in your inbox cut drastically. Bonus: you get to decide how to spend that found time!!

    Get you back to moving the needle in your business.

  • Each Dubsado setup is customized to your business’s needs. Every workflow includes:

    • Appointment type creation for automated client scheduling (i.e - Discovery Call)

    • 5 foundational email templates

    • At least 1 proposal template

    • At least 1 questionnaire, if desired

    • Upload of at least 1 contract

    • Creation of at least 1 lead capture form

    • Upload of your current package templates

    • Creation of specific automations to eliminate as many keystrokes for you as possible

    All are designed to reflect your brand settings (colors, logo, imagery, fonts) and include a custom video training for you and your team.

    This solution is perfect for the service provider who knows what they want Dubsado to do for them, but doesn’t have the time or desire to do it themselves.

  • Investment starts at: $2447 USD

Full Dubsado System Setup

  • 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.

    This solution is for the busy business owner who needs their Dubsado set up from scratch.

  • We’ll sit together to capture your business’s client journey from start to finish. Then I’ll build out your business assets (think lead capture, contract, proposal, etc). to create the bones of your workflows.

    Each setup includes:

    Branded Assets - Each lead capture, proposal, questionnaire, contract & sub-agreement match your business’s branding.

    Client Communication - Canned emails to help streamline your communications with your clients. Each email is infused with your personality.

    Service Packages & Payment Plans - Setup of your established service packages, any add-ons you may offer, and payment plans offered to your clients

    Schedulers - Let your clients select a date & time to work with you that works for BOTH of you. No more back-and-forth emails to find that perfect meeting date/time.

    Client Portal Setup - A personalized client portal to facilitate seamless interaction, document sharing, and collaboration between you and your clients

    Custom Workflows - Each workflow is built around triggers and actions to match your client’s journey. Automate as much or as little of the customer journey as you’d like.

    Testing - Every setup comes with ample testing to ensure each workflow is launched properly and runs smoothly

    Offboarding & Support - You’ll receive offboarding materials and 30 days of support post-launch

  • Investment starts at: $3497 USD

Our Process

  • After your initial interest submission lands in my inbox, it’ll be reviewed to see if we’re a good fit to work together. If everything aligns, we’ll have a discovery call where we’ll talk freely, get to know one another, and discuss your business workflow & automation needs.

  • If we feel it’s a mutual YES, you’ll receive a service proposal for review, signature & payment.

  • Based on your requirements and agreed upon delivery date, I’ll use applications you’re comfortable with to streamline your workflow. We’ll make every attempt to automate repetitive tasks to save you time.

    We can integrate your existing applications to speak with one another so you can get back to doing what you love.

  • Before your service is delivered, it’ll be tested for your business. This will give us an opportunity to make any adjustments necessary so when our custom solution is rolled out, you and your team will hit the ground running.

Tech Stack

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

Why Work with Me?

My superpower is streamlining & automating business tech systems to give you back your time. I am okay with the title “Chief Nerd” because simplifying tasks is my obsession. I’m passionate about helping the visionaries scale and grow their empires. Making time-consuming business tasks easy and automatic comes naturally to me.

But let’s be real, at the end of the day, we’re humans and we yearn for that deep feeling of accomplishment and success. I’m here to say that my greatest contribution to your success is making your business technology run smoothly.