GET INTENTIONAL
Love your business but sick of the backend mess? Need more automation to focus on higher level tasks? Want to elevate your client’s experience? I got you covered!
IT DOESN'T HAVE TO BE THIS WAY...
- You’re spending way too much time in your inbox sending emails, invoice reminders, forms, and project updates
- Booking appointments has become a back and forth nightmare that’s frustrating you and potential clients.
- Invoices are getting paid late because you forget to send out reminders.
- Projects are falling behind because the mundane tasks distract you.
- Your branding is on point, but as soon as clients inquire, your proposals, invoices, and other essential materials don’t line up and it’s a little embarrassing.
- Clients are confused and emailing you for updates because they’re unsure about what to expect (and let’s be honest, you forgot to email them).
Introducing "DONE FOR YOU"
the fastest and easiest way to have your system setup
Let’s face it, most CRM setup specialists spend 4-6 weeks setting up your system you needed to be up and running yesterday. The process involves constant back and forth communication when you already have a hundred other things to manage.
What Do You Get?
Basics + Settings
All the little details for your system to be complete.
Scheduler
Easy booking calendar with your work hours and automated client appointment reminders
Payments/Packages
Payment plans and packages you offer ready to send to you customers
Portal Setup
Portal designed and synced for future clients
Form Creation
Uploading/creating all your forms and contracts
Brochure/Proposal
Custom designed to match your branding
Automation
Workflow creation for your signature service that takes your clients through inquiry, onboarding, & offboarding
Emails
Canned email copy to fill in the gaps and make everything flow seamlessly
HONEYBOOK VIP Week
average investment ($3000)
1 week dedicated to honeybook setup & development
dubsado VIP Week
average investment ($4500)
1 week dedicated to dubsado setup & development
*Please note the listed investment is the base investment. Custom quotes are given to each inquiry based on the number of service offerings, custom coding needed, and outside integrations implemented.
Bonuses:
Business Strategy
Receive a 90-min strategy Kick-Off call to go over your business, create a dream client experience, and find the perfect balance for YOU
Training
45-min live post-setup training for you to ask questions and walk through the system
*Recorded to share with your team*
Support
21-days of post-setup support via email to help you continue to navigate your new system
What is the Process?
1
INQUIRE – Complete the application process. If approved, we will set up a time to chat and make sure I am a good fit for your business and provide a complete quote.
2
BOOK – View proposal, sign the contract, pick a VIP date, pay the invoice.
3
HOMEWORK – You will receive a questionnaire that covers everything I need to know to integrate your system (takes up to 1 hour to fill out).
4
KICK-OFF CALL – After your Questionnaire, a 90-minute workflow mapping session takes place where I brainstorm with you about your signatures service and how to automate it to serve your clients well.
5
WORKDAY BUILD – On your designated week, I spend the day working on just YOUR business system build. You will need to be available via messenger to answer any questions and/or review copy + branding elements.
