DUBSADO
VIP DAY
I get it.
You want to
feel organized in your business.
You want that
“the junk drawer is clean” feeling.
You want your business to run while you [do whatever you want].
I get it.
You want to feel organized in your business.
You want that “even the junk drawer is clean” feeling.
You want your business to run while you [do whatever you want].
have you...
Created a Dubsado account...
but feel lost thinking “where do I start?”
Written a few canned emails...
but are not sure how to send them automatically or effectively?
Attempted to DIY your Dubsado...
but have workflows that you never use or that don’t really fit what you want?
Or maybe you are still wondering what a CRM is and how it can work for your business....
I have been designing effective workflows for over 7 years. Collectively, I have saved businesses DECADES of time by mapping out the way they do things, considering the requirements, and designing an ideal process.
I first found Dubsado when I started helping small business owners create data in their business. When I learned that most online businesses were gathering booking information in DMs, I immediately started to look for a tool that would seamlessly automate the onboarding experience. I am allergic to the amount of time that is lost in the snowball effect that follows a manual booking. I like vacations - don’t you?
I CREATE SIMPLE SOLUTIONS THAT ORGANIZE SERVICE PROVIDERS BURIED IN REPETITIVE, MANUAL TASKS.
I'M KRISTEN
My superpower is zooming out, while still digging deep. I don't get overwhelmed by the details, I use them to create automated solutions that support the bigger picture.
Ensure a clean onboarding & offboarding experience for YOU & YOUR CLIENT by connecting all of these things in an automated workflow tailored to your preferences.
COLLECT PAYMENT:
Create packages and payment plans for your offers, allowing for invoicing and revenue management.
MANAGE TIME:
Set up schedulers based on your availability for clients to choose when to meet with you.
GATHER DATA:
Use forms to collect information from your clients, creating meaningful data in your business.
EFFECTIVELY COMMUNICATE:
Create email templates so that you don't have to start from scratch with every email.
STREAMLINE YOUR PROCESS:
Identify ideal & consistent ways to book services within your business.
DUBSADO IS MY FAV TOOL TO:
Let's organize, shall we?
- RAVING CLIENT -
"Kristen is just so good at what she does. It's incredible to me how efficiently she calmly organizes my tornado mind. She's been such a key/bridge to me putting my ideas out into the world. I've hired multiple people who have attempted to organize me, and she is the first person who has gotten me to show up and get stuff done."
- Naada M.
ORGANIZATION STARTS AT THE BEGINNING.
It's hard to find time to actually work on your business. That's why the VIP Day route is PERFECT. This is a time dedicated to implementing efficiencies in your business that will actually give you time back. Win/Win!
Account Setup
Draft email templates for clear communication to your clients. Having these emails already drafted (and automatically sent when applicable!) will be impeccable for your time management.
From the very first step of any process, having a plan for where the client will land will set the stage for being and FEELING organized in your business.
After this VIP day, the backend of your business will feel clean, crisp, and situated perfectly.
This isn't another course with nothing to show for. At the end of your VIP day, you will have an efficient, automatic, and organized backend system. It will be set up for you and ready to use!
Your clients' details will all be organized in one place.
Questionnaires
Email Templates
Proposals
Contracts
Workflows
Set up your basic Dubsado settings to include your brand colors, integrate with your calendar, and accept payments seamlessly.
Create questionnaires to collect information from your clients. This will help your client consistently provide the information that you need and save it in an organized way.
Build proposals for your services that collect a payment, get a client signature, and initiate an automated onboarding experience SEAMLESSLY.
Plug in your contracts so that they are officially signed and saved to the projects they are associated with, protecting you and your business.
Connect all of these in automated workflows, working at the pace of your preference. Let's take the processes you are already doing, day after day for hours at a time, and automate the steps that feel repetitive and time consuming.
Schedulers
07
06
05
04
03
02
01
Utilize schedulers to offer real-time availability to your clients. This saves time, eliminates mistakes, and sets up capability for future automations - like reminders, follow-ups, and tasks associated with your clients.
Your leads will have a stellar experience from the moment of inquiry.
You will be equipped with templated forms, emails, and invoices.
On your vip day we will:
ORGANIZATION STARTS AT THE BEGINNING.
It's hard to find time to actually work on your business. That's why the VIP Day route is PERFECT. This is a time dedicated to implementing efficient processes in your business that will actually give you time back. Win/Win!
Account Setup
Draft email templates for clear communication with your clients. Having these emails already drafted (and automatically sent when applicable!) will be impeccable for your time management.
From the very first step of any process, having a plan for where the client will land will set the stage for being and FEELING organized in your business.
After this VIP day, the backend of your business will feel clean, crisp, and perfectly situated.
This isn't another course with nothing to show for. At the end of your VIP day, you will have an efficient, automatic, and organized backend system. It will be set up for you and ready to use!
Your clients' details will all be organized in one place.
Your leads will have a stellar experience from the moment of inquiry.
You will be equipped with templated forms, emails, and invoices.
Questionnaires
Email Templates
Proposals
Contracts
Workflows
Set up your basic Dubsado settings to include your brand colors, integrate with your calendar, and accept payments seamlessly.
Create questionnaires to collect information from your clients. This will help your client consistently provide the information that you need and save it in an organized way.
Build a proposal for your service that collects a payment, gets a client signature, and initiates an automated onboarding experience SEAMLESSLY.
Plug in your contracts so that they are officially signed and saved to the projects they are associated with, protecting you and your business.
Connect all of these in an automated workflow working at the pace of your preference. Let's take the process you are already doing, day after day for hours at a time, and automate the steps that feel repetitive and time consuming.
Schedulers
07
06
05
04
03
02
01
Utilize schedulers to offer real-time availability to your clients. This saves time, eliminates mistakes, and sets up capability for future automations - like reminders, follow-ups, and tasks associated with your clients.
On your vip day we will:
You are a business owner and are ready to level up the way you operate behind the scenes.
Having client details and tasks all organized and clean sounds like an absolute dream.
THIS VIP DAY is a perfect fit for your business if:
You crave structure in your business, but aren't quite sure where to begin or when to find the time.
You know that consistency is key when it comes to a sustainable and efficient process, but you need to zoom out to see what's possible.
We will meet for a hands-on training session & you will be provided with a video walkthrough of how to use your tool!
Training Materials
I get to work for 6-8 hours. You'll have periodic check-ins to answer any questions that come up and make any process decisions.
VIP DAY!
We will meet to prepare for the big day - and I'll make sure I understand exactly what you want!
Strategy Session
You will populate a form providing me with your detailed preferences, current processes, and dream scenarios.
Detailed
Questionnaire
So how's it work?
"Before having Kristen put her amazing knowledge and skills into my companies, I had paper everywhere and took hours to do tasks. She has helped make my work life so much simpler and save time."
"She's a miracle worker and essential if you are running a small business alone.
"I expected processes to be boring. To talk to someone who isn't even in my industry about my process and have them never look bored but rather understanding and wanting to help was amazing."
- Casey B.
- Kenzie P.
- Lori W.
CLIENT LOVE
