Get the nitty-gritty Admin details complete while you sleep
Strategy | Systems | Automation
Dubsado Certified
I’m here to to take away any overwhelm and build the back bone of your business. I’ll build out your tools so you’re left with a business running like a well-oiled machine without needing you 24/7. Use systems, workflows, and automation to help you accomplish your goals. Send your proposals, contracts, gather information, and get paid while you vacation! Whether you’ve got it partially done or need a full build I’ve got you covered. I’ll set it up and implement the others that make it work such as your email marketing system. Systems I’ve worked with include Dubsado, Honeybook, Hubspot, Clickup, Asana, Airtable. You name it, I’ve been in the backend and know how it works.
VIP Day
If you want a quick turnaround this is for you because this gets you the full package rapido! Outside of the details I'll need from you before our scheduled day I’ll set it all up and getting it running in a day with you all while training you how to use it.
Work with me Slow Drip
Done-For-You service. We design your perfect system setup with as minimal work as possible from you. This comes with all the bells, whistles, automations, workflows setups, and amazing graphic design for your proposals & forms etc. Detailed Summary Below
work with me Retainers
The Retainers program is monthly management and/or your system setup with minimal work & the admin support during the setup. This comes with everything in slow drip as well as providing customer service for you. We learn your offer, service and get to work.
work with me WHAT'S INCLUDED:
Client Onboarding/CRM
Everything you need to operate your business is included but here is a comprehensive list:
CRM Research and Recommendations for you Business Needs
Client Experience Optimization
1:1 Workflow & Process Strategy Call
Automated Emails Setup
Setup Branding, Colors, Signature etc.
Customized Portal
Packages & Invoicing System
Proposals
Scheduler Setup, Linking, & Integration
Lead Capture Embedding in Website
Branded Forms
Form Linking and Setup
Buildout of Workflows
- Consultations/Lead Management
- Onboarding
- Offboarding
Project Sources, Statuses, & Tags
Custom Mapped Fields
System Integrations (ex. Calendly, Zapier)
Client Portal Welcome Guide
White Label Setup
Recorded Walkthrough/Q&A Session at project conclusion
Loom How-to Videos
30 days of Support after Service Complete
*Tools & software discussed beforehand. Tool subscriptions paid by client
*While my preference of Dubsado is apparent, I know this isn't always appropriate and will not influence a decision to recommend other tools
Project Management System
1:1 Strategy Session
Hiring Workflow & Process
Project Management Workflow & Process
SOP’s for your Business
Hiring Questionnaires, Templates, Forms
Basic Automated Emails Setup for Hiring & Onboarding
Software Implementation
System Integrations (ex. Calendly, Zapier)
Employee’s/Contractors/VA’s Welcome Guide
Onboarding Training
1:1 Recorded Walkthrough/Q&A Session at project conclusion
Loom How-to Videos
30 days of Support after Service Complete
Beach Strollin'
VIP Day
Easy Rollin'
Slow Drip
Get Flowin'
Retainer
$2992
$3452
Custom Quote
System Setup + Monthly back end admin/VA support
*all packages include taxes
Beach Strollin'
VIP Day
$2992
Easy Rollin'
Slow Drip
$3292
Get Flowin'
Retainer
System Setup & Monthly back end admin/ VA support
*All packages exclude taxes
Silver Package
Two systems rolled out with back end admin VA support
3 months @ $1597/mo
One System
$3200
Gold Package
Two Systems
$4500
Platinum Package
Three Systems
$6500
how it works
1: We analyze your goals
2: We give you a custom strategy
3: We build and execute so you see RESULTS
4. You can schedule a call by clicking the link at the top or book my services now
an easy Six step process:
