Done WITH You Training
Basic Business Systems Set Up
Best for brand new businesses.
$1,299
Done WITH You Training
All-In-One Business Management Platform Set Up
Best for established businesses.
$1,999
Done FOR You Training
Complete Dubsado Set Up
Best for well established businesses looking to scale and stay organized.
$4,999
How it works
We’ll set up one system a week together with the Done WITH You packages. First I’ll send you a video with the basics about the tool, and information about how this system will support your business. Then we’ll have a meeting where we work together to set up your system.
What is Dubsado?
Dubsado is my favorite business management system and it’s what I use myself. Dubsado shines with their all-in-one system that includes invoicing, scheduling, forms and contracts, client portals, and automations. Bonus: Their founder is a woman!
The Best Part?!
Dubsado is always free for up to 3 clients. Which means we can do your entire setup on Dubsado and you won’t have to pay a dime until its done!
The Even Better Part?!
Once you’re ready to sign up, you can use my code to get 20% off an entire year of Dubsado!
Done WITH You Training
Basic Dubsado Set Up
This is a 4 Week Program
$1,299
Week One - Client Journey Map Creation + Dubsado Basics
We will meet for 2 hours this first week to create your client journey map and teach you the basics behind Dubsado.
Week Two - Invoicing Systems
To make money, you’ve got to be able to get paid! Together we’ll set up an invoicing system so you can collect online payments from clients anywhere!
1 Hour Meeting
Week Three - Scheduling Systems
Gone are the days of back and forth emails to select meeting times. We’ll get you set up on an online booking platform so you clients can book their own appointments.
1 Hour Meeting
Week Four - Email Marketing
An email marketing list can be invaluable for client connections. We’ll pick the platform for you, start your list building and get some opt-in forms going on your website/social channels to collect emails.
1 Hour Meeting
More Than Basic Dubsado Set Up
This is a 6 Week Program
$1,999
Week One - Client Journey Map Creation
We will meet for 2 hours this first week to create your client journey map. This is what we will use to help design your client’s experience with your business as well as to help us decide which platforms to use and how we will use them
Week Two - Dubsado Basics
1 Hour Meeting
Week Three - Invoicing Systems
I’ll show you how to use your new system to collect payments. We’ll set up payment terms and your payment processors.
Week Four - Scheduling Systems
Week Five - Forms & Contracts
1 Hour Meeting
Week Six - 3rd Party Integrations OR Training
We may need to integrate a 3rd party system to do everything you need. If not, we can do more training to make sure you’re crystal clear on your new system!
1 Hour Meeting
Done FOR You Set Up
Complete Dubsado Set Up
How does it work?
You and I will have a series of calls where we decide the experience you want your clients to have and then I will set up your system according to those specs.
The most important part of this program is the automations and workflows! We will make your business run without lifting a finger!
$4,999
Step One - Client Journey Map Creation
Step Two - Progress Calls
While I will be setting up this amazing system for you, I need you to guide me to get it right for your specific business. We’ll set up a series of calls along the way so I can gather important information from you.
Step Three - Training
Once your system is ready to go, I will provide you (and your team) with a 1:1 training call to walk through your setup. After that you’ll get 90 days of email support and help videos.