Design Portfolio
Take a peek at my Dubsado setup projects!
01
Mashaida.co
Fine Art Wedding Photographer
Mashaida was struggling to find time to take care of admin tasks, lacked consistency with her client communication, and felt frustrated with her processes.
During our VIP Workflow Mapping session, we combed through all the intricate details of her business processes and created workflows, forms, canned emails, etc, that will allow her to deliver a consistent, high touch experience to all her clients all while saving a ton of time and feeling confident as a CEO.
02
Liz's Wedding Officiant
Wedding Officiant
Before Liz came to me she didn't have any systems in place. I did a complete build-out of her Dubsado CRM which included her workflows (inquiry, booking, Onboarding, fulfillment, and off-boarding), canned email templates, packages/service offers, forms (lead capture, questionnaires, & feedback form), branding elements, calendar integration, payment processor integration, etc. She is now positioned to seamlessly attract, book, and retain your dream clients with ease.
03
CM Studios
Wedding Cinematography
Before Chris and I started working he didn't have any systems in place for client management. He wanted to eliminate manual tasks, elevate his client experience, and have enough time to dedicate to curating his client's love stories. I did a complete build-out of his Dubsado CRM which included workflows, a seamless booking process, canned email templates, cinematography packages/service, forms (lead capture, questionnaires, & feedback form), branding elements, and calendar integration, etc. Now, Chris is able to effortlessly manage his client project from start to finish without feeling overwhelmed or overworked.