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Set to Scale
Luxury Client Experience Setup with Dubsado
Are you still sending your client contracts via Hellosign?
Set to Scale is a Done-For-You Dubsado setup service that is created to automate your processes, deliver a luxury experience to all your clients, streamline your business backend, and provide you with the confidence you need to show up as CEO daily.
I understand that delivering a luxury experience that will have clients coming back or skyrocketing your referral rates requires having seamless processes that will deliver this experience consistently. This is why the Set to Scale Done-For-You Luxury Client Experience Setup with Dubsado is strategically designed to assess, unravel, and restructure all your processes so that your business can operate at its highest capacity.
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This transformational service is designed to shift you from overwhelmed to a super-organized boss babe in just a few weeks. ​
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No need to stress about creating workflows you don't understand or can't find the time to do, sitting up late at night trying to figure things out, or feeling frustrated whenever you lose a dream client. I'm here to close up all the open gaps in your processes and streamline your luxury client experience! Once I get the permission to be all up in your ''BUSINESS'' I will do a complete transformation of your processes.
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At the end of the Dubsado setup, you will have a system that seamlessly delivers a luxury experience to your clients on autopilot, save you up to 15 hours weekly on repetitive administrative tasks, and give you back the freedom and flexibility so that you can focus ON growing your business and not constantly working IN your business. You'll be all SET and ready to SCALE in no time!
The Set to Scale Dubsado setup is perfect for you if:
You have a signature service but your client experience needs a lot of work
You need a system that will completely transform and align your business
You’re tired of doing your tasks manually and you want to save time
You feel confused/unprepared every time you receive a new lead/client
Your current business processes and procedures are completely unorganized
You’re feeling stuck, unproductive, and overwhelmed as a boss babe
You’re ready to show up confidently and powerfully as a CEO
You want to focus on your creativity and not on menial, repetitive tasks
I'm sure you don't want to miss out on this amazing transformation!
Keep scrolling for the juicy deets
Let's take a look at what's included:
Complete Dubsado Setup with Branded Elements
A VIP Session to Map Out Your Signature Workflows & Automations
Streamlined & Automated Luxury Client Experience Plan
High Functioning Lead Management System
Fully Branded VIP Client Portal
Detailed Forms, Packages, & Service Deliverables
Emails and Templates for Organization
Customized Branding that Complements Your Business
Digital SOP Templates for your Client & Business Processes
Seamless Integrations to help
Deliver a Bespoke Experience
4 Weeks of Premium Post Setup Support via Slack and Email
At the end of your Set to Scale Dubsado experience, you'll have:
PERFECTLY
BRANDED
TEMPLATES
IMPRESSIVE
CLIENT
EXPERIENCE
STREAMLINED
CLIENT JOURNEY
PROCESSES
EFFICIENT
LEAD
MANAGEMENT
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What am I required to do beforehand?Before we get started with your setup process, you will be required to do a little homework. This is where you will complete a detailed Dubsado workbook that will provide me with all the details about your signature service, packages, upload photos, and other relevant information to complete your Dubsado setup. It is important that you provide all the required information before the implementation stage. All of the homework should take you about 2 hours to complete.
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Do you offer payment plans and refunds?Yes, I ensure that my Dubsado setup is fully accessible to all female creatives. You have the option to pay in full to reserve your setup or make a 50% upfront and the balance due 7 days before your VIP Worklow Mapping session. Due to the nature of the service, no refunds will be granted.
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Will you create beautifully branded forms too?Yes, I will design your forms to match the overall branding of your creative business. You will also get full access to them for future tweaks/edits.
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What is the timeframe for the full Dubsado setup?The process takes 4 weeks for the full design and setup of your Dubsado account. However, this timeframe is dependent on the client completing their pre-work in the allotted time frame. You will also receive 4 weeks premium post support.
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Will I be required to map out my processes alone?You will be required to map out your processes but definitely not alone. We will work together during our VIP Day client experience session to map out your processes from Lead inquiry stage to the client offboarding stage.
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Can I reschedule my VIP Client Experience Mapping Session?In case of an emergency or a sudden change in your availability, you can reschedule your VIP Client Experience Mapping Session but only once. If you are unavailable or miss your new session date, you will be charged $300 to reschedule you VIP client experience mapping day
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What about my email copies? Will you help me with that process as well?Absolutely! I will assist you with creating your canned email templates during the course of the setup.
The value is in the transformation.