Only one spot left for October 2022 – Get in Touch

Let's build your personalized Dubsado setup so you can run a more profitable creative business

automate your business in days, not months…

helping designers, copywriters and coaches Feel more confident in the client experience they offer so they can confidently raise those rates  

Let's be real - Running a design or copywriting studio is a juggling act.

In any given week, you spend your time and energy….

  • Marketing. Creating captions or blog posts, writing to your email list, and showing up on Instagram stories.
  • Visioning. Dreaming up new offers and strategizing ways to expand your creative business.
  • Administrating. Sending invoices, creating contracts, onboarding new clients, managing your calendar, responding to emails – the list goes on.
  • …Not to mention actually DOING the client work that pays your bills!

Balancing all of these important tasks is overwhelming (and incredibly time-consuming). 

Give a nod if any of this feels familiar to you:​

01

Constantly playing caych-up

You are constantly playing catch-up with an endless to-do list of answering emails, scheduling client calls, or following up on inquiries. You find yourself doing admin tasks on the weekends, after hours, or on your precious CEO days, because there just isn’t enough time during your work day to get it all done.

02

Not knowing where to start

You’ve purchased and dipped your toes into Dubsado, but you know you’re not using it properly. All of your forms and emails are being sent manually. Your proposals and client portal look embarrassingly off-brand. You want your clients to have a professional back-end experience, but you have no idea how to create it for them.

03

trying to keep track of everything

You are trying your best to keep track of all your invoices and get paid on time but things are just falling through the cracks. You are getting frustrated as you either forget to send clients invoices or you constantly have to remind them to make their payment – which lets be honest, can be really uncomfortable.

04

repeating the same tasks time and time again

You are finding yourself rewriting those “Let’s schedule a Discovery Call”, “Your contract is ready” and “Let’s get you onboarded” emails over and over again. On more than one occasion, you forgot to add the link to the onboarding questionnaire or the refinement document in your email. Even though you are working around the clock, you can’t seem to provide that consistent client experience you know your clients deserve. There is always something missing!

 

What if we could turn the tables?

It's time to take some of these things off your plate

Imagine swapping your feelings of ‘there aren’t enough hours in my day’ and ‘Dubsado is a confusing beast’ with confidence in your client experience and automated processes. 

Think of how much more profitable (and joyful!) your creative business will be if you stop wasting time repeating the same less-than-fun tasks and start devoting more energy to your clients, marketing, and future goals.

After your Dubsado setup, you will:
  • Instantly become more profitable. As soon as you stop wasting time doing the same admin tasks on repeat, you’ll be adding back 20+ hours back into your business each month. We’re talking $1K, $2K, $3K or more EACH MONTH depending on your hourly rate.
  • Regain those evenings and weekends with your family because you are no longer playing catch up on emails, invoicing, and sending contracts.
  • Stand out in your crowded industry because your client experience is so professional and top-notch. Gain peace of mind knowing your clients are receiving a white-glove experience time and time again.
  • No longer dread the onboarding process because it’s now a simple few clicks – what used to take 2 hours to create proposals, contracts, invoices, and questionnaires, now takes you 10 minutes.
  • Be positioned to take on more clients. The automated systems tailored to each of your SPECIFIC services/offerings will give you more time and energy to devote to your clients.
  • Show off your custom proposals and forms. No more boring Dubsado templates that look nothing like your brand. You will have custom coded forms that look and feel exactly like your website

introducing

The VIP Dubsado Experience

...

VIP WEek

starting at 

$3,200 CAD

Complete Dubsado Setup 

For up to 3 of your services

 

– in just one week –

VIP Day

  

$2,000 CAD

Complete Dubsado Setup 

For your signature service 

 

– in just one day –

*Taxes will apply on the packages presented above.

When you work with me

Here is what you'll get!

Process Mapping Session

A 90-min to 2 hour call to review your business structure, create a roadmap for your processes, and identify areas for automation.

Form design

Branded CSS or Code Free forms that will be specifically designed to your business in order to offer a cohesive client experience.

emails

Canned emails, tailored to your writing style, for every step of the process. From “Thank you for your inquiry” to “Your customized proposal is ready!” and ” Welcome! Let’s get started on your project”, I will take care if everything. 

Packages & Payment plans

Setting up your packages and payment plans to make sure you are ready to book clients and get paid consistently. 

Schedulers

Customizing your availability to each of your services in order to provide an easy and seamless booking experience for your clients.

workflows

Building workflows and automation to tie everything together, saving you countless hours of monthly admin tasks.

Offboarding

One-on-one, 90 minute call to walk-through your new system setup. Personalized Offboarding guide filled with complementary instructions and custom videos to help you navigate Dubsado with ease.

post-project support

2–4 weeks of email support and follow up to make sure you have mastered your new system.

Here is how we'll do it!

Pre-Launch

Before we “meet” for the first time, you fill out a questionnaire all about your business, your brand and your client experience

Kick-Off

Two week before our VIP Dubsado Experience, we have a 90 min (minimum) Zoom call where we talk about your services and map out your processes.

Implementation

While you’re off working on your creative client projects, I get to work on your client experience & workflows.

Check-in

Through our time together, I’ll reach out to you by email with any questions I’ve encountered along the way.

Delivery

Once our time is up, we will complete a  60-90 minute walkthrough of your new system. I’ll also provide a Next Step Guide and customized tutorial videos.

Support

You will receive 2-4 weeks of email support where I can answer any additional questions and help you with any problems you might have.

From Past clients

the form design

showing the love

VIP Experience Dubsado Strategist and Specialist, Martine, leans against white brick wall wearing a white shirt and black blazer.

The VIP Dubsado Experience is more suitable for serviced-based businesses who already have a well implemented client journey, or have a very precise idea of it, and for whom their next step is to invest in streamlining and automating their business.

Absolutely. A 50% deposit is required to book your VIP Dubsado Experience and secure your spot. The remaining 50% is due before the Process Mapping Session – aka the kick-off call where we map out your services.

I try to take on as much of the work as possible during the setup but you will need to set aside 5-7 hours depending on how organized you are. Note that this includes the call we have together.

Here is a breakdown of those hours: 

  • 1 hour to complete the Onboarding Questionnaire, 
  • 90min or 2 hours for our Process Mapping Workflow Session (based on the VIP Dubsado Experience you selected),
  • 1- 3 hours to complete the Implementation Questionnaire (based on the VIP Dubsado Experience you selected),
  • 60-90 minutes for our Offboarding call.

What is 5-7 hours to get your CRM set up the right way?

Once the VIP Dubsado Experience is complete, I will not leave you hanging. We will do a one-on-one walkthrough of your new system and you will receive an offboarding guide with complementary instructions to help you navigate Dubsado with ease. I also provide email support where I answer any additional questions and help you with any problems you might have.

For VIP Week experience, you will have 30-days of email support.

For VIP Day experience, you will have 14 days of email support.

Yes. CSS coding and conditional logic are additional services you can add to your Dubsado setup. These services will be an additional cost.

if you made it this far, you might as well

BOOK A DISCOVERY CALL

It’s casual, it’s easy, and there are no strings attached. I’ll probably even have my hair tide-up in a bun. What are you waiting for?