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SYSTEMS SETUP FOR BRAND + WEB DESIGNERS

Let's build a system that supports your clients with ease

It's time to step away from the inbox and focus on what really matters

One thing I know for sure is that being in your inbox dealing with client admin sucks the creativity from you. You want to be doing what you love the most, but contracts need to be sent, invoices need to be chased, feedback needs to be collected.

Well, what if there's another way - where you can dedicate more of your time to love hard on your clients and their projects whilst the majority of your client admin is taken care for you. Sounds bliss, right? 

Say hello to...

A CRM setup is more than just adding a few email templates into the software - you can happily welcome the following into your life

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more time.

This is the most obvious result you'll see. Less time in your inbox answering the same questions over and over. Less time manually sending questionnaires, proposals, organising appointments. Now you just have to plan what you're going to do with all this time! World domination in 3..2..1...

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more pride.

 

You can finally promote your BTS more because you have something to be proud of. Every email, every form, every tiny part of your client experience has been designed to align perfectly with your brand. And now that you have a system in place, you can stop sending those "sorry I forgot to..." emails.

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more headspace.

Heard of decision fatigue? It's real! Now you are clear in your process and have automated as much of it as possible, you can say goodbye to all those lists that are taking up room in your head. You can trust Dubsado to do it for you, or atleast send you a friendly nudge to remind you to do it!

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more income.

Not only can you increase your prices because of your new client experience, you will also see your clients loving on you super hard and referring you to as many people as they can. Isn't it a good thing you have more time on your hands to take on more clients?!

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"Laura took something that felt completely overwhelming and broke it down to make it manageable"

AMY MEADOWS, EVENT PLANNER

OPTION 1

VIP Day Systems Setup

Enquiry & Booking Workflow Setup Only

My VIP Day Systems Setup package gives you a quick win to get your automation journey started.  The VIP Day setup can be for Dubsado or Honeybook only. And is for your enquiry and booking process for your signature service only. If you have more than one service that your want set up, please look at the Done-In-A-Week Systems Setup package.

This package includes:

  • One 30-min strategy session to map out your client journey

  • A comprehensive intake form to collect all the information need to complete the VIP Day

  • 6 hours of my undivided attention to build out your enquiry and booking assets in either Dubsado or Honeybook

  • Bespoke training videos on how to use your new workflows

  • 14 days of email support to help you get familiar with your new system

Investment: £750

PAYMENT PLAN: 50% DUE UPFRONT, REMAINING 50% DUE 1 WEEK BEFORE VIP DAY

OPTION 2

Done in a Week Setup

Setup for One Service Only

My Done in a Week Systems Setup package still gives you a quick win, but is for businesses that want their signature service set up in either Dubsado or Honeybook. Imagine having a fully automated, beautiful system ready to go in just one week!

This package includes:

  • One 90-min strategy session to map out your client journey

  • A comprehensive intake form to collect all the information need to complete the VIP Week

  • One week of my undivided attention to build out your assets in either Dubsado or Honeybook for one service only

  • Bespoke training videos on how to use your new workflows

  • 30 days of email support to help you get familiar with your new system

Investment: £1500

PAYMENT PLAN: 50% DUE UPFRONT, REMAINING 50% DUE 1 WEEK BEFORE VIP WEEK

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OPTION 3

Full Systems Setup

Setup for up to Three Services Only

My Full Systems Setup package is for the business owner who wants up to 3 of their services elevated and automated in either Dubsado or Honeybook. This package is a 4 week project.

This package includes:

  • Up to two 90-min strategy sessions to map out your client journey

  • A comprehensive intake form to collect all the information need to complete the systems setup build

  • 4 weeks to build out your assets in either Dubsado or Honeybook for up to 3 services

  • Bespoke training videos on how to use your new workflows

  • 30 days of email support to help you get familiar with your new system plus 2x 45-min support calls

Investment: £3000

PAYMENT PLAN: 3 MONTHLY PAYMENTS

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OPTION 4

The Elite Systems Setup

Setup for ALL of Your Services

My Elite Systems Setup package is for the business owner who wants ALL of their services elevated and automated in either Dubsado or Honeybook. This package is a 6 week project.

This package includes:

  • Up to four 90-min strategy sessions to map out your client journey

  • A comprehensive intake form to collect all the information need to complete the systems setup build

  • 6 weeks to build out your assets in either Dubsado or Honeybook

  • Bespoke training videos on how to use your new workflows

  • 60 days of email support to help you get familiar with your new system plus 4x 45-min support calls

  • BONUS Zapier Setup for Dubsado/Honeybook related Zaps

Investment: £5000

PAYMENT PLAN: 4 MONTHLY PAYMENTS

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No idea which package to choose? 
Book a strategy session and we can work from there.

MY TRIED AND TRUE PROCESS

And here's how I'll get you there!

Choose a Package

If you're unsure on which package you'd like to book, we will jump on a discovery call to chat briefly about your business. Once we decide on the best package for you and your needs, you'll need to complete a proposal, sign a contract and pay your deposit to become an official client 🎉

Time Estimate = 30 mins

01.

Pre-Project : Project Kick-Off Call

Once you've been officially booked in for your project, we'll meet virtually for a project kick-off call. This is a chance for both of us to make sure we're talking the same language and on the same page! We'll talk project dates, I'll walk you through your client hub and your homework and you'll get a chance to ask any questions prior to our strategy call.

Time Estimate = 30-60 mins (dependent on which package is booked)

02.

Project Start : Phase 1 - Strategy

We'll meet virtually for a strategy session where we will review your service offerings, making sure they are everything they need to be, and also map out your client journey from start to finish and every little step in between. I'll share my screen as I map out your client journey so that you can see exactly what your workflows will look like.

Time Estimate = 1-6 hours (dependent on which package is booked)

03.

Homework : Phase 2 - Asset Optimisation

Once we have a clear view of what will be included in your workflows, you will spend the next 2 weeks completing a series of questionnaires designed to help pull out all the information I need to complete the build. This phase is mostly on you, but I'll be there to hold your hand and answer any questions you might have.

Time Estimate = 1-10 hours (dependent on which package is booked)

04.

Project Build : Phase 3 - Tech Setup

This is where you can sit back after all your hard work in phase 2! I will spend one week setting up your system, designing forms, building out workflows, and giving them a quick test before handing them back over to you. The build week ends with me recording walkthrough videos of all of your workflows to help you understand how you'll manage them day-to-day.

Time Estimate = 30-60 mins

05.

Project Complete : Phase 4 - Launch Support

The project will be handed back over to you for you to become more confident in before you launch it with new clients. You will be given access to tutorials and guides to help you throughout the support period, along with email support if you get stuck. This phase is where I will empower you to confidently use your new system.

Time Estimate = 14-60 days (dependent on which package is booked)

06.

want beautifully branded forms?

(mostly) Code-Free Forms

I know all you're looking for is the forms! Here's a few examples of what I can create using the native Dubsado form builder - these are with minimal css code, making it super easy for you to amend when needed.

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"Oh, how I'm loving all this! I'm going to look so professional and organized!"

LAURA ALTMAN, LFA ARCHITECTURE

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What was the highlight of working with me?

"Your cheerfulness, flexibility, knowledge and interest in helping us."

DAWN ZUBER, STUDIO Z ARCHITECTURE

GOT SOME Q'S...I'VE GOT THE A'S

Frequently Asked Questions

Haven't signed up for Dubsado yet? Get 30% off your first month/year when you sign up to a Premier plan.

*Disclosure: I only recommend products I use myself and all opinions expressed here are my own. This link is an affiliate link. If you use this link to buy something I may earn a commission. Thanks.

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