LET'S BUILD THE BUSINESS OF YOUR DREAMS
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...
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.
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!
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?!
IMAGINE IF YOU HAD A CRM TO HELP YOU...
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Book appointments without suffering email chains a mile long.
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Send payment reminders for overdue invoices.
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Have one place to look for EVERYTHING client-related.
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Get e-signatures...no more scanning PDF’s!
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Automate moving your clients through project phases.
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Cut your proposal creation time down to zero (or close!).
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Work whilst you’re not at your desk - hello mobile app!
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Save money - Moxie is at least half the price of other CRM’s.
MY SIGNATURE FRAMEWORK
A SIMPLE 5 STEP PROCESS
It doesn’t have a fancy name, but my signature framework actually works and is built to help guide you through this project in the simplest way possible. Because a Moxie build is not for the feint at heart, it requires a lot of time and attention (from both of us) to make sure the end product is perfectly designed to suit both you and your clients needs.
PHASE 2
THE SPARKLE
Timeframe: 1-2 Weeks
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Following the sign-off of your workflow maps, implementation questionnaires will be issued to you to help collect all the information needed to complete the build. This is also when I will be writing the first draft of your email copy.​
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Your Time Commitment: 3-10 hours
PHASE 4
THE TWEAKS
Timeframe: 1 Week
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Once your newly built out system is handed back over to you, this phase will include testing and making those final tweaks before going live.​
Your Time Commitment: 2-3 hours
PHASE 1
THE DESIGN
Timeframe: 1-2 Weeks
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This phase includes your strategy call where we will map out your client journey in detail. You will receive one round of minor amendments to your workflow maps before we move onto the next phase of the project.​
Your Time Commitment: 3-9 hours
PHASE 3
THE BUILD
Timeframe: 1-4 Weeks
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This where you can sit back and relax and let me take the reigns and build out everything within your Moxie account. The only thing I will need you for is feedback on your proposal design.
Your Time Commitment: 30-60 mins
PHASE 5
THE SUPPORT
Timeframe: 1 Week
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You’ll get 5 business days of support whilst you get your new system ready to go live to start using with new leads and existing clients. During this phase you’ll be guided on what steps to take and have access to me to help you every step of the way.
Your Time Commitment: 2-3 hours
HOW MUCH IS IT?
THE PRICING
The prices below are based off the number of services you offer.
Examples: If you are a Brand & Web Designer who offers Brand Design, Web Design and Brand & Web Design, then this would count as 3 services. If you are a Coach who offers 6mo, 12mo and 18mo coaching, this would count as 3 services.
FREQUENTLY ASKED QUESTIONS
DO YOU HAVE PAYMENT PLANS?
Of course! My standard payment plan is two monthly payments, but if you would like to stretch the payments over a longer period then please let me know, however, we may have to delay the start of your setup project a little to accommodate the payment plan length.
WHAT INFORMATION DO YOU NEED FROM ME
A systems setup will not commence unless all content has been provided:
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Branding assets (guidelines, logos, fonts, colour hex codes, images etc.);
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Package details and payment plans for all services included in the setup;
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Content (copy, links and images) for all forms, questionnaires and contracts;
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Login details for Moxie
I’M GOING THROUGH A REBRAND AT THE MOMENT/SOON, CAN WE DO THIS AT THE SAME TIME?
I STRONGLY recommend you don't!
Both rebrand/website projects and a systems setup are humongous and require a lot of attention from you.
ALSO, it's a lot easier to be able to complete a systems setup once you have a defined brand and website, so it's better to wait until after these projects are completed before we start on a systems build.
WHAT ISN’T INCLUDED IN THIS PACKAGE?
The following ARE NOT included in these packages:
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Your Moxie subscription;
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Any integrations with third party tools (eg. email & calendar account, payment processors, video conferencing, domain white-labelling etc.);
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Training - full training will not be included and is the responsibility of the client.