Services
Done for You Dubsado build
A fully customised build for your business needs and helps keep it running behind the scenes without having to catch up on admin after 5pm.
Imagine sending emails to onboard a client, proposals already prepared and sent, and a dedicated workflow that handles client onboarding and offboarding for you.
What's included:
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x 1 90 minute Workflow Call
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Customised Forms, Contracts, Proposals, and Questionnaires that match your branding
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Email templates that are in your tone of voice
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Payment plans set up for your services
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Custom Workflows from Lead to Offboarding
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Create a customised client portal
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Weekly check ins via email.
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A personalised Loom recording plus Support Guide
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30 day support period after build
Timeline: 6-8 weeks
Investment: BETA OFFER £900
£450 before build/£450 after build
Systems Audit
You're stuck with trying to catch up with what needs sending or losing track of where everything is.
This is where we go full in on your current process from lead to offboarding. Whether you aren't fully committed to having a build yet, but you want something to get you started, this one's for you!
What's included:
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An Intake Form to complete which includes how potential clients enquire, how you currently onboard or offboard clients, and everything in between.
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You'll get a fully mapped workflow for your services from start to finish, and have that to look back to when implementing it.
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You'll receive a personalised Loom video recording explaining your workflows and how to implement them in your current system.
Timeline: 5 working days
Investment: £300
Tech VA Retainer
Your a busy creative founder who already has a CRM or Project Management tool set up already and you're not able to keep an eye on it as you're capacity is full so you need someone to take over.
You'll have a side kick who makes sure all workflows are running smoothly, leads are tracked and recorded and just having a second pair of eyes incase anything flags up.
What's included:
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Optimising current automations + intergrations
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Managing current systems (Dubsado, ClickUp, Notion, Asana and Zapier)
- Optional monthly catch up calls to review and discuss updates
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Email + Diary Management
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Ongoing support via WhatsApp
3 month minimum commitment
From 450 per month