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the Dubsado
difference

Join the Dubsado Club!

Yes, it's amazing.

Yes, it does nearly everything.

Yes, it's user-friendly.

Yes, it's intricate and time-consuming as hell to set up. Enter Katharine!

What I Do

01

DUBSADO BUILDOUTS

02

CRM & MONTHLY RETAINERS

03

WEBSITES

How I Can Help You

Dubsado build out

crm/dubsado build

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Service includes:

- Lead form, proposals, contracts, sub-contracts

- Workflows

- Your custom brand throughout the program

- Artwork (headers, footers, etc.) creation (note: not logo/brand creation)

- Custom automated emails

- Calendar, payment and website integration

- Team integration

- 1 month of Voxer support

- Loom video support

 

Level 1 - Starts at $1,250

Perfect for the new business, we'll get your CRM system started so that it can grow with you. This is for you if: you have a handful of offerings, a growing client base, 1-3 revenue streams in your business.

 

Level 2 - Starts at $2,500

Ask yourself, how many "if.... then...." scenarios there are when you work with your clients? If it's more than two, you likely need this level of support. This is for you if you offer multiple services that have varied steps: forms to complete, assorted contracts, various packages and more to present to clients. 

monthly retainer

10, 15 or 20 HOURS+ | YOU DECIDE

  • Custom management for your needs

  • Successfully execute your systems and processes

  • Daily, weekly, monthly and quarterly tasks management and tracking

  • Check-in calls, Voxer and email support

systems & processes

Working with you to create custom systems for your business. We'll tackle your needs including:

  • Day-to-Day Operations

  • Billing & Invoicing

  • Projects

  • Event Planning

  • Product Launches

  • Email Campaigns

      & more

client & vendor relations

Your clients, your words, your standards and your methods - all off your plate.

  • Customer Service

  • CRM

  • Calendar Management

  • Website Management

  • Graphic Design

  • Email Responses

      & more

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WEBSITES

Keep It Simple.

Let your website be a representation of you and your business without all the extra fluff. My approach is a functional website that is user-friendly, beautiful and easy for you to make edits as your services change. 

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These buildouts are perfect for small businesses and entrepreneurs who have a straightforward offering.

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Click the images at the right to see the websites!

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Jessica Marx Coaching Corporation | @thejessicamarx

Jessica Marx

Working with Katharine has been one of my most valuable investments. As a busy entrepreneur and visionary, it's imperative that I have someone I can lean on to make sure the business is operating at the highest level. She does this effortlessly. She allows me to focus on key initiatives while she takes care of the rest. This is hard to find and she is an asset to the OBM industry! 

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