What I Do
01
SYSTEMS DEEP DIVE
02
DUBSADO BUILDOUTS
03
CRM & MONTHLY RETAINERS
04
WEBSITES
systems deep dive
operations strategy session
This call will get you the road map to where you want to take your business. Low commitment, high-result. Your road map will help you see how to layout your systems, update your current operations and simplify your work flow.
Service includes:
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90-minute dive into your business operations
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Pain points discovery and effective solutions
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Operations strategy map
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Recommendations for implementation (programs, services, contractors)
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Solutions for your highest priority items
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Pre-call questionnaire to dive into your biz
Dubsado build out
crm/dubsado build
Join the Dubsado Club! Yes, it's amazing. Yes, it does nearly everything. Yes, it's user-friendly. And yes, it's intricate and time-consuming as hell to set up.
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
Dubsado buildouts in 2022 thru 2023 averaged a price of $1,250 including multiple workflows and 3+ revenue streams.
monthly retainer
10, 15 or 20 HOURS+ | YOU DECIDE
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Custom management for your needs
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Successfully execute your systems and processes
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Daily, weekly, monthly and quarterly tasks management and tracking
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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:
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Day-to-Day Operations
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Billing & Invoicing
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Projects
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Event Planning
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Product Launches
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Email Campaigns
& more
client & vendor relations
Your clients, your words, your standards and your methods - all off your plate.
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Customer Service
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CRM
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Calendar Management
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Website Management
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Graphic Design
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Email Responses
& more
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.
These buildouts are perfect for small businesses and entrepreneurs who have a straightforward offering.
Click the images to see the websites!