Your time is so incredibly precious. It's the only resource we have that's not renewable. Why waste any more of it *just getting by* with the million post-its scattered across your desk that is your client experience -- when you could be positively T H R I V I N G once your workflow has got your back and handling all those open browser tabs in your brain?
I believe Black, LGBTQ+, and Trans lives matter. No matter who you love or what you look like, all identities are welcome here.
schedule a consult to make sure I'm the right fit for your needs
we'll decide on a plan of action depending on your objectives and priorities
your strategy or design call takes place (don't worry, we'll go over which is best for you!)
once we've finalized your workflow draft(s), I'll spend the next 2-3 days building it/them
the final step in the process is your implementation call where I walk you through everything
I'm sorry (truly) to say that I can't. Being an expert in Dubsado means I'm able to offer a high quality experience and workflows that I simply cannot guarantee with other softwares I'm not familiar with. I would recommend using my free workflow worksheet to help you build your own flows (you can find that here), or consider switching to Dubs if you're loving all this goodness!
This sounds amazing, but I'm not on Dubs. can you help?
Yes! Before you book your workflow slot, you'll need to make sure you have all of your foundational content (basically the bare essentials for all of your client touchpoints) ready to go in your Dubsado account that you want used in the workflow(s) -- that's your canned emails, contracts, proposals, questionnaires, appointment schedulers, etc.
With that said, I don't want you to feel like you need to have every imaginable touchpoint created before you inquire. As long as you have the basics already logged in your account, we can dream up the rest together!
is there anything I need to do on my end?
These options have a mix of things, including main top-to-bottom workflows, sidekick workflows (more on that later!), and an implementation call. All packages have at least 1 main workflow, a strategy call, and implementation call included.
What's included in the packages?
During our consult I'll gather enough information from you to recommend one of two routes we can go in pursuit of your dream workflows. We'll map out a plan of attack on our call and go over our mutual availability. Once we've done that and you're officially booked, I'll send you a link to my call scheduler so you can choose a slot for your strategy/design call.
How does scheduling this work?
Heck no! It's truly such a win-win that you're able to reap the fruits of the project structure that's suited to the way I work best. I'm most productive when I work in tiny, dense chunks, and I really did design this entire business structure around that preference! Like I said: win-win.
3-4 days? this sounds too good to be true. is it?
I do not offer any Dubsado set up services besides your workflows. If you need help setting up your account from scratch, I recommend checking out the Certified Specialist Directory for the right person!
What if I'm not ready for workflows? do you do setups?