Automated Systems and workflows
Helping you streamline your client experience without sacrificing the connection.
Tell me if this sounds familiar…
You are in a dead sleep, only to wake up wondering if you actually responded to that lead that came in from your website that afternoon? You know you might as well just get up at that point because there is NO way that you are going to get back to sleep!
How about searching your files for the latest version of your proposal? Looking through every folder because you have forgotten where you last saved your changes.
You want to stop the overwhelm that is caused by constantly handcrafting your proposals. You want to be efficient and NOT have to create every email from scratch or wonder where you saved your contract.
And my favourite… having the files you are working on with your client on your desktop, in your folders, on your Google Drive, and in your Dropbox. You have to spend half an hour before your project calls just searching for your documents. So many things to remember… no wonder things have been forgotten!
I GET IT!!!!
Hey there!
I'm Melanie. Thank you so much for stopping by and taking a moment to check out my little corner of the internet.
I am passionate about helping female creatives, coaches and service providers scale their businesses by automating and simplifying their workflows.
Your business is unique to you! Your systems and process should be too. There is no "one size fits all" response to your needs, so we work together to create workflows tailored to YOU and that make sense to YOUR business. Let's create some referral-worthy, VIP client experiences.
You can click "More About Me" to get a glimpse into my crazy life!
You want automated workflows that make your clients feel like the VIPs they are. You want a client experience that is so phenomenal, they not only keep coming back for more, but they are telling everyone they know about what an AMAZING experience it was working with you!
Hello Referrals!
I wanted to get OUT of the admin part of MY business. I wanted to stop jotting things down on Post-It notes every time I remembered something that had to be done. I created some canned email templates that I used across my client projects and was super proud of such a great idea UNTIL I realized I had to still put a note in my calendar to actually SEND the email – UGH!
So off I went looking for a tool that would fit my needs. I went from system to system, productivity tool to productivity tool, and nothing seemed to fit what I was looking for.
Enter DUBSADO!
Dubsado is a Customer Relationship Management tool (CRM) that helps you automate workflows and most of the emails and forms you are always sending.
Maybe you have heard of Dubsado and what a powerful tool it is but you don’t really know how to set it up and you definitely don’t have the time to learn the ins and outs.
I had my Dubsado account for a year and a half and had such a hard time trying to figure it out. I would log in after hearing someone rave about how completely hands-off they were in their business. I’d spend 4 hours trying to set up my automations, get frustrated and then log out for another 3 months! Been there!! Done that!!
It takes time and a lot of effort to set up Dubsado correctly but WOW… when it is done right you go from overwhelm to saving HOURS each week.
Here’s the thing…You DO NOT need to struggle for months to design your workflows. You DO NOT have to worry that you missed something.
Are you ready to start using Dubsado? Let’s work together to strategize and get you up and running!
Let’s simplify and automate your business!!
Interested in some resources to help you get started?? Click the link below for some guides and checklists to help you on your way.
How We Can Work Together
Done For You Dubsado Set-Ups
Complete Done For Your Dubsado Setup Service. Make your business more efficient and effective, keep your peace of mind and consistently deliver “white glove” VIP customer experiences.
Dubsado Form Creation
Professional and beautiful customized forms. Form creation includes questionnaires, proposals, contracts, lead capture, and sub-agreements customized to YOUR brand and unique to the way you do business.
Dubsado On The Fly
Doing a DIY Dubsado setup but find yourself stuck? Or maybe you have “most” of your setup done but need someone to swoop in and take over the last few things to get it up and running and tie together the pieces.
kind words from clients
Let's Chat
Want to take your business to the next level?
There is a better way! You don’t have to tackle your workflows alone. It is time to automate your client experience and create an efficient system tailored to your business!
