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VIP Day Dubsado Set Up

Is a VIP Day Dubsado set up service right for me?

If you are losing the time you have to work with clients because you are lost in admin work…
If you are constantly writing the same email over and over…
If you want to automate your systems to provide a VIP client experience but don’t have the time…
If you are looking for a system that will take your clients through a workflow while you have a coffee…
If you want a functioning CRM in one day…

Then YES… a VIP Day Dubsado Set Up is right for you!

VIP Day Dubsado Set Up

Code Free Design starts at $1697 CAD
Custom form design starts at $1997 CAD

What is included:

Get your entire client management system up and running in one day.  At the end of your VIP Day, you will have a fully functioning and optimized CRM.  You will be able to automatically send your invoices, emails, proposals, and contracts.  Keep all your clients and potential clients in one place!

  • Lead Capture Workflow for your Signature Service
  • Onboarding Workflow for your Signature Service
  • Offboarding Workflow for you Signature Service
  • Set up of your packages/service
  • Set up of your payment schedules
  • Email Signature
  • Branded Client Portal
  • Code Free Customized proposals, forms and questionnaires
  • Appointment Schedulers
  • Canned Emails
  • Video recording of your new system
  • 14 Days Support via video and Slack
  • CSS Form Design available
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How Does It Work?

1. Fill out the form

Click the “Let’s Chat” button and fill out the form. I will review your submission and see if we are a good fit and if I am able to help you with your business needs.

2. Discovery Call

If I think we are a good fit, I will send you my scheduler so that we can get on a call.  This will help me get to know more about your business goals and those pesky pain points.

3. Proposal

Once we have had our call, I will send over your proposal within 24 hours. If you are ready to go, review your proposal, sign your contract and secure your spot with a 50% non-refundable deposit.

4. Client Homework

Once you have your date, you will receive some in-depth questionnaires to complete before your VIP day.  This will assist me to create all your workflows and assets.

5. Strategy Call

Once you have completed your questionnaires, we will meet via Zoom to go over any questions you or I might have.  We will walk through your processes and your client customer journey to fill in any gaps.

6. VIP Day

On your VIP Day, your system will be set up.  You will need to be available via Slack during the day to answer any questions I might have.

7. End of Day

Once your system is set up, you will receive a recorded walkthrough video on how things are set up along with links to all of your assets and materials. 

8. Happy Dance

Now’s the time to celebrate knowing that you have a system in place that will allow you to start doing some of those things you put aside while you were working so hard to grow and scale your business.

Let's chat

9. Follow Up

Once everything is completed, you will receive 14 days of video and Slack channel support – if you get stuck – I am there.  

Frequently Asked Questions

After you complete your payment to reserve your VIP Day, you will receive a series of questionnaires that you will need to complete with as much detail as possible regarding your business, your signature service, as well as other information that will help me to create your workflows and client journey experience.

You will be given a date that this pre-work needs to be finished.  After that is done, we will meet to discuss your responses.  

I will then complete some work that will require some approval from you and we will meet one more time to finalize your workflows and fill in any gaps.

Then…the VIP Day!!

The complete process usually takes around 6 weeks with an additional 14 days of support.

On average, the prep work takes 3-4 hours to complete.

I do a deep dive into ALL elements of your signature service.  From your lead capture to offboarding your client, I create a referral-worthy client experience.

During our Discovery consultation, I will let you know my current availability.  

Because I only book 2 VIP Days per month, I recommend booking as soon as possible.

Yes. A minimum of 50% is required to hold your VIP date and the remaining balance will be due prior to the date of your strategy session.

My services are great for:

Coaches
Virtual Assistants
Consultants
Photographers
Social Media Managers