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Done For You Dubsado Set Up

Is a Done For You Dubsado set up service right for me?

  • If you are ready to scale your coaching business and take on more clients, but you don't have the proper systems in place to support that...
  • If there are gaps in your client journey...
  • If you don't have the time to do all the things that need to get done in order to best serve your clients...
  • If you want to use more tech, but you find it confusing and you just don't have the time to do it yourself...
  • If you are doing all your admin tasks manually and dropping balls along the way...

Then YES… a Done For You Dubsado Set Up is right for you!

Done For You Dubsado Set Up

Investment starts at $1400

What is included:

Get your entire client management system up and running and fully optimized for your unique coaching business.  At the end of your VIP Day, you will have a fully functioning 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
Let's chat

How Does It Work?

1. Clarity Call

My free Consultation call helps me to learn more about your coaching business, the services you offer and what your goals are for your client journey.

2. Proposal

Awesome!  I’ll send you a proposal with what we spoke about in our call and designed to your unique business.  You can accept the proposal, sign the contract and pay 50% of the balance to secure your spot.

3. Onboarding

I will send you an in-depth questionnaire to complete.  This allows me to collect information about your business and your processes so I can tailor your worfklows and created a system that is unique and totally customized to your business.

4. Client Homework

Your assignment is to make sure that your questionnaire is complete before we hop on our Workflow Mapping and Strategy Call.  I’ll check in with you to make sure you don’t have any questions!

5. Strategy Call

We will walk through your processes and your client customer journey to fill in any gaps. This is a deep dive into each phase of your offer so we can elevate your client experience and get those tasks automated.

6. Build

Sit back!  Your system will be set up.  I’ll get to work on implementing all the things we mapped out in our call.  Your client journey is being taken care of from start to finish.

7. Handover

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 scale your business and make a difference in the lives of your clients.

Let's chat

9. Follow Up

Once everything is completed, you will receive 21 days of video and Slack channel support – if you get stuck – I am there.  

Frequently Asked Questions

The complete process usually takes around 4-6 weeks with an additional 21 days of support. 

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, finalize your workflows and fill in any gaps in your client experience.  

I will then create your assets, build out your system and take it for a test drive.  

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, booking, onboarding, service fulfillment and offboarding your client, I create assets for each of those phases and you are given a system that will provide a referral-worthy client experience.

During our Consultation Call, I will let you know my current availability.  

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

Yes. I know the importance of having a well running system in place to help you with your growth.  I have a pay in full payment plan and a 50%/50% payment plan.

I work alongside heart-centered coaches to help build out the back-end of your business to align with YOUR best path to success and help you build the life and business of  your dreams.