If you spend more time dreaming about your business and less time actually running it, I can help. We'll work together to set up your systems with Dubsado & ClickUp
Dubsado & ClickUp Pro | Operations Specialist
I'M HERE FOR WHEN
- Your business feels like it’s running you (rather than the other way around)
- You know you’re onto a good thing with your current strategy, but you’re stuck on how to turn that next milestone or lightbulb moment into the real-deal
- You started this business with a passion, and now, you find yourself bogged down with busy work and headaches.
- The work hasn’t gotten harder, it just started multiplying. Tasks need to be assigned. Deadlines are looming. And somehow, you’re also responsible for ordering the office supplies.
You chose the entrepreneurial route because you wanted some degree of freedom and flexibility, but now you’re starting to feel like you’re surviving your business rather than running it.
Full-Service Online Business and Ops Management
Scale a business that’s powered by systems and not your time.
You can be the business owner who spends weekends with family, evenings unwinding, and dedicated CEO time that leaves you feeling refreshed and inspired.
The only difference between where you are now and that lifestyle you want are systems that add hours back to your day, days back to your week, and passion back to your life.
Business can be challenging. Don’t make it harder than it needs to be.
Simplified systems are only a click away.
It’s time to stop being the bottleneck of your business and take action to really move your business forward.
With our Monthly Online Business Management retainers, our team can take your brand and turn it into the business you dreamed of, not the business you micro-manage.
- Create Systems, Processes, and Standard Operating Procedures to streamline your business
- Quarterly strategic planning sessions
- Email marketing and automation
- Recruiting & Vetting
- Overseeing Project management
- Managing your virtual team
- Continued operational support to keep your business running like a well-oiled machine
- Managing daily operations
*** 3-month commitment required
Dubsado Strategy Session
A 90-minute Breakthrough Session video chat where we’ll talk about anything from CRMs to client onboarding, and team management to course creation. You’ll enter frazzled and leave grounded with problems solved and an action plan ready to be implemented.
Cut through the confusion, get expert clarity to pave a way through the stress, and preserve your sanity.
- 90-minutes of uninterrupted time to focus on your business
- A copy of your new workflows so you can input them into Dubsado right away (From triggers, actions, and all the settings in between, I will leave you with plug and play workflows)
- An asset list: The list of every email, form, project status, scheduler, etc. that you need to have in place in order to create your workflows
- A full assessment of the current tech platforms you're using, if they suit your needs, and what you can replace to uplevel your biz FAST.
- Implementation guide: A comprehensive guide showing you exactly what to build and in what order so you can get your new workflows up and running
Investment: $697
DUBSADO SYSTEMS SET-UP OR REFRESH
We want to make it easy to get started with Dubsado and save you time. Which is why we created a special setup package that includes setting up your account, adding products, creating your first invoice, getting your business ready for sales creation…and much more.
Our team of experts will work with you to customize and optimize your Dubsado account to fit the specific needs of your business. From setting up custom forms and automation to integrating with your payment gateway, we’ll make sure everything runs smooth.
- Canned emails for every step of your workflow
- Form migration for existing forms
- Non-Coded form creation
- Embedded On Your Website
- Integrated With Your Other Platforms
- 30 Weeks Of Voxer Support
- A walk-through of your new tools and systems
- Written SOP documentation outlining your new systems & workflows
Starting at $3000
Dubsado Repair
I know it can be extremely frustrating when things don’t work how you want them to. Let me help you get things back on your track.
- syncing your calendars
- checking your workflows
- updating your forms or proposals
If necessary a written SOP documentation outlining your new systems & workflows.
Starting at $400
Executive VA
I know it can be extremely frustrating when things don’t work how you want them to. Let me help you get things back on your track.
- syncing your calendars
- checking your workflows
- updating your forms or proposals
If necessary a written SOP documentation outlining your new systems & workflows.
***3-month commitment