Create a more professional business presence without investing more time or energy
How is that possible?
The power of automations.
Workflows, automated processes, and simple systems will take SO MUCH WORK off your plate while giving your clients a more enjoyable experience.
Is your Dubsado or ClickUp working for you?
3 signs you need help from a systems strategist:
You’re doing all admin tasks manually
If you’re scheduling calls, sending out proposals, and reminding clients that invoices are due – it’s time to let automations do the work so you can focus on other things.
You don’t know how to use your tech
You signed up for ClickUp or Dubsado because someone told you to… but you don’t know how to use them or find them to be incredibly frustrating and overwhelming.
You could use an extra 10+ hours in your week
Most of our clients earn back an impressive number of hours each week thanks to the automations and systems we set up. If you could use more time, we’d love to help you!
“Hiring Beth was one of the best and easiest decisions I’ve made for my business and myself. She is proactive, super organized and a Dubsado queen! If you need someone who is all about saving you time and helping your business grow through systems and processes, Beth is your girl.”
Jillian Dolberry
Jillian Dolberry OBM & Team Strategist
“If you’re thinking about booking a Get It Done Week… DO IT! DO IT DO IT! Beth is gonna get you so organized and set up for success. She solves problems you didn't even know you had and makes you stand out as the best business owner around.”
Makena Delaney
Makena Creative
“Look no further; you just found your Dubsado expert in Beth. From the start, Beth has made the Dubsado process easy for me to implement and has taught me all the steps along the way so I can make the updates. I cannot recommend Beth enough.”
Michelle Egan
Egan Wine Co
“Beth’s brain is brilliant! She takes my crazy ideas and puts them into actionable workflows and makes the back end of my business sooo simple and automated. 10 out of 10 perfection in every way!”
Beth Cannon
Beth Cannon Speaks
“Making life easier 1 project at a time! She created a simple to use task manager, I enter a few key items and Dubsado does the rest! Guess who hasn’t sent an email at 1am again, yep this girl! I had Beth incorporate some Zapier, zaps, & I have time back in my day!“
Cassie Goodwin
Tax Savvy Bookkeeping LLC
“Thorough, Professional and Efficient Service. I was so impressed at her thorough questioning of my current processes, suggestions for improvements, and creation of a system that made obtaining leads, sending work to clients, and invoicing clients a breeze.”
Ashley Conway
Be Weird Marketing
Dubsado Setup + Customization
This comprehensive setup includes:
- Client Experience Strategy Session
- Form Design
- Packages and Products input
- Payment Schedules created
- Canned emails – we write and input every single email for you!
- Workflow implementation
- 1:1 Training Call to empower you to understand and use what we created for you
- Next Step Guide
- 30 days of email support to answer your questions while you learn your new set up
Foundational Setups are available for Virtual Assistants, OBMs, Copywriters, and Bookkeepers. These are based on industry-standard processes and workflows that are branded for your business.
Average Investment: $3,000 (Custom quote based on your services/offers) Payment Plan available
DO IT FOR ME
From that call, we’ll create a custom Content Directory + Workflow Setup Guide for you to bring your Dubsado to life!
This done with you service includes:
- Client experience strategy session
- Custom content directory + setup guide
- Illustrated, step-by-step instructions to create your workflows
- Training library full of how-tos for how to do anything you need to do within Dubsado
- Canned email library
- One-click form templates
- Workflow testing guide
- 30 days of email support
- One 30-min support call
let's do it together
DONE FOR YOU SETUP
This comprehensive setup includes:
- Client experience strategy session
- Form design
- Packages and products input
- Payment schedules created
- Canned emails – we write and input every single email for you!
- Workflow implementation
- 1:1 training call to empower you to understand and use what we created for you
- Next step guide
- 30 days of email support to answer your questions while you learn your new set up
Foundational Setups are available for Virtual Assistants, OBMs, Copywriters, and Bookkeepers. These are based on industry-standard processes and workflows that are branded for your business.
Average Investment: $3,000 (Custom quote based on your services/offers) Payment Plan available
DO IT FOR ME
Done With You Setup
Done With You Setup
From that call, we’ll create a custom Content Directory + Workflow Setup Guide for you to bring your Dubsado to life!
This done with you service includes:
- Client experience strategy session
- Custom content directory + setup guide
- Illustrated, step-by-step instructions to create your workflows
- Training library full of how-tos for how to do anything you need to do within Dubsado
- Canned email library
- One-click form templates
- Workflow testing guide
- 30 days of email support
- One 30-min support call
Let's do it together
DONE FOR YOU SETUP
Other Dubsado Services
Foundational Mini Setup
These setups cover a specific part of the client journey like payment plans, inquiry, proposals, onboarding, or offboarding.
LET'S CHAT
Audit
This service will help you optimize your Dubsado experience and make sure you’re using each feature to the best of its ability to streamline + automate.
BOOK NOW
Templates + Outlines
Prefer to do things yourself, but need some guidance or a good starting point? Check out the templates and outlines in our shop!
coming soon!
“Hiring Beth was one of the best and easiest decisions I’ve made for my business and myself. She is proactive, super organized and a Dubsado queen! If you need someone who is all about saving you time and helping your business grow through systems and processes, Beth is your girl.”
Jillian Dolberry
Jillian Dolberry OBM & Team Strategist
“If you’re thinking about booking a Get It Done Week… DO IT! DO IT DO IT! Beth is gonna get you so organized and set up for success. She solves problems you didn't even know you had and makes you stand out as the best business owner around.”
Makena Delaney
Makena Creative
“Look no further; you just found your Dubsado expert in Beth. From the start, Beth has made the Dubsado process easy for me to implement and has taught me all the steps along the way so I can make the updates. I cannot recommend Beth enough.”
Michelle Egan
Egan Wine Co
“Beth’s brain is brilliant! She takes my crazy ideas and puts them into actionable workflows and makes the back end of my business sooo simple and automated. 10 out of 10 perfection in every way!”
Beth Cannon
Beth Cannon Speaks
“Making life easier 1 project at a time! She created a simple to use task manager, I enter a few key items and Dubsado does the rest! Guess who hasn’t sent an email at 1am again, yep this girl! I had Beth incorporate some Zapier, zaps, & I have time back in my day!“
Cassie Goodwin
Tax Savvy Bookkeeping LLC
“Thorough, Professional and Efficient Service. I was so impressed at her thorough questioning of my current processes, suggestions for improvements, and creation of a system that made obtaining leads, sending work to clients, and invoicing clients a breeze.”
Ashley Conway
Be Weird Marketing
ClickUp Setup + Customization
DONE FOR YOU SETUP
All done-for-you ClickUp services are handled within a Get It Done Week. You can click here to learn more about the process or click below to put your Get it Done Week on the calendar.
Investment: $197
BOOK A GET IT DONE WEEK
Done With You Setup
Done With You Setup
This service includes:
- Custom roadmap for how ClickUp should be set up and used
- Hierarchy outline, task types, custom fields, and automations
- 30-day access to our Training Library
- 30 days of support
LET’S cHAT
DONE FOR YOU SETUP
All done-for-you ClickUp services are handled within a Get It Done Week. You can click here to learn more about the process or click below to put your Get it Done Week on the calendar.
Investment: $197
BOOK A GET IT DONE WEEK
This service includes:
- Custom roadmap for how ClickUp should be set up and used
- Hierarchy outline, task types, custom fields, and automations
- 30-day access to our Training Library
- 30 days of support
LET’S CHAT
Excited to get help with your Dubsado or ClickUp… but not sure which service to choose?
We’ll help you make the right choice for your business needs and goals!
BOOK A DISCOVERY CALL
