BUT YOU'RE UNSURE IF IT'S SETUP PROPERLY WITH BRANDING, SETTINGS, AND CONNECTIONS?
WITH EMAILS, PROPOSALS, CONTRACTS OR FORMS EACH TIME YOU NEED TO SEND ONE TO A CLIENT OR LEAD?
ENOUGH IN THEIR SETUP TO ACTUALLY USE THEM, SO THEY'RE JUST SITTING THERE COLLECTING DUST?
FREE DISCOVERY CALL
That reads "discovery call", not sales call.
This call is held simply so I can learn about your business and get an idea of where you are with Dubsado and how comfortable you are in the system.
OR - skip this and go directly to book it!
PROCESS DETAILS FORM
Through this lengthy questionnaire, I will gain an insiders view of your business and any processes you already have in place.
Tools you're using.
Signature service offerings.
And some other nitty gritty details...
While I follow a standard audit checklist, having this information helps to guide me through some of the workflows to check for holes and roadblocks and give suggestions for improvement and efficiency.
This is when the magic happens!
You will add me as a user on your Dubsado account so that I can log-in and snoop around.
Within 10 days of submitting the Details Form, you will receive a comprehensive checklist and report outlining findings. The report will indicate what is setup properly, areas for improvement and areas of key concern. Where applicable, you may receive up to 3 video tutorials on making updates to key areas.
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!! I really feel like I struck gold with her. If you need someone who is all about saving you time and helping your business grow through systems and processes, she is your girl.
For a creative I'm pretty detailed and organized about my processes. At least, I thought I was until I met Beth—she was born for this! I completed a Workflow Strategy Session, and not only does she have an incredible attention to detail and foresight into potential blockages, but she added so much value by sharing insights and how to make the client feel supported through every step of the journey. Definitely recommend Beth to help get your business running more smoothly!
Like most entrepreneurs, I can see the big picture, but thinking through details is not my strong suit. Just while filling out Beth’s intake form, I realized how much I need her in my business. Our Client Experience Strategy Session was AMAZING - she is so clear on all the steps that need to happen, her line of questions brought me clarity and together we were able to tackle what I have been procrastinating on for years!