Dubsado audit

optimize and maximize.

HAVE YOU BEEN USING DUBSADO...

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?

do you need this?

ARE YOU STILL RECREATING THE WHEEL...

you have workflows but aren't confident...

YES, YOU NEED THIS!

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FREE DISCOVERY CALL

*Notice*
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.

THE investment: $350

STEP 1

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SCHEDULE YOUR AUDIT

After our call, I will send an email that includes a link to my Audit scheduler.

You will make payment and pick the date that works for you (most likely the soonest one available), knowing that you will receive your report by the end of business on the selected day. Sometimes you may even receive it sooner!

THE investment: $350

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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.

THE investment: $350

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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. 

By the end of the selected day, you will receive a comprehensive checklist and report outlining my findings. The report will indicate what is setup properly, areas for improvement and areas of key concern. In most cases, video tutorials are available to instruct you on making the edits and updates.

MISSION: AUDIT

THE investment: $350

THE PROCESS

here's what my clients have to say about our work together!

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.

jillian d.

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!

lindsey b.

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!

olga l.

EFFICIENCY & EASE
START HERE

i CAN MAKE IT HAPPEN.

BOOK A DISCOVERY CALL