Our jam:
CLIENT EXPERIENCE AND BUSINESS SUPPORT
01
DUBSADO CRM SYSTEM SETUP
Dubsado is a CRM software that helps entrepreneurs and small business owners automate their workflows, manage clients and streamline their processes.
If you're ready to take your business to the next level, then this is for you.
Scope: Full setup and automation for a new and existing Dubsado user
Timeline: 6-8 weeks
- CRM Setup & Automation for up to 3 services
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Branded Form Templates
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Workflow/Automation Implementation
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Payment Plan Setup
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Scheduler Setup
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Testing
- Process mapping and creation of ideal client journeys
(Workflow/Automation Strategy)
- 30 Days of Offboarding Support
- Training Videos (up to 2 hours)
- 1 x Offboarding Call (30 mins)
- 30 Days of Email Support
STRATEGY &
CLIENT EXPERIENCE SESSIONS
STRATEGY
DIY APPROACH OR IMPLEMENTATION
Our Strategy Session is designed to provide you with personalised guidance and actionable strategies to overcome your current challenges and advance your business forward. In this 60-minute Zoom call, we'll review your current setup or the challenges you want to address. A replay of our session will be provided.
Our Client Experience Strategy Sessions are strategically crafted to elevate your client experience and optimise your business processes. Whether your aim is to map out ideal client journeys or streamline workflows and automation, we're here to support you every step of the way.
Both sessions are a one-time commitment, meaning you can take the findings and action immediately. Alternatively, we can continue to work together through the Strategy and Implementation phases. A custom proposal will be organised.
02
03
DUBSADO FORM TEMPLATES
Our beautifully designed Dubsado Forms are crafted to impress, ensuring a cohesive, branded experience for your leads and clients.
With our templates, usability meets stunning design, leaving a lasting impression from the very start.
This service is perfect for those who prioritise client experience but lack the time or expertise to create their own Dubsado Templates.
Individual templates or Bundle Packages are available.
*Pricing is determined whether you provide an existing mockup or require a design from scratch.
ELEVATED 1:1
BUSINESS SUPPORT
This service provides exclusive, retainer-based business support, centred around strategic planning and execution. Tasks are identified and prioritised each week, ensuring seamless integration of high-level strategies into your business operations.
It's tailored for:
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Entrepreneurs seeking a hands-off approach to managing business admin, allowing them to focus on strategic growth goals
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Visionaries who recognise the importance of delegating vital tasks to trusted experts, freeing up their time for strategic decision-making
04
What Our Favourites Are Saying
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Chloe, Custom Cake Designer
- Willow & George Cake Co
"Laura has been wonderful for our business, she has consistently shown initiative, patience and understanding for myself and also our business processes.
Laura is a fast learner and always obliging, prompt to respond to questions or suggestions.
We are so happy we found Laura!."