Done for you support
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You’ve heard of Dubsado, and maybe have even been using it, but you are still not totally sure how it all really works.
Then people have been talking about this clickup thing… that’s a WHOLE otha project in itself.
You may even be manually sending out custom invoices and contracts still. You don’t know which projects are in what stage, and have a ROUGH paper trail and map about who needs to touch what, and where things are at.
Basically: You could be more efficient and make more money, but you are BURIED under the execution of it all, and can’t fathom hiring more people because you would end up probably just doing things yourself.
I GET IT: AND I’ve been there too.
All with just one or two clicks inside a project.
No more manual sending. No more remembering when or how to invoice clients.
And because of what it does, you save on 5+ subscriptions in your business, saving you time & money.
Even if you have a more complex business model (with lots of moving parts), we can simplify your processes so that you are saving more time than you are wasting (even with custom proposals;)
I’m Sam – And I set up SIMPLE systems for service based businesses.
I keep it simple and help you to streamlining and set up the tools that not only save you more time, but really gives your clients an incredible user experience when they work with you as well.
The DFY process
What Past Clients have to say about it…
The Virtual Momma
Podcaster, Author, and Business Owner
Who I work with
- Marketing agencies
- VA's (and agencies) & OBM's
- Digital Entrepreneurs
- Content Creators
- Contractors & Builders
- Event/Wedding Planners
- Designers & Developers (Web, Graphic, Interior, Landscapers, Etc)
- Social Media Managers
- Anyone that serves others and is ambitiously growing to an expanded level (whatever that looks like for you!
Who is NOT a good fit for dfy:
- If you don't know what you sell, who you serve, or what you do
- You have been serving clients but haven't nailed that DREAM client yet.
- Large Corporations (and large teams - 20+)
- In person, product based businesses
- E-commerce businesses (This is a WHOLE other level of automation - I will leave it to the pros)
- Sales people needing a larger CRM to track thousands of leads at a time
FULL Set Ups and Builds/Automation DFY start around $2000, and vary greatly depending on the size of the organization, automation/workflow needs, and the operations processes that you require. Not to mention, I’m not just diving into 1 system –> I connect ALL your systems on the backend so you know that your systems are operating EFFICIENTLY and TOGETHER. So I’m doing the FULL workout, not just squats. If you have been using Dubsado, ClickUp, or ANY Tech for a WHILE, we have Refinement packages as well, but keep in mind: a kitchen remodel can be big OR small – Just depends on your goals!
In order to better quote you and your needs, book a fitting call with us so we can best understand the full scope of your specific needs!
If you are just wanting some rough ideas as to what it would look like, you can download our pricing guide below!
Not sure which one?
Book a 15 minute consult to see which shoe fits best
Download Our Pricing Guide for More Details and Examples of our Work!
How Long Does it take?
Then, the setup and testing is usually completed within 1-2 weeks of receiving the info outlined on our planning/strategy call. After our training call, you have 30 days of tech support (and can add on as necessary!)
I already use Dubsado, but I know I'm not using it to it's full capability - can you help?
Can you connect (integrate) Dubsado with other tools in my business?
We can connect Dubado to some tools natively (Zoom, Quickbooks, Xero, Google Calendar, etc.) OR we can talk about your needs beyond this to streamline your workflows.
I am extremely familiar with using Zapier to connect Dubsado to email marketing tools like ActiveCampaign/ConvertKit as well as project management tools like Clickup & Asana
What's Communication Like During the Project?
We don’t work weekends (not usually!)
You can expect a response from me OR my team within 24 hours, and if there is a changes to be made in the system after a call, I will let you know a reasonable time frame.
Also: I am HUMAN! I promise you I will make a mistake last some point – but I will make sure to do everything that i can to make it right!
How will I know how to use the systems?
You’ll walk away from the project with ALL your processes documented in SOPs, a training call with me walking you through everything, AND a vault of videos to support you on your systems quest.
I am CONSTANTLY creating new training materials and more things on the tech that we use – Thus, I have a BANK of tutorial videos for your disposal at any time as a client. Can’t find something? ASK AND YOU SHALL RECEIVE (or be pointed in the right direction;)