automate your service-based business:
no more emailing out contracts, invoices, questionnaires, etc
We schedule a free, 30 minute virtual consultation & discuss your current client onboarding & management process. I assess your current processes & illustrate how I can streamline these processes to work efficiently & seamlessly.
I send you my questionnaire & contract via Dubsado (yes I use it and swear by it!) so you can see how this awesome automated system works! And so I can learn all the details of your service.
At this time, you also email me your contracts, questionnaires, collateral, etc. so I can incorporate it into your automated system. I create canned emails (generic emails that will accompany your questionnaires/contracts when they get sent to your clients) based upon your usual email responses to your clients
We have one more 30 minute virtual “date” so I can teach you all about how to use the workflows I created. Once my setup job is complete, it really is as simple as inputting your new client’s information & pressing a button! :)