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Set  to Scale
Luxury Client Experience Setup with Dubsado
Are you still sending your client contracts via Hellosign?
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Set to Scale is a Done-For-You Dubsado setup service that is created to automate your processes, deliver a luxury experience to all your clients,  streamline your business backend, and provide you with the confidence you need to show up as CEO daily.

 

I understand that delivering a luxury experience that will have clients coming back or skyrocketing your referral rates requires having seamless processes that will deliver this experience consistently. This is why the Set to Scale Done-For-You Luxury Client Experience Setup with Dubsado is strategically designed to assess, unravel, and restructure all your processes so that your business can operate at its highest capacity.

This transformational service is designed to shift you from overwhelmed to a super-organized boss babe in just a few weeks. ​

No need to stress about creating workflows you don't understand or can't find the time to do, sitting up late at night trying to figure things out, or feeling frustrated whenever you lose a dream client. I'm here to close up all the open gaps in your processes and streamline your luxury client experience! Once I get the permission to be all up in your ''BUSINESS'' I will do a complete transformation of your processes.

At the end of the Dubsado setup, you will have a system that seamlessly delivers a luxury experience to your clients on autopilot, save you up to 15 hours weekly on repetitive administrative tasks, and give you back the freedom and flexibility so that you can focus ON growing your business and not constantly working IN your business. You'll be all SET and ready to SCALE in no time!

The Set to Scale Dubsado setup is perfect for you if:

You have a signature service but your client experience needs a lot of work


You need a system that will completely transform and align your business


You’re tired of doing your tasks manually and you want to save time


You feel confused/unprepared every time you receive a new lead/client


Your current business processes and procedures are completely unorganized


You’re feeling stuck, unproductive, and overwhelmed as a boss babe


You’re ready to show up confidently and powerfully as a CEO


You want to focus on your creativity and not on menial, repetitive tasks

I'm sure you don't want to miss out on this amazing transformation!

Keep scrolling for the juicy deets

Let's take a look at what's included:

Complete Dubsado Setup with Branded Elements

A VIP Session to Map Out Your Signature Workflows & Automations

Streamlined & Automated Luxury Client Experience Plan

High Functioning Lead Management System

Fully Branded VIP Client Portal 

Detailed Forms, Packages, & Service Deliverables

Emails and Templates for Organization

Customized Branding that Complements Your Business

Digital SOP Templates for your Client & Business Processes

Seamless Integrations to help

Deliver a Bespoke Experience

4 Weeks of Premium Post Setup Support via Slack and Email

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At the end of your Set to Scale Dubsado experience, you'll have:

PERFECTLY

BRANDED 

TEMPLATES

IMPRESSIVE

CLIENT 

EXPERIENCE

STREAMLINED
 CLIENT JOURNEY
PROCESSES

EFFICIENT

LEAD 

MANAGEMENT

The Process

1

Information Gathering 

The first step in your Set to Scale Done-For-You Dubsado setup is to review your client welcome guide, complete the Dubsado workbook, access your client portal, and schedule your 2 hour VIP Day Client Experience Mapping Session.

Exclusive Bonuses
Hey boss lady, guess what?! You will also walk away with these exclusive bonuses:

  1. Canva Designed Business Templates

  2. Editable Standard Operating Procedure

  3.  1 Month VIP Premium Post Support

It's time for you to regain your time, truly enjoy the journey of being a CEO, & feel super confident every time you book a dream client.

The value is in the transformation.

Are you ready to invest in your business transformation?

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