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How to work with me..

Let's work together to create the best CRM for your business



⇨ Pre-work where I set up some of the basic settings you’ll need in your Dubsado account and get rid of the standard templates you don’t need ⇨ 4 x 60-90 minute training/done with you calls (the first call will be longer to incorporate your customer journey and mapping out your process) ⇨ 1 x 30 minute follow-up call for final workflow support ⇨ Virtual support in between each session ⇨ 2 weeks post support virtually ⇨ A weekly task board with helpful prompts & checkpoints to help you complete your homework ⇨ My support to link up your email systems and payment processors (i.e. Stripe) in real time

COST - £897

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This is for you if you need help with Dubsado but don't want a high financial commitment

⇨Have you got stuck with setting up Dubsado and you need some help to get over a hurdle? ⇨Do you want to get started with Dubsado but not sure how and need a help to get started? ⇨Have you had someone set it for you but you need to add more into it and can't remember how to do it? ⇨Do you need to add a new workflow but have forgotten how to do it? These sessions can be as little as 30 minutes or stacked to form a bigger session

COST - From £50


You've taken the plunge and finally signed up to love it BUT you hate running it and just wish someone would just do it for you?

This service includes:

⇨ Supporting you with manual tasks (and looking at ways to automate them!) ⇨ Guiding your clients through your workflows and making sure you are doing what you need to do when needed. ⇨ Building new and improved workflows to help you elevate your client experience ⇨ Creating new forms so you can capture all the critical data you need ⇨ Creating new schedulers and templates so you know your clients are being looked after in the background.

COST - from £199 per month

Image by Lauren Mancke
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