Services

 
 

Complete Dubsado Set-Up

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includes

  • Project Length: 4-6 hours (Yep! All we need is one day.)

  • Two, 90-minute recorded, video calls

  • Dubsado Set-Up: Up to 2 contracts, 2 proposals, 2 questionnaires, 2 lead capture forms, 2 workflows with canned emails

  • Everything included in Workflow Creation service below

  • A comprehensive audit and walkthrough of current systems and strategies

  • Q+A during 90-minute session

  • A complete assessment and action plan

  • One month email support for action plan

  • An ORGANIZED business you're confident in and feel proud of!

  • Investment: Starts at 2 payments of $599

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Group Workshop: Workflow Creation

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includes

  • 90-minutes recorded, video call with group

  • Group walkthrough of current systems and strategies

  • Q+A during 90-minute session

  • Workbook action plan

  • One week email support

  • An ORGANIZED flow chart of current processes needed for CRM set up

  • Only 5 slots/month

  • Group sessions will be the last Monday of each month

  • Investment: $547

READY TO BOOK NOW?