I'm Lanisha, Owner of B.E Crowned. I am a Certified Dubsado Specialist. My audit will provide you with the information you need to determine if you are utilizing your Dubsado CRM to its most efficient use.
After my Audit of your account, you will have a great idea of your "Dubsado Health" and if you are using the account efficiently with your business needs. The goal is to have a CRM that will streamline your process, automate tasks and help you stay organized.
A complete audit of your account using an 88 point tool that provides you an easy to ready Grade of your account
Detailed written report with action items
Suggestions for missing content
Insight from a Certified Dubsado Specialist
Confidence in knowing the next steps to enhance your account
"All this time I thought I had my Dubsado Set up correctly. Lanisha showed me that there are so many areas for improvement. So glad that I got my CRM reviewed by her. It made me realize I needed more help than I thought. ”
—Ari at Ari's Cookies
How it Works
Complete the Intake Form
The first step is to complete the intake form giving me information about yourself and your business.
Once your contract is signed and the invoice is paid. You will receive an email showing to give me access to review your account. (no password exchanges needed).
I will complete your audit behind the scenes. No need for you to be present. During this time I will be reviewing your account and creating a written report of my findings.
Within 48 hours you will receive your detailed report of my findings along with suggestions for improvement.
I am Lanisha! I am a Certified Dubsado Specialist, virtual assistant, entrepreneur, and avid systems lover.
I've been using business management systems from early on in my business and I can't imagine running one without them. I first started using Dubsado and I fell in love with it. I’ve helped other service providers like yourself, get their Dubsado up and running like a well-oiled machine.
I am passionate about providing expert support to the entrepreneurs who inspire me; those who are working hard and passionate about their business.
I know all about the desire to streamlines services. I was once using several different applications and systems to send invoices, contracts, and emails.
But...I was driving myself crazy.
Deciding to use Dubsado to automate my business was one of the best moves I could make for my business...and my sanity. I made it my journey, to learn Dusbado in and out so that you don’t have to. 😃
Have questions? Feel free to email me at firstname.lastname@example.org