Are you ready to automate your backend operations, provide an elevated client experience, and do it all stress free?
This V.I.P Service is For You!
Dubsado System Set-Ups!
Designed for Online Coaches and Consultants
- Systems Setup to transform your business automation
- 1:1 Signature Service Automation in Dubsado
- Elevate your Dubsado account so that you can scale their business with this powerful platform
Let's talk—no commitment.
What is Dubsado?
Dubsado is a Customer Relationship Management (CRM) tool that allows you to:
CRM
Communicate with your customers throughout their customer journey.
Business Management
Create branded tools for invoices, reports, and more.
Workflow Automation
Automate your most important business tasks, like email, invoices, and forms.
Let Go of the Stress
- Are you spending hours a day manually sending contracts, invoices, and emails and more time building trusting client relationships?
- Are you ready to automate your business and get back TONS of your time?
- Do you need a system to better manage your clients?
If you answered YES to any of these questions, then a Client Relationship Management tool such as Dubsado is for you!
Here’s the thing...
Dubsado can take MONTHS to learn and properly implement in your business.
Or….
Maybe you already know about Dubsado, signed up, and felt overwhelmed by all the possibilities and features.
What if I told you that you can get your business set up on Dubsado in ONE WEEK by a Certified Dubsado Specialist!
Introducing...
Full Dubsado Set Ups
Let's create a system that advances your client experience!
I'm Lanisha, Owner of B.E Crowned. I am a Certified Dubsado Specialist. My VIP one-on-one program is where I’m able to get my hands on your business, build out your system, and help you elevate your client experience so that you can finally book more clients on autopilot without costing more of your precious time and brain space.
By the end of the day, you will have a fully functioning Customer Relationship Manager (CRM) which will be automated to send invoices, emails, set up calls with potential clients, track leads, and give you and an organized, efficient workflow, allowing you to take on more clients, spend less time on admin and scale your business!
What's included?
- Initial 60-minute Kick-Off Consultation and Strategy Call
- A comprehensive map of the client journey
- Creation of workflow for one signature service to match the client journey
- Creation of canned emails
- Branded Proposals
- Custom Forms
- Creation of packages and payment schedules
- Setup of appointment types and schedulers
- Basics + Settings
- Portal Setup
- Customized Client Portal
- Recorded 1:1 Zoom walkthrough training on how to best use Dubsado and your unique set-up
- SOP workflow
Bonus
30 Days of Email Support to answer any questions you may have as you starting using your new or improved CRM.
System Training ensuring you understand how to utilize and
"I am very happy with Lanisha's service. It was taking me forever to get my dubsado together.
Since working with her, I feel like I get my life back. ”
—Ari at Ari's Cookies
"I was using so many different systems to ensure my clients had all their documents. Now I have a clear process and everything is in one place. I love the workflows she made as well. ”
—L.J- K&K Angles. 360 photobooth
How it Works
Pre Work and Kick off Call
Book your VIP day and sign the contract. Secure your date with a 50% deposit, the remaining balance is due the day before the VIP day.
Schedule your Kick off Call: Usually a week or two before your VIP day.
Complete your Pre-work questionnaire.
Prior to your VIP day, I’ll l take a 360-degree look at your client journey to assess what’s happening and what needs to be done. I’ll also review your questionnaire and map out your client process so we can hit the ground running on the day of.
VIP Week
Dubsado VIP Week Setup
The best kind of system set-up is the done-for-you kind of set-up. You share your goals and I will take care of the rest.
This includes initial set-up, organization, and testing while you enjoy a cup of coffee with me!
You don't have to be on a call with me during this time, but I do ask that you be available via phone, email, or slack in the event any questions arise.
Follow Up
We both do a walk-thru of your Dusbado set-up at the end of the V.I.P week. This walk-thru will be recorded.
Never cringe again when you look at the backend of your business! You’ll be able to turn leads into clients in less time. You’ll also receive a video walkthrough of your new system, as well as 30 days of email access to me in case you have any questions.
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Let’s chat more about your business needs and how automation with Dubsado can assist. After learning about how much time you will save and the reduction in stress , I’m sure you will be ready to sign up!
What are clients are saying....
Complete the Application Below if you are interested. If your application is approved, you will receive an email to schedule a discovery call. There are limited spots available each month.
Meet Lanisha.
I am Lanisha! I am a Systems Strategist, Certified Dubsado Specialist, online business manager, 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 streamline 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. 😃
FAQs
Do you offer payment plans?
Yes, I do! 50% is due upon booking to secure your spot on my calendar, and the remaining is due 2 days before the start date.
What do you need on my end to ensure VIP service success?
I will provide you with a prework questionnaire. I will also request a list of content (i.e. packages, pricing, questions on your forms, etc.) needed for your workflow. Once I have all of the content from you, I’ll begin mapping out your client process and putting all the pieces together for you.
Can't I just hire a Virtual Assistant to do the tasks for me?
In my opinion, streamlining your systems should be the first step to outsourcing because it ensures you won’t be wasting money on outsourcing tasks that can be automated. When your business backend is unorganized, it’s hard to pinpoint where you actually need support. However, a streamlined system allows you to get clear on your strengths and weaknesses so you can strategically hire team members in the future if needed
All set to book your transformation now? Complete your application for next steps.
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