You're:
~ Fed up everything being a bit all over the place.
~ Tinkering with word document contracts, praying you don't leave an old clients details in.
~ Desperately wishing your to-do list would go down so you didn't feel so stressed with all the things to do.
~ Wishing you weren't so shit at admin.
Ready to try something different?
Then my 'Up-level Your Client Experience' programme is for you.
Working with me will transform your client experience into a super slick operation so EVERY client you take on gets the five star treatment that wows them every time! And the best part? You spend around 85-90% LESS time doing admin!
Packages
Level Up Your Client Experience - The Whole Schbang
Level Up Your Client Experience - Essentials Package
Level Up Your Client Experience - Essentials Package
This is your one stop shop to deliver your entire package/services suite in their entirety to ensure consistency of client experience and massively clear your headspace of all. the. shit. to. do! If your programme is six months long - all your tasks and actions will be taken care of!
This package focuses on delivering four five star phases of your client experience for all of your packages:
Discovery Phase (online appointment booking, appointment reminders)
Onboarding Phase (proposal, contract, questionnaire, invoice)
Service Phase (weekly emails, task reminders - clear your headspace!)
Offboarding Phase (feedback form, how to continue working with me details)
Ensures clients are onboarded and offboarded effortlessly every time, saving you 85-90% of your usual admin for the WHOLE duration with which you work with someone, leaving you with a clear head to focus on your business or your clients.
Includes the following fully branded templates for each of the services/packages you offer:
~ Proposals
~ Contracts
~ Invoice
~ Questionnaires
~ Feedback Forms
~ Packages
~ Payment schedules
~ Email templates
~ Online appointment booking system with all call schedulers included
~ Branded Client portal
~ General settings including linking email, calendar and domain
~ Integrations with payment processors, Xero/Quickbooks
~ Training call with screen share (recorded for you to keep)
Planning Phase
(this is where you will gather your content e.g. questionnaires, contracts etc for me)
1 - 2 weeks
Build Phase
1 - 2 weeks
Support after the build for questions, 'How-To' videos
6 weeks
Investment from
£2,495
Level Up Your Client Experience - Essentials Package
Level Up Your Client Experience - Essentials Package
Level Up Your Client Experience - Essentials Package
This package focuses on delivering three five star phases of your client experience for 1-2 of your packages/services all fully branded and beautiful!
Discovery Phase (online appointment booking, appointment reminders)
Onboarding Phase (proposal, contract, questionnaire, invoice)
Offboarding Phase (feedback form, how to continue working with me details)
Ensures clients are onboarded and offboarded effortlessly every time, saving you 85-90% of your usual admin time which leaves you to concentrate on your new clients.
Includes the following fully branded templates:
~ Up to 2 Proposals
~ Up to 2 Contracts
~ Up to 2 Invoices
~ Up to 2 Questionnaires
~ Up to 2 Feedback Forms
~ Up to 2 Packages
~ Up to 2 Payment schedules
~ Up to 20 Email templates
~ Online appointment booking system with 3 call scheduler templates
~ Branded client portal
~ General settings including linking email, calendar and domain
~ Integrations with payment processors, Xero/Quickbooks
~ Training call with screen share (recorded for you to keep)
Planning Phase
(this is where you will gather your content e.g. questionnaires, contracts etc for me)
3 - 7 days
Build Phase
7 days
Support after the build for questions, 'How-To' videos
2 weeks
Investment from
£1,495
If you need more forms/workflows than what is listed above then I can provide you with a bespoke quote.
CSS Designed forms available at an additional cost.
How does it work?
Get Curious & Plan
Get the Party Started
Get the Party Started
We'll have a Planning Call and dive deeeeep into the processes for each of your packages and really get curious about what makes a five star experience for your clients. I'll be able to make recommendations based on what I've seen work well for others.
I'll map your processes out for you to add the relevant content into prior to the Kick-Off call.
Get the Party Started
Get the Party Started
Get the Party Started
During this Kick-Off call we'll go through the content you've uploaded to make sure it's all there to get going with the build.
We will go over all the initial setup within Dubsado (linking emails, registering your domain, linking calendars etc) to make sure everything is all set up correctly and you begin to understand a bit about Dubsado.
Dubsado Build
Get the Party Started
Dubsado Build
Once we've mapped out your perfect client experience, I'm going to build it for you.
During this phase, I take over and do all those fiddly bits that would take you six weeks to learn how to do!
I'll build out your Dubsado so that for each of your packages so you know that every client will get your wonderful bespoke experience, with it mostly automated!
Cheeky Check-in
Cheeky Check-in
Cheeky Check-in
Part-way through the build we will have a check-in call where I'll demonstrate how one of your workflows works so you begin to get an idea of how everything fits in.
You'll start to see how this system means you no longer have to worry about forgetting to send something important!
Training
Cheeky Check-in
Cheeky Check-in
We will meet via Zoom and I will show you how to use your slick and streamlined customer experience management system that will wow your clients every time!
And of course I'll record it so you have a record of it always, if you ever need to check back on how to work it.
Embedding
Cheeky Check-in
Embedding
Once I've done all the fiddly tech bits that hurt people's brains, I'll support you for the next two months while you embed the use of Dubsado in your business day-to-day.
Whenever you have a question, just pop me a message and I'll reply with a 'How To' screen share video.