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
Shit-hot Boss Package
Level Up Your Client Experience Package
Level Up Your Client Experience Package
This package focuses on delivering 3/4 phases of your five star client experience all fully branded and stunning (like this template) so you guide your clients through your beautiful client experience that knocks the socks of them!
This will take you from feeling like you're starting from scratch with every client, to clicking a few buttons to onboard them. Gone are the days of waking up at 5.30am to send a contract to a client (even though you've already started working together). No more feeling guilty about the next time you see your client just because you messed up some fucking admin.
Your clients will get a five star experience that will make them want to come back and buy from you again and again. All this while you get more time to spend with the family, more time for inspiration, heck even more time for more clients!
The three phases included in this package are:
Phase 1: Discovery Phase (online appointment booking, appointment reminders)
Phase 2: Onboarding Phase (proposal, contract, questionnaire, invoice)
Phase 4: Offboarding Phase (feedback form, how to continue working with me details)
Ensures clients are taken care of from initial contact until you follow-up with them after they've completed their programme with you! Every client; every time receive the same experience, all while you save 85-90% of your usual admin time.
Includes branded templates for your Proposals, Contracts, Questionnaires, Feedback Forms to create a beautiful experience for your clients (see example below!).
Back end templates for Packages, Payment schedules, Email templates - no more faffing about starting from scratch with each client! I provide copy for the email templates that you can amend to make your own.
Online appointment booking system, 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).
Two weeks support after the build for questions and bespoke 'How-To' videos you need.
Two months access to my custom made 'How-To in Dubsado' video vault, including examples of how to create workflows so you can do your own in the future.
Investment from
£1,777
Level Up Your Client Experience Package
Level Up Your Client Experience Package
Level Up Your Client Experience Package
This is your one stop shop to deliver your entire programme's five star client experience from start to end 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 for each client will appear as reminders or be done for you!
Your client will float through the journey with you, being wowed by your stunning branded forms and experience something beautiful that will have them returning to use your services again and again.
This package includes all of the 'Shit-Hot Boss' elements and more! You'll get the following phases included:
Phase 1: Discovery Phase (online appointment booking, appointment reminders)
Phase 2: Onboarding Phase (proposal, contract, questionnaire, invoice)
Phase 3: Service Delivery Phase (weekly emails, task reminders - clear your headspace!)
Phase 4: 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 branded templates like this one for your Proposals, Contracts, Questionnaires, Feedback Forms to create a beautiful experience for your clients.
Back end templates for Packages, Payment schedules, Email templates - no more faffing about starting from scratch with each client! I provide copy for the email templates that you can amend to make your own.
Online appointment booking system, 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).
Six weeks support after the build for questions and bespoke 'How-To' videos you need.
Three months access to my custom made 'How-To in Dubsado' video vault, including examples of how to create workflows so you can do your own in the future.
Investment from
£2,888
How does it work?
Get Curious & Plan
Get the Party Started
Get the Party Started
I'll send you my inside information on how to create your five star client experience and you'll start to map it out. We'll have a Planning Call and list out the steps. At every stage, I'll be able to make recommendations based on what I've seen work well for others.
I will write a lot of the copy for the email templates for you and you'll
I'll send you my inside information on how to create your five star client experience and you'll start to map it out. We'll have a Planning Call and list out the steps. At every stage, I'll be able to make recommendations based on what I've seen work well for others.
I will write a lot of the copy for the email templates for you and you'll receive a list of content you need to provide (e.g. contracts).
Get the Party Started
Get the Party Started
Get the Party Started
Once you've gathered all the content I need, you'll be able to book in your Kick-Off call.
On this call I 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
After the Kick off call and your perfect client experience has been created, I build it for you.
During this phase, I take over and do all those fiddly bits that would take you weeks and 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 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.
You'll get access to my vault of 'How-To in Dubsado' videos for when you can't quite remember what to do!