You've got clients coming in, things are going well.
But this admin stuff feels too hard. Sometimes clients get a great experience, sometimes they don't. The ones that don't are the ones that worry you. You show up to their calls feeling guilty because you forgot to send them something. Do they think less of you and the service you're offering?
You've got no processes in place and keeping track of all the things to do is getting a bit out of hand.
So you've downloaded Calendly.
You've got Hello Sign.
You create invoices in another programme.
Questionnaires in Canva.
It's all just a bit of a faff to be honest.
What you really want is for your back office to be slick. For clients to be wowed by the consistent five star experience you deliver.
EVERY TIME TO EVERY CLIENT.
So they get the five star treatment and rave about you to their friends.
So they buy from you again and again.
~ 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.
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!
No matter how little you have in the way of processes, I can make recommendations based on what I've seen work well and will help you create a five star client experience by building a system that does 85-90% of the work for you...just like I did for Claire.
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
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.
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.
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.
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!
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!
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.
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.
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