Done For You Dubsado Services
Wow your customers, save time, and earn more through seamless systems
Dubsado is a Customer Relationship Management tool, which I use in my own business and implement for other business owners to make their systems run smoothly, wow their customers, and reduce thier workload.
The quicker your clients are on-boarded, the sooner you can start working together, the quicker you can receive payments, all whilst your customer satisfaction is sky rocketing and turning your customer into referal machines. Its a win win for everyone.
The systems you currently have in your business don’t represent your brand or goals…
- Your current client on-boarding process is clunky, manual and is time consuming. These delays are slowing projects down and stopping you from taking on more clients.
- Your proposals are bland, unbranded, and manual. Your proposals don’t stand out in a competitive marketplace and aren’t memorable.
- Your time is being absorbed into admin or tasks which can be automated, when you could be making sales or on discovery calls.
- You know how you want your client experience to work and how you want your customers feel when working with you. However you don’t know how to get there, or know which systems or workflows are best for your business.
I hired Amy to help me make the transition from Convertkit to Mailerlite and she made the process a breeze. She offered insight and suggestions that have helped me manage my account effectively going forward. Having Amy in my corner made the switch so much easier and saved me time.”
Before I hired Amy I was stuck in manual mode. I was spending a lot of time emailing back and forth with people to schedule appointments and it took me a lot of time to onboard clients by manually creating each contract, then sending the welcome packet, then the invoice etc. I wanted to spend more time actually working with and helping my clients and less time doing admin stuff that could really be running itself. Amy jumped right in and created a whole sweet of automation for my business that saves me hours per client. She integrated Dubsado, Zapier, Slack, Paypal AND Asana so that I can onboard new clients with just the click of a button. . She is extremely knowledgeable in platform integration and automation and she took time and care to walk me through the new processes she set up for my business. I would definitely recommend Amy to get you out of manual business mode and into automation building your empire mode! She is friendly, professional, prompt and an expert at what she does. Get this girl on your team to see how much time she can save you and your business!
Let’s solve this… Through automation and systems
- Automate your client on-boarding system, so your clients are on-boarded with a click of a couple of buttons, whilst receiving a sleek, professional, and on brand experience. Starting your working relationship with a bang.
- Claim back your time. Adding the right systems and automation in your business will allow you to claim hours back each week. Allowing you to spend that time meeting clients or on sales calls.
- Increased revenue. Time is money, and now you have more time, you have the ability to earn more.
- Raving Clients. Your clients will rave about your services because they received a seamless experience, and in turn you will see your referrals double.
- Focus your energy on what you do best. Serving clients.
- Get you paid faster and on time. Through automated billing and reminders.
- Create workflows for your business processes and let Dubsado do the hard work.
You are ready to take your on-boarding process from manual and slow to fast, professional, automated. Virtually Amy Kneale will create and implement an on-boarding system which wows through Dubsado. Turnaround time 2-3 weeks depending on complexity.YES, I NEED DUBSADO
You have seen how Dubsado can change the day- to day running of your business operations and you want to utilise this system to ensure running your businesses give you more freedom. Virtually Amy Kneale will set up Dubsado so that this system becomes your client management hub. Turnaround: 4- 6 weeks depending on complexityYES, I NEED DUBSADO
Dubsado on-boarding process
A 90 minute kick off call and a mapping session, where we will map out your new on-boarding system and client experience.
Design and branding of your Dubsado forms, canned e-mails, lead capture, and questionnaires for your new on-boarding process.
Contracts, client questionnaires, and lead capture forms created in Dubsado for on-boarding your clients.
Set up and implementation of your scheduler.
Client on-boarding workflow implemented and tested.
Explainer videos of how your new on-boarding system works.
2 weeks e-mail support
Dubsado Set Up
(£1200/$2500) +£90 per additional workflow
A 2 hour kick off call and a mapping session, where we will map out your business processes.
Migration of your current client information into Dubsado.
Client on-boarding system implemented.
Set up and implementation of your scheduler, and integration with external systems.
Complete client on-boarding system implemented.
Explainer videos for you and your team.
1 month of e-mail support.
Client portal created and branded
I am Amy Kneale, founder, and CEO of Virtually Amy Kneale, Online Business Management Agency. I believe there is a better way of doing business, one which incorporates all aspects of male and female energies. I believe we should be building businesses which are built on strong foundations and strategic action but are also built using intuition, sensitivity, and vulnerability.
I believe with the right Systems, Strategy, and Support you can grow and scale your online business with ease, all whilst increasing your freedom.
My current and past clients include business coaches, Forbes contributors, Corporate Service Providers, website designers, marketing agencies, and wedding co-ordinators.
Click here to read more about Virtually Amy Kneale.