Systems Set-ups

Dubsado Set-Up

Starting At | $2,500

Automate your client experience & create margin for the things you love. My Dubsado set-up with leave you with an efficient all in one system to manage your clients from start to finish.

Learn More

17Hats Set-Up

Starting At | $1,500

Standardize your process and stop being frustrated by your business. My 17Hats Set-up can get you a fast & efficient system that does just what you need it to so your clients get the experience they deserve.

Learn More

ClickUp Set-Up

Starting At | $275

My ClickUp Setup Service is just what you need to streamline your project management process. I’ll help you configure ClickUp to fit your business’s unique needs, ensuring efficient task management and collaboration.

learn more

DIY Session

90 Min. Session | $275

Just need some direction to get things going? Or need help filling in the blanks in your process? I’ll tell you exactly what to do to get your workflows to match the process you’ve got in your head!

Learn More

Do you find yourself constantly overwhelmed & weighed down by ALL.THE.THINGS. it take to run your business like a business?

You know that you should create some templates, set up a system & automate your tasks…but every time you even consider it, it seems easier to just do the task yourself so it’s done…

Sound familiar?

My CRM Set-up packages are what you need to get the systems in place so your business will not run you!

CRM Set Up

Frequently Asked Questions

Assuming that you complete your questionnaires on time, your build will be complete within 4 weeks after your Process Mapping Session. If you do not complete your questionnaires on time, your due date may be missed, and additional fees will apply.
Absolutely! I know switching from one platform to another can get a little overwhelming, so I strive to make the process easier for you. I'll review your current CRM to make sure the new platform can accommodate your current processes or make recommendations on how to optimize your processes/workflows for the new platform.
Additionally, I can help you move your data from one system to another, and most software’s offer some sort of migration service. Right now, there is not much information that can be imported from our side of the platform, but they have tools on their end that can speed up the process.
During our Workflow Mapping Session, we will talk extensively about which Dubsado features we'll be using during your build.
At Offboarding, I will show you every step of every workflow I've created for you and explain how it works.
During Follow Through Help, I provide you with a detailed Next Steps Guide AND a video training library to help you learn some key features.
You are still highly encouraged to complete Dubsado's own Education in order to be proficient in using the tool.