Ready to have your client management system work for you?
I love efficiency.
Every time I do something, I ask myself, “Is there a better way to do this?” I love taking a process apart, making improvements and putting it back together.
It’s so easy to get tunnel vision in your business and miss the big picture.
What’s the simplest way to get your client from point A to point B and how can we automate it?
Customizable Dubsado builds for the entrepreneur ready to automate and streamline their workflows.
I’m an active member of Dubsado’s official certification program, which includes a 90-minute entrance exam, annual recertification, and mandatory feedback surveys.
What does this mean? I have expert level tools and support when you hire me to set up your Dubsado Account. I receive early access features, exclusive trainings, and a whole community of Dubsado Specialists for tips and inspiration.
Not to mention, I also can offer people new to Dubsado 30% off their first month/year
Dubsado Audit
$250
Suited for the established Dubsado user who feels like they are not currently using Dubsado to its fullest capabilities.
🔍 Detailed System Analysis: The first step is a thorough examination of your Dubsado account. I want to understand your unique pain points and challenges. You just need to provide me with access, and I’ll take it from there!
📋 Comprehensive Pain Point Assessment: Once I’m inside, I dig deep to uncover the specific issues you're facing. I want to know what keeps you up at night so that we can tailor our recommendations to your needs.
📝 Customized Efficiency Solutions: I will craft a detailed report that not only addresses your pain points but also provides clear, actionable suggestions to enhance your efficiency. I don't just fix what's broken; I improve what's already working!
🎥 Personalized Video Walkthrough: To ensure you fully understand my recommendations and solutions, I don't just hand you a report and leave you to figure it out. I provide you with a personalized video walkthrough, explaining everything in a simple, easy-to-follow manner. Your success is my priority!
Done-For-You Dubsado Setup
Starts at $1,495
Suited for the solo entrepreneur who wants to level up their organization, streamline their client experience and is looking for a simple, user friendly setup that utilizes all the amazing features that Dubsado has to offer.
📞 Introductory Discovery Call: We start by getting to know you and your business. This call allows me to understand your unique needs and determine if we're a good fit to work together. I’m here to support you, and a successful partnership begins with alignment.
📝 Questionnaire for Details: Once we're on board, I provide you with a detailed questionnaire to capture all the essential information about your offerings, client preferences, and business goals. Your input is crucial to creating a customized solution.
🗺️ 60-Minute Strategy Call: Together, we'll map out a streamlined workflow and optimize your client experience. This strategy call ensures that every step of your process is efficient, effective, and tailored to your specific business needs.
🗓️ Dubsado Scheduler Setup: I'll configure your Dubsado scheduler to align perfectly with your workflow and availability. Say goodbye to scheduling hassles!
📑 Client-Branded Form Templates: I create bespoke, client-branded templates for lead capture, canned emails, questionnaires, packages & payment schedules, proposals, and your client portal. These templates are designed to impress and streamline your communication.
🚀 Workflow Automation Implementation: Efficiency is the name of the game! I’ll set up automation within your Dubsado account to reduce manual tasks, freeing you up to focus on growing your business.
📽️ Recorded Training Material: You won't be left in the dark! I provide recorded training materials so you can confidently navigate your Dubsado account. You'll always have a reference guide at your fingertips.
📞 60-Minute Delivery Call: I want you to feel confident in your new setup. During this call, I will walk you through every aspect of your Dubsado account, ensuring you're comfortable with the changes and improvements I've made.
📅 30-Day Post-Project Support: I’m committed to your long-term success. After the initial work is complete, I will continue to support you for 30 days, answering questions and addressing any issues that arise.
Consultations/Maintenance
$75/hour
Suited for the Dubsado user who is looking for small fixes, specific questions, and/or updates to current workflows
🤔 Unlimited Consultations: Have questions about Dubsado? Need help with specific issues on your account? Want to customize your workflows to better suit your needs? No problem! Choosing Dubsado maintenance gives you unlimited access to a certified Dubsado expert, only when you need it.
🙌 Tailored Assistance: Send over any questions, specific requests for workflow adjustments, or let me know about any issues you're facing within your Dubsado account.
💰 Flexible Billing: I believe in fairness and flexibility. With the Dubsado maintenance service, you'll be billed on the 1st and 15th of the month, only when services are rendered. No surprises, no hassles – just the support you need when you need it!
"Randi was amazing to work with and very professional! She set up my workflows perfectly and was very timely in setting everything up. I am extremely impressed and feel more confident sending Dubsado forms to my clients"