You’ve already signed up for Dubsado because you believed it was going to be "the one system to rule them all," but you didn't realize it was going to be so frickin' hard to learn and take so much time to set up. With everything else on your plate, figuring out how to do anything beyond sending contracts and invoices feels overwhelming (because even those basic actions took more time to set up than you imagined). You love the idea of automating your business, but you’re also afraid to hand over the reins to technology in case something goes awry—after all, you have a reputation to uphold!
Become the master of your time—with Dubsado taking on the heavy-lifting of keeping your clients and projects on time and on task, you'll be free to spend more of your time doing the things that matter to you: deeper client work, visions for growing your business, family time, vacations, etc.
Are you ready to take the first step towards living a life where you get to work less and have more freedom?
Build a process that creates raving fans—I'll help you build "personalized automation" into your process so your clients will continue to get the individualized attention you’re known for, without the stress of workflows that might embarrass you or tasks that end up falling through the cracks.
Embrace what makes your business unique—together, we’ll develop a custom strategy for how you can use Dubsado to run your entire business more smoothly and efficiently.
After we’ve finalized your roadmap, you’ll be given the opportunity to select from 3 implementation options: DIY, Done With You, or Done For You
During your Workflow Mapping Session we'll create a visual roadmap of your workflows, including every possible detail needed for implementation
Once you’ve booked your Workflow Strategy Intensive, I’ll send you a comprehensive workbook that will help guide your thoughts and prepare you to get the most out of our time together
After your Workflow Strategy Intensive, you’ll receive your detailed roadmap and a content checklist that you and/or your team can follow to build out your templates and implement your workflows yourself. If you get stuck, you’re welcome to book a quick Power Hour with me to help you get unstuck.
Over the course of 4 weeks, I will guide you through every step of setting up your own workflows. I'll be right by your side coaching you through the process so you can be confident you're doing it "right," and by the time you launch you will also have a solid working knowledge of how the backend of Dubsado actually works in case you need to make changes in the future!
If you’re looking for a completely hands off approach to implementing your workflow roadmap, say no more! I’ll handle every detail from creating your templates and connecting your workflows, to testing for quality assurance and training you and your team before launch. I’ll even stick around for 30 days post-launch to tackle any last-minute issues that may pop up before I turn you loose for good!
I'm so glad I invested in your Dubsado setup service! My workflows are still going strong [1 year later]!
Sarah is like the "Wizard" in the background who makes you look like a Rock Star at managing your everyday client business relationships! Thank You Sarah!
Sarah took care of everything! I was excited to find a strategy + setup package to be handled all by one person. It was the most thorough client experience I've ever had and has been a total game-changer when setting up new clients.
I was really impressed by Sarah's process. I found everything to be clear and concise and her packages were just what I was looking for. She listens to your needs, offers valuable insights/suggestions and you come away with a working knowledge of how your incredible new workflow functions.
You’re ready and able to invest in partnering with an expert to help you accomplish your goals
You’re looking for ways to be more organized and efficient so you can scale your business
You’ve already nailed down a pretty solid process for your signature services
I’ve got you covered! Dubsado offers some great introductory courses for free in their Education Portal and they will get you up and running with the basics in just 6 hours. I also have my own course called DIY Dubsado Setup that's currently open to beta testers for free enrollment while I put the finishing touches together, or you can view the same information on my YouTube channel Dubsado Tidbits if that's more your speed. If you end up purchasing one of my implementation services, I include a Workflow Maintenance Guide, plus my custom Done For You service also includes mini-tutorials sprinkled all throughout your Dubsado workflows to help give you the confidence you need to know you're doing things "right." And if that’s not enough, I offer a Power Hour in case you get stuck and need some 1:1 support.
Absolutely! I want you to be confident that you're using the right tools for your unique business, which is why I offer a free Discovery Call for us to get to know one another better and dig a little deeper into what you’re struggling with and the goals you’re wanting to accomplish. I would also encourage you to check out my free video training, "30 Ways to Run Your Service Based Business on Autopilot" for some inspiration about how you can utilize the many features Dubsado has to offer.
I only offer 2-4 Strategy VIP Days per month and I’m usually booking at least a month or two in advance (you can always check the top of my home page to get a ballpark idea of when my next availability is). The turnaround time for implementation services will depend on a variety of factors including number and complexity of your workflows, which setup package you choose, and how quickly you’re able to submit any requested information. In general, the fully Done For Your service can be completed within 30 days of receiving your information.
Only you can make that decision for your business, but here are some facts that might help you decide:
I have helped 30+ business owners like you gain clarity around their overall workflow and often lead them to an even better process than they were able to come up with on their own
I myself am a Dubsado power user, through and through, and I'm constantly trying new things to improve my own process, which in turn helps me provide more insights to my clients as well
I am a meticulous perfectionist (Enneagram 1 here!) and I bring that trait deep into my work with clients, making sure every "i" is dotted and every "t" is crossed, so to speak
Unlike many of my competitors, I prefer to go deep with a few clients than shallow with many clients, so you can rest assured that you are my top focus when we're working together because I don't have 100 different client projects I'm trying to juggle at the same time