My signature, industry-leading Done-For-You Dubsado Setup experience is designed for those who want to hand the reigns over to an expert to design their perfect system setup.
The Done-For-You Dubsado Setup includes:
- Client Experience Process Mapping Session where I help you determine the best possible experience for your clients AND YOURSELF as you deliver your cutting edge services.
- Beautiful code-free form design (check out my portfolio page to see examples!)
- Copywriting for all of your missing canned emails as identified in the working mapping session!
- Package entry so you can easily sell all of your services over and over again, saving you time and headache.
- Client portal design that is customized to your business so that the client portal feels like an extension of your website, and your clients feel at home there.
- Scheduler creation so you can stop all the back & forth with scheduling key events with your clients.
- Payment Plan advice and creation so that you get paid on time, every time, effortlessly.
- Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows!
- Support or implementation of up to 3 Zaps to help automate your process OUTSIDE of Dubsado.
- Live 1:1 recorded Offboarding call where you will learn the ins and outs of your system and can watch over and over again, or share with your team.
- 30 days of follow-up Slack support & access to an exclusive Dubsado Next Steps Guide & training library to help you learn while you are getting the hang of things
you leave with:
A completely implemented Dubsado system with built-in automation!
kind words from relieved clients
“I FOUND SOME CHEAPER OPTIONS BUT THEY JUST DIDN’T HAVE THE PERSONALITY AND PROFESSIONALISM THAT I SAW WITH CAIT.”
As a photographer I am a firm believer in you get what you pay for. After debating, I took the plunge and from the moment we had our first call I knew this was going to be great! I can honestly say Cait is worth every penny! What she was able to accomplish was magical – I seriously don’t know how she did it! She did what I failed to do in a year in mere weeks and to such better capacities than I thought possible!
TaniaIsabel & Allen Portrait Photography
“I can finally relax. Cait knows what she’s doing. My time spent inside of Dubsado has been cut down by more than half. My business is now able to run itself. She is thorough she takes the time to really know your business. [I was afraid of] still having to do a ton of work to make Dubsado work for my business. I actually haven’t opened Dubsado in two days as opposed to spending hours in it daily. It’s set up now to work on its own.”
ToniMill Pond Estate
“I’m so thankful for Cait! She completely changed the way I operate my business. She was able to help guide me through Dubsado when I felt completely overwhelmed ready to give up. After her help, I had the most successful year I have ever had. She is a wealth of knowledge & took her time to help me navigate Dubsado and truly learn it! I’m so happy I invested in Cait. I highly recommend working with her, she is a lifesaver! ”
NikkiNikki Trailor Copywriting
I highly recommend Cait to help you get organized, streamline your business processes, and provide an elevated experience to your clients. Cait was nice, funny, and fun to work with. She was professional and worked quickly. I’d say she over delivered in terms of speed. She handled everything, it really was a full-service client experience for me to work with her – I knew from her own process that she would make sure my clients were taken care of. And she did.
RaylaCareer Roach
Previous
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So, how does this work?
Done-For-You Dubsado Setup Process
Step #1
Step #2
Step #3
Step #4
Step #5
Step #6
Step #7
Step #1
Did we just become best friends?
Let’s chat!
Our free Discovery Call allows me to learn more about your business, your services, and your pain points so that I can start putting together a Dubsado Setup plan to fix it! It’s not a sales call- I don’t believe in pressuring people to work with me.
When you decide it’s a HELL YES, you’ll sign the contract and pay 50% of the balance to book.
TIME COMMITMENT:
15 minutes
Step #2
OFFICIALLY OFFICIAL
Onboarding Questionnaire
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
TIME COMMITMENT:
1 hour
Step #3
LET THE MAGIC BEGIN!
process mapping
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE setup of your business.
TIME COMMITMENT:
2 hour meeting
Step #4
Fill in the Details
Implementation Questionnaire
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about on the assets we know that you will need in your system, which we have a comprehensive list of since our session. Once you work through this one, you’ll be on easy streets until the setup is done!
TIME COMMITMENT:
3 hours
Step #5
Let me do my thang
time to automate
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
TIME COMMITMENT:
0 minutes!!!
Step #6
It’s Done
Offboarding & Follow-Up Support
Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life!
After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
TIME COMMITMENT:
Review approx 60 minute video
Optional 30 minute Q&A call
5-15 hours self-guided learning
Step #7
this isn’t goodbye
Keep in Touch
I hope the relationship doesn’t end after I deliver your Dubsado setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
12-18 hours over 8 weeks
Did we just become best friends?
Let’s chat!
Our free Discovery Call allows me to learn more about your business, your services, and your pain points so that I can start putting together a Dubsado Setup plan to fix it! It’s not a sales call- I don’t believe in pressuring people to work with me.When you decide it’s a HELL YES, you’ll sign the contract and pay 50% of the balance to book.
TIME COMMITMENT:
15 Minutes
OFFICIALLY OFFICIAL
Onboarding Questionnaire
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
TIME COMMITMENT:
1 hour
LET THE MAGIC BEGIN!
process mapping
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE setup of your business.
TIME COMMITMENT:
2 hour meeting
Fill in the Details
Implementation Questionnaire
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about on the assets we know that you will need in your system, which we have a comprehensive list of since our session. Once you work through this one, you’ll be on easy streets until the setup is done!
TIME COMMITMENT:
3 hours
Let me do my thang
time to automate
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
TIME COMMITMENT:
0 minutes!!!
It’s Done
Offboarding & Follow-Up Support
Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life!
After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
TIME COMMITMENT:
Review approx 60 minute video
Optional 30 minute Q&A call
5-15 hours self-guided learning
this isn’t goodbye
Keep in Touch
I hope the relationship doesn’t end after I deliver your Dubsado setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
12-18 hours over 8 weeks
Average DONE-FOR-YOU Dubsado Setup investment:
$4497
real clients, real results
my done-for-you dubsado setup clients experience
Client Experience Tasks
AUTOMATED!
88%
ADMIN HOURS SAVED
0
SAVED ON HIRING
$
0
RETURN ON INVESTMENT
0
%
Don’t just take it from me.
Hi friends, in this video, I wanted to share with you the incredible impact of working with [Cait] on my business. A few months ago, I was going through a tough period with no inquiries and a lot of frustration. I knew I needed to change my client experience, and that’s where [Cait] came in. [Cait] helped me create a clear process, map out my workflows, and add touch points for my clients. With [Cait’s] guidance, I transitioned to a more powerful software, Dubsado, which allowed me to provide a luxurious white glove experience. The results have been amazing – my inquiries have tripled in the past month, and I’m now charging higher prices. [Cait’s] support and quick response to my questions have been invaluable. I highly recommend you to everyone I know, and I’ll definitely be hiring [Cait] for future workflows. Thank you for being an incredible investment in my business! 🎉
-Teresa, Wedding Photographer
wait wait wait, I’ve got a
question
How long does a setup take?
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 completion date may be pushed back, and additional fees will apply. On the flip side, if you’re on top of your stuff, you could see it even sooner!
How much training do you provide?
It’s ON YOU to learn the system for your own use of it! I do my part to set you up for success by:
✔️ Talking with you extensively about which Dubsado features we’ll be using in your build,
✔️ Showing you every step of every workflow I’ve created for you,
✔️ Providing 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 education in order to be proficient.
Do you recommend this for new businesses?
A Done-For-You Dubsado Setup will work best for businesses who already have a rock solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it.
The businesses who get the most value out of the service have likely been in business for at least a year and have a steady stream of clients coming in. There are exceptions to every rule though, this is just the norm!
