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Pick 2

Your business is growing and you’re starting to get a bit overwhelmed keeping up with everything. You just don’t have time to do it all as a soloprenuer, but you’re not at a point where you want to hire a virtual assistant. You just need a few things taken care of at the moment.

Introducing a new kind of virtual assistant—a one-time, get-it-done-now service to get the systems-based tasks off your to do list so you can go back to what you love doing. Perfect for those who need a couple tasks off their list right now, without the long-term commitment of a typical VA. 

Investment: $450

AVAILABLE TASKS

  • Scheduler setup in Acuity or Dubsado
    (includes 2 appointment types)

  • Canned email creation in Dubsado
    (includes 5 canned emails)

  • Email marketing welcome sequence implementation in Mailerlite

  • Project setup in Asana or ClickUp
    (includes 1 project. Examples of projects: client projects, business playbook, v/log content management, podcast/content management)

  • Workflow creation and setup in Dubsado
    (includes 1 workflow)

 

How does it work?

 

01 | Make it official

Once you fill out the contact form, you’ll receive a proposal where you’ll be able to choose what 2 tasks you want completed. Once you’ve chosen your tasks, you’ll sign a contract and pay the full investment at that time.

02 | Prep + Create

Next we’ll determine the start date so you can get started on your homework. Homework includes a questionnaire to help me understand your needs and complete the tasks. Then, based on your the questionnaire, I’ll complete your 2 chosen tasks.

03 | Refine + Launch

When I’ve hit a point in the task(s) for you to review, we’ll make any adjustments needed. Then, depending on the type of task, we’ll either go live or celebrate the task has been completed! I’ll send over any necessary files and you’re good to go!

 

 

What others have asked

+ Is copywriting included?

Depending on the task, copywriting will be included. Please note that I am not a copywriter, I have simply been in the creative industry long enough to know the things that need to be written based on various niches. For tasks like canned email creation I will use my knowledge of your niche to write emails that fit your brand voice.

Copywriting is not included for email marketing implementation—I do have a great blog post with a freebie for creating your own email marketing sequence that you can use.

+ What do I need to do before we start?

Depending on the tasks that you’ve chosen, you’ll just need to have created an account for the platform you’re getting tasks completed in. Beyond that, you’ll have homework to complete that will walk you through various aspect of information I’ll need to complete the requested tasks.

+ Do your rates include the native/working files?

Yes. I will be creating all of the copy and workflows in a word document and then implementing it in the correct task platform. At the end of the project you’ll receive those files in case you move from the platform in the future.

 
 

Kind Words 

 
 
 
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Dubsado Setup

So you’re sitting in one of two camps.

You just realized that you needed a place to get your invoices paid, contracts signed, forms filled out, leads captured. You know the basics. You found your solution—Dubsado! However, you don’t have time to get it setup and it’s a bit overwhelming thinking about setting something this big up on your own. I mean there’s so much to do and where to start can seem intimidating.

You’ve had Dubsado for a while but you’re not using it to the fullest, from automations in workflows to the new scheduler feature, there’s a lot to do. Whether it’s because you don’t have time or it’s a little overwhelming thinking about getting everything set up you just have the bare basics (if even that much) in there and you’re ready to get it done. Finally.

Whether you’ve never entered a single thing in Dubsado or you’ve got a fair bit in there, you’re ready to get it all in there and running smoother than a spoonful of nutella.

Investment: $850

WHAT’S INCLUDED

  • 2 45-minute strategy and refinement video calls

  • Basic system setup - Brand settings, Payment processor, Email and Calendar connectivity

  • Setup up to 15 forms - 3 Contracts, 4 Proposals, 6 Questionnaires, 2 Lead Capture

  • Setup up to 3 scheduler templates (discovery call, project call, launch call etc.)

  • Update current canned emails

  • Setup 2 payment schedules (50/50, 25/50/25, etc.)

  • Setup up to 3 workflows

  • 1 60-minute post-setup training on Dubsado

  • Access to my free Facebook group for additional support and systems training

Note: Need a different ration of forms setup? No worries, pick and choose how many of each you need as long as it adds up to 10 total.

 

How does it work?

 

01 | Make it official

To start, we’ll hop on a discovery call to get a better look at your exact needs and what content you have already and what content you’ll need. After that I’ll send over a proposal for you to review as well as sign a contract and pay the full investment. From there you’ll receive a welcome packet and homework with next steps.

02 | Prep + Create

Next is homework time! During this time you’ll fill out a couple forms to get all of the content to me as well as a few detail things so I can get the rest of Dubsado setup for you. Once you’ve finished your homework I’ll review everything so we can hop on our first strategy call.

03 | Refine + Launch

After our strategy call I’ll start adding everything into Dubsado! Once everything’s in we’ll hop on our refinement call and go over what’s been setup, if there’s any tweaks that need to be made. From there I’ll refine anything we discussed on our call. Finally it’s time to CELEBRATE! I’ll send over any necessary files and you’ll be good to go!

 

 

What others have asked

+ How long does it take to get done?

This will totally depend on how much content you have and how much of that content you have ready. On average it has taken a couple weeks for clients to get all of their content together, but once I have the content I can get it added within 2 weeks. From there we have our refinement call and then depending on how much we have to tweak it could either take a day or another week. Ideally I try and make this setup as fast and painless as possible so that you can start getting things automated!

+ I use a different platform, can you setup my stuff there?

Unfortunately no, I have setup a few different CRM’s in the past but ultimately my heart is with Dubsado and I can best serve my clients when I know one system 110% rather than 50%. If you have any questions about what Dubsado can and can’t do feel free to either hop into the Dubsado support and ask them or send me an email. However, Dubsado has the most amazing, responsive support team which is why I’d recommend hopping over to them first and asking them all of your questions as they have the most experience with it ;).

+ I want to move from my current CRM to Dubsado — will you move everything over?

Yes and no - Dubsado has an amazing FREE White Glove Migration Service that I recommend clients take advantage of first and then hire me to get the rest of the system moved over. They’ll move over all of your jobs and any contacts attached to them, client data (when allowed from your CRM), invoices and payments made on the invoice, and any forms attached to projects. Once they’ve done that migration I’ll go in and grab any bookkeeping categories, templates, workflows, canned emails, tasks, payment schedule, and tracked time in your old system and add them (when necessary) to Dubsado. Currently the Migration Service with Dubsado is in Beta so the completion time for the migration isn’t 100%, but they’ll let you know when they start and when it’s ready. Once it’s ready let me know and I’ll then go in and get started on my end of the setup.

 
 

Kind Words 

 
 
 
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Operations + Project Manager

Your business is growing and you’re ready to go to the next level, but you’re still stuck doing some of the day to day management and it’s holding you back from getting there. Whether you’re focusing on serving clients or moving towards courses and passive income, hiring an Operations + Project Manager means…

  • A sounding board for potential service or upcoming projects

  • Someone to help take your big picture goals and turn them into actionable steps

  • No more on boarding and off boarding clients, you finally get to focus on the actual job rather than the admin side of it

  • Someone to keep track of where you’re at in any project and make sure both you and your client are on schedule and within scope

  • An elevated experience for your clients

  • Someone to create, implement, and manage systems that will serve you and your clients well

Investment: $850

WHAT’S INCLUDED

  • 20 hours of work
    (Hours expire after 3 months)

  • 1 weekly 60-minute check-in call
    (these sessions are not included in your overall hours, but are in addition to the package hours)

  • Access to my free Facebook group for additional support and systems training

 

How does it work?

 

01 | Make it official

To start, we’ll hop on a discovery call to make sure we’re a good fit, if we are I’ll send over a proposal. Once you’ve accepted the proposal you’ll sign a contract and pay the full investment. From there you’ll receive a welcome packet and details for how to onboard me to your team.

02 | Prep + Create

To help me get oriented with how you run things and what systems you have in place, I’ll recommend us either hop on a Zoom call or have you record your screen and walk through the systems you use.

03 | Refine + Launch

Now that I’ve got a good idea for how your systems are setup and what you need, it’s time to start assigning me tasks and getting things done!

 

 

What others have asked

+ What are some of the things you’ve done for clients in the past?

Great question! Based on the type of work my client does it depends, but here are a couple things I’ve done:

  • Review current processes and workflows then make slight changes or additions then implement them in my clients’ CRM or PMS.
  • Onboard and offboard clients, allowing my client to focus on the project itself and not the boring admin details.
  • Send project updates to clients letting them know what is happening in the upcoming week, what’s due, or reminding them there’s a call scheduled.
  • Be ‘the bad guy’ and let clients know when they’re going out of project scope, missed deadlines or payments. Essentially allowing you to put aside the emotion of having to respond to difficult situations/clients and have me be the enforcer.
  • For clients who are designers I’ve assisted in exporting and finalizing project files—I have access to Adobe Creative Cloud, so I can export and organize final files for branding, design, or even web projects. Allowing my clients to focus on the project and not all of the minute details and file organization they need to do to complete a project.

+ I have more questions, how can I get in touch?

I love answering questions! Send an email over to hello@luxandvita.com with any questions you have.

 
 

Looking for information on hiring me to design your Squarespace website? Click here.

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Curious if we’re a good fit?

Schedule a complimentary 30-minute call with me to find out!

 
 
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