CHOOSE A SERVICE TO LEARN MORE
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.
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)
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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!
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!
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
Yes and no - Dubsado has an amazing FREE
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
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
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.
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.
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!
Great question! Based on the type of work my client does it depends, but here are a couple things I’ve done:
I love answering questions! Send an email over to email@example.com with any questions you have.
Schedule a complimentary 30-minute call with me to find out!