You’re ready for your brand to be perceived as a luxury brand, but you’re struggling with providing a luxury client experience. You’re starting to see in order to get booked solid and take your business to the next level, you need a new secret weapon: A SYSTEM!
This is perfect for you if...
» You’re struggling to bring in a steady income because your current system isn’t working FOR you.
» You’re ready to do the work and make magic happen, but you’re totally in burnout mode and just ready to bring in a system expert to turn your chaotic systems into cash infusion!
» You wish you had a better way to avoid them saying “sorry, we went with someone else” (or worse - they just completely ghost you).
"Amber is a Dubsado genius and working with her to set up my CRM was the best decision. I wanted to hire a Dubsado Strategist because I simply didn't have the time to do the set up myself amidst my launch and I wanted to make sure that it was being done professionally. Amber was a dream to work with, she freed up so much of my time and I trusted that the process was being done well. My favourite part of the experience was how she walked through the step by step process and then even provided loom videos to make sure that I knew where everything was and what she was doing in the back end at all times. I still use the client process that Amber set up for me and honestly it's made my client experience and my own processes so much easier."
When the setup is complete, we’ll schedule a recorded screen-sharing offboarding meeting where I’ll go through every single step of the workflows. Additionally, you’ll get 30 days of support and/or troubleshooting.
From there, I’ll do all the legwork and hand over a shiny, efficient system that works for you.
Once you’re officially signed on as a client (yay!) you'll receive a questionnaire with all the important details I need, and we’ll schedule a Workflow Mapping Meeting to identify what your dream client process and experience looks like.
I’ll create a custom proposal with your business’s needs in mind. From there, you’ll select your package, sign the agreement and pay the deposit in order to secure your spot.
Next, we’ll schedule a 20-minute call to learn more about your business and discuss your specific needs.
Interested in working together? Start by completing and submitting the application. This doesn’t lock you in, it’s simply the first step in determining if we’re a good fit.
“I love organizing for my clients, but when it came to organizing my own business - I felt like a total failure. My process for managing leads and clients was all over the place. I tried different softwares with the hope of solving my disorganization problems, but ended up feeling more confused & overwhelmed. Hiring Amber took my stress & worry away. She took my manual process and automated it in Dubsado. Now I only have to check one place to know what’s going on with my clients and leads, and it feels SO GOOD.”
» Workflow Mapping Meeting to create a client experience roadmap
» Scheduler Creation
» Payment plans and packages
» A branded and custom client portal
» Beautiful code-free design for all your forms, questionnaires, proposals, etc.
» Canned emails will be input AND new ones created to fill in the gaps
» Workflow creation to take your client from inquiry, onboarding, & offboarding for your signature service
» Personalized training video & 1:1 Offboarding call to learn the ins and outs of your system
» 30 days of follow-up support
What if I’m not a professional organizer? Can you help me too?
Yes! I’ve worked with other service providers such as web designers, doulas, virtual assistants and more. However, serving pro organizers is my passion and specialty because of my unique background. If you’re unsure, feel free to reach out. I’ll be sure to recommend other Dubsado pros to you if I don’t think we’d be a good fit.
My clients typically see a turn on their investment within 30 days of using their brand new systems. An effective system doesn’t just save you time but creates more opportunities for you to capture more leads, close more sales, and get more referrals. If you feel like you never get ghosted and all of your leads/clients are absolutely happy and impressed with your client experience...then, you’re probably good. But if the answer is “no” you’re probably losing business you didn’t even know you could have in the first place.
Will I really get a return on my investment?
In my opinion, streamlining your systems should be the first step to outsourcing because it ensures you won’t be wasting money on outsourcing tasks that can be automated. When your business backend is a hot mess, it’s hard to pinpoint where you actually need support. However, a streamlined system allows you to get clear on your strengths and weaknesses so you can strategically hire team members in the future if needed.
Can’t I just hire a general virtual assistant to do the tasks for me?