Frequently Asked Questions

do you offer payment plans?

Yes! Simply pay an initial payment of $1500 to reserve your spot on my calendar. The remaining balance will be due 10 days after your project has started.

how long does the process take?

The process takes 4 weeks. This allows me to ensure every single part of your Dubsado account is getting touched. This timeframe also allows you to learn about your workflows in detail so by the time we are finished you have the confidence to take off the training wheels and use your workflows to the fullest!

do you help with form design and email copy?

Yes! Once your workflows are mapped out I will design your proposal, contract, and questionnaires so everything is beautifully branded. I’ll also write all of your canned emails!

is there prep work i need to do?

Before your project start date, you’ll receive a detailed questionnaire to gather information about your packages, branding, and your vision for your client journey.

will you support me after my setup is complete?

Absolutely! You'll receive 30 business days of support after our project time together is complete so that you get support as you begin using everything. Additional support time is also available if you still want guidance beyond the 30 days.

do i need to already have a dubsado account?

Nope! You don’t have to already be a Dubsado user. A free account is all you need to get started. Once your build-out is complete, you will then need to subscribe to Dubsado.

what if i need to reschedule?

No worries! I understand that things come up and plans change. If you need to reschedule you’ll have the option to do so with no penalty. 

are sessions recorded?

Yes, sessions are recorded and shared in case you need a refresh of what we covered or implemented.

What’s the difference between a 1:1 session and a Done for You Setup?

1:1 sessions are a done with you service that allows me to implement systems into your business on the spot right in front of your eyes. These sessions are perfect if you need a pain point solved, like yesterday but want to be a part of the process and learn. Dubsado Done for you is my signature 4 week done for you service that automates your entire process inside of Dubsado. This is an intense build-out that requires a lot of time, design, and strategy.

Can i just schedule a 1-hour session? 

2-hour sessions allow me to strategize and implement as much as possible while still allowing time for answering questions. 1-hour sessions, which I’ve conducted in the past, are rushed and almost always result in the client having to implement things on their own time without me.