We’re the left brain to your right brain. We help you get streamlined systems in place so you can focus on your favorite parts of your job.
book your discovery call
DOES THIS SOUND LIKE YOU?
You are rewriting your emails for every new client
You are currently using several 3rd party systems to have your client sign your contract or send a questionnaire or schedule a call
You are forgetting who you responded to or where a potential client is in your process
Friend, Dubsado is the help you have been looking for!
You desire to provide an elevated client experience
book your discovery call
Schedule your Discovery Call
What we want you to know about our Setup
Know your business could be more efficient, but don’t have the time or energy to put better systems in place? We’ve been there. And we’ve seen firsthand how Dubsado is the answer to many interior designers’ overwhelm.
Now, there’s no way around it — Dubsado is a beast of a platform to set up. But it’s also an incredible powerhouse, streamlining your business and saving your hours each week once it’s up and running. And that’s exactly what we do.
Our experts take the initial setup and frustration off your hands, customizing the platform specifically for you and your business. Then, we walk you through your finished — and uniquely you — platform, giving you the resources, skills, and confidence you need to make day-to-day business easier.
Run into a hiccup as you learn? We’ve got you covered. With a resource library, video tutorials, and ongoing support, you’ll have everything you need to set your business up for success for the months and years ahead
I would have never been able to set all of this up on my own, and you saved me hours of headache. I’m thankful to have a process i can automate and replicate from client to client.
- Lauren
Client Love
Process mapping call
Strategy session
(is required for dubsado setup)
This meeting is $450 & Paid at the time of booking
With so many "aha moments", this is hands down our clients' favorite part.
We sit down on a 1.5 -2 hr Zoom meeting and dive deep into your processes, specifically how it relates to your clients.
I create a beautiful flow chart of your ideal client experience, providing you with clarity and direction.
You will receive the flowchart as a branded PDF to use internally with your team.
STEP 01. FREE DISCOVERY CALL
Schedule a free discovery call with me! This will help me better understand where your business is at and what your needs are for using Dubsado.
STEP 02. Book your Process Mapping Call
This is a paid 1.5-2hr Zoom Meeting where we strategize your ideal client experience, mapping it all into a pretty flowchart! Think of it as a consultation, but for Dubsado!
Step 03. Sign Contract
Once the Process Mapping Call is complete, you will receive a branded PDF of your mapped out client experience & your custom Dubsado Setup proposal. Sign & pay 50% to kickoff your setup with us!
Step 04. Content
You get to work compiling all of the content that makes up your process so that it's ready for us to implement!
Step 05. Automation Implementation
Finally, all of your hard work is complete and now it’s our turn to take over!
You pay the remaining balance and then we get to work. Your process will be streamlined into a beautiful semi-automated system! No more wasted hours.
Step 06. Support phase
Once your system is completed, we walk you through your finished platform. We arm you with resources so that you have confidence in using Dubsado.
You will have 1 month of support for any help that you may need! We want to make sure that you step into your system feeling confident and ready to rock your client experience!
Dubsado Setup: What to Expect
The entire set-up process was a great experience and helped us review and revise our internal processes. The instruction videos were a great reference guide and helpful training tool! We would highly recommend Hannah and the Dubsado management platform.
- Aspen & Ivy
Client Love
What can Dubsado do?
Send and collect e-signatures
Imbed contact form created in Dubsado onto website to pull all received info into client’s project
Create and send questionnaires
Send proposals
Send invoices
Schedule calls/meetings
House emails as templates – no more copy and pasting!
Automate your process
Connect to your Gmail and calendar
and so many more nuanced things
Do I need Asana and (insert Design platform here) and Dubsado?
The short answer? YES, unless you're using Indema! They all serve different purposes. Asana is your Project Management tool. It helps you keep Standard Operating Procedures (SOPs) for every project and makes sure you aren’t missing pieces. Your Design platform manages the nitty gritty of the design-related portions. Think vendors, sourced items (& markup), and bookkeeping. Dubsado is taking care of the client communications. It streamlines the sending and receiving of all information that you need to communicate to a client.
Do I need Typeform, Calendly or Adobe if I use Dubsado?
Nope! You can cancel all of those subscriptions and save yourself a few bucks! Dubsado has the ability to create and send questionnaires, schedule calls using a calendar (and it’ll link with Zoom!) and collect E-signatures for your contracts.
Can I bill using Dubsado?
Yes and no. I recommend keeping all of your product invoicing out of Dubsado. Purely because your design program will keep better track of your markup and taxes. Dubsado makes it super easy to collect payment, so for services you can totally use it. I personally love the feature where you can link and invoice to your scheduler. So when your client goes to schedule their Consultation, they are taken to the invoice after selecting their date. By doing this, you ensure that they have paid prior to your visit and you didn’t have to ask!
How long does it take to setup Dubsado?
It will take about 2 weeks from the time of our start date.
What do I need in order for you to get started?
The specifics change from business to business, but in general you will need:
-your PROCESS for your service(s)
-your BRANDING
-your COPY for emails, proposals, and questionnaires
-your CONTRACT
