BONUS: 1 x 60-minute Zoom Back Pocket Support Call to troubleshoot and settle into your newfound freedom.
Starting from $1997 AUD or approximately $1500 USD
• The Download Exercise
• Zoom Workflow Planning Session
• Detailed Experience Maps
• All workflows built and tested
• Zoom Launch & Learn Handover Session
This package is best if you’re already using Dubsado and have all the pieces built out, but need help creating workflows that work for you.
BONUS: 2 x 60-minute Zoom Back Pocket Support Calls to fine-tune as you learn to relax into your new anti-hustle day-to-day.
Starting from $2997 AUD or approximately $2200 USD
• The Download Exercise
• Zoom Workflow Planning Session
• Detailed Experience Maps
• Custom Content Planners
• Custom branded form templates
• Scheduler tool setup (Dubsado or Acuity)
• All workflows built and tested
• Forms embedded on website
• Zoom Launch & Learn Handover Session
Complete Dubsado setup services start by reviewing your current client processes so we can refine, add to, and eliminate inefficiencies.
You’re swamped with client work, admin and tech headaches, and fueled by a low-key caffeine addiction instead of a good night’s sleep. What if you could have the freedom to focus? Take vacation days without worrying? Give clients a personalized experience? ...And still have time for yourself at the end of the day.
- ASHLEY BURNSIDE — MARKETING MENTOR, THE EMPIRE LAB
After working with Charlotte, creating proposals and onboarding takes me 12 minutes now. 12 MINUTES! I can’t believe I was spending so much time on this before!
I was spending close to 4 hours PER client, which included drafting an amazing proposal, sending it, and then onboarding the newly signed client. It was a lot of manual work.
- MONICA SHEPHERD — COPYWRITER, MARK MY WORDS
Her ideas and input are invaluable in creating the best solution. I'm stoked with the experience my clients will get, and pleased my processes feel less chaotic. I'm so glad I found you, Charlotte!
I wouldn't hesitate in recommending Charlotte. She's an absolute pro at this, and makes the whole process manageable and far less overwhelming than if I had to tackle it alone.
- CRISTIN GOSS, VISUAL STORYTELLER, GOSSBOSS
I now have more time to focus on the bigger vision of my business rather than the admin/daily biz tasks that are so NOT fun! My client experience seems to be more enjoyable for both sides as well - they love the seamless workflow and portal and I love the automation. A huge weight off my shoulders!
I really appreciated that Charlotte took into consideration how my specific business works and applied that to my workflow and the accompanying materials.