Whether you're looking for someone to set up your Dubsado account, craft workflows that work, or you don't even know where to start when it comes to systems...
If you're ready to
trade hustle for ease, you're in the right place.
The Dubsado Setup that goes beyond “it works”.
We start by taking a deep dive into how you want your business to run - so that we can automate and elevate your client experience in a way that sets you free.
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Project Liberation
Setup of your Dubsado account, workflows and scheduling within 3 weeks of your start date
90 minute Planning Session over Zoom, to streamline your client processes and map out Dubsado workflows
Creation of custom branded form templates based on what’s currently working for you - plus, light content creation to fill any gaps
Complete setup of your chosen scheduling tool (this could be Dubsado’s native scheduling tool, or something else like Acuity)
After three weeks you’ll walk away with a Dubsado account built to convert clients and save you time and energy.
All your workflows built and tested, to make sure everything runs as it should
Live 60 minute Launch & Learn call, to walk you through your account, embed any forms on your website and answer all your questions
Ongoing support - you’re never left to troubleshoot solo
PROJECT LIBERATION INCLUDES:
3-4 SPOTS AVAILABLE EACH MONTH
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You’re already using Dubsado, and maybe you have a workflow or two that you’re not totally confident with.
We’ll follow the Project Liberation process, and use what you already have in Dubsado to design and implement workflows that make looking after your clients a total breeze.
Workflows That Work
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90 minute Planning Session over Zoom, to streamline your client processes and map out Dubsado workflows
Review and optimisation of your current setup (and form templates), to make sure they're working hard
All your workflows built and tested, to make sure everything runs as it should
Setup of your chosen scheduling tool (this could be Dubsado’s native scheduling tool, or something else like Acuity)
It's time to create workflows that work for you.
Live 60 minute Launch & Learn Zoom call, to walk you through your workflows and answer all your questions.
Ongoing support - you’re never left to troubleshoot solo.
WORKFLOWS THAT WORK INCLUDES:
1 SPOT AVAILABLE EACH MONTH
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Live, small group training designed to help you get your Dubsado account and workflows up and running the right way, within a matter of weeks not months.
JOIN THE ROUND 3 WAITLIST >
Dubsado DIY
Join the waitlist by popping your details in the form below, and I'll reach out to you shortly.
Ready to trade hustle for ease?
Dubsado DIY is currently closed for enrolment. Join the waitlist by popping your details in the form below.
Ready to trade hustle for ease?
Cristin goss
“I really appreciated that Charlotte took into consideration how my specific business works and applied that to my workflow and the accompanying materials.
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!”
VISUAL STORYTELLER
- gossboss
Ashley Burnside
“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.
After working with Charlotte and Project Liberation, creating proposals and onboarding takes me 12 minutes now. 12 MINUTES! I can’t believe I was spending so much time on this before!”
Digital marketing strategist - The EMPIRE LAB
Jill clark
“Charlotte was an absolute dream to work with! I was so overwhelmed by Dubsado, but she helped me organize my workflows and translate each into Dubsado’s lingo—quickly. I can’t believe how much we accomplished in our drop-in session!
Not only did she help me gain the confidence I needed to take action on my own, but her insight remedied inefficiencies in my processes. Charlotte is clearly a systems expert and I can’t recommend her enough!”
Copywriter + Digital Marketer
- Words by jill
Alicia bishop
“Thank goodness I found Charlotte! I do not even know where Therapeutic Bookkeeping would be without her!
She helped me work through workflows that made my head spin…. and put them in an easy to understand way with navigation being a breeze.
I can’t say enough good things about Charlotte, TWIP, and working with her!”
founder & owner
- Therapeutic bookkeeping
Victoria deardorff
“Working with Charlotte was a worthy investment! Not only did she demystify a notoriously overwhelming CRM tool, but she did so in a timely, friendly manner.
I was on a strict deadline and she worked with me to get everything completed on time and well beyond expectations.
I would hire her again in a heartbeat!”
