Attention creative entrepreneurs who are stressed-the-hell out doing their client workflows by hand...
If there was a sexy, streamlined way to onboard a steady surge of new clients without the overwhelm, email ping-pong, and “oh crap, did I forget to send that thing?” of doing everything manually…
✔️ Would you finally feel ready to commit to up-levelling your business?
✔️ Would you be up for letting go of your self-limiting beliefs around tech?
✔️ Could you boss up and start running your business like a proper outfit?
I can feel you from here yelling HECK YES inside. Every ounce of your being knows you’re capable of running a sleek well-oiled machine of a business.
But let’s get real.
You haven’t made it a priority yet.
Who has the time?
Life and clients and to-do’s are piling up. Your stress level (and sanity) are beginning to crack under the pressure of keeping it all together.
Just when you think you’ll have time or energy to focus on setting up your own systems, you remember another eleventy-four tasks you forgot to check off your list...
BUT IT DOESN'T HAVE TO BE THAT WAY
What if in less than a week (and with the right guidance) you could be done with being bogged down under a confusing, unprofessional mess of:
Your energy needs to go towards serving the heck out of your clients.
But it’s currently being sucked into a black hole. You’re frantically searching through sticky notes, emails, DM’s, Google Docs and WhatsApp convos to find the info you need.
✔️ If you want to impress the pants off your leads
✔️ If you want them to they trust your expertise...
✔️ If you need a professional, consistent flow for onboarding new clients...
✔️ If you're reading to stop wasting hours of valuable Netflix time doing everything by hand...
BUT WOMP WOMP...
⇨You know in order to take on more clients and hit your big income goals you need to get organised.
⇨You’ve got to stop leaking time like Julian Assange with super spy secrets by doing everything manually. That’s quality cuddle-on-the-couch time!
⇨You already know you’re spending too much time IN your business, faffing about with the repetitive tasks sucking the life out of you.
You need a Client Management System.
YOU NEED DUBSADO.
like, yesterday.
HOWEVER...
You’re so buried in day-to-day client tasks you barely recognise your partner, let alone finding time to learn a new skill.
You’re treading water in the notebooks, random emails, DMs and notes scribbled on the back of bills. The idea of putting that all together in one spot makes you want to hide.
And isn’t Dubsado super intense and complicated?
“It’ll take you months to figure out how to set it all up...You already have NO time for yourself or your family!”
YOU. WHILE HOLDING BACK THE TEARS.
Hiring an OBM or tech VA to set it all up seems way too expensive.
You see all these other entrepreneurs with their shiz together and think they couldn't possibly ever be you.
Picture it:
➼ You have a simple step-by-step guide to walk you through the Dubsado setup process…
...without spending hundreds of dollars to have it done for you.
➼ You’re able to sign so many new high-rolling dream clients every month…
...without all the stress, overwhelm and ball-dropping that’s happening now.
➼ You’ve set up your emails, proposals, contracts, invoices, and questionnaires only ONE MORE TIME…
...and know with 100% confidence they’ll be sent on-time to the right client, in the right order. And it didn’t take you months to figure out how!
➼ You wake up to a hot new lead who's already filled out a questionnaire and booked a call…
...without you having to play exhausting email table tennis for days figuring out time zones and availability (only to double book yourself on accident because - whoops - no system.) And all because you setup your own systems in Dubsado!
➼ All your leads being blown away by your professional process...
…and it all happened on autopilot while you were watching Daphne Bridgerton fall in love with the Duke. Again.
Imagine how good it would feel to impress the socks off your family and friends with how organised and in-control you are. They’d finally see you as a boss, not just someone playing business.
It’s fun to imagine. But we're too old for make believe.
Why hasn’t it happened yet?
These are the most common reasons ridiculously smart women like you haven’t set up their Dubsado systems yet...
...and what they COULD be doing instead.
These sound familiar?
1. “Dubsado is ‘too technical’ and hard to set up.”
You’ve heard it’s not the easiest platform to learn. And the belief that it’s “too complicated” keeps so many creative entrepreneurs shackled to their laptop; sending everything by hand and dropping the ball on important stuff!
THE TRUTH: You need a simple, step-by-step guide to walk you through the set up in a way that’s easy to understand. BONUS if it’s taught by a Dubsado expert who’s equal parts efficiency and sass.
2. “Dubsado will take away control of my business.”
Most of us start our business to get out from under the thumb of Crotchety Chris in Corporate. I get it. The idea of giving up control is a NO-GO for you. But if you’re doing everything manually, toggling between tabs and notebooks frantically and forgetting what the heck you’ve already sent...
THE TRUTH: You’re not in control. You’re in a spiral. Automating and streamlining your processes is like taking the reins of your biz back. You get to decide where to spend the HOURS of your life you’ll gain every week. Whether it’s spending more time with your clients or pampering yourself with a well-deserved pedicure...You’ll be more in control than ever.
3. “Doing things by hand adds a personal touch.”
You don’t want your business to give your clients a generic, cookie-cutter, elevator-music-on-hold vibe. You want them to know it’s a REAL person on the other end of the keyboard. You worry automation will muck up the personal aspect of your biz.
THE TRUTH: Since everything in Dubsado is branded with your logos, colors and fonts...it gives your clients a cohesive experience that builds trust. And while you can save time (and stress headaches) by automating, you can choose to leave some parts bespoke to each client. It’s all still coming from you!
4. “I’m just not an organised person…”
You’ve never felt “put together.” You don’t really understand how other business owners always stay on top of their stuff! You’ve told yourself you’re just not meant to be one of those ‘organised’ people...So you make do.
THE TRUTH: You might think you’re a disorganised whirlwind of an entrepreneur...but I promise you’re not destined to be a hot mess express. You’ve got this. After one-time set up, just a few clicks here and there...you’ll have everything you need in one spot.
You CAN feel relaxed and in control of your business again. With a little guidance, you can set up this powerful, life-changing app on your own! With the right tools and hand to hold through the process, you’ll be onboarding more clients in no time…without the hassle and headaches of before.
But who is this organisation-obsessed Dubsado fairy?
Hi. I’m Michelle.
And when I’m not wrangling my 3 kiddos or watching the Mission Impossible movies, I’m helping creative entrepreneurs just like you feel more confident and in control of their business.
During my 16 years as a PA, I helped busy managers get their biz in order. But we always had to use loads of different software and systems. When I discovered the all-in-one power of Dubsado...
…I knew I could use it to change the lives and businesses of amazing business owners like you. Seeing my clients go from frazzled, unorganised, stressed out hustlers to calm, in-control CEOs is my absolute FAVOURITE.
It is my calling in life to help simplify systems and processes so more women feel empowered to run their businesses instead of feeling their business run them.
If you want to set up your Dubsado systems on your own and finally run an organised, stress-free business…
Introducing
This was designed for you, the creative entrepreneur who’s ready to up-level your business but lacks the confidence and tech know-how to set it up yourself.
Using these simple, step-by-step instructions, you’ll discover how to:
⇨ Map out all your workflows
No more half-arsing your processes or letting tasks fall through the cracks. Learn how to write out your entire client journey from start to finish. You’ll never forget to send a proposal or invoice again!
⇨ Create Your Content
Get ready to ditch the random sticky notes, notebooks and client files. One-stop onboarding is the new name of the game. You’ll feel like a whole new biz owner after seeing all your questionnaires, forms and the like in one spot.
⇨ Enter it all into Dubsado
Use my streamlined process for loading all your precious info into Dubsado without an “I HATE TECH” headache. You’ll feel confident that you’ve got this and everything is set up perfectly.
In this 22-page workbook, I’ll walk you through:
➥ Setting yourself up for success with a PLAN so never wonder what-the-heck you’re working on next
➥ Understanding and customising all your SETTINGS (even the high-level ones you are tempted to ignore)
➥ Creating an inviting CLIENT PORTAL that welcomes your new clients and inspires confidence
➥ Preparing to get PAID. Organising your money flows and financial settings will be a breeze with these easy-to-follow instructions
Also including these unlivewithoutable bonuses:
Bonus workbook 1: Packages
Discover how to build your service packages in a beautiful, easy-to-read format that’ll knock the socks off your leads:
➥ Create your unique packages that’ll serve the crap out of your clients
➥Include a discount template for those ‘feelin’ extra generous’ times
➥Build your sleek, professional proposals to wow your new leads
Bonus workbook 2: Canned Emails
Simplify and automate emails that get sent to every new client. Discover how to:
➥ Map out and create your emails once so you won’t have to do it over and over
➥ Link them to your forms so they’ll send while you’re sleeping
➥ Create hyperlinks for your emails to direct readers where they need to go
Bonus workbook 3: Scheduler
Never lose another game of email ping-pong when trying to schedule calls again! With your Dubsado scheduler set up, you’ll be able to:
➥ Customise your schedule so nobody can bother you during Netflix & Chill time
➥ Never lose track of your appointments or accidentally double book yourself
➥ Notify, invoice and welcome your clients to your appointments without having to do it by hand
Bonus workbook 4: Workflows
This is where it gets exciting! Bring it all together in a simplified but powerful way with your workflows. You’re going to discover:
➥ How to design your workflows to work hard for your clients so you can work less
➥ How to test them so you can be sure they go off without a hitch
➥ Six steps to optimising your workflows so they’re clean and smooth
Bonus 5: Trello Board Template
Map out and organise the entire process in an easy-to-use project management template.
In addition to your digital copy:
➥ This gorgeous PRINTED version will be shipped right to your door by magical Dubsado fairies. You’ll have everything in your hands in a beautifully bound workbook.
You won’t find this with other Dubsado kits.
FAQ
It’s not the simplest system to learn, but that’s because it’s SO powerful. The amount of done-by-hand tasks Dusbsado will automate for you will make your time to learn it worth it 10x over. I’ve taken every effort to make it a simple process for you. The instructions are clearly written and you can come back to them time and again. With this easy-to-follow guide, you’ll be a Dubsado aficionado in no time!
Your clients definitely won't lose the personal touch.
The guide will walk you through setting up smart fields. These will make sure your clients still feel special...but you’ll be spending half the time on their onboarding!
It definitely will. Dubsado is completely customisable to your brand and your colours - you can even embed forms onto your website and it will look just like you.
The Savvy Systems Toolkit will help you create a cohesive, reassuring brand experience for your clients.
No problem. Dubsado integrates with Quickbooks and Xero.
Even if you don't use an external financial provider, you can enter all your expenses into Dubsado. Together with your invoices, you can produce reports of all things financial. The Toolkit will take you through every step of the process when setting up your financial workflows.
Not only do I believe in you…
I know without a doubt you’ll be able to use this guide to set up your own Dubsado WITHOUT wanting to chuck your laptop in the bin.
In fact, I’m confident within 1 day you’ll have all the settings set up (including linking your emails and calendar) and be ready to move to the next step.
