Curating your online presence to connect with your person aka your audience, ideal clientele and customers.
*If you understand the use of “your person/my person” you’re my person. Let’s D A N C E!
DUBSADO ONE TIME SETUP
ADMINISTRATIVE & CREATIVE ASSISTANCE
VA SERVICE DETAILS BELOW!
Interested in learning about NIZE my 8 week program built for creative entrepreneurs? How to have 1:1 consulting with me where we do an overhaul of your business: Get your groove back, orgaNIZE your shit show and hit those goals with my HELP?! OR go the mentorship route where you implement?
NIZE might be just what you need!
DUBSADO SETUP | STREAMLINE CLIENT EXPERIENCE
Dubsado is an incredible tool for service based businesses: Photographers, Beauty Industry, Coaches with Masterminds or Courses. Dubsado is a CRM or Customer Relationship Management System. How cool would it be to no longer be going through your Google Forms, emailing out each individual your calendly link, then sending a proposal, a contract, an invoice, a new questionnaire, another link, an email. . . You get the drill because you are probably doing it and thinking of ALL of the to do’s of getting your client in or on board! I can streamline that process, do a one time project and have it automated with DUBSADO! You now have a form link and boom! It all starts being sent out from there, once they complete one task, it automatically sends them the next. I mean ooooo-eeee! Brenda can be doing it all at 1am and not waiting on you for the next thing, next thing you know, you know everything you need to know, she’s signed, paid and in!
Because Dubsado is so customizable to help with client onboarding or intake, it can seem like a daunting task to setup your Dubsado account creating workflows for your business. That’s when hiring a VA to setup your Dubsado (that’s me!) comes into play. I have created a streamlined process for getting your Dubsado account setup!
How do you hire a VA to setup Dubsado for you? How does a virtual assistant setup your Dubsado?
- We start with a strategy call to determine what your ideal client process is.
- Map out Workflow (Example Sheet and How to Guide sent to you)
- Gather list of Correspondence (email copy, contract, questionnaire forms, Invoicing, etc.) and/or create anything needed for your client workflow.
- Brand your Dubsado with your Business Logo, Emails, etc.
- Import & create forms, emails, questionnaires, etc.
- Scheduler set up
- Sync Calendar
- Client portal setup & Branded
- Complete workflow build-out (Automating your client process and experience.)
- Workflow cheat sheet for you to refer back to + introduction video of your Dubsado Backend once setup is complete
- 30 minute follow-up call within 60 days of project completion
Administrative Project Management
You have built your dream business BUT it requires administrative work, and you are OVER IT. With the constant interruptions and high priority items that require your utmost attention. The emails, newsletters, etc. get put on the back burner until the last minute. . . INSERT ME! I take on those administrative tasks so that you can get back to doing what you love and spending time with those you love!
ADMINISTRATIVE PROJECT MANAGEMENT | RETAINER
Starting retainer for monthly administrative project management. Services offered but not limited to:
- GENERAL ADMINISTRATIVE SERVICES | Check, Screen and manage email, data entry proofread and edit correspondence or documents, and scheduling services.
- DOCS & EXCEL | Correspondence, cover letter, reports, newsletters, menus, handouts, fliers, programs, eBooks,etc.
- CUSTOMER CARE & RETENTION | Sending greeting cards, e-cards, or mail gifts following up sales/meetings, important business transactions or special occasions.
- MEETING/EVENT ORGANIZATION | Invitation and RSVP management, designing PowerPoint presentations, agendas, handouts and single follow-up correspondence to attendees after event.
- ELECTRONIC ORGANIZATION | Organize and junk email. Making it easier for you to navigate.
- RESEARCH & COMPLIANCE | Thorough Research, due diligence, Report and compliance. Jurisdiction, codes, permitting, etc.
**Tailored Package options available for Administrative Project Management.**
Creative Assistance & Graphics
Needing that creative assistance? Have an idea that you keep getting pulled to but don’t know how to execute it or have the support? Whether it’s completely re-branding. Hosting workshops/classes or you just need an entrepreneurial friend.
Logos. Pinterest Long Pins. Flyers. Newsletters and more, Oh my!
I give you back time and relieve unnecessary stress!