How I can support your business:
Business Strategy & Growth Sessions
Streamline your Business Process
Create Standard Operating Procedures
Find the Right Tools for Your Business
Automate Your Business
Online Business Set-Up & Management
Let me help you Organize tasks and Projects so you are focused on the right next steps!
Business system Set Ups
Let us help you design and build amazing system setups that will help you manage your business to be more efficient and as automated as possible freeing you up to work with more with your clients.
Dubsado Build Out for Managing Clients
I am a Dubsado Setup Specialist
We build your platform from the Base Up or we can also take over a partial build.
As a part of our builds, we will Import Contracts, Forms (Lead Capture Forms, Proposals, Questionnaires, Contracts), Canned Emails, Packages, Integrations, etc.
We will also help to design and execute Automations and Workflows
Are you ready to get started?
Why YOU should work with me?
Peace of mind knowing that your business matters to me and that I will look after it and protect it as if it were my own. During our time together, my intention is to free up time in your admin tasks, create simple and easy to manage processes and best of all, organize your business so you aren’t spending all day going through the 500 different programs you use to manage you business every day!
Strategy Sessions
Recording of our Strategy Session
Create Standard Operating Procedures and an Emergency Plan for your business
Find the right tools for your business
Organize tasks and projects so you are focused on the right next steps!
Automate your business
Give you a detailed report of the suggestions I make and next steps
Sessions & Services starting at $249
Client Resource Management Builds for Dubsado
Project Clarity Call to review your goals so I know how to build your CRM
Simple process for building out the different sections of your platform using my tried and tested method.
During your build we will help you create: a way to capture leads, Contracts, Forms, Proposals, Questionnaires, Canned Emails, Packages, Integrate other Apps, set up invoicing and more.
Once we have all of the pieces built out, we will set up simple Automations and Workflows to help put your client experience on auto-pilot!
Dubsado Packages Starting at $797
I serve business owners who are ready to say yes to:
Finding a balance between your work and home life so you can go out with your husband, play with your kids "guilt free" or even get together with those girlfriends you are always too busy for!
Getting a full night's sleep instead of staying up late researching on Google how to manage your business without burning out every other month!
Trusting your business to someone who cares about your growth and well-being the same way you do! Being a business owner is lonely and you are ready for someone to help shoulder some of the weight and work! (I've got you!)
Knowing that you are finally getting your clients managed, your foundations built properly, and your business admin running on autopilot... on time and without dropping any balls!
The Process
We Meet!
We’ll meet for a FREE one-on-one discovery call to discuss the specifics for your business needs. This is a great time to ask any questions, figure out our plan to helping you rock your business and free up some much deserved time!
Strategy Session
I like to start most of my clients with a Strategy Session. This is a great place to really dig into your business needs and together we can create a kick-ass plan to catapult your business systems and processes to the next level! One of the easiest ways to do this is to figure out how we can organize, simplify and automate your process. You will be so happy you signed up for this meeting as I start becoming the secret ingredient in your business you wish you had found ages ago!
Let's Get to Work
One of the most common questions I get after these sessions is now what? What do I do with the action steps you suggest in our strategy session, Christy?
There are 3 ways that we can move forward and often the option you choose depends on a few things like your knowledge of the system, patience level ;), and your time capacity. Here are the next step options:
1) You can take the information and system suggestions we designed during our call, and implement them on your own.
2) We can design an accountability program where you and I meet on a regular basis, so I can provide support as you are setting up your systems and processes to keep you on track.
or
3) I can take over the system set up for you, so all you have to worry about is growing your business and finally getting to those dreams you have been secretly waiting to bring to life!
Sound like a plan?
