Does this sound like you?
You are writing the same emails over and over again for every new client
You are using so many tools to run your business and you barely understand how to use it. In fact your team are just as confused as you.
You are rewriting contracts and sending questionnaires and schedulers manually
You can't keep up with who has done what and where your clients are in your process
You're doing everything by yourself!
If this sounds like you then you're in the right place. Dubsado is the client management tool that you have been looking for!
How our Client Management System can help
THE CLIENT MANAGEMENT SYSTEM SET UP
The Dubsado Client Management System service is our signature service, designed to help service-based solopreneurs, coaches, consultants and freelancers streamline, organise and automate their client management system for their signature service so that they can provide a consistent client experience, retain clients and build their brand using a Customer Relationship Manager (CRM).
Here's what you'll get out of the Client Management System service:
BRANDED PROPOSALS
Simple yet powerful proposals that will easily turn your leads into clients.
CUSTOM FORMS & EMAILS
No more repetitive admin. Now you'll get customised templated forms that saves you time and effort.
PROFITABLE CLIENT PROCESS
You'll get a simple automated and streamlined process that cuts out all the confusion, no more back and forth between you and your client.
A CONSISTENT CLIENT EXPERIENCE
Consistency breeds profit. You'll now get a consistent client experience that will make your service become referral worthy.
TRANSFORM THE WAY YOU WORK
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WHAT YOU'RE CURRENTLY EXPERIENCING
You're spending so much time doing every task manually and it's making you less passionate about what you do.
It's taking you weeks to onboard your clients as well as forgetting tasks because you're trying to get through your to-do list.
You find yourself sending back and forth emails making your processes longer.
You find yourself stuck to your laptop all day and you're not enjoying the business you started.
WHAT IT LOOKS LIKE AFTER WORKING WITH ME:
Now you have an organised and automated system that will help you do those tasks for you.
Onboard your clients in 30 minutes rather than spending hours on calls and email
Canned emails that will stop you from sending repetitive emails and reminders.
Take more breaks and start to do the things you actually love and spend more time with your family.
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YOU DESERVE SUCCESS
A good system will relieve you of repetitive tasks and labour heavy tasks that take you hours upon hours to do and drain the life out of you.
Automation is one of the best ways to work smart! Best of all, you and your team will become efficient and get more done.
If you're feeling burnt out and overwhelmed with to-dos, then you're in the right place!
HOW IT WORKS
STEP 1
ONBOARDING
Complete your onboarding and New Starter form. You'll gain access to your portal, forms and invoice details.
STEP 2
STRATEGY SESSION
(Process Mapping)
Book your Strategy Session where we'll collect all the information we need to streamline your process.
STEP 3
WORKFLOW SIGN OFF
We'll send you your workflow. You'll need to review and sign it off, so we can begin the work! Very important step!
STEP 4
BUILD-OUT
We'll begin to build your system, create the content required for your system and build your workflows as agreed.
WORKFLOW SIGN OFF
STEP 5
TESTING
Testing and Review. Your new system will be tested multiple times, and then reviewed it to ensure you're happy with it.
WORKFLOW SIGN OFF
STEP 6
WALKTHROUGH & SUPPORT
Here, we'll do a walkthrough session with you and show you what your new system looks like, and how it will works. You'll then get aftercare support.
Strategy Session (Process Mapping)
This is a vital step in the build of your client management system set-up. We sit down on a 1.5 -2 hr Zoom meeting and dive deep into your processes.
I will create a flow chart that shows you what your process will look like.
You will receive the flowchart to use internally with your team.
(THIS IS REQUIRED FOR DUBSADO SETUP)
THIS MEETING IS £497 & IS INCLUDED IN YOUR SET-UP
WHAT'S INCLUDED
1:1 SYSTEM STRATEGY SESSION
INVOICING & PAYMENTS
SCHEDULER
FORMS & PACKAGES
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CLIENT PORTAL
SOP WORKFLOW
CUSTOM CANNED EMAILS
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AUTOMATED WORKFLOWS
TOOL INTEGRATION
WHAT YOU'LL ALSO GET
BONUSES
VIP & SYSTEM TRAINING
30 DAYS AFTERCARE SUPPORT
CUSTOM SUPPORT VIDEOS
WHAT PEOPLE SAY
“Wow! Thank you, you made everything easier!”
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Hi Phebi,
Just seen your email and the portal! And wow thank you for all your work, you took your time and made my life easier and sorted things out. Things I didn't even know I needed like the logo. Thank you for the video too.
— Celestina, Floating Counselling
HOW THIS WILL HELP YOU SCALE YOUR BUSINESS
RETAIN MORE CLIENTS
We'll help you implement a client management system and help you retain clients in your business. Retain your clients without the overwhelm.
IMPROVE YOUR REPUTATION
Build your brand. Our systems help you to improve your brand reputation with professional systems that elevate your client experiences!
REDUCE MANUAL REPETITION
We work to help you reduce manual efforts by automating your systems so that you're not doing repetitive tasks and can deliver excellent client experiences.
THIS IS FOR YOU IF
1
You are a service-based business owner such as a coach, consultant, OBM, VA or freelancer.
2
You want to save time and energy on manual intensive and repetitive tasks.
3
You are ready to level up your client experience and increase your sales.
4
You want to start hiring or you want your team to become more efficient!
WHY FREEDOM WITH SIMPLE SYSTEMS?
Phebi is a Certified Dubsado Specialist and Business tech pro who helps small service-based business owners to implement systems to grow their business.
Phebi founded Freedom with Simple Systems for service-based entrepreneurs who want to elevate their client experience and improve efficiency in their business so, that they can have more time and a better lifestyle.
Phebi uses proven strategies to help service-based entrepreneurs to scale their businesses without overwhelm.
