Honeybook & Dubsado
Ask for a code to receive 20% off your Honeybook/Dubsado Subscription
Honeybook/Dubsado in Four Weeks
Includes:
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45-minute Strategy Session
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45-minute CRM Training Walkthrough
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Setting up your email templates (up to 10)
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3 Workflows
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1 Integration
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1 week of support through Asana
PLUS: Client Journey Template
Email Template Basic Kit
Asana Tutorial Video: The Basics
Dubsado Walkthrough Video
This is a great package for those that want to set up a customer relationship management tool. This package includes a 1 : 1 strategy session where we plan and map out your client’s journey from start to finish. After the strategy session, I create the workflows in your CRM in addition to other features your CRM has to offer like - building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.
New to CRMs and don’t want to spend weeks setting up your onboarding process? Get a full system setup; we will create and import all parts of your business into the system.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
Honeybook/Dubsado in a Day (VIP Day)
Includes:
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from:us gift basket
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LastPass Guide
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30-minute Strategy Session
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45-minute CRM Training Walkthrough
-
Setting up your email templates (up to 12)
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5 Workflows
-
1 Integration
-
2 Zaps through Zapier
-
1 week of support through Asana
PLUS: Client Journey Template
Email Template Basic Kit
Asana Tutorial Video: The Basics
Dubsado Walkthrough Video
This is a great package for those that want to set up a customer relationship management tool and don't have time to wait! This package includes a 1:1 strategy session where we plan and map out your client’s journey from start to finish. After the strategy session, I create the workflows in your CRM in addition to other features your CRM has to offer like - building out brochures/proposals, scheduling set-up, lead capturing, templates.
This will help you book more clients and remove the drag of contract write-ups and manual payment systems. New to CRMs and don’t want to spend weeks setting up your onboarding process? Get a full system setup; I will create and import all parts of your business into the system.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
Have an existing Honeybook or Dubsado but need some help customizing it or fixing something up? Or perhaps you need to add a workflow or integration and you’re not sure how? We're here for you.
Let’s sit down and discuss what you need help with and how we can assist you and get your CRM running efficiently again.