Honeybook & Dubsado 

Ask for a code to receive 20% off your Honeybook/Dubsado Subscription 

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Honeybook/Dubsado in Four Weeks

Includes:

  • 45-minute Strategy Session

  • 45-minute CRM Training Walkthrough

  • Setting up your email templates (up to 10)

  • 3 Workflows

  • 1 Integration

  • 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.

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Honeybook/Dubsado in a Day (VIP Day)

Includes:

  • from:us gift basket

  • LastPass Guide

  • 30-minute Strategy Session

  • 45-minute CRM Training Walkthrough

  • Setting up your email templates (up to 12)

  • 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.

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Support /
Customization

Includes:

  • 60-minute Strategy Session

  • 60-minute CRM Training Walkthrough

  • (Starting at) 10 hours of support

  • 1 week of support through Asana

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.