Dubsado & Honeybook Set Up
Dubsado & Honeybook Set Up
You’re an amazing boss of a steadily growing business and, frankly, you don’t have time for overwhelming manual work.
After every client discovery call you're spending hours manually sending proposals, invoices, contracts and follow up emails. The same ones over and over again and you're getting a little overwhelmed!
Allow me to automate your appointment setups, email responses, lead communications and other workflows using a seamless CRM setup for your business. Save time and increase sales by having a customized CRM for your business.
This package incorporates set up of Dubsado or Honeybook including:
Streamlined work flows
Calendar link
Automated follow up emails
Branded form setup including contracts, questionnaires, proposals and welcome packet
Investment: $997
Interested in this Service? Book your package today!
SOP Creation
A Standard Operating Procedure (SOP) is a document which lists precise step-by-step instructions on how to perform particular activities such as client on-boarding, record keeping, and more! In just 90 days, we’ll draft up a set of custom, fail-proof SOP’s specific to your unique business and processes.
Personal Consultations
Our services are designed to get you organized with efficient, customized, and automated workflows and processes that--with one click of a button--will keep your business in a state of consistent FLOW. Get in touch with us today.