Getting to Know Each Other

Reach out to let us know you’re interested! Fill out our “Contact Us” form where we’ll gather some general information about your business, current workflow systems, and services you’re interested in.

Book a discovery call. This is our chance to connect and explore! On this call we will want to hear more about you, your business, and what you're looking for. It's also a chance for you to ask us anything you're curious about - our business, our process, or whatever comes to mind. We genuinely want to make sure we can provide the best support possible, so let's make sure we're a great match for each other!

After our discovery call, you will get a follow-up email with any additional information you requested from us on our discovery call. If you decide we are a good fit for your needs, we will move into the groundwork phase!

The Groundwork

We’ll send over a client portal with your contract, invoice, workflow questionnaire, and client collection forms. Once you’ve returned your contract and invoice, we’ll set your official start date and schedule your kickoff call!

After you receive your initial documents, and before your kickoff call date, you'll be working on completing a detailed workflow questionnaire that delves into your current business processes. This questionnaire will help us gather the initial information we need to create a workflow system that's tailored just for you.

Workflow Build-out

Now the real fun begins! During our 2-hour kickoff call, we will expound on your workflow questionnaire form to get to the heart of your business and its needs.This will lay the groundwork for building out a workflow system that is designed with your unique processes and needs in mind.

Using the information we gathered in both the workflow questionnaire and the kickoff call, we will get to work developing a comprehensive workflow system for your business.

If you selected our Essentials or Bespoke package, we will begin creating all the additional documents you need for your unique workflow (canned emails, proposals, questionnaires, welcome forms, etc). We'll then schedule another call to review these with you.

Once we have your approval on both your workflows and your forms, we will fully implement them into your Dubsado account for you.

Project Delivery and Training

The big day has arrived! Your shiny new CRM is all set and ready for you. You'll receive a customized training video (or enjoy one-on-one training if you're a bespoke client) that will walk you through every aspect of your new workflow system. Our aim is to ensure you feel fully equipped with the skills and knowledge to effortlessly navigate your workflows moving forward.

We know we've hit the mark when your workflows are smooth sailing, giving you the freedom and balance you deserve, while also fueling your business’s growth. We're here to cheer you on for all your successes - both personal and professional! We want you to do the same. So take a moment, raise a glass, and celebrate the strides you’ve taken in investing in your business. We’ll join you!