A tested, repeatable workflow can save you hours trying to keep up with clients (or even remembering what email to send next!). Ready to get started in Honeybook or Dubsado?
You've got a potential customer interested in your services. Great! Now what? Do you have a repeatable process to guide them through onboarding? Or are you relying on memory each time?
A tested, repeatable workflow can save you hours trying to keep up with clients (or even remembering what email to send next!). Ready to get started in Honeybook or Dubsado? Let's chat!
Here's how this works: After we've chatted and decide that we'd like to work together, I'll send over my contract and the initial invoice. After that, you'll receive a questionnaire where you can share your branding, images, colors, etc. as well as let me know what all you need your workflow to do.
Once the questionnaire is complete, we'll schedule a time to do the workflow mapping session! This is where we'll go over all the information you've given me and put it together in a cohesive process that will work for every client going forward. The process will be automated, but still personalized for each client.
Honeybook and Dubsado Setups
- 1 main workflow (may have several pieces)
- All necessary emails, forms, and schedulers
- Creation of any packages
- Payment plans
- Client portal design
- Recorded, personalized training
- 30 days support after completion
- PDF copy of workflow
What's Included
- Custom setup $1800
- Custom setup $2500
After we have the discovery call I'll send over my welcome guide which will give you a little more info about me and how I work. There will be a question at the end asking if you're ready to move forward!
After we have the discovery call I'll send over my welcome guide which will give you a little more info about me and how I work. There will be a question at the end asking if you're ready to move forward!
deciding to work together
deciding to work together
Once we've decided to work together I'll send over the contract to be signed along with the initial invoice. Once those are taken care of, I'll send over a questionnaire and schedule a workflow mapping call!
Once we've decided to work together I'll send over the contract to be signed along with the initial invoice. Once those are taken care of, I'll send over a questionnaire and schedule a workflow mapping call!
LEt's get started!
LEt's get started!
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