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

Getting started on the road to creating a repeatable client process is as simple as 1, 2, 3.

What's Next?

Click the link below to schedule a 30-minute discovery call.
We'll talk a bit about your business, the goals you have for your client process, and timelines for completion.

Schedule a Discovery Call

Step One

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

Step Two

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!

Step Three

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