SERVICES
Dubsado & Honeybook
There are many different CRMs on the market, but two of the most popular ones are Dubsado and Honeybook. These two tools are designed to help small business owners manage their businesses more efficiently. When it comes to choosing a great CRM for your business, Dubsado and Honeybook are two of the most popular CRMs on the market — and we love setting up both!
Dubsado & Honeybook Setup and Strategy
Dubsado or Honeybook Setup in Four Weeks
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.
*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.
- 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
Dubsado or Honeybook in a Day (VIP Day)
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.
- 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
Support / Customization
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.
- 60-minute Strategy Session
- 60-minute CRM Training Walkthrough
- (Starting at) 5 hours of support
- 1 week of support through Asana
What's next?
- Book a discovery call
- Learn what systems setups will get you the greatest ROI
- Gain expert support, hours back in your life and become the boss of your business
Let's work together to make your business more efficient and profitable!
Below are a few of the services we offer to streamline your business processes:
Services
1
Dubsado & Honeybook
Dubsado and Honeybook can do so much for you and your business! Let us help with strategy and support.
2
Salesforce
Let us set up your Salesforce to create the best sales, customer service, marketing automation and analytics systems in place.
3
Email Marketing Platform Automation
Email marketing doesn't have to be a drag! Let us put our expertise to use to set up your email marketing platform the best way for your business.
5
Zapier
Let's save you time by automating repetitive tasks between two or more of your work apps.
6
CRM Services
Including both strategy sessions, VIP sessions and done-for-you builds, we have you covered.
Amanda Sellers-Shurko
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Lisa Pierson
The Conversion Copywriter, and FastCopy