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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! 

There are 4 ways we can help!

Dubsado VS Honeybook

Full Support

Dubsado or Honeybook Setup

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, we 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 Systems Coaching Session

In this 45-minute Systems Coaching Session, we'll get down to business and craft the ideal plan for everything from your CRM setup to other goals.

Setting up your email templates (up to 10)

Get assistance configuring your email templates in the system. automating it to make your business's life more simpler.

45-minute CRM Training Walkthrough

You have the chance to learn about the CRM through a thorough walkthrough that explores the challenges and the nuances of the software.

Asana Tutorial Video: The Basics Dubsado Walkthrough Video

With this video you can learn the basics of Dubsado.

1 Integration

Integration an element that you can explore and decide how it would help your business to have another outside application running alongside it.

1 week of support through Asana

Utilize Asana to contact the CRM professionals' team for assistance. Keeps a running list of all the tasks that need to be completed for the project while staying in the loop the entire time.

3 Workflows

Have three different types of workflows that will help automate your business even further, making things more simple and less work.

PLUS: Client Journey Template Email Template Basic Kit

With this bonus you get access to our client journey template-email template - basic kit that will give you a deep dive into how to make your client's journey flow easier.

Setup Support and Customization | 5 Hours or More

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 Systems Coaching Session
(Starting at) 5 hours of support
60-minute CRM Training Walkthrough
1 week of support through Asana

Support and Maintenance | 10 Hours or More

Dubsado Support Retainer: 10 Hrs CRM Support & Maintenance

Our Dubsado Support Retainer is designed to help you save money while getting more value out of your CRM. They come in 10, 15 or 20 hours packages, so you can decide how much help you may need in a month and only pay for that. Saves you on a full time employee!

We work in MANY different systems and CRMs but have the MOST experience with the following: Dubsado, Honeybook, 17Hats, Hubspot, Salesforce, Paperbell, Practice, JaneApp and Zoho.

10-Hours of Support

To be used however you need within your CRM/Systems --to be used by the end of the calendar month--

Access to Team

Access to a Team of Experts in varying CRM fields.

Easy Communication

Your own private Slack channel to communicate with us

Support through Asana

Exclusive use of your own private Asana form that your team can use to submit and tickets, requests or questions for your CRM.

Do it all in a day with our VIP Day

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.

What's next?

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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.

4

Hubspot

Let's get your inbound marketing, sales, and customer service in top shape.

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.

Lovely Things Previous Clients Said

CRMs aren’t a one-size-fits-all solution!

HOW DO YOU KNOW WHICH CRM TO CHOOSE?

Find the perfect fit for your business with our FREE guide to the top 19 CRMs on the market. Compare prices, features, and capabilities to make an informed decision that meets your unique needs and goals.

Learn How to Create Your Own Client Journey!
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