Systems Audit & Strategy Call
When's the last time you walked away from a 90-minute phone call feeling like you just gained more time in your life?
Well business systems experts like us can deliver that kind of value. That's because we channel the magic of efficiency—like you craft memorable experiences. After much trial and error and top-shelf training.
Looking to DIY your Dubsado installation or some other business system? Let us help you soften the learning curve.
DIY prep session with systems expert Kristen
First we'll talk about your overall vision and goals. Then we'll go over your current processes for developing leads and supporting clients. We'll discuss the many ways you can streamline, consolidate, and automate to maximize efficiency in your business operations management.
Then we'll map out your client experience, including where you want your touchpoints to be, examples of Dubsado workflows and next-level possibilities, and potential troubleshooting to watch out for. After your call you'll get an email review from Kristen, with a recording, outline of the strategy and process, and next steps for success.
And as you implement the strategies we develop together, we'll be here to support you and help you work out any kinks
90-minute phone call
Client experience mapping
Full report and call recording
Tips and guide for what comes next
30% off your first year of Dubsado
2 weeks of free email support
*Plus $250 off any future installation