A Summer of Implementation

2-Hour Implementation workshops to guide you in preparing for the 2nd half of the year by: 

  • Getting paid with a single click of a Dubsado workflow
  • Turning your new influx of leads into life long clients + referrals 
  • Building the tools to step away from your business after the back to school rush.

Are you embracing the summer slowdown or busy preparing for what's to come?!

September is the start of the "2nd New Year" & Prime Launch Season 

October & November we're preparing for Black Friday and Holiday sales

In December our inboxes will be flooded with those "New Year New Me" leads!
You want to help more people, grow your business, and scale your way - but the backend of your biz isn't ready for that yet!
A Summer of Implementation is designed to help you get quick and actionable wins to cross these dreaded systems fixes off your to-do list, with the support you need from a systems + tech expert.

Choose one or choose them all

One-Click Booking with Dubsado | REPLAY AVAILABLE

In this workshop, you'll be able to send, follow-up and secure new clients with one-click of a Dubsado workflow. 

Includes a 2-Hour Workshop to implement: 
  • A full booking workflow that will help you to get paid, follow-up on those proposals so you don't miss out on , and trigger your onboarding process.
  • Guided feedback and suggestions on proposal layout to make saying yes, a no-brainer for your clients.
  • Ready to implement Dubsado workflow and email templates
  • BONUS Pre-Recorded Training: How I use Airtable + Zapier to notify me when to take action
  • BONUS Pre-Recorded Training: How I allow a lead to Decline a Proposal
Off-boarding Strategies to Create Repeat Clients + Referrals | REPLAY AVAILABLE

In this workshop, you will leave no sale (or client) behind, by implementing these repeat client processes

Includes a 2-Hour Workshop to implement: 
  • 5 ways for you to offboard your clients with more than just a "Thanks, bye" email, regardless of your client management tool
  • Tips and resources on how to make it easy for past clients to work with you again
  • Recommendations for how and when to check-in with clients during the offboarding process and how to inform them of what you offer for post-client support during the booking process
  • Tips on turning past clients into raving referral partners
  • Email templates and process examples for you to easily implement
  • BONUS: Access to my "Using Airtable to Track Referrals" template + training

Take a Break, Delegate | REPLAY AVAILABLE

In this workshop, you will implement the SOPs you need to keep your biz running and your clients happy while you're away. 

Includes a 2-Hour Workshop to implement: 
  • My operational + client management SOPs to help you step away or ghost your business AND an Airtable template to track them all. 
  • Automations and strategies to quickly implement and delegate to a potential or future VA or how to have your tech act as your VA 
  • BONUS Pre-Recorded Training: How I use Airtable for a support ticketing system for clients ANDDD the Airtable template to allow you to systemize how your clients get support.
  • BONUS Discount on my Airtable Hiring Hub + Mini Training
You don't have the time (or the energy) to do it yourself...and with these workshops you don't have to! 
All you have to do is sign-up! 
Whether you show up live or catch the replay you'll have the strategy, the templates and the support you need to implement these painpoints in your biz in under 2-hours

Every Workshop Includes

Templates, Templates and MORE Templates to help you implement fast. Email Templates, Workflow Templates, Proposal Templates, Zapier Templates, galore.

Bonus trainings to give you a lil something extra to add to your biz processes + tech

Lifetime access to the workshop replay


Get feedback and troubleshoot with a systems pro. Submit request for support at ANY time following the workshop!

Workshop fee credited towards any DFY project booked in November or December

  • What if I don't use Dubsado?
    The first workshop on July 31st is the ONLY workshop geared towards using Dubsado, HOWEVER no matter what tool you use to sign clients the strategies share can be applied. Yup I'm looking at you Honeybook or Custom CRM users lol.

    And no matter what, you'll get access to submit questions for feedback or troubleshooting to me at any time!
  • I'm worried about changing my backend while I have clients active in my tool. Can you help?!
    Of course! For each workshop I'll provide you with support on how to implement these new strategy + tech changes for the next client that comes through the process, however if you need dedicated support for any client that is actively in the process submit a support ticket and we'll work through your specific question together!
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Choose a pricing option

  • Preferred option
    One-Click Booking with Dubsado ($250.00)$250.00
  • Preferred option
    Offboarding Strategies to Create Repeat Clients + Referrals ($250.00)$250.00
  • Preferred option
    Take a Break, Delegate ($250.00)$250.00
  • Preferred option
    Snag All Three! ($675.00)$675.00

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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