ORGANIZE, AUTOMATE & ELEVATE YOUR SYSTEMS
It’s time to transform the way you work with the power of done-for-you strategy and implementation
LEVEL UP WITH THE POWER OF CRM
CRM Strategy & Implementation
Ideal for: Those who want to increase efficiency, productivity, and client satisfaction with a seamless and personalized CRM.
We’ll create a custom CRM strategy tailored to your business needs and implement it using Dubsado, a powerful all-in-one platform. In 2-4 weeks you’ll have streamlined workflows, automation, that save you time, money and ensure nothing is falling through the cracks!
- Intake questionnaire to fully understand your unique needs
- Personalized onboarding call to ensure a smooth implementation process
- Full Dubsado setup, including template customization, automation and workflows
- Recorded hand-off call and 4 weeks of follow-up support to ensure your success
Psst … As a Certified Dubsado Specialist, I know this powerhouse CRM can replace many softwares in one (calendar, invoicing, proposal, contracts, etc.). Although I naturally have a bit of a bias, I understand that although Dubsado is an amazing tool for many, it’s not for all. Therefore, if you were hoping to use another platform, I am here for it; be sure to check out my Tech Strategy & Implementation service to learn more.
ORGANIZE
AUTOMATE
ELAVATE
CUSTOM OPS TO SAVE TIME AND WOW YOUR CLIENTS
Systems Strategy & Implementation Service
Ideal for: Those who want to increase efficiency, productivity, and effectiveness with a seamless and personalized systems management.
We’ll assess your current SaaS (Email marketing, Project Management CRM) tools, or what you’re wanting to implement, recommend the best fit for your business, and implement the new system. Our process takes 2-4 weeks and will result in streamlined workflows, automation, and more time and money saved for your business.
- Intake questionnaire to fully understand your unique needs
- Personalized onboarding call to ensure a smooth implementation process
- Full system setup, including integration and customization
- Recorded hand-off call and 4 weeks of follow-up support to ensure your success
As a Systems Specialist, I understand that every business is unique and has different needs when it comes to software systems. Therefore, I will assess your current tools, recommend the best fit for your business, and implement the new system.
It’s time to increase efficiency and productivity through simple, streamlined and automated workflows that work for you, not against you!
Our partnership with Jessie has been 10/10 fantastic. As a small business, I’d been relying on Google docs and manual processes which always felt tedious. I’m absolutely loving the new look and feel of our proposals. The automation has also been a game-changer as I can ‘think’ less and work far more efficiently. Jessie was an absolute delight to work with. She’s super responsive and made me feel very well supported throughout. Her design skills came in handy too as she was able to take our assets and seamlessly weave them throughout our templates. Jessie had amazing ideas and was relentless in creating a system that would work perfectly for Beacon HR. Thanks, Jessie, for all your hard work!
I had the most amazing experience with Jessie, she helped me get clear on my systems and client journeys. Jessie was an absolute rockstar – super knowledgeable, efficient, and hilarious to work with. She was on top of every detail and kept me in the loop every step of the way. The best part? She made the whole process so fun and stress-free! Now that my systems are set up, I feel like I can truly step into my CEO eria confidently. I can’t recommend Jessie enough – shes simply the best!
OUR SIGNATURE SYSTEMS BLUEPRINT
Step 1:
CLARIFICATION
Success starts and ends with the CEO (aka you). When you’re wearing all the hats while juggling all the balls, inevitably, things will start to drop. Let’s clean up and get clear.
Step 2:
MANAGING YOUR CLIENTS
The prospect of new clients should be exciting, not stressful. Onboarding, maintaining and following up with clients can be stress-free when you have the right systems in place. Let’s set up organized, automated and elevated systems that will wow your clients allowing you to take back your time.
Step 2:
STEP INTO YOUR CONFIDENCE
With organized, automated and streamlined systems, you can now fully step into your CEO role and focus on growing your business, launching new services, and even building a team! With an established foundation for growth, anything is possible.