Imagine if you could…
💡 ...automate things like emails, contracts, proposals, scheduling, intake forms, and more.
💡 ...offer clients an experience that is streamlined, professional, and consistent.
💡 ...have more time and brain space to do actual work.
💡 ...feel relaxed, confident, and excited about your systems.
Don’t have time for more clients because you spend too much time on administrative tasks?
😰 Are spending too much time on emails, forms, and tracking down clients.
😰 Have no clue how to set up systems in your business that could automate things.
😰 Feel overwhelmed with all of the tech solutions out there.
You will walk away with…
A solid client workflow that is easy for you AND your clients.
An automated workflow that does the heavy lifting FOR YOU!
Everything you need in one place - proposals, contracts, forms, emails, scheduling, client information, invoicing, and more!
A "Now What?" guide with next steps to get you up and running with your new Dubsado account.
👋 I’m Devin Lee, an entrepreneur since the age of 27, and self-proclaimed “fun big sis for your biz”.
Officially, I’m a Certified Online Business Manager who specializes in helping you get your time + energy back by perfecting your clients’ journey and putting admin tasks on autopilot.
Unofficially, I’m the high-energy hype woman who’ll bring a calm oasis to your business.
When I’m not creating exceptional client experiences, you can find me roller skating and chasing the sun.
Not using Dubsado? You are probably…
👉 wasting countless hours doing work that can EASILY be automated
👉 forgetting important things because you are doing everything manually
👉 not presenting as professional as companies that are providing a consistent client experience
👉 unable to get ahead or make progress towards your business vision and goals
How does it work?
I will spend some time getting to know you and your business so I can best support you and your unique needs. There is also some homework for you to get your Dubsado ready for me to dive in.
I work with you to map out the ideal journey for your client. I ensure that the workflow (1) is easy for you, (2) is easy for your client, and (3) allows Dubsado to do all of the heavy lifting!
I collect everything else I may need, including contracts, proposals, branding, forms, questionnaires, invoices, client information, emails, etc..
This is an important time for us to review your Client Workflow and answer any remaining questions that I may have.
Pre-VIP Day Call
This is the day that I will set aside to do the dang thing! I will ask that you keep an eye on your email that day just in case I have questions, but otherwise you DO NOT need to be around.
After I set up your Dubsado, I want to walk you through everything I set up for you. This call will be recorded for you to reference when we are done!
Post-VIP Day Call
What folks are saying...
"The delivery was the part that exceeded my expectations. I had no idea how much you were actually going to do on your end and I loved the Operations Manual doc... You're amazing and brilliant - keep doing what you're doing boo!"
Jennifer Curfman, Copywriter and founder of Untamed Creative
"Devin is one of the most fun people I have ever worked with. She has an infectious laugh and personality which makes getting your Dubsado set up painless and efficient. The fact that her organizational skills are off the charts, helps to make the setup process go incredibly smoothly. She has an innate ability to get to the meat of your processes and workflow. I love working with Devin."
Robin Rigby Fisher, CMKBD/CAPS/CLIPPS of Robin Rigby Fisher Design