Do what you love,
automate the rest 🤩
During your Dubsado VIP day, I will automate your client experience from the first hello, to the last follow up, to signing them up again.
If onboarding and offboarding clients isn’t fun for you, it’s not fun for your clients either.
After your Dubsado VIP Day, you will be able to...
💡 have a hands-free, elevated onboarding and offboarding
💡 automate your client emails, contracts, proposals, scheduling, intake forms, and more
💡 provide a client experience that is elevated, easy, and consistent
💡 create more time and brain space to do the work you love [aka, work with your clients]
💡 feel relaxed, confident, and excited about your systems
Are you a service provider who doesn't have enough time?
Maybe you...
😰 are spending too much time on emails, forms, and tracking down clients.
😰 know systems could support you, but don't have time to learn how to set them up.
😰 feel overwhelmed with all of the tech solutions out there.
Introducing:
✨Devin Lee’s Dubsado VIP day✨
I help busy service providers reclaim their time + energy by perfecting their client journey and putting it on autopilot.
📣 What folks are saying
“I loved your energy and enthusiasm, and how prepared you were! You were so patient as I worked through kinks and trouble spots, and provided excellent feedback and mirroring about my stuck points while providing tangible solutions. Amazing!”
Veronica Bishop, Bishop Content Studio
You will walk away with…
✨ SYSTEMS SETUP
Solid client workflows that are easy for you AND your clients.
✨ AUTOMATION
Automations that do the heavy lifting FOR YOU!
✨ SUPPORTING MATERIALS
Everything you need in one place - proposals, contracts, forms, emails, scheduling, client information, invoicing, and more!
✨ RESOURCES
A "Now What?" guide with next steps to get you up and running with your new Dubsado account.
You will also receive…
✅ a customized client journey that is ideal for your business and offer
✅ Pre-VIP day call to solidify all the details before work begins
✅ An offboarding call to review everything and make any adjustments needed
✅ A robust Now What? Guide to make sure you are comfortable using everything
✅ 30 days of email support after your VIP day
📣 What folks are saying
“I love how you're a flexible and creative thinker — and that you were willing to partner and brainstorm with me to come up with solutions that really fit my specific business. I can't tell you how much I appreciated that. You were flexible and accommodating. You took the time to understand my business and were able to take into account the particular needs of my business.”
- Diane Tarshis, Founder of Startup Distillery
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?
GETTING STARTED
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.
CLIENT WORKFLOW
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!
IMPLEMENTATION
I collect everything else I may need, including contracts, proposals, branding, forms, questionnaires, invoices, client information, emails, etc.
PRE-VIP DAY CALL
This is an important time for us to review your Client Workflow and answer any remaining questions that I may have.
VIP DAY
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.
OFFBOARDING
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!
Then you receive your “Now What?” guide and 30 days of email support!
📣 What folks are saying
“The workflows, the client onboarding experience, and the entire organizational set-up you created for me are just a JOY to use and manage."
"Devin, you are a DREAM. You are very good at what you do, super responsive, warm-hearted, and brilliant. I am so very happy with the beautiful system you've built for me. The workflows, the client onboarding experience, and the entire organizational set-up you created for me are just a JOY to use and manage. AAAH! I still can't believe how wonderful it all is!!!!! To anyone out there who is considering working with Devin, she is worth every. single. penny. This was the best gift I could have given myself as a business owner."
- Molly Davis, LPC, MAC, therapist and founder of Boundaried Coaching
“I had no idea how much you were actually going to do on your end..."
"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 Now What? Guide... You're amazing and brilliant - keep doing what you're doing boo!"
- Jennifer Curfman, Copywriter and founder of Untamed Creative
“[Devin] has an innate ability to get to the meat of your processes and workflow."
"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
Got questions?
I’ve got answers!
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Dubsado is an incredible business management tool that allows you to do so much in just one place, including invoicing, creating and sending forms like proposals and invoices, scheduling, questionnaires, and MORE!
My favorite part - it can all be set to AUTOPILOT!
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If you are a busy business owner, you don’t have time to NOT use Dubsado. If you spend hours each week creating and sending contracts or proposals, chasing down clients for scheduling or payments, and all of that other admin stuff - you are wasting time and money unnecessarily. I will ask you to spend a few hours ahead of time filling out an in-depth questionnaire to make sure I have everything I need for your VIP day. Other than that, I will set up everything FOR you - in ONE day!
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Your investment will be returned ten-fold via working hours you and your team will gain!
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I recommend you have had at least a few clients already for the offer you want to focus on during your Dubsado VIP Day. This gives us both a starting point for what you want your client journey to look like.
Besides that - It is always a good time to set up a streamlined experience for you and your clients. Your business is not going to wait for you. The sooner you have Dubsado set up, the sooner you can get back time in your business. The best part - I do all of the hard work for you in just ONE day.
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Your pre-work should only take a few hours at most. I recommend scheduling an afternoon to just sit down and get it all done at once!
The Pre-VIP Day and Offboarding call are 1 - 1.5 hours each.
Completing the homework in your Now What? guide to learn your new system during your 30-day support period depends on YOU - but can take about 5+ hours. I recommend scheduling one morning of afternoon per week to work on your homework.
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The Dubsado VIP Day is currently an investment of $2100
