Done for You Dubsado Setup

For Coaches, Consultants & Small Business Owners

Do you want to simplify & automate your client onboarding experience with ease?

Dubsado allows your business to run with ease & it gives you peace of mind in knowing that your client experience journey is first class from initial enquiry to offboarding.  Can you imagine if your clients first impression of you is efficient, streamlined & simplified, how likely are they going to recommend you to their business bestie?

How many times have you wrote the same email, sent the same proposal, issued the same invoice, created the same contract and then have to manually follow up with your prospective client to make sure they have received everything as you haven’t heard back.  I bet its quite a lot of times. This can all be automated inside Dubsado, allowing you to step back, relax and know that your prospective client is getting a fast an efficient service from you AND not only that but you are taking back all the time you would have wasted having to do all this manually.

This service is perfect for you if you:

  • Want to remove the overwhelm of trying to figure it all out yourself.
  • Want to hand over the reigns & have me create a “done for you” client onboarding experience.
  • Want to create more ease in your business.
  • Want to stop playing small and get ready to scale.
  • Want more freedom in your life & remove all the admin that goes along with bringing a new client onboard.
  • Want to streamline your systems, remove unnecessary tools & software, ie. call schedulers, invoicing tools, contract signing software. 
  • Want to stop wasting time creating the same emails, the same content, the same reminders & the same invoices.
  • Want to automate your client scheduling, proposals, billing contracts, questionnaires & more.
  • Want peace of mind knowing that you are serving your clients with a first client customer experience, which will turn them into raving fans.

“Done for you”

Signature Offer Dubsado Setup

Within 6 weeks you will have:

Free no obligations “right fit” call to understand what your needs are, this will also allow me to customise your proposal.

ONE Signature offer Setup from Enquiry stage right through to Offboarding state.

Workflow Mapping Call up to 3 hours where we will map out your entire client process & customer experience journey & look for any gaps in your current processes.

✓  Beautiful code free Canva Design of your Dubsado forms, proposals & questionnaires.

✓  Ongoing support throughout to make sure you are getting the most out of your setup.

Full workflow implementation, taking away the overwhelm of figuring it out yourself. Includes all workflow’ components for ONE signature offer: ie. Forms, canned emails, call scheduler, package templates, statuses, tags, referral sources, etc.

Client portal which will be branded and customised to your business.

✓  Recorded 1:1 Offboarding call where I will share with you the ins and outs of your system & how it all works so you & your team can navigate with ease.

30 day follow up support where you can get all your questions answered while you are getting the hang of everything.

“Done for you”

Signature Offer Dubsado Setup

Within 6 weeks

you will have:

 Free no obligations “right fit” call to understand what your needs are, this will also allow me to customise your proposal.

ONE Signature offer Setup from Enquiry stage right through to Offboarding state

 Workflow Mapping Call up to 3 hours where we will map out your entire client process & customer experience journey & look for any gaps in your current processes.

Beautiful code free Canva Design of your Dubsado forms, proposals & questionnaires.

Ongoing support throughout to make sure you are getting the most out of your setup.

Full workflow implementation, taking away the overwhelm of figuring it out yourself. Includes all workflow’ components for ONE signature offer: ie. Forms, canned emails, call scheduler, package templates, statuses, tags, referral sources, etc.

Client portal which will be branded and customised to your business.

Recorded 1:1 Offboarding call where I will share with you the ins and outs of your system & how it all works so you & your team can navigate with ease.

30 day follow up support where you can get all your questions answered while you are getting the hang of everything.

DONE FOR YOU DUBSADO SIGNATURE OFFER SETUP PROCESS

Step 1

Free Discovery Call

It’s important to first schedule in a no obligation chat with me to make sure Dubsado is the right fit for your business.

  This allows me to get a better understanding of your business, your services and your overall vision of what you want to achieve with Dubsado.

Full disclaimer, this will NOT be a pushy sales call, that is not the way I roll.  This call allows me to get a better understanding of the work that is required should you wish to proceed, that way I can give you a customised quote for setup.

Step 2

Customised Proposal

Once our call has taken place & we have clarified that Dubsado is the right fit for your business,  I will then send you a customised proposal in true Dubsado style.  

From there if you are happy to proceed, you will choose your package & review and sign the terms of our agreement.

 You will then receive an invoice for 50% of the balance due to secure your setup slot, the remaining balance is due prior to starting Step 4 , the Implementation Stage.

Step 3

Workflow Clarity Call

This is where the MAGIC happens!

Once we have completed Step 2.  We will schedule in your Workflow Mapping Clarity Call. This is where we will walk through your customer experience journey.  I will look for gaps in your process and advise if we need to make improvements.

We will end this call with a beautiful visual map of your client journey and from there we will have a better understanding of the deliverables that you will need to send me so I can proceed with implementation.

You will need to set aside at least 1 week to work through your deliverables checklist.

VA Business In A Month

Step 4

Implementation Stage

This for me is the FUN part, bringing your ideas to life. All of the work that we have carried out so far has been leading up to this point. 

This is where you can sit back, relax and know that you are in the hands of a Dubsado expert who will do all of the work from here.

The Implementation stage usually takes up to 2 weeks to complete.

 Note: Prior to starting the implementation and automation setup stage the remaining balance is due & you will be issued with a reminder to pay before we proceed.

 

Step 5

1:1 Offboarding Call

When the setup is complete and tested making sure all automations are behaving themselves.  I will send you my call schedule so we can book in your offboarding call.

This is where I take you through the whole system, step by step.  I will walk you through the workflows so you have a clear understanding of how they work and how to manage them. 

You can also have your team member join the call and have any questions answered live on our call.

You will also receive a recording so you can review it time and time again.

 

Step 6

 Follow Up Support

Just because we have finished the complete set up and you feel you have a good grasp of your system doesn’t mean new questions or queries won’t pop up. Anyone who has ever worked with me knows that my door is always open.

I will stay on hand for 30 days after to answer any questions that might crop up.

You will have peace of mind knowing that you have me in your back pocket should anything crop up.  Remember I bang on about amazing customer experience all the time but that is not just prior to gaining a client, the offboarding is just as important. 

Meet Your Dubsado & Systems Whiz

Carmel David - director of operations

I’m here to help you streamline and systemise your business with ease!

I’m the owner and leader behind the business that is Carmel David, offering Systems, Operations & Team management services to business owners around the globe. I work with many different types of businesses from start-ups to multi 6 & 7 figure entrepreneurs & I am proud to say, that I still work with some of the same businesses who have supported me from day one.

I’ve spent the last 6 years knee-deep in multiple online businesses, helping leaders grow and scale beyond their wildest dreams by creating efficient operational systems, onboarding new aligned teams, and planning & managing sold out launches. 

But it’s not just about those sales goals and business milestones – I’ve helped my clients to create their desired lifestyle alongside their business ventures (because remember, that’s why we do this!) 

I’ve celebrated as the women I’ve worked with have taken time off to travel, reduced their work hours to spend time with their kids, bought their dream homes, reprioritised their health goals and discovered new passions and hobbies outside of work. 

Are you ready for me to share my knowledge and experience from working with multiple successful online businesses and explore the possibilities of stepping into your business short-term to streamline and systemise your business with ease.

If you are looking for a systems nerd to come in a wave a magic wand, then I would love to hear from you!

 

Here’s what others are saying

Carmel has been an absolute rockstar for my business. When she first joined my team back in 2018 I didn’t even have an online calendar. I had no systems or processes in my business and everything was in my head. She came in like a systems fairy godmother and with her support, in just 2 years the business has grown exponentially from 6 figures to 7 figures in yearly revenue. I don’t want to let her go (EVERYONE needs a Carmel), but due to her doing such a great job the business now needs its own full time team. Carmel has been a key part of the integration and training process for my in house team that has grown from just me, to 5 people, and I will be forever grateful to her for her support and expertise.

Natasha Bray

Success Mastery Coach & Transformational Pioneer.

Carmel has worked almost forensically in the reconstructing the Irish Professional Photography & Videography Association of Ireland by getting the administration into a very sound and sustainable order.

She has been the model of courtesy, cooperation and efficiency. Both of my predecessors, along with myself found their function greatly enhanced by the knowledgeable expertise of Carmel.

She has streamlined the processes and brought organisation to our systems. She has been instrumental in helping the Association revitalise itself and bringing renewed confidence in its future

Neil Warner

Past President of The IPPVA

Carmel has a wealth of knowledge on how to run an online business. Having run an online agency I didn’t have a clue of what systems I needed and before working with Carmel my systems were very trial and error. Carmel is meticulous when it comes to systems, and has helped me scale my business in a way in a quick and stress-free manner. 

I am so grateful Carmel helped me streamline my business, she’s also a really lovely person to work with and genuinely wants to help you. 

Deborah O'Grady

The Brand Coach

Want to systemise your business with ease?

Frequently Asked Questions

How long does it take to set up Dubsado?
This is generally dependent on two things. 1) How efficient are your current processes and 2) How long will it take you to complete the prep checklist. If we are on track with the above, generally I would say 6 weeks.
How much of my time is required?

The heavy lifting for you will be between Step 2 & 3.  This will be where you are talking me through your current process and you will need to gather up all the deliverables & content for the implementation stage. For example, you will need to share your current questionnaires, emails, contract, packages etc.  Depending how organised you are & how quick you are at making decisions, it can take up to 10 hours. On top of that, you will need to set time aside for our clarity call (up to 3 hours ) & offboarding call (up to 90 mins)

Will you help with writing canned emails?

If needed, I will give you basic templates but I always suggest that you customise the content as you know your clients best and we want your clients to feel that you are talking directly to them.

Will automating my client onboarding experience feel like my clients are talking to a robot?

Absolutely not, all emails are customised so that personal touch is never lost. This is also another reason why I suggest you write your own canned emails. I will make it look like you are super efficient & that your emails were wrote right before you hit that send button.

What if I don't know what my workflows are?

That is no problem, that is what I am here for.  As part of this service, I will help you create your ideal workflow and give you suggestions and look for any gaps throughout, so don’t stress about the small stuff.

I already have Dubsado & don't need a full setup but I know I'm not making the most of its features. Can you help?

Absolutely, I also offer Dubsado Audit, where I will review your current Dubsado setup and compile a checklist with my feedback so you can make the most out of this amazing tool. You can book a Dubsado Audit here

What do I need in order to get started?

It can change from one business to the next, but in general you will need:
Your processes for your Signature Offer
Your branding
Your copy
for emails, proposals, and questionnaires
Your contract for your signature offer.

After our workflow mapping call I will be able to give you a more detailed breakdown of what is needed 

What is the investment for a full Dubsado set up?

No two businesses are the same, so this is why I don’t offer a one size fits all service.  I customise a quote, specifically for your business, however, the minimum investment starts at £/€ 2,250 plus VAT.