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Transform Chaos into Clarity with Custom Systems Setup
Are you tired of juggling spreadsheets, drowning in emails, and feeling overwhelmed by admin tasks? It’s time to streamline your business with systems that work for you not against you. I help coaches and consultants like you automate workflows, organize operations, and save hours every week so you can focus on what you do best: transforming lives.
Ready to ditch the overwhelm? Let’s build systems that set you up for success.
Why Systems Matter
Running a business shouldn’t mean drowning in admin tasks. With the right systems in place, you can:
- Save time by automating repetitive tasks.
= Reduce stress with organized workflows.
- Scale your business without burning out.
- Deliver a seamless client experience that keeps them coming back.
How It Works
I’ll work with you to create a customized system that fits your unique business needs. Here’s how:
Audit & Strategy Session
We’ll review your current processes, identify pain points, and create a plan to streamline your operations.
Tool Selection & Setup
I’ll recommend and set up the best tools for your business (e.g., Dubsado, Trello, Asana, ClickUp).
Workflow Creation
I’ll design automated workflows for client onboarding, project management, team collaboration, and more.
Training & Support
I’ll train you and your team to use the new systems effectively and provide ongoing support to ensure a smooth transition.
What's Included
While prices are listed to provide transparency, I understand that every business has unique needs. Pricing can be customized to suit your specific requirements, ensuring you get the best value for your investment.
Are you ready to streamline your business operations and enhance your client management processes in just one day?
This package is designed for clients who need more extensive customization and training to fully leverage Dubsado’s capabilities.
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Workflow Mapping
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All setups
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Creating Assets (up to 5 forms from existing templates or 3 new forms from scratch)
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Workflow Automation
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Update Existing Workflows (up to 3 services) & 4 New Workflows
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Redesign Forms (3-5 existing forms)
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Video Trainings and Support via Slack (One month post VIP DAY)
VIP Day Package 2: Advanced Customization - £2500
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VIP Day Package 1: Essential Setup and Optimization - £1800
Are you ready to streamline your business operations and enhance your client management processes in just one day? This package focuses on setting up and optimizing Dubsado workflows and assets to ensure your business operations run smoothly and efficiently.
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Workflow Mapping
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All setups
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Creating Assets (up to 3 forms)
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Workflow Automation
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Update Existing Workflows (up to 2 services) & 2 New Workflows
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Video Training
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Support via Slack (2 weeks post VIP DAY)
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Starter Systems Setup - £1000
Perfect for coaches and consultants who need foundational systems to get organized.
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Audit & Strategy Session
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60-minute call to review your current processes and identify pain points.
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Customized plan to streamline your operations.
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Tool Selection & Setup
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Setup of 1-2 tools (e.g., Dubsado for client management + Trello for project management).
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Basic configuration of workflows and automations.
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Workflow Creation
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Client onboarding workflow (e.g., automated emails, contracts, and scheduling).
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Basic project management workflow (e.g., task assignments and deadlines).
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Training & Support
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1-hour training session to walk you through the new systems.
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2 weeks of post-setup support via email or Voxer.
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Bonus Resources
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Checklist for maintaining your new systems.
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Access to a library of templates (e.g., email scripts, task lists).
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Comprehensive Systems Setup - £1500
Ideal for established businesses ready to fully automate and scale their operations.
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Audit & Strategy Session
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90-minute call to review your current processes and identify pain points.
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Customized plan to streamline your operations.
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Tool Selection & Setup
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Setup of 3-4 tools (e.g., Dubsado, Trello, Asana, ConvertKit).
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Advanced configuration of workflows, automations, and integrations.
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Workflow Creation
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Client onboarding and offboarding workflows.
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Project management workflows for launches and team collaboration.
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Marketing workflows (e.g., email sequences, lead nurturing).
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Training & Support
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1-hour training session to walk you through the new systems.
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4 weeks of post-setup support via email or Voxer.
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Bonus Resources
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Checklist for maintaining your new systems.
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Access to a library of templates (e.g., email scripts, task lists).
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Personalized video tutorials for using your new systems.
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Check In Call post setup
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Who Is This For?
This service is perfect for coaches and consultants who:
Are doing everything manually (spreadsheets, emails, sticky notes).
Feel overwhelmed by admin tasks and disorganized workflows.
Want to save time and scale their business with automated systems.
Are ready to invest in their business to create long-term efficiency.
What people are saying
Mo was an absolute pleasure to work with!! She went above and beyond to make sure my workflows in Dubsado worked well and completed the project ahead of schedule. She offered so many helpful tips along the way to improve my business and was extremely patient. I would most definitely recommend her services and I am 100% certain I will be hiring her again soon. Hands down THE BEST I've worked with
Tish, Tish Consults
FAQs
How long does the setup process take?
The setup process typically takes 1-2 weeks, depending on the package and your business needs.
Can I customize the services based on my specific needs?
Absolutely! We pride ourselves on our personalized approach. All our services are customizable to fit your unique business requirements and goals. We work closely with you to ensure that our solutions align perfectly with your business needs
How do I get started?
Simply click on any of the buttons above to get started.
What tools do you work with?
I specialize in tools like Dubsado, Trello, Asana, ClickUp, ConvertKit, and more. I’ll recommend the best tools for your business.
What if I need additional support after the setup?
All our packages include post-setup support to help you get the most out of Dubsado. The Basic package includes 2 weeks of support, while the other package offer support for one month, depending on the package. If you need further assistance beyond this, we can discuss additional support options tailored to your needs.
How long does the setup process take?
The onboarding process can take up to a week and this is because you will have some homework to do (sending over documents e,t,c, getting on a call to map out your processes, and more)