When Kaytee Fisher launched Moxie & Forth, she knew email marketing inside and out. As a former travel advisor turned email strategist, she had a knack for teaching travel pros how to connect through creative, personality-driven newsletters.
What she didn’t have? A backend that matched her brilliance.
“I was wasting so much time chasing down client details, rewriting the same emails, and managing every project from memory. It wasn’t sustainable—at all.”
That’s where Chanel & Lee came in.
Wins at a Glance
- 4x ROI in the first week post-launch
- $13,000 in booked services within 7 days
- 90%+ of project tasks automated
- More time back to create, rest, and launch new offers
- Improved client communication + reduced back-and-forth
Confident price increases + clearer service boundaries
The Problem: Rapid Growth Meets Manual Chaos
Kaytee didn’t expect her business to scale as fast as it did. What started as a niche email marketing offer for travel advisors quickly became a high-demand service. But behind the scenes, her workflows were stitched together with sticky notes and stress.
“I had some Dubsado experience from a previous job, but not enough to build something from scratch. I was embarrassed by my client experience. I knew my clients deserved better.”
She was booking projects, but burning out in the process. Each onboarding looked different. Emails were being written from scratch. And she was spending more time being a project manager than a strategist.
The Chanel & Lee Solution
When Kaytee reached out, we immediately dove into her client journey—from inquiry to offboarding. Here’s what we built together:
- Three fully customized workflows for her core services
- A library of templated emails that reflected her warm, no-fluff brand voice
- Strategic automation that eliminated manual tasks (like scheduling, reminders, and check-ins)
- Visual workflow mapping so she could see and understand every step of the process
- An in-depth training handoff so she could confidently manage and evolve her system
“I wasn’t just buying implementation—I was getting a strategic partner who looked at my whole process, found inefficiencies, and made it better than I imagined.”
The Results: Peace of Mind and Profit
Within one week of launching her new system, Kaytee brought in $13,000 in bookings!
“Before, I was dreading every new client. After, I launched an offer and everything ran on its own. It paid for itself immediately.”
She raised her prices. She took on fewer projects. She had the mental capacity to expand into new revenue streams, including a digital shop and scalable email content membership.
“I finally felt like every client was getting my best, not the scraps of my burnout.”
She’s since shifted her offer suite, but the system still supports her every move. Whether duplicating a workflow, adjusting a service, or revamping how she delivers, she has the tools and confidence to scale without starting from scratch.
Kaytee’s Advice?
“Just do it. This was the best investment I made early on, hands down. The ROI wasn’t just in dollars—it was in time, clarity, and sanity.”
If your client experience is held together by sticky notes, it’s time. Explore the Dubsado VIP setup here or book a free Discovery call here.
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