Increase Your Bottom Line
Hand you the high-level knowledge and operational expertise to build a completely custom Dubsado system tailored to a client's needs
Inform your current marketing and sales practice with up-to-date and direct ways to book out your Dubsado setup skills
Infuse you with the confidence and tools you need to take the next step in becoming a sought after systems specialist
Hey, I’m Taylor, Dubsado Certified Specialist and organizational expert. As a sought-after expert working with online service providers and entrepreneurs on custom workflows, I became driven to lift others up by teaching this skill set I’ve thoughtfully perfected because the world needs more powerhouse systems experts. Why should you spend time reinventing the wheel when you can grab this one?
Offering this custom systems experience enabled me to book six figures worth of clients and the results repeat themselves for any business ready to lean into specializing in systems.
PAY-IN-FULL
Three PAYMENTS OF
Understand Dubsado's robust capabilities through the lens of a systems expert. From the fundamentals to specialized tips & tricks, you'll receive a detailed breakdown that equips you with specialized expertise.
week 1
With the guidance of a Dubsado Certified Specialist, gain proficiency in using all of Dubsado's offerings so you feel completely confident and capable with any client request.
week 2
Understand how to take all of Dubsado's tools and transform them into sleek actions oriented around your client's goals. Learn the scope of workflows, along with detailed troubleshooting.
week 3
Optimize a mock brand’s account by designing and developing full workflows you can showcase during client consults to demonstrate the depth of what you can do for them.
week 4
The market research has been done for you, learn the most profitable industries to serve, hone your booking approach and packages, gain insight on valuable upsell opportunities, and hear about becoming a Dubsado Certified Specialist.
week 5
Take your 6 weeks of Dubsado knowledge and IMPLEMENT. Hear from a sales expert for a live guest training on how to sell your Dubsado services, gain confidence with showing up to sell, and methods to convert your leads with ease.
week 6
Have your mock brand’s work privately reviewed with personalized feedback, so you can polish any underperforming elements and you're 100% ready to take your setup services live.
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It’s the perfect safe space if you’ve ever wanted to dive into offering custom workflows but wanted to perfect your game before going public with this new offer!
Get your hands on the exact ClickUp template we use for every setup client - to manage their setup and check off each step in the process.
Get a copy of our high-converting proposal template.Plug n' play and start using to sell your Dubsado Specialist services ASAP.
Get a copy of our high-converting proposal template.Plug n' play and start using to sell your Dubsado Specialist services ASAP.
Get a private 1:1 coaching session with Taylor. Ask your unique questions and get personalized feedback on your Dubsado approach and packaging from the pro.
During week six, hear from a live guest expert on our group call. Get niche-specific training on sales and marketing.
PAY-IN-FULL
Three PAYMENTS OF
The CRM Specialist Academy teaches specifically through the lens of building expert systems for other businesses. While I won’t be teaching Dubsado tools that cannot be found within their robust technical tutorials, I will be teaching the exact tool-specific organizational methods so you not only know how to use Dubsado with the prowess of an expert, but you understand how to weave Dubsado’s features into 5-star custom workflows.
The 6-week cohort includes 4 live training calls + 1 guest expert training call, covering a span of 6 weeks. Each call will be about 1.5-2 hours in length. Replays of all trainings/calls will be added to your program dashboard for lifetime access.
Learning together as a group, each training call will have time for personalized, hot-seat Q&A. You will receive detailed, 1:1 portfolio feedback via a Loom video on week 6. If you have general questions as you progress, we have a dedicated Slack channel where you can chat with me and your fellow students!
We will choose a set day/time that works best for the cohort for our weekly calls. Options for calls will be for Tues-Thurs from 9am-2pm CST.
None! You don’t need to learn Dubsado prior to joining, we will cover the software from the ground up.
This course isn’t affiliated with Dubsado and won’t certify you, but it will help prepare you for their exam if you’re interested in taking that step because you’ll gain so much knowledge. If you want to become certified, you can view Dubsado’s process here.
Yes! All students will have lifetime access to the replays.
Like most online courses and education, this program doesn’t offer refunds. Not sure if it’s right for you? We’ll answer any questions before you invest.
Email taylor@chanelandlee.com
Want to make sure this program is the right fit for you? Book a call now to chat with Taylor. No strings attached.