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Custom everything for your clients.
Zero DIY for you.
Meet the all encompassing VIP handoff, where everything from overall flow to custom proposals is carefully created for your business. You’re ready to switch out of Google Sheets and Apple Notes for client management but have no idea where to start with translating your mind map into a system.
You’re not here to fumble around in new software, you want this customized and explained for your business.
Picture this...
They’re so excited to have 1:1 support and learn from you, they cannot wait to see your proposal. You pop in their inbox just 15 minutes later with a beautifully tailored presentation of their options, leading them to book your biggest package. As you grab your coconut chai latte from Starbucks, you get a notification that they’ve signed their contract and paid in full. You’re not stressing about sending out the onboarding
🤎 BUT WOULDN'T IT BE NICE
…if your process made people say “damn, that was smooth” instead of “wait, what’s next?”
You jump off the phone with a new lead who easily booked a time to chat in your schedule.
"The entire Dubsado VIP experience was amazing. I barely lifted a finger."
— CARLEE MCKEE CREATIVE
"I'm so grateful for the efficiency that Taylor has given my business."
— ELT wedding planning
raise your hand if...
LET'S DO A LITTLE PRE-CHECK
01
get more time in your zone of genius
Let’s sync up a system that allows you to focus less on pesky, repeating tasks and more on strategy for your clients’ goals.
02
Built for scaling and growth
Let’s set you up with tailored workflows that support your client experience needs and don’t limit where your business can go.
03
An experience they’ll remember
The strongest marketing your business will ever experience is when one client recommends you to another. And that only happens if they loved the experience.
"Working with Taylor was a breeze! She mapped out every piece of my business workflow for me."
— scarlet rose events
She built me out the most gorgeous forms and proposals (all fitting my brand). Seriously cannot recommend her enough for your Dubsado (and other) needs!
"The entire Dubsado VIP experience was amazing, I barely lifted a finger."
— carlee mckee creative
It feels like I have someone else working for me–managing client projects, and giving me more capacity to focus on the areas of my business that need me most.
— buzz & banter studios
I literally attribute alllll of that to the workflow automations you built for me in Dubsado!"
"I did my annual audit, and my close rate is 80%!"
— moxie & fourth
It would have taken me all weekend to get back to these inquiries before.
"Just made a cool $5k in under an HOUR with these workflows running. I can't tell you what a relief this is!"
BUT DOES IT *WORK?*
OPTIMIZE
Using our strategy, I'll optimize your account, build your workflows, and ensure every moving piece is on-brand and in place.
STRATEGIZE
We'll take a deep-dive into your current processes and client journey, so we can nail down your workflows and automations for each service, elevating along the way.
EDUCATE
Once completed, we'll have your 2-hour intensive training call and you'll receive support for seamless revisions and integration.
the process
Off the rack never fits quite right.
A CUSTOM ROADMAP: During a 90 minute strategy call, we’ll lay out your entire client experience and touch points, auditing and editing as we go for more consistency and continuity.
AUTOMATING YOUR CLIENT EXPERIENCE: Up to 3 custom-built workflow journeys for the different services or clients you encounter.
what's included:
CUSTOM EMAIL COPY: Personalized communication for each email your client receives, so your communication never sounds like a robot. (And clients feel like you’re emailing them, while you do more important things.)
CUSTOMIZING YOUR CONTRACT, SCHEDULERS, AND FORMS: With branded and personalized everything, this is where it all feels dialed in.
ORGANIZING YOUR PROJECT FUNNELS: Understand where your clients are at, during each phase of their experience with you.
A RECORDED 2-HOUR TRAINING SESSION TOGETHER: Rewatch our live training session at any time, pretty soon it’ll all feel intuitive.
30 DAYS OF FOLLOW-UP SUPPORT: Knock on my virtual door for more support as you get used to your new system.
total investment:
4-monthly payments of $800
A PRIVATE SLACK CHANNEL: Real-time support, updates, and answers to your “wait, how do I…?” questions. You (and your team) get a direct line to me throughout the entire project.
The Software
Dubsado’s my one tool to rule them all. It allows us to dial in the customer experience within your brand, making it all pop. Think signing contracts, getting paid, questionnaires, and scheduling meetings — all in one place. Best of all, Dubsado is built to be completely customized for every step your business needs.
a fresh branded proposal
included
This one aspect of Dubsado is responsible for booking 6 figures in my business, and bringing many of my clients identical results. Why? A strong client experience RIGHT when someone is considering whipping out their credit card is crucial for building trust and momentum in your business.
Real Businesses. Real Results.
$13K Booked in 7 Days
4X ROI in First Week
90% of Workflow Automated
“I was managing everything on sticky notes, constantly forgetting things, and chasing clients. After my Dubsado setup, I launched and made $13K in a week—without touching a thing. It was the best investment I made early on.”
Kaytee Fisher, Email Marketing Strategist
view the case study →
Hi, I'm Taylor.
Your personal Dubsado guru.
I’ve dished up thousands of custom workflows for entrepreneurs. spanning over 45 industries across the world (literally). After developing multiple sleek systems for powerhouse online experts, I now act as your elite, one stop shop for Dubsado integration and customization. Why should you spend time Googling and second guessing each click when you can focus on what you do best while I build out your sleek, branded system?
vetted & trusted by dubsado
since 2021
You’d be surprised at the little routines we’ll uncover in our time together but don’t worry, I’ll provide tailored suggestions for each stage of your process and recommend ways to elevate your client experience along the way. I'm not just here to build the workflow, I'm here to create the entire process with you.
The VIP experience starts at a flat rate which includes processes and workflow builds for up to 3 services. For additional services, I offer a la carte pricing for a bespoke setup.
You have a clear vision and understanding of your goals / where you want you and your business to go. You’re also busy enough that you truly don’t have time to do this yourself and your business is feeling choked without good systems.
Yes — you’ll need an active paid Dubsado subscription before we begin. (The free trial is great for testing, but we can’t start your build until your account is upgraded — it’s part of my agreement as a Dubsado Certified Specialist.)
I generally have availability to begin onboarding 2-3 weeks in advance of project start. Once your VIP has kicked off, you'll book your strategy call on the calendar. The full experience is about an 8-week process.
With your Dubsado setup, I'll be creating assets for all your forms, questionnaires, proposals, and canned emails. You'll provide me with any necessary items such as branding, logos, relevant copy, etc. The number of final assets built in Dubsado all depends on your workflow and what we include along the way!
I've worked with business owners and Dubsado users at every walk of life, age, and experience level. I'll be sure to cater to your needs and ensure you feel supported where it matters most.
Once your account is finalized, we'll book your intensive 2-hour training to deep-dive the system. You'll still have me for 30 days after that to ask me any follow up questions, get help with specific client scenarios, and ensure you're smooth sailing.
A Client Relationship Management System that works will unlock results for you.
Time freedom. An elevated customer journey. Clear business insights.
You’re full steam ahead, let’s give you a system that matches your pace.
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