the dubsado vip setup

Ready for Dubsado demystified and done for you?

Meet the Full Service Systems Set Up

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Organization and flow for your clients. Zero DIY for you. 

You’re ready to jump ship from a CRM system that doesn’t cut it but you have zero time to learn a new platform.

You’re ready to switch out of Google Sheets and Apple Notes for project 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.

hands raised if this is you

Inbox Overwhelm

You're constantly checking your email to answer new leads and send client communication. It's bogging you down daily.

Piecey Process

Your process isn't matching the level of service you want to give your clients. It's not giving that top-tier, lux experience you dream of.

Ready to Level Up

You know you're ready to take your business up a notch and your backend tech is the one thing holding you back.

"Taylor is incredible! I hired her on to take over and set up my Dubsado and she was incredibly efficient, helpful, and detail oriented."

— Eden Strader, Photographer & Business Coach

GET READY TO SHAKE UP YOUR BUSINESS MANAGEMENT

More time TO FOCUS 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.

room to scale

Let’s set you up with tailored workflows that support your communication needs and are built to scale with you.

5-star client experience

Let’s create a workflow that leaves your clients with a ⭐️⭐️⭐️⭐️⭐️ experience and renewing their contracts.

Picture this...

You jump off the phone with an inquiry who easily booked a time to chat in your schedule.

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 materials ASAP while you’re running errands, you know they’re already on the way to your new client’s inbox.

sound like a dream?

That's just the start of the freedom you'll feel.

Give Me Freedom →

SO LET ME INTRODUCE:

Your New Digital BFF

Dubsado is an all-in-one client management system that takes the load off you, so you can focus on doing what you do best. It's basically your digital VA wrapped up in one shiny system.

HOW IT WORKS

no. 01

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.

no. 02

Optimize

Using our strategy, I'll optimize your account, build your workflows, and ensure every moving piece is on-brand and in place.

no. 03

Educate

In our training call, I'll walk you through the entire system and your new workflows so you're 100% confident using it ASAP with your clients.

so, what's all included?

FEATURES INCLUDE

01

Initial Strategy Call: 60 Min. Call Mapping out your goals and needs for your entire client journey

02

Custom Workflows: Reverse engineering your processes and automating them.

03

Integration of All Contracts & Forms: Infusing your brand experience in everything your client experiences

04

Organization of Projects & Job Funnels: Knowing where your clients are at every stage in your business

05

90-Min. Live, Recorded Training Call: Teaching you how to use this customized experience

Give It To Me →

06

14 Days of Follow-Up Support: Get your questions answered when you feel stuck or hit a roadblock

success stories

sarah becker, financial coach

"Taylor was absolutely incredible and went above and beyond.

After purchasing Dubsado, I was SO overwhelmed with the setup! From the moment she completed the setup, it was ready to use! She got on a demo call with me to show me all the ins and outs and my confidence went from 0% to 100%. Can't recommend her enough."

chelsea albright, interior designer

"Taylor went beyond just a Dubsado setup, she helped us map out our process which was invaluable.

Her copywriting add-on is the icing on the cake and takes care of all your canned email copy. I'm no longer afraid of workflows & was able to start using them right away. I truly understand how Dubsado can work to save me time and keep us organized now. This was game changing for my business!"

emily saenz, wedding photographer

"Taylor was such a personable, encouraging, powerhouse.

I LOVED working with her. The process felt streamlined and organized. I  can tell she's really an expert in this and I felt totally confident putting my workflows in her hands."

I’ve dished up over 400 custom workflows for entrepreneurs. 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?

More About Me →

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.

Give It To Me →

Work with a pro vetted by Dubsado themselves.

As a Certified Specialist, I've spent my time and resources to pass the Dubsado certification program –  making me a vetted expert you can trust. 

I've built sophisticated Dubsado systems for...

K. Hancock Events

Wedding Florist & Planner

Jessica Hawks

Virtual Assistant Coach

Eden Strader

Photographer & Business Coach

Moon Advisory

Tax & Business Advisor

Hair Stylist

Elizabeth Carberry

Creative Director & Planner

Interior Design Studio

Hayle Creative Co.

Social Media Marketing Agency

Brand & Web Designer

Happy Teams

Teams Consultant

Interior Design Studio

JOUHCO

Personality Copywriter

show me the money

Packages & Pricing with One Click

You’re on the go – make sure I'm the best fit for your investment and schedule a consult, all with one click.


kind words

"Taylor was so helpful setting me up with Dubsado!

I was definitely not using this platform to its fullest potential until Taylor helped me out with it. She was soooo easy to work with and checked in with me to make sure that I understood everything along the way. If you're looking to make your life easier, hire her!"

- Heather mcbride, wedding photographer

kind words

“I didn't think it would be worth it. It was. I didn't think it would work for me. It did. I didn't think I'd be *that* success story. I am. ”

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- CAMILLE S.

Want to take a peek before you commit?

I get it. Signing up for another business system can seem a little sketch before you've had a chance to take a look first. You can sign up for an unlimited, free trial of Dubsado (no strings attached). Don't pay for a thing until you're ready to use it.

Sign Up For Free → 

Questions?
 I have answers.

I don’t really have a workflow for clients, is this an issue?

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 upleveling your client experience along the way.

How do I know I'm ready to work with you?

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.

Is there anything I need before I book the VIP?

You need a Dubsado subscription, our recommended system for Customer Relationship Management (also known as a CRM in entrepreneur lingo). It’s free for the first three clients and then $35/month. Use my code CHANELANDLEE for 30% off your first month or year.

How long does the process take?

After our first workflow strategy call, your Dubsado setup will be complete and ready for demo within 14 business days as long as we have all necessary items from you to get started!

time to make the backend of biz epic.

If you're ready for the magic, just click the button below to apply.

Apply Now →