IT'S ABOUT YOU
Sync up a system that allows you to focus less on creating killer proposals to seal the deal and more on strategy for your clients’ goals.
Set you up with workflows that support your communication needs and are built to scale with you.
Create a workflow that leaves your clients with a ⭐️⭐️⭐️⭐️⭐️ experience and renewing their contracts.
Hey, I’m Taylor and I’ve dished up over 150 custom workflows for online service providers and entrepreneurs. After developing multiple sleek systems for powerhouse online experts, I just knew I needed to create a one stop shop for the modern entrepreneur’s coaching workflow. Why should you spend time reinventing the wheel when you can grab this one?
Not only has this workflow enabled me to book six-figures worth of clients, the results repeat themselves for any business ready to lean into systems, free up their time, and create dope experiences that can take their clients to new heights.
We’ll cover Dubsado account creation and branding, syncing up a calendar where no one can double book, integrating your email, Zoom integration, and a custom domain that creates the cherry on top of the user experience.
Starting with organization, we’ll dive into managing each client and what you need to know for setting them up in repeatable funnels that streamline the whole experience. You’ll become a pro with setting up templates, customizations, payment schedules, and all the other little aspects that are truly important.
We’ll demystify the concept of a workflow and how to create one linked to a client. Not only that, we’ll set workflows up to magically run on their own, when they’re supposed to. Want to approve something before it zips off? Don’t worry, we cover that!
Experience is everything; here’s how to ensure that your client can seamlessly inquire, book a call and sign on the dotted line, all with minimal effort on your part. Once they become part of your roster, the real magic happens with seamless onboarding and offboarding.
Your time is best spent developing automated workflows that will ease your busy work and allow you to direct your energy towards scaling your business. This entire section is filled with done-for-you assets.
We're all about providing value and free resources for you to level up in your biz. Get access to a free lesson in the Playbook, where we're sharing our juiciest tip for a high-converting proposal.
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Meet the one tool that’s responsible for signing six-figures and bringing many of my clients the same results. It’s got sales psychology infused in the flow and will transform your booking rate. Let the reviews for this alone speak for themselves.
Each module is a video lesson so you can see Dubsado in action, along with various, downloadable spreadsheets and templates. Each module is broken down into simple sections.
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 20% off your first month or year.
Yes, you do! No waiting around on my watch.
If you sit down with some dedicated time, you can set up your entire system in just 3-4 hours. You can also tackle this a few pieces at a time in manageable sections.
YES! If you’ve been running a client/customer business in any capacity and don’t already have a system set up to scale, this is for you. Not only will you continue to book clients, but you’ll be able to spend less time scheduling and answering emails, leaving more time to serve your clients on a deeper level and expand your income.
Inside this course, you’ll have all the tools to set this up yourself or outsource to a VA, even if Dubsado is brand new for your business. Aside from that, we know that sometimes you just need it done right and done now. If that’s where you’re at, scope out our VIP setup here.