You’re ready for it ALL.
Multiple 6 figures
Time Freedom
Unrivaled Confidence
Biz owners talking about your brag-worthy VIP client experience
And at this point…
You’re sick and tired of manually doing everything—from sending emails, customizing contracts, down to scheduling meetings *cue All By Myself by Celine Dion*
...IF SO, YOU'RE IN THE RIGHT PLACE.
You’re done tolerating late paydays which by the way is a product of your #seniormoments aka forgetting to send invoices.
You feel bad for always saying “next time” to family time, BFF time, or even me time because you’re busy pulling your hair out from the endless admin tasks as per usual. (Seriously, you know you deserve MORE time!)
Using 728946840 tools and apps is your minimum, but you need one (just one) app that houses and does everything. Enter: Dubsado
You’re well aware of it: More than a lifesaver, Dubsado is a huge time-saver. But setting it up isn’t, and you need a helping hand who will do the heavy lifting for you.
Done-For-You Dubsado Full Setup
Investment is at 4,497 USD
60- to 90-minute workflow mapping call where we figure out the best streamlined workflow for your biz (You will also have a copy of the workflow map we came up with!)
Workflow component set-up (includes canned emails, forms, contracts, project statuses, packages, payment plans, etc. depending on the chosen workflows)
Branded designs (Code-free or CSS-coded forms, email headers, client portal banner, etc. Canva templates are also provided)
Client portal where contracts, forms, tasks & project boards, appointments, and invoices are housed
60-min offboarding call for Dubsado walk-through (You will have access to the recording too!)
3- to 4-week build-out
30-day support period after project turnover
Get ready to run your business even without you. We’re automating the most necessary (normally tedious) processes and workflows so you’ll never have to worry about admin tasks again. Ever.
A fully-set-up, fit-for-your-business-model Dubsado system that will luplevel your client experience
Payment and invoicing system
Branded questionnaires, contracts, proposals, forms, and client portal
Canva templates used to design your forms
A set of canned emails
A workflow map that gives an overview of your final Dubsado setup
An offboarding guide with instructions on how to test your workflows along with video clips to answer your questions within the 30-day support period
A resource library with walkthrough videos and mini-tutorials to help you navigate through your completed Dubsado setup
THIS IS EXACTLY WHAT I NEED!
Dubsado In A Day
Big things can happen in one day (a full Dubsado setup for your signature offer included!)
Investment is at 1,850 USD
2 to 3 hours of deep-dive strategy session
1 workflow set (includes inquiry, booking, onboarding, & offboarding workflows) for 1 signature service
Standard-designed forms
Walkthrough videos
20-day support period
60-minute support call
BOOK ME IN
Dubsado Audit
Investment is at 350 USD
Dubsado full system audit
Comprehensive report card of the results
Suggestions of missing pieces
Certified DIY-er but need some guidance? Consider me your Dubsado doctor who’ll diagnose your account's overall health and prescribe your next actionable steps.
LET’S WORK TOGETHER
Business Operations Support
Is LIMITED time stopping you from reaching your goals? Get a team to provide the support you need to grow without compromising your freedom or the quality of your client experience. With over a decade of experience (15 years) and a savvy team under my belt, we're ready to take on new clients looking to bring their business to higher ground. Regardless of whether you have Dubsado in your system or not, we're your A team for things like...
Investment is at 380 USD
Email, Calendar and File Management
Client Onboarding, Management, & Support
PR & Media Outreach or Personal Errands
Project Monitoring or Asset Collection
SUPPORT ME!
Hear the results from them!
It is 110% worth the investment!! I know I could have probably figured this out on my own. But I wasn't prepared to waste any more of my precious time learning the ins and outs of Dubsado. I loved how Keren made sure she had a thorough understanding of my workflows & the way I did things in my business to be able to create an even better workflow for me in Dubsado. I felt she was with me every step of the way, was open to any feedback I gave her & was collaborative. I loved how she created video tutorials because I am a visual person when it comes to learning & I have never used a CRM before so having those tutorials added that extra boost of confidence on how I can navigate myself around Dubsado. I am honestly so glad Keren was recommended to me because she went above and beyond!
Justine Dolores
Podcast Manager
Hear the results from them!
I'm so thankful that I found Keren! She is incredibly knowledgeable about many different types of software & systems, and was open to learning and using new types of software, systems, and processes. She has plenty of her own best-practice advice to help you if you have no idea what you need, which can sometimes be the case no matter how much you think you know about organizing. She can help you optimize! I am living proof that she is a valuable resource for anyone seeking her services.
Rose Yount
Atlassian Senior Presentation Designer
www.roseyount.com
Hear the results from them!
Keren saw gaps in my processes and streamlined things further than what I could have imagined! It's all automated and looks beautiful. I was spending (and wasting) sooo much time manually emailing back and forth, sending calendar links and invoicing! Nothing was automated at all. (Now), from the moment someone inquires, everything is automated!!! From the inquiry form, emails, contracts, payment, calendar scheduling until the moment I get on the phone with them. I now have professional branded emails that look beautiful and represent and match the service I provide. The automation will save me so much time allowing my business to SCALE!
Niav Kono
Instagram Coach & Social Media Manager
www.nkocreative.com
Hear the results from them!
Keren was professional, prompt, and extremely knowledgeable! She went above and beyond and gave me recommendations on how to setup the workflows. I truly appreciate how much she did and answered all my questions.
Kristen Hillman
CFO & Financial Strategist
viticulafinancial.com
Hear the results from them!
Setting up the workflows has cut my time spent on all the emails and tasks in half. It’s seamless and the automation just makes my heart smile. I don't have to re-do things or whatever because with one click of a button everything is done. My experience with Keren was seamless. I loved how she didn't just tell me what she did but she showed me what it would look like if we worked together. That’s something I do myself and so when she did it, I was sold even before the call was done!
Vivienne Okafor
Brand Builder
www.thevoguide.com
Hear the results from them!
I am so glad I did this. It is one of the best things that I’ve done. It’s actually made everything so much more seamless. . And honestly as soon as I did this investment, I started getting more of my ideal clients. Whenever you do things like this, you start attracting the people that you’re supposed to work. Thank you so much Keren, I’m gonna keep singing your praises to everyone.
Nia Phillip
Content Strategist & Creator
www.niaphillip.com
Hear the results from them!
I was spending way too much time onboarding clients (and didn't have) an onboarding process that felt smooth & professional. (Now) onboarding new clients is a breeze & I feel more confident since my process is streamlined & professional.
My biz is definitely expanding and I am SO glad I hired Keren when I did because onboarding now is quick & easy instead of taking me all dang day.
Whitney Filloon
Copywriting Wizard
www.whitneywrotethis.com
Hear the results from them!
Was so glad to get on a call with you and see the work you had prepared for the call, I was sold straight away! The onboarding form and brain dumping everything in was so easy! I had to give you sooo much yet the process to do that felt really easy. I felt supported and heard even after we have finished up. Now, it’s so much easier for our clients and more professional which was my aim. It has reduced emails not being sent and tasks being forgotten. It has saved me time!
Caitlin Gibson
Social Media Coach
www.hcmedia.com.au
Hear the results from them!
A big goal of mine this year was to systemize and automate a lot of TRHP. Having 2 businesses and running TRHP manually on my own just wasn't producing the results I wanted so I invested in some help and have already gained more clients, a stronger onboarding process, a clearer funnel, and most importantly more time! Thank you, Keren!
Casey Mason
Business Coach
www.therealherproject.com
Hear the results from them!
The workflows have really helped me definitely! I have multiple clients signed. It has freed a lot of my time, it has been less stressful.. We had a 9.5k launch..massive shoutout to Keren who helped me organize my workflows so much better for this launch!
Claire Fealy
Mindset Coach
www.clairefealy.com
FYI, it’s as easy as E-S-C!
EVALUATE
First order of business? Evaluate your current processes, spot the gaps, and eliminate redundant steps all to identify the phenomenal journey that you want your clients to experience with you.
1
STRATEGIZE
It’s game time! This is the part where I’ll recreate the revised workflow and you’ll be given a list of requirements so we can officially kick off the build-out.
2
CREATE
Automation creation! We'll set up your whole brand, workflows, and processes within Dubsado, test to ensure everything is working smoothly, and gift you personalized, walk-through videos so you can officially start providing VIP client experience with oozing confidence.
3
Set to turn your biz 180° but still got some Qs?
Let’s answer it all for you.
This greatly depends on your business model, but I would say 90-95% of the steps within the workflows can be automated. However, there are minor tasks that will be better handled by you or your VA. And when I say minor, I'm talking about the steps that wouldn't take more than 2 minutes to complete.
You would need to have a Dubsado account ready. If you don't have a Dubsado account yet, feel free to get a 30% discount using my code: THEWORKFLOWBOSSKEREN.
Expect a 3- to 4-week timeframe for Full Dubsado Dubsado Setup, 1-week timeframe for Dubsado Audit, and 5 to 7 business days for Coded Form Design.
1. Book your spot here.
2. You'll work on your detailed homework assignment where you'll be asked about your processes and assets.
3. Once the assignment is done, we'll schedule our strategy session. During the strategy session, we'll agree on the build-out date.
4. I'll work on your build-out in a day! Quick note: You need to be available for questions on that day.
5. I'll send the walkthrough videos the morning after the build-out date.
6. As a bonus, you get a 20-day support period and a 60-minute support call that can be scheduled anytime before the support period ends.
No worries! Dubsado has default email templates we can use, although I still recommend creating your own as we want to incorporate your voice into your emails.
This is the part where I answer your questions, explain through Loom videos if needed, and refine the setup I created if corrections are deemed fitting.
Charge Premium through Streamlined Workfows
A winning workbook that walks you through the how-tos of providing a VIP client experience worthy of premium rates.
I NEED THIS
