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DO YOU RUN A SERVICE BASED BUSINESS...
AND HAVE A PROBLEM WITH:
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Disjointed leads & sales process
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Disorganised project management action items
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Successfully scaling & growing your business
WHICH THEN CAUSES YOU STRESS, ANXIETY & BURNOUT?
Develop the profitable productivity formula by simplifying your systems to save you time, stress & money!
READY TO LEARN HOW TO MAKE IT HAPPEN?
I KNOW WHAT YOU'RE THINKING:
"BUT MY CURRENT CRM & PROJECT MANAGEMENT PROCESSES & SYSTEMS SEEM TO BE MEETING MY REQUIREMENTS"
^^ Is it though?
Does this sound like you?
How often do you get a lead in your sales pipeline and then the lead goes cold?
How much time do you waste by manually following up on proposals, contracts, invoices & client information so that you can begin work or get paid?
How frustrated are you by wasting time on disorganised and illogical project management to-do lists?
How stressed are you when you see money being withdrawn from your account paying for softwares that aren't being used?
IF THIS SOUNDS LIKE YOU, THEN YOU ARE IN THE RIGHT PLACE!
THE ONLY TWO BUSINESS SOFTWARES YOU NEED...
That's right! You only need two essential business softwares to:
Successfully turn your prospects into paying clients.
Productively manage & execute your client services and scale your business & maximise your profits.
Introducing... Dubsado & ClickUp
LET ME EXPLAIN:
WHAT IS DUBSADO?
Dubsado is a business management & CRM tool designed to organise, streamline and automate your client onboarding process. Dubsado is an all-in-one system that streamlines the necessary, but normally time-consuming, tasks for small business owners.
WHY SHOULD I USE DUBSADO?
Easily capture your leads contact information and automatically book sales calls without going back and forth.
Create automated workflows and follow up sequences to send out proposals, contracts, invoices & client questionnaires to increase your prospects into paying clients.
Have a visual overview of where each lead & client is located in the pipeline so that you never loose out on a sale.
Report all of your income & expenses in one location for accounting & tax purposes.
Dubsado is the CRM software that you need in order to sell your services to your leads and manage all of your client invoices to get paid.
WHAT IS CLICKUP?
ClickUp is a task and project management tool. It can create project management action items in one central location so that you’ll never miss a task or deadline again.
WHY SHOULD I USE CLICKUP?
You want to organise your work and stop wasting time re-writing your daily action items & client project tasks.
You want to get you and your team focussed and on the same page to eliminate confusion about business projects.
You want to establish excellent leadership & communication skills for professional development and success.
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ClickUp is the project management software that you need to plan, manage & execute your action items to fulfil client services & internal marketing initiatives to scale your business.
IMAGINE YOUR LIFE IF...
You felt calm, confident & excited about the thought of planning, managing & executing your next project.
Your work was a source of excitement and you had a clear, visible & centralised hub for running and fulfilling successful projects.
You could begin your journey to a stress-free & simple project management workflow today.
DOES THIS SOUND LIKE YOU?
I’m not sure how to setup my worflows and organise my project action items.
Myself or my team don't have structured systems & standard operating procedures (SOP's) to complete tasks logically.
I would like to learn how to increase my daily productivity and save money by simplifying my business technologies.
THAT'S WHY WE'VE CREATED THESE SERVICES FOR YOU.
A profitable productivity Dubsado blueprint customised for your business! What's included:
$995
Never miss out on a lead & easily convert your prospects into paying clients!
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SmartUp With Dubsado
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Proposal, contract & invoice creation ready for digital completion to make a sale in one, quick movement.
Calendar scheduling & lead form capture to easily book leads in for sales calls.
2 hour strategy call to fine tune your lead generation, sales & client onboarding processes.
Client welcome pack & asset gathering form creation to cut out the back-and-forth by collecting all the info you need to complete a service in one quick, easy form.
Payment plans setup to minimise pricing objections.
Dubsado systems set up and workflow build customised for your business needs!
Dusbado account creation with customised branding & setting preferences setup.
Automated workflows to take the repetitive work off your plate with auto reminder followups, confirmation emails, payment reminders, and more.
Reoccurring payments & followup reminders for retainer services.
Client calls & meeting scheduling with payment inclusions.
Accounting reports & income/expense reporting.
Canned email responses so you never have to rewrite repetitive emails again.
Seamless client off-boarding process.
Training videos on how to use your Dubsado workflow for your SOP handbook.
Live training on how to use your custom Dubsado workflow.
30 days of technical support to ask questions and make modifications to your Dubsado workflow.
PACKAGE STRUCTURE:
CLIENT ONBOARDING
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1
Book in a FREE 30 minute consultation call via Zoom so that we can discuss your business requirements & goals. You will then receive a contract to sign & invoice to pay.
CUSTOM WORKFLOW BUILD
We will then meet virtually for a 2 hour strategy session to fine tune your exact workflows and requirements. From here we will go away and build you your own profitable productivity blueprint using Dubsado/ClickUp.
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2
TRAINING & SUPPORT
Once it is built, we will then provide you with training videos and a live demonstration on how your system works in Dubsado & how you can continue to self manage your account.
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SmartUp With ClickUp
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Project management workflows to streamline and successfully fulfil your client services & internal marketing initiatives
$495
2 hour client onboarding & strategy session to fine tune your client services/internal marketing action items and tasks.
An entire package tailored to creating the best systems for managing your client projects & internal marketing initiatives to maximise your profits. What's included:
ClickUp account creation with customised branding & setting preferences setup.
1 x space creation in ClickUp to manage your client projects/marketing strategies for growth and scalability.
Up to 3 folders & unlimited lists.
Customised fields suited for your business needs.
ClickUp systems set up and workflow build customised for your business needs!
Training videos on how to use your ClickUp workflow for your SOP handbook.
Live training on how to use your custom ClickUp workflow.
30 days of technical support to ask questions and make modifications to your ClickUp workflow.
PACKAGE STRUCTURE:
CLIENT ONBOARDING
1
Book in a FREE 30 minute consultation call via Zoom so that we can discuss your business requirements & goals. You will then receive a contract to sign & invoice to pay.
CUSTOM WORKFLOW BUILD
We will then meet virtually for a 2 hour strategy session to fine tune your exact workflows and requirements. From here we will go away and build you your own profitable productivity blueprint using Dubsado/ClickUp.
2
TRAINING & SUPPORT
Once it is built, we will then provide you with training videos and a live demonstration on how your system works in Dubsado & how you can continue to self manage your account.
3
Hourly Package
PRIVATE ONLINE DUBSADO & CLICKUP CONSULTING & IMPLEMENTATION
8 hours per month
$495
You will receive 8 hours of private training sessions that will help you with:
Dubsado/ClickUp auditing to help you optimise and/or implement your systems for productivity.
Answer your Dubsado/ClickUp questions & design solutions.
Workflow building for project management and business administration.
Professional learning & development training to help you better understand the platform so that you can become a business systems pro.
WHO IS YOUR TRAINER?
Hey! My name is Sarah Carroll & I have spent the last 5+ years working as a marketing and events manager.
I began using ClickUp in 2018 as I was desperate to find a digital solution to eliminate my overwhelming manual management process.
ClickUp allowed me to manage all of my tasks and projects in one centralised area so that nothing was falling through the cracks.
I have undergone extensive ClickUp training and I am also a ClickUp channel partner. I am determined to help others realise the power that ClickUp has to offer in order to eliminate stress, anxiety & burnout in your current role.
WANT TO WORK WITH US?
HAVE A QUESTION?
WE'VE GOT ANSWERS!
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Do I need to have a ClickUp account to book your services?No! It does however, make this easier and quicker for us if you already have a ClickUp account created before you attend either the workshop or the Private ClickUp Consulting Sessions. Signing up for ClickUp takes less than 2 minutes and you can create your FREE account here >> And while you're at it... Grab a FREE copy of our simple & stress free project management onboarding template to use in ClickUp to kickstart your workflow. Grab your FREE ClickUp template here!
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Can I get additional help if I have questions after the workshop has ended?Yes, absolutely! You can hire me for private coaching sessions after the workshop to help you further refine and improve your ClickUp workspace. Should you wish to book in for a private coaching session, please send us a message via the contact us page.
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Will I be able to take this workflow back to my team and teach them how to use it?Yes! You will also receive a FREE blueprint and SOP document explaining the steps involved to build the project management workflow and how projects flow through the workflow in a logical and sequential order.
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Do you have a refund policy if I decide the Live Online Training Workshop aren't for me?Yes – if you reach out within 7 days of attending our workshop and you aren’t fully satisfied with the program or decide it's not right for you, we’re happy to give you a full, 100% refund. **Please note: The booking fee will not be refunded**
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Do I have to have the paid version of ClickUp in order for you to help me?No, we help anyone using all ClickUp pricing packages, including the free version!
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