DUBSADO | AIRTABLE | CLICKUP | AND MORE

Simplified Systems

We do the heavy lifting for you by setting up, optimizing, and designing your systems and tools to reflect the life you want to live.

What Our
Clients Love

I have been chasing my own tail with the administrative process of my business for years. Ashley with Solution Integrators not only helped to build everything on the backend, she helped me to identify what processes were working and those that weren’t working. From there she helped guide me and build a system that not only worked, but that was intuitive for a taught brain guy! She has taken something stressful and made it fun. She is professional and kind and patient and personable. I’m so grateful for the opportunity to work with Ashley!

Ben Easter of Ben Easter Photography

Ashley was an absolute joy to work with for the overhaul of our Dubsado processes. I've been an early adopter of the Dubsado CRM and it's been half automated and half manual which as a busy CEO, I didn't have the time to place all of my ideas into play; enter Solution Integrators! Ashley was efficient, knowledgeable, savvy and a great person to strategize how to take my ideas to create a viable solution. The growth in our business processes are attributed to our trust in her process to make OUR processes, shine and execute like a well oiled event production firm machine! 

Jillian Smith of OneTouch Events

Working with Ashley has been 100% worth the investment. She took a very chaotic system and workload, something that had been pieced together over the years, and turned it into a cohesive system that covered all the bases. She helped me and my VA learn a new software that could integrate with my existing programs and make my life easier. When ever an issue arose or I had a concern about the process, she was so friendly and kind, and really listened to my input and ideas to make sure that the new process worked for me. Her support is outstanding and her ability to take so many moving pieces and make them all work together is incredible. I had a lot of my Dubsado system set up already but again, in a very pieced together way, with no "expert level" knowledge of how to really make it all click for extensive project management. Ashley provides that expert level knowledge, shares everything she knows, and brings so much to the table to help prepare you for your work moving forward. 

Ashley Triggiano of Ashley Triggiano Fine Art

Hiring Ashley, with Solution Integrators was one of the better decisions I've made for my company. Truly a game changer for myself and Blackall Photography. I am finally running my business and not letting it run me! ;)  

Kelly Blackall of Blackall Photography

Ashley was responsive and very detailed in explaining the process. She took the time to learn a bit about me, my brand, and what my goals for the forms were. The service was personal and efficient and she answered many questions I had about the CRM overall. I highly recommend Ashley.

Lauren O'Brien of Lauren O and Co.

Saving you time is not enough

If saving you time was the only goal, you wouldn’t be here right now. You need your processes optimized, simplified, and automated.

It’s time to invest - invest in your clients and their experience with you…invest in your ability to run your business on auto-pilot…invest in the ability to level up the way you do business. 

Imagine a life where...

You were able to set clear client boundaries (and expectations) and have systems that support enforcing them

You were able to confidently review your metrics and make key biz decisions

You were able to spend more time with your family without the concern of having to be glued to your device to intake and onboard a new client

You had automations and tools in place that support and elevate your client experience

Let's Simplify Your Systems

Airtable

Click to learn about each package

Dubsado

Project Management Tool

Not sure which package you need?

Let's build your package together based on what you need

Your Investment: $2,500

2 Hour Strategy Session to create a custom built solution that supports your unique biz model

Airtable

It’s time to ditch the google sheets, friend. Gasp! I know that seems tough to do, but hear me out. 

This offer includes:

✓ Easily track your new leads, your conversion rate, and your most popular service or product at a glance

✓ Manage your capacity by creating an Availability Planner to track active and available projects

✓ Confidently review your biz growth metrics each quarter to make key decisions

✓ Manage your entire group program from enrollment to feedback to offboarding

With Airtable you can:

✓ Create an email and social media content hub while also tracking content performance

✓ Create and share an application to hire new team members and document interview feedback

✓ Track your product inventory

✓ Launch a new offer, create your launch emails, your offer application, and launch content all in a single place

Implementation of tables, interfaces, forms, automations and integrations with other biz tools for up to 3 Airtable Hubs

3 Weeks of 1:1 Support to acclimate you to your new hubs

Custom Offboarding Guide, Video Library and process SOPs

Payment plan options available. $750 due to secure project date

Every aspect of your account will be setup and ready to begin taking on new clients the moment we’re done!

Workflow Strategy, Optimazation and Implementation for your Signature Service

Dubsado

You have an offer that sells, but does your client experience keep them coming back for more?

Integration with existing biz tools using Zapier, included at no additional charge!

Unlimited workflows, emails and custom designed forms to fully showcase and automate your Client Experience

Payment plan options available. $1000 due to secure project date

It’s time to snatch back the time you spend being an admin, chasing doing invoices, and following up on outstanding questionnaires. Imagine having the ability to onboard a client without having to lift a finger. Imagine literally getting paid while you sleep! 

Let’s create a system that scales and enables you to grow your business the way you’ve always dreamed. 

From hello to goodbye, we’ll simplify and automate your ENTIRE client journey using Dubsado. 

We’ll create a fully branded and unique experience to showcase your secret sauce! 

Your Investment: $4,500

This offer includes:

Project Management Tool

Ditch the overwhelm of trying to keep up with your biz and client tasks. 

Payment plan options available. $750 due to secure project date

You don’t need to hire another person to help, you need a project management tool that you can actually use and a strategy to go with it! 

Let me guess, you signed up for ClickUp, Asana, or Monday.com thinking it was going to “change your life”...right? 

You had no way of clearly managing your biz tasks and your client to-do’s were scattered on sticky notes. But instead of coming up with a clear strategy first, you jumped right into a tool that you’re still not using. 

Let’s focus on creating a plan of attack that fits how you, and your soon-to-be team, work. We’ll not only save you time but ensure you’re doing work that actually matters!

Your Investment: $2,500

Custom Offboarding Guide + Video Library

Current PM Tool Audit to identify areas for improvements

2 Hour Strategy Session to create a custom built solution that supports your unique biz model

Implementation of build, automations and integrations with other biz tools where possible

This offer includes:

3 Weeks of 1:1 Support to help you get acclimated to your new setup

How It Works

01

Plan & Prepare

I believe in designing a Systems Suite that supports you and your business growth and development. On our Decision Call, we will discuss the tool(s) best suited to support your client journey, and work together to implement that solution.

After you've reviewed the proposal, signed the agreement, and made your initial deposit, we'll lock in your start date and start the fun!

We'll meet 1:1 for atleast 2 hours to work through your current process steps, where they can be optimized and simplified, and layer on automation where possible.

Following the Kick Off call, you can kick your feet up! The transformation will officially be underway to ensure your workflows are built, forms beautifully designed, schedulers, customizations, and settings are executed, bases setup and Zaps zap'n and ready for you to begin using your within two weeks from our call.

Client Experience Strategy & Implementation

02

You won't be left hanging!

You'll receive a 60 minute Project Walkthrough call to make sure you're comfortable and confident with your setup from start to finish.

Following the walkthrough call, you'll have a Systems Pro in your back pocket, along with access to a custom video library for an additional 3 weeks!

Succeed with Support

03

This is For...

• Busy biz owners who have an established business with defined processes and at least one signature offer.

• Solopreneurs who are committed and motivated to finding ways to elevate and enhance their client’s experience using the tool best suited for their business and industry.

• CEOs who simply don't have the time to do it themselves, and want to implement a cohesive business management tool - from forms, to emails, strategy and more. 

• Creatives, Coaches, Accountants, Bookkeepers,  Designers, Photographers, Doulas, Midwives, and other B2C Business Providers.

Transforming the way you do business, intake, manage and onboard new clients and get paid.

Freedom to hire a team seamlessly to manage your backend because it’s efficient, and structured enough for you to do so.

An Optimized Dubsado account with simplified and standardized workflows and process steps, with no limit on forms, emails, or workflows, to help you begin using it the moment we’re done

Our DFY Simplified Systems Offer provides…

TRANSFORMATION

FREEDOM

OPTIMIZATION

Let's Get Acquainted!

Complete the inquiry below to help us learn more about you and your biz to help determine if we would be a great fit for each other! 

If you need immediate implementation assistance to enhance or improve your current systems and tools OR not yet ready for the full shebang,  book a Strategy Session

FAQs

Maximize your time, your business, and your Investment with our “Simplified Systems | Full Suite” offer. You’ll receive a full Dubsado and Airtable implementation and the implementation of the Project Management Tool of your choice, in just four weeks for an investment of $7,600! 

I offer a VIP day style offer to work through tech automation and implementation only. If this sounds like a great fit for you, let's hop on a call to discuss! 

Airtable

If you’re interested in using Airtable’s Calendar, Timeline, and/or custom colors features you will need to upgrade to the Pro Plan for $24/month. However, I will do my best to fully maximize the free plan and make sure you’re comfortable before upgrading to the Pro Plan. 

Dubsado

So that we're able to fully showcase your unique brand style and messaging, we request your brand guide, as well as any form copy or language you would like included on your forms. We will send a customization form for your completion, with an agreed-upon due date during your discovery call. 

All work will be done, wrapped up in a bow, within 2 weeks from our kickoff call.

Nope! Once you’ve completed your intake questionnaire you can kick your feet up and I’ll do the hard work! You will have at least two to three weeks to complete your intake questionnaire.

Project Management

ClickUp, Asana, or Monday.com are my recommended tools for most industries. If you’re considering a different tool lets hop on a call to talk about it!

Of course! Once we’ve had a chance to meet on a decision call we will determine the best tool based on how tech-savvy you are, your industry, and team size.

I loved working with Ashley. She created the forms and workflows that I needed. She accommodated my crazy schedule and my special requests. She is a smart and kind person and I am delighted to recommend her and her services!

Sabrina Friend of Its Sorted

Solution Integrators is absolutely wonderful! I use the client management system Dubsado. I've had it for years.. and haven't set it up effectively at all. Solution Integrators was able to go in my backend and do a complete system audit to provide action items to improve my entire workflow and operation. I worked with Ashley and she was personable and understanding the entire time. In a review of my action plan, she explained everything in an easy to understand way and gave step by step how to. She was able to give a comprehensive action plan that I can manage and do myself. She also explained her services if they were to take care of all of the set up and leg work for me.

THIS WAS EXACTLY THE KIND OF HELP I NEEDED WITH MY BUSINESS! HIGHLY RECOMMEND!

Brittney Johnson of JFSM Productions

The Systems Strategy session was absolutely necessary and I would definitely recommend this before investing in software and setups. Ashley can give you the information you need to invest in the best software for YOUR business, help you maximize those software for where you're currently at and make a plan for how to update as you grow and scale your business.

Kim Powell of Explore Simplicity

Ashley was responsive and very detailed in explaining the process. She took the time to learn a bit about me, my brand, and what my goals for the forms were. The service was personal and efficient and she answered many questions I had about the CRM overall. I highly recommend Ashley.

Lauren O'Brien of Lauren O and Co.

Checkout the Goodies Shop jam packed with Dubsado, Airtable, ClickUp and other Productivity resources (goodies!).

Interested in DIY Resources instead?

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I analyze your current systems and client journey in order to simplify it so that you can easily scale your business.

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Hey there, I'm Ashley!

Chief Systems Officer