You have an offer that sells, but does your client experience keep them coming back for more?
It's time to snatch back the hours you spend playing admin, chasing invoices, and following up on outstanding proposals. Imagine onboarding a new client without lifting a finger. Imagine getting paid while you sleep.
Let's build a client process you love delivering just as much as your clients love going through it.
From hello to goodbye, we'll simplify and automate your ENTIRE custom client journey using Dubsado. This isn't a cookie-cutter Dubsado build. It's a full Dubsado setup designed around how YOU work, with every form, email, contract, and workflow built to match your brand and your process.
Every aspect of your Dubsado system will be set up and ready to take on new clients the moment we're done.
Your Dubsado System, Branded and Built for You
Setting Up Your Systems to Work Together
The Bonuses That Make Your Setup Even Sweeter
Your Dubsado Playbooks + Ongoing Support
What's Included in Your Dubsado Setup Services
Average Investment: $4,500
Payment Plan & Financing Available
CLICK TO LEARN ABOUT EACH ONE
Your Dubsado System, Branded and Built for You
This is the heart of your Dubsado build.
We'll create every form, email template, and contract your signature service needs. Custom-designed and branded proposals, questionnaires, contracts, and lead capture forms to give your client experience the WOW factor it deserves.
No cap on the number of Dubsado workflows, email templates, forms, or contracts needed for your service. You'll walk away with a complete setup playbook and a Dubsado CRM that actually works for your business.
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
Setting Up Your Systems to Work Together
A great Dubsado setup doesn't stop at Dubsado.
Using Zapier, we'll connect your Dubsado system to your File Management tool (Google Drive, OneDrive, etc.), Project Management tool, and Mailing List (Mailerlite, Flodesk, etc.) to add yet another layer of workflow automation to your everyday operations.
There's no limit on the number or type of integrations we can include.
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
Your Dubsado Playbooks + Ongoing Support
You'll never be left wondering what to do next.
Following implementation, we'll meet to walk through your full Dubsado setup and formally kick off your support period for an additional 3 weeks. You'll receive a resource guide detailing your new client process, a custom video library, and setup playbooks so you feel confident running your Dubsado CRM long after we're done.
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
The Bonuses That Make Your Setup Even Sweeter
You'll have all this new data rolling in. Now what?
I'll get you started in Airtable with a custom Lead + Client Project tracker so you can start making informed decisions on allll those new leads.
Book more than 90 days out and save $250 off your total invoice!
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
Plan Your Process Together
Every great Dubsado setup starts with a solid setup strategy.
I believe in designing a systems suite that supports your business growth. We'll map out your full client process, discuss the tools best suited for your workflow, and plan every form, contract, and email sequence before we build a single thing.
After you've reviewed the proposal, signed the agreement, and made your initial deposit, we'll lock in your start date and get to work.
Setting Up Your Dubsado Workflows and Automations
We'll meet 1:1 for at least 2 hours to work through your current client process, identify what can be optimized, and layer on workflow automation where it makes the most sense.
After the Kickoff call, you can kick your feet up. The transformation is officially underway. Workflows built, forms beautifully designed, email templates written, contracts set up, schedulers configured, and Zaps zapping within two weeks of our call.
Walk Away Confident in Your Setup Playbooks
You won't be left hanging.
You'll receive a 60-minute Project Walkthrough call so you feel comfortable and confident with your full Dubsado setup from start to finish. After the walkthrough, you'll have a Systems Pro in your back pocket, your setup playbooks in hand, and access to a custom video library for an additional 3 weeks.
“Ashley is my go-to systems expert and has helped me see things from a CEO perspective.
I don’t know how her brain does it but her ability to piece things together — she was literally thinking up solutions as I talked quickly through my struggles — and it helped us get through so much!
She’s set up so many of my tools and automations, and created a video library for my VA that’s allowed me to delegate and take a step back from my business.”
While she prided herself on an exceptional client experience, had a VA, and was using tools like Clickup & Dubsado — she wasn’t using them to their fullest potential.
Kelli of Âme Creatives was two years into running her brand and web design studio when she came to me.
mini case study →
Despite being tech-savvy and having set up Dubsado in the past for some of her own clients, Kelli’s inconsistent follow-ups and unclear delegations meant the business was running her, than the other way around.
“Client experience has always been very big for me. So I knew that I needed to elevate it. I just didn't know if what I wanted was possible.”
Kelli’s client experience still relied mostly on manual emails & processes, while still sending generic proposals.
kelli before →
We got so much done in Kelli’s Sprint, primarily focusing a lot on her client experience in the onboarding with Dubsado, Zapier, Clickup, and Airtable.
“I didn’t realize how hands-off it would be. It was like a breath of fresh air. I could just brain dump before she took care of everything.”
Kelli could just brain-dump in her intake form, tell Ashley what was on her mind and what she needed, and have her put it together.
process →
She now has personalized proposals, email nurture sequences, and follow-ups now consistently delivered on time.
Kelli’s involvement is not needed at every step thanks to automations and tools that work together.
“Before my leads get on the call, they already know they want to work with me.”
Just a week was all Kelli needed. Since the Sprint, she has seen so many more yeses from her leads.
results →
mini case study
process
results
kelli before
because of changes made in 7 days.
Here’s how a SEO brand designer get more yes’es out of leads
mini case study
Secure your Project today!
Fill out a brief application so I can learn about you, your business, and your current needs to make sure we're a great fit.
Step 1
If we're a match, you'll receive a proposal to secure your project date along with answers to any questions you have.
Step 2
Once you've accepted your proposal, signed your contract, and paid your deposit, it's time to kick your feet up and let me handle setting up your Dubsado.
Step 3
Nope! What's the point in a Dubsado setup if you can't fully use it?
I'll build out ALL design and automation elements for your signature service. No limit on Dubsado workflows, email templates, forms, or contracts. You'll have EVERYTHING you need to intake and book new clients as soon as your implementation day is done.
Upon booking, you'll receive a detailed (read: lengthy, lol) project guide to complete by our agreed-upon date. It walks you through your current and DREAM client process, helps you identify the gaps, and captures your brand details so every form, email, and contract in your Dubsado setup is uniquely you.
Your full Dubsado setup will be done, wrapped up in a bow, within 3 weeks of our kickoff call.
Nope! Once you've completed your project guide, you can kick your feet up and I'll handle the rest. You'll have at least two weeks to complete the guide before your setup strategy session.
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
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.
How I’ve taken clients from stressed to supportive systems…Working with solution integrators was an absolutely amazing experience. Communicating my needs initially felt overwhelming also considering that I went through this process once before. As a result, I came in with trust issues and not much expectations. Ashley’s expertise, customer service and deliverables blew my mind. This experience was top notch and I’m still beating myself up for not going to her initially. I highly recommend her!
Lavish Launch Agency | Brand Design Agency
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
Prior to working with Ashley, I had tried to piece together some workflows in Dubsado with my elementary understanding of the program. They were clunky and occasionally things were still falling through the cracks. Since my systems execution session, my client workflows are working like a well oiled machine. I am keeping up with lead management which is helping me to get new clients and following up with current clients to get repeat customers.
I enjoyed working with Ashley because my Dubsado got cleaned up right before my very eyes. What she did in 90 minute would have taken me at least triple as long to complete - and I didn't need headache medicine when it was over either! This was a great service!
Brandi Tanner of Your IEP Source
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
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
When I reached out to Ashley, my business was on fire and I was desperately ringing 911. Even though I'm a very Type A person, my brain struggles to find effective systems - and I've realized it's something I need help with. I spewed all my business struggles at her, and she was able to come up with a plan to tame the flames. I was a little nervous at first, but I'm LOVING my new systems. I know this won't be the last time we work together, and I recommend Ashley to any business owner struggle with overwhelm in their business. She was quick, efficient, and knowledgeable.
The Relevant Collective | Copywriter
Ashley immediately paid attention to the needs of my business and set up the best processes to ensure we worked together better and more efficiently. There were even times she found better ways to do things we have been doing all along. I am grateful for this partnership and the solutions Ashley provided me and our team. Don’t think twice about it. You need Ashley to take a closer look into our back office of your business. I know that You and your business will prosper because of her amazing skill set.
Younique Ventures
With your capacity freed up to spend it on your business, doom-scrolling on your phone without stress, or spending more time with your kid.
That’s the point of systems — you don’t have to stress over choosing.
- Leads move from inquiry to signed proposal to deposit paid
- Clients and members are kept in the know, with email workflows and automations running in the background
- Team members know exactly what to do, even when you don’t
With the clear, consistent automations and processes in place, your:
Running a business isn’t as glamorous as they made it out to be.
Especially because you’ve got to run your business and serve your clients — even on the days you don’t want.
When life hits you with one problem after another and your mind’s constantly going, “Shit, I better remember to do that.”
That’s why I build systems that allow your client experience to remain A+, even when you’d rather rot on the couch.
I do the hard work behind the scenes to get you paid while keeping sane.
I do the hard work behind the scenes to get you paid while keeping sane.
