Simplified Systems
Dubsado Setup
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.
You have an offer that sells, but does your client experience keep them coming back for more?
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!
Every aspect of your account will be setup and ready to begin taking on new clients the moment we’re done!
Automate + Elevate Your Client Experience
Integrating Your Systems
Bonuses
Support + Written SOPs
Tool Setup + Design
This offer includes:
Your Investment: $4,500
$1000 due to secure project date - remaining balance split into 3 equal payments.
CLICK TO LEARN ABOUT EACH ONE
Automate + Elevate Your Client Experience
1:1 support to not only audit your client experience, but find ways to add your unique brand, and brand voice at every client checkpoint.
2 Hour Kickoff call to reviewng and detail your process steps, identify areas for imrovement and layer on automation where possible.
Once we have the plan of attack in place, I will create and setup your newly optimized workflows with automations, quality checkpoints and seamless triggers unique to how YOU manage your business. No cookie-cutter workflows here!
Integrating Your Systems
Using Zapier, we'll work to ensure integrations from Dubsado into your File Management tool (Google Drive, OneDrive, etc.), Project Management tool, and/or your Mailing List (Mailerlite, Flodesk, etc.)) are set up to add yet another layer of transformation to your everyday work life.
There's no limit on the number (or type) of integrations we can include!
Tool Setup + Design
All the workflows, emails and forms your heart can handle for your signature service.
Custom-designed and branded proposals, questionnaires, contracts, and lead captures to give your forms the WOW factor they deserve to impress and sign new clients!
Support + Written SOPs
Following implementation day, we'll meet for to answer any questions you have and formally kick off your support for an addtional 3 weeks.
You'll also receive a resource guide detailing your new client journey, your custom video library, and helpful resources to empower you to use your new setup.
✨ Bonuses
You'll have all this new data, now what to do with it?
I'll get you started in Airtable with a custom Lead + Client Project tracker to begin making informed decisions on allll the new leads rolling in!
Book more than 90 days out and save $250 off your total invoice!
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!
Client Experience Strategy & Implementation
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.
Succeed with Support
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!
This is For the CEO who...
• Has at least one signature "money-making" offer.
• Is motivated to finding ways to elevate and enhance their client’s experience using the tool best suited for their business and industry.
• Simply does not have the time to do it themselves, and wants to implement a cohesive tech stack and client experience.
• Is ready to take their client experience to the next level through improved processes and automation.
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.
The SavvyID's Simplified Systems
To not only improve but simplify Katherine's Staging + Design processes
Case StuDy
Before Working Together:
Dubsado Project included:
Client Journey + Experience Audit
Full transition from HoneyBook to Dubsado to do more and serve more by automating more!
from HoneyBook to Dubsado
Over 10 custom workflows implemented, 2 custom proposals, and 40+ emails written
Implementation
Integrations setup between Dubsado + Asana to streamline how Katherine and team manage their newly booked projects.
Integrations
Before working with Ashley of Solution Integrators I had a few processes and templates in place but didn't have ANYTHING Automated. Plus, the processes I created prior to working with her were not 100% effective for how I needed them to be. She really had me to think through EVERY STEP of each phase of my workflow!!
Before Working Together:
My repeat clients LOVE how seamless the process is now. This will allow me to hire more team members in the future because my workflows are so structured now which I love!!!
After Working Together
Working with Ashley of Solution Integrators was the absolute best experience hands down. I didn't know what to expect when we first got started or if I would be happy with the outcome. It really has elevated how I operate my business behind the scenes and has positively improved my overall client experience (& my life).
She is extremely knowledgeable, thorough, and professional, and she was beyond patient with me throughout the entire process. Customer service is one of my company's core values and her service was TOP NOTCH!! I am beyond pleased with everything she has done for my business!!! I look forward to maintaining our relationship for years to come and will definitely send referrals her way.
If you need assistance with workflow automation, Ashley is the solution you've been searching for!
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
Let's Get Acquainted!
Fill out this brief application to help me learn more about you and your current needs, and to determine if we’re a great fit for each other!
Step 1
If we’re a great fit, you’ll receive a link to hop on a 20-minute decision call and get all the details behind our systems + tech magic!
Step 2
Following the call, you’ll receive a custom proposal to secure your project and make things official!
Step 3
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 for $10,000.
Our Systems Execution Sessions allow you to make on the spot improvements to the tool(s) of your choice. Whatever we can cover in 90 minutes is fair game.
Dubsado
During our decision call we will review and confirm kickoff availability. Upon booking you will receive a detailed project guide to complete by our agreed upon date. This include details about your brand, brand voice, as well as current and dream process steps.
All work will be done, wrapped up in a bow, within 3 weeks from our kickoff call.
Nope! Once you’ve completed your project guide you can kick your feet up and I’ll do the hard work! You will have at least two weeks to complete your project guide.
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.
