SYSTEMS SET UP & AUTOMATIONS

Portfolio

Below are some of the client transformations that we provided to recent clients. We look forward to doing the same for you and your business soon! 

Katherine J.

Interior designer at the savvy id

"This will allow me to hire more team members in the future because my workflows are so structured now"

Before Working Together

Katherine had a few processes and templates in place but didn't have ANYTHING Automated. Plus, the processes she created prior to working together were not 100% effective for how she needed them to be. I helped Katherine to think through EVERY STEP of each phase of my workflow!!

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, 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! 

Ashley T.

fine art stationer at art by ashley triggiano

"Working with Ashley has been 100% worth the investment."

Before Working Together

Ashley was comfortable with her forms (she's an artist so of course they were beautiful!) but her systems were a "hodge-podge" mess of quick fix solutions that didn't have a long-term outlook. As a result, it left her constantly re-doing things.

After Working Together

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. 

Jolene F.

Principal accountant at upperleft accounting

Before Working Together

Jolene had too many steps to a complicated workflow, that didn't support the way her team worked, which in turn caused difficulty delegating tasks.

After Working Together

Ashley is amazing! I was able to let her know my desired outcome and she was able to turn that into a clearly laid out workflow. She then implemented this into Dubsado. She completely set up my Dubsado that looks and sounds just like me! It was as if she was inside my brain! Exactly what I needed as a busy business owner!

"I was able to let Ashley know my desired outcome and she was able to turn that into a clearly laid out workflow. "

Carlisa G.

Brand & Portrait Photographer at carlisa g. creative co.

“The best investment I’ve made in my business in the last 6 months”

Before Working Together

Carlisa had been using Dubsado since it's creation. Juggling a busy work and family life, Carlisa quickly realized she hadn't been utilizing Dubsado to it's full capabilities to save her time and provide the level of client service she desired.

After Working Together

Carlisa was able to immediately being using her 9 new workflows for her Brand and Portrait photography services, transition leads to onboarded clients seamlessly, with her 13 custom designed forms, and stay on top of communication with 49 canned emails written to match her voice, and ensure each client's interaction was both unique and personalized. 

All Forms