Simplified Systems

Project Management Tool Setup

I want you to actually use your PM tool! Whether it's ClickUp, Monday.com, or SmartSuite, we'll work to create a framework that supports how YOU work!

No more struggling to keep up with client and biz tasks.

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. 

Stop buying all these templates that are forcing you into a box.

Let’s focus on creating a custom plan of attack that fits into your unique way of running your business.

Audit & Strategy

Custom Workspace Build

Post Support

Dashboard Creation

This offer includes:

Your Investment:  $5,000

$2500 due upon contract signature to secure your project. Remaining balance due prior to implementation day.

CLICK TO LEARN ABOUT EACH ONE

Audit & Strategy

Throughout this process, we'll work 1:1 to develop and optimize your Signature Service in your PM Tool! You'll walk away with a fully functioning, ready-to-use account in 3 weeks!

During our Project Kickoff Call, we will review and detail your process steps, identify areas for improvement (your DREAM process steps), and layer on automation where possible.

Custom Workspace Build

Once we have the plan of attack in place, I will create and setup your newly optimized workspaces with automation, quality checkpoints, and seamless triggers unique to how YOU do business. No cookie-cutter workflows here!

Inclusive of Operations, Client Management, Lead Management, and Team Management spaces at a minimum

Dashboard Creation

To help eliminate the overwhelm, a CEO dashboard will be created to provide a high-level overview of your business.

Post Support

Following implementation day, we'll meet for 60 minutes to answer any questions you have and formally kick off your support window. You'll also receive a resource guide detailing your new processesy, your custom video library, and helpful resources to empower you to use your new setup.

3 weeks of Support via your Project Hub and our Ticketing System with responses via email to answer questions or make minor account modifications.

Trusted By

Missouri Woman & MInority OWNED Business Member

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!

02

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.

03

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!

How It Works

Ashley Triggiano's Simplified Systems

A thorough audit of Ashley's custom stationary, commissions, and day-of-project processes to identify ways to give Ashley confidence that each project won't fall threw the cracks because she had a clear and defined project list to follow

Case StuDy

Before Working Together:

ClickUp Project included:

Process Audit

Previously, Ashley felt like she had to use a combination of sticky notes, calendars, and planners to piece together her availability - but nothing seemed to consistently work.

Project Availability Calendar

Now, she's able to have a lead inquire about their event or project dates, and have her VA confidently assess if Ashley is available to take on their project or not.

Scaling With A Team

Simplifying how Ashley uses ClickUp! Minimizing spaces and folders to create a structure that didn't overwhelm her or her team and gave her the confidence to not ditch her PM tool altogether!

Automations

Our processes were a hodge-podge mess of quick-fix solutions that didn't have a longterm outlook and as a result, left me constantly redoing things.

Before Working Together:

I've been a lot more comfortable passing things off to my VA because I know there's a concrete system in place for her to follow and that I didn't pass off something that will fall apart (like it has in the past!)

Having these things off my plate and knowing that they are all accounted for and tracked well means that I can put my focus on the things that matter and bring in revenue.

It's reduced my time creating proposals for clients and streamlined the process making it a breeze and not such a daunting task. I'd say its cut my time in half, at least!

After Working Together

Ashley was amazing. So thorough and helpful. She made suggestions to help move the project forward and create the best system we could. She was so kind, knowledgeable and took such great care of us throughout our time together. Ashley did a great job setting expectations throughout the project. Before we even started our work together it was obvious she was a professional and an expert in the feild. Her process was thorough and lacked nothing from our perspective.

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.

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.

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 Done-For-You Project Management Tool Setup Provides…

TRANSFORMATION

FREEDOM

OPTIMIZATION

Book A Call or Ask your Questions via DM!

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 join a 20-minute decision call OR I'll reach out via DM and provide all the details behind our systems + tech magic!

Step 2

Following our chat, you’ll receive a custom proposal to secure your project dates and I'll handle the rest from there!

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. 

Project Management

ClickUp is my recommendation for most industries and clients looking to scale and grow their team. Asana, SmartSuite, or Monday.com also great options. 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?

Explore

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

Hey there, I'm Ashley!

Chief Systems Officer

Systems Setup & Automation

Business Growth Planning