Streamline Your Systems and Automate Where It Matters Most—In Just 3 Weeks.
Custom Dubsado, Airtable & ClickUp Tech Setup
A done-for-you implementation project for solopreneurs and agency owners ready to simplify their internal workflows, elevate their client experience, and get their tools set up the right way
1000+
Workflows & Automation Designed
725+
Forms Designed & Implemented
Saving my clients over 10 hours per week
150+
Clients Served
How to know it's time to get your systems out of survival mode
You’re drowning in busywork and tired of juggling endless manual tasks just to keep the lights on in your business.
You know tools like Dubsado, Airtable, or ClickUp can have a big impact in how your serve your clients and yourself, but you don't have the time or mental capacity to DIY another thing.
Your client onboarding, communication, or project management processes feel chaotic and don't match the transformation your offers provide.
You want to automate the repetitive stuff so you can show up for your clients and focus on growing your business.
You’re scaling fast and know that duct-taped systems won’t cut it anymore.
You’re running a growing + successful business, doing all the damn things, and doing your best to deliver a dope client experience.
But behind the scenes, you cringe with every new lead that inquires because you know you're overwhelmed with the clients you already have—taking on another might be your breaking point.
Stop patching together broken systems and tech that doesn't serve you well, and get the support of a pro who can streamline and automate the things weighing you down.
With An Airtable Set Up, We Could...
From ideation to ready to publish, Airtable can be used to easily track, edit, review and repurpose your content. Leverage Interfaces to make the creation process a breeze.
Manage Your Email + Social Media Content
A repository of what happens in your business, tech that it impacts, automations that leverage that process, and when and where the process happens.
Store Your Internal + Client SOPs
Onboard new members, track results, program calls, launch metrics, audit forms, and feedback forms all tracked in a single hub.
Manage Your Program or Membership
Leverage Airtable forms as applications to qualify leads and automations to begin the booking process. Can include pre-booking questionnaires, automated follow-ups to leads and integrations to notify you or your team only when action is needed.
Implement a Custom CRM
No more back and forth emails - use an Airtable form to capture client issues, revisions and questions. Respond back to those clients with the push of a button on your Airtable interface.
Manage Client Support Requests
No more back and forth emails - use an Airtable form to capture client issues, revisions and questions. Respond back to those clients with the push of a button on your Airtable interface.
Track Lead + Client Metrics
Dubsado Solutions
ClickUp Solutions
Here's What's Possible
We'll map out your unique client experience from Hello to Goodbye so that every lead + client interaction is onbrand and consistent ensuring every client receives the same experience.
Deliver a Consistent Client Experience
Simplify your booking process to send a new proposal and secure that lead with a custom proposal + contract + invoice
Get Paid, Fast
There's so much power (and money) in the follow-up! We'll use Dubsado workflows to increase your sales chances and follow-up on outstanding proposals without you having to take action.
Automate Proposal Follow-Ups
Maximize the power of Dubsado Workflows to onboard a new client without you having to lift a finger
Onboard a New Client in Under 10 Minutes
WOW your clients at every step of your journey with custom designed forms that showcase your secret sauce.
On-Brand Collateral
From Lead to Job, each client will progress through your pipeline based on your unique process so that you always know where each client is and what actions you need to take.
An Automated Client Pipeline
Here's What's Possible
With A Dubsado Set Up, We Could...
ClickUp Solutions
airtable Solutions
Get a quick (and useful) summary of upcoming and overdue tasks in your workspace with having to click in 101 different places
Create a CEO Dashboard
Eliminate the overwhelm of ClickUp by following my Simple Systems framework for how an ideal workspace should be created.
Implement a Structure that You'll Actually Use
From IG to YouTube, create tasks to hold you and your team accountable for the work that needs to be done to ideate, design and schedule or post new content.
Manage Your Content Calendar
We can create a SOP of your implementation process by project. When a new client signs, that list will be created so that every client has a consistent onboarding + delivery experience.
Manage Your Client Tasks
Use tasks to trigger bi-annual reviews of your internal, team, client, and marketing SOPs
SOP Management
Leverage ClickUp Docs to keep a running summary of team meeting notes and internal documents.
Team Notes
Here's What's Possible
With A ClickUp Tool Set Up, We Could...
Airtable Solutions
Dubsado Solutions
No matter the tool, each Done-for-You Tech Setup includes:
Choose between a live planning call or an asynchronous kickoff to map out the design of your client experience.
We will not just audit the method behind the madness, but we'll find ways to bring your unique brand and brand voice to every client + lead interaction.
Client Experience Audit + Optimization
Once we have the plan of attack in place, I will create and setup your newly optimized process workflows with automation, quality checkpoints, and seamless triggers unique to how YOU do business. No cookie-cutter workflows here! There is no cap on the number of Dubsado Workflows, ClickUp Workspaces or Airtable Hubs we create.
Custom Workflow Build
Includes ClickUp Dashboards, Airtable Interfaces and Forms, Dubsado Proposals, Questionnaires, Contracts, and Lead Captures and Canned Emails.
On-Brand Form Collateral
Your Investment: $5,000
$1000 deposit to secure your start date. Remaining balance split into two equal payments. Klarna financing available.
Once I work my magic, we'll have a go-live week where my team will be on standby to formally test out your new setup for any new leads, clients or launches prior to the beginning of your support window.
Implementation Week
At the end of go-live week, your formal 3-week support window begins where you can submit revisions and ask questions as they arrise.
Ongoing Support
In just three weeks you'll have fully functioning, ready to use systems and tech, with the peace of mind that your systems are finally support you!
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
How Katherine was able to transition from Honeybook to Dubsado
Recent Dubsado Set Up
We had a haphazard content system that was piecemealed together. That meant content took at least 3x longer to create and get out on our platform. Content was repurposed as thoroughly as it could be and we were lacking in our visibility.
Before Working Together:
We now have a gorgeous and thorough content distribution system that minimized the whole teams time commitment, allows us to be more visible and more consistent on ALL our platforms (plus allows for expansion into other platforms with minimal effort). Its a massive win and will only help us grow the brand and serve more of our audience.
After Working Together
How the Becoming created a Robust Content System in Airtable
Recent Airtable Set Up
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.
After Working Together
How Ashley no longer had to guess about her Project Availability
Recent Clickup Set Up
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!
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.
Working with Ashley has been 100% worth the investment.
Interested in the tech setup of a custom solution?
The Biz Systems Glow Up is for you.
Plan & Prepare
I believe in designing a Systems Suite that supports you and your business growth and development.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!
Secure your Project today!
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 proposal to secure the project date you select below, as well as answers to any questions you may have!
Step 2
Once you've accepted your proposal, signed your agreement, and paid your deposit it's time to kick your feet up and let me handle the rest!
Step 3
FAQs
Nope! What's the point in setting up the tool if you can't fully use it!
I will build out ALL design and automation elements for your signature service. That means there is no limit on the number of workflows, emails, forms, or integrations!
You will have EVERYTHING you need to intake + book new clients as soon as your implementation day is over!
Upon booking you will receive a detailed (read: lengty lol) project guide to complete by our agreed upon date. This form will guide you through your current and DREAM process steps. It's designed to help you think through the gaps in your current process so that I can identify areas for improvement.
It also includes details about your brand and brand voice so that every element of your setup is uniquely you.
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.
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!
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
I have been chasing my own tail with the administrative process of my business for years.
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
Ashley was an absolute joy to work with for the overhaul of our Dubsado processes.
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
Hiring Ashley, with Solution Integrators was one of the better decisions I've made for my company.
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.
Ashley was responsive and very detailed in explaining the process.
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
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.
Meet Your Integrator
I take joy in helping biz owners (like you) win!
My secret sauce is having a unique ability to see the big picture of your dream biz, break it apart and put it together in a way that best serves you.
Yes I can overhaul your Dubsado, or get you to actually use ClickUp, and I'm that girl when it comes to Airtable - but those are the easy parts...anybody can setup a tool!
I want to help you actually loveeee every thing that comes with being CEO. How you serve your clients, how you deliver your dope offers, and what your client sees and feels and expriences every step of that journey.
Sounds dreamy because it is!
Certified Dubsado Specialist, verified clickup consultant and expert in Project Management & Systems Strategy
It's Time Your Systems are Setup to Support You.
