Take all your operations from scattered to smooth sailing
Complete Agency/Business Back-End Setup for Scaling Service Providers
✓ Onboarding new clients
✓ Hiring and training new team members
✓ Planning and implementing marketing activities
✓ Multiplying your client workload
✓ Tracking analytics
✓ Managing your financials
✓ Maintaining relationships
✓ Testing new strategies
✓ Dreaming up fun and exciting ideas
Now you feel like your time is officially maxed out–and the idea of still manually creating proposals and contracts, following up with leads, chasing down late payments, and teaching someone else how to work on your business feels like walking on hot sand.
And while being a CEO means knowing what’s going on in your business and how each task fits into the bigger picture of your goals and strategy…
It doesn’t have to mean sacrificing your time and energy to do routine tasks over and over again as you increase your workload.
You wanted to scale your agency or business, take on more clients, and dream even bigger…but you didn’t realize how many moving parts there were!
Let’s be honest…
PHEW, CAN YOU FEEL THE RELIEF ALREADY?
Reduce your admin work and focus on what you actually love to do with simplified and structured back-end systems.
The ultimate white glove service to elevate your client experience and bring structure and ease to your project management process
Complete Business Back-end Setup - Starting at $7,500
THE TOTAL PACKAGE
Complete Business Back-end
Who is this NOT for?
- Google Drive Organization
- Team email setup
- Lastpass setup
- Slack setup
- Full Dubsado Build
- Full ClickUp Build
- Access to Dubsado + ClickUp Training Library
- Team onboarding guide / handbook
- Zapier Integrations
What’s included:
Someone new in business or who doesn’t have an established client journey in place
Who is this for?
Agency or business owners with a team/subcontractors looking to scale
How does it work?
Check out a preview of this 16-week white glove experience. Nervous about the workload? Don’t worry–we’ll be guiding you every step of the way.
Weeks 6 - 9: Creating Your Client Experience
What’s included:
- 90-minute VIP Strategy Call to map out your dream client experience
- Branding & integration setup
- All your service packages added to Dubsado
- Payment plan setup to seamlessly collect payments from your clients
- Full scheduler setup with appointment types, reminder emails and availability adjusted to your business design
- Pipeline stages and tags created to keep your leads and projects organized
- Copywriting of your email templates
- Branded forms & questionnaires to collect information from leads and clients
- Contracts with smart fields uploaded
- Branded proposals
- Custom workflows
- Client portals for your clients to access all of their email communication, forms, questionnaires, and documents in one place
- 60-minute recorded offboarding call to go over EVERYTHING created for you
- Suggested 30 day plan to move forward
Week 1: Kickoff Call & Client Onboarding
We’ll meet to get you fully onboarded for your project and go over the project details.
Week 16: Offboarding
Weeks 10 - 15: Creating Your Project Management Workflow
What’s included:
- Current system audit
- Migration to ClickUp from your current platform
- 5 spaces
- 4 custom list templates
- 4 forms
- Unlimited ClickUp automations
- 2 dashboards
- 1 60-minute strategy call
- 1 30-minute review call
- Access to my ClickUp mini course hub
- Slack access to me for questions during the entire process
Weeks 2 - 5: Back-end Organization
This includes setup and organization for:
- Lastpass
- Slack
- Team email
- Google Drive organization
Your client experience, project management, and administrative processes–automated and elevated–to bring you peace of mind and more time to do what you love.
I haven’t found anyone who can do that as easily and quickly as she does it. I think about how you get to A to B the quickest way and she always comes up with a different way. Kasey is very calm and very pleasant. It’s always nice to work with someone who has a calmness to them when you’re talking about stressful and complicated things.”
Kasey is brilliant when it comes to taking manual processes and breaking them down into a couple of automations.
-Chelle, Co-Founder of The Business Whisperers
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