Get off your laptop and phone and go
live your life
And trust your business is running exactly as it should in the background
Get in touch with
Workflows & Waves
Frequently Asked Questions
Setups take anywhere from 4 weeks to 4 months depending on the package you choose. We can dive more into your project’s specific timeline on a discovery call. Fill out the form above to book yours!
Yes! We don’t believe in copying and pasting systems from one business to another. Every system we design is unique to you and your goals.
- Fill out the onboarding questionnaire (plan 1-2 hours)
- Attend the live Strategy Call on Zoom (90 minutes)
- Fill out the Implementation Questionnaire (plan 3-4 hours)
- Attend the live Offboarding Call (60 minutes)
- Test your new workflows. Use the next 30 days to test your workflows and ask me questions that arise. I will provide you with a suggested timeline and additional resources on how to use Dubsado. (5+ hours)
We work in ClickUp, Dubsado, and Honeybook.
Yes, all Dubsado setups require you to purchase their Premier Plan. ClickUp setups require you to purchase their Business Plan. Zapier add-ons require the Starter Plan–and we may even suggest a higher level plan depending on our goals. We’re more than happy to offer affiliate codes with exclusive discounts to help with this!
Yes. You’ll have access to an entire training library on ClickUp and Dubsado.
All system builds come with two weeks of ongoing Slack support to help answer any questions that come up. If you need more support, let’s chat!
Yes! Zapier setup add-ons are available for all system builds.
Hi, I’m Kasey. My team and I specialize in ClickUp and Dubsado builds for agency owners and service providers looking to scale, spend less time on administrative tasks, and more time living their life.
Excellence, innovation, and adaptability are at the core of what we do. We’re always searching for a faster, more efficient way to get time-consuming tasks done.
It’s true that I have a 20+ step Zapier automation that creates individual Google Folders for my clients and adds them to an Airtable spreadsheet so I don’t have to.
Because at Workflows and Waves, we believe life should be lived–and if we can automate something to enjoy a few more hours each week with our toes in the sand listening to ocean waves–we’re going to find a way to make it happen.
And we’d love to do the same for you!
Meet Your Systems and Automations Expert
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