Free from the anxiety and stress of needing to be on top of every action taking place in your business.
Wake up and enjoy the feeling of the sunshine on your face–without immediately reaching for your computer or phone.
Do the client work that makes you happy and stop worrying if your team is on track to meet that deadline.
Go on that walk with your dog you built into your calendar instead of rushing to put together that proposal you wanted to send yesterday.
Get comfy, toss on some cold eye gels, and turn up your favorite song as you cook a healthy and delicious dinner at home instead of opting for Chinese takeout–again.
Tuck your little one into bed and be fully present in the moment, not wondering if you sent that onboarding packet to your new client.
Read a few chapters of a book that actually interests you instead of another “How To Be a Girl Boss” business book.
When you have the proper systems and automations in place, this gets to be your reality.
You get to be the CEO, parent/dog mom, friend, and human you want to be.
To help you simplify your business and live the life you’re dreaming of
OUR MISSION
How We Can Work Together
Timeline: 4 weeks
Easy, elevated experience = happy clients = referrals and growth
BECAUSE
- Onboarding
- Delivery of services
- Offboarding
- Team management, meetings and communication
- Marketing department
- HQ/Admin department
- Client Management/ Services department
- Internal projects & launch management
- Efficiency assessment
- Process improvement opportunities
- Integration with existing systems
What we can look at:
Perfect for the agency owner or service provider who feels like their systems could be improved but is unsure what they need.
Get our expert eyes on your current client processes and project management system. We’ll share with you what we think is working well, gaps we’re seeing and ideas to fill those gaps. We’ll also make system recommendations to help you find the right tools to start implementing!
Systems Roadmap - $297
DO IT YOURSELF
01. Systems Roadmap
Timeline: 4 weeks + 2 weeks Slack support
Consolidate your tools and bring your perfect client experience to life
- 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
- Slack access to me for questions during the entire process
- Suggested 30 day plan to move forward with 30 days of continued Slack support
*Custom add-ons available
What’s included*:
Perfect for the agency owner or service provider who already knows their client journey and is ready to experience the freedom of automation.
Walk away with a client management system completely customized for your business. We're talking automated workflows, branded forms and questionnaires, new client communication email copy and more–all in one place!
Requires purchase of Dubsado Premier Plan.
Dubsado Setup - Starting at $3,000
DONE FOR YOU
02. Dubsado Setup
Timeline: 5 weeks + 2 weeks Slack support
Give your team more autonomy and confidence to get work done
(and yourself peace of mind)
- Current system audit
- Migration to ClickUp from your current platform
- 5 spaces
- 4 custom list templates
- 4 forms
- Unlimited ClickUp automations
- 1 dashboard
- 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
- Additional two weeks Slack support after final system delivery
What’s included*:
Perfect for the service provider who wants to improve their team communication and efficiency or build an agency.
Stop letting important tasks get lost in the surf and stay on track to achieve your goals! A custom ClickUp setup will help you understand your team capacity and progress.
Requires purchase of ClickUp Business Plan.
ClickUp Setup - Starting at $3,000
DONE FOR YOU
03.ClickUp Setup
All system builds come with access to our team for any questions that arise (and you can always add additional time to your package)
We’ll never leave you hanging
Learning Library
If you’ve never worked with ClickUp or Dubsado before, don’t worry! You’ll get access to our training library to help you become more familiar with the platforms and navigate them like a breeze.
Slack
We expect you to have questions as you’re getting used to your new systems and workflows! We offer post-project support in Slack, typically for 2 weeks after our project end date.
Continued Support
During our work together, you’ll have access to the team via Slack for communication and questions. Feel free to reach out anytime; we're committed to helping you succeed every step of the way.
For business owners ready for a calmer, more structured operation - one that moves forward smoothly, supports your team, and frees you to focus on the work only you can do.
Operations Management - starting at $1,200/month
ONGOING SUPPORT
04.Operations Management
THE LONG-TERM SUPPORT YOU NEED TO KEEP YOUR BUSINESS RUNNING SMOOTHLY WHILE YOU STEP BACK INTO THE CEO ROLE
Who is this NOT for?
- Weekly leadership & operations meetings
- Team management & support
- Task and deliverable tracking inside ClickUp
- Client delivery oversight (onboarding, timelines, touchpoints)
- CRM & pipeline maintenance
- Workflow optimization & systems oversight
- SOP creation and team training resources
- Inbox and communication management
- Quarterly tech and systems reviews
- Ongoing implementation and improvements as your business grows
What’s included:
Someone brand new to business or without an established client journey in place. This retainer is best for businesses that already have clients—and need help managing and optimizing the operations that support them.
Who is this for?
Service providers or agency owners who want consistent operational support to maintain their systems, support their team, and create more capacity in their week. It’s especially ideal for anyone looking to build or scale an agency and needs structure, clarity, and leadership behind the scenes.
She really is an expert on systems, integrations, and finding the most efficient and optimal ways for things to work. She’s trustworthy, responsible, and incredibly responsive.
Kasey has allowed me to go from being the bottleneck for my team to being able to focus on dreaming, ideating, and thinking about strategy. Her help has been so freeing and allows me to do more of what I want to be doing.”
Kasey has helped me step into the CEO role in my business and work on the ideas I want to implement.
-Sydney, Founder and CEO of 22 Marketing Co.
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What People Are Saying
