Business Systems
Choose Your Platform:
package one
Dubsado Setup
Timeline: 4-8 Weeks
With our Dubsado setup package, We’ll guide you through the setup & optimisation process of your Dubsado platform. Services include account setup, client and project setup, forms and questionnaires, automation and workflows, payment integration, training and support, and integration with other tools. Let’s streamline your processes and create an efficient system for managing clients and projects using Dubsado!
· Strategy Session & Process Mapping
· Account Setup & Configuration
· Brand Setup & Customisation
· Customised Client Portal Setup
· On-brand Online Forms / Questionnaires
· Canned Emails Library Setup
· Email Account Setup & Integration
· Integrate Website Lead/Signup Forms
· Third Party App Integration (Zapier, Sheets, Zoom etc.)
· Dubsado Blueprint (Trello Board)
· Training Session & Training Guide
· 1 Week Post-Launch Support
· Dubsado Subscription
· Specialised form design
· Form & Email Copywriting
· Dubsado Management
It is essential for clients to have a clear understanding of their services, processes, and ideal client experience. We require clients to submit the Dubsado Setup Questionnaire, provide a 50% deposit, and share any existing brand resources/guidelines prior to project kick-off.
Take a look at our Systems FAQs here.
package two
MailChimp Setup
Timeline: 1-2 Weeks
With our Mailchimp package, we offer a range of services to optimize your email marketing efforts. This includes assisting with account setup, template design, list management, campaign creation, automation, reporting, integration with other tools, as well as providing training and support. We aim to ensure that your email marketing efforts aligns with your brand, engages your audience, and achieves your desired results!
· Account Setup & Configuration
· Existing Email List Import
· Email List Segmentation
· 1x Campaign Setup & Testing
· 2x Custom Branded Email Templates
· Integrate Website Lead/Signup Forms
· Training Session & Training Guide
· 1 Week Post-Launch Support
· Workflow Setup & Creation
· Campaign Management & Scheduling
It is essential for clients to have a clear understanding of their client segments & potential campaigns. We require clients to submit the MailChimp Setup Questionnaire, provide a 50% deposit, and share any existing brand resources/guidelines prior to project kick-off.
Take a look at our Systems FAQs here.
package three
Canva Setup
Timeline: 1-2 Weeks
With our Canva setup and operations package, we offer services to setup & optimize your use of Canva. We’ll assist with account setup, template customization, brand kit creation, design creation, workflow optimization, training and support, and integration with other tools. Together, we’ll ensure a seamless setup, cohesive branding and efficient design workflows to make the most of Canva’s capabilities!
· Account Setup & Configuration
· Brand Kit Setup
· Team & Workspace Setup
· Folder Setup & Project Organisation
· 8x Custom Templates
· Training Session & Training Guide
· Week Post-Launch Support
· Brand Design & Development
· Canva Pro Subscription
· In-depth Canva Platform & Design Training
It is essential for clients to have a clear understanding of their graphic design needs & design workflows. We require clients to submit the Canva Setup Questionnaire, provide a 50% deposit, and share any existing brand resources/guidelines prior to project kick-off.
Take a look at our Systems FAQs here.
service one
Dubsado Setup
TIMELINE: 4-8 WEEKS
With our Dubsado setup package, We’ll guide you through the setup & optimisation process of your Dubsado platform. Services include account setup, client and project setup, forms and questionnaires, automation and workflows, payment integration, training and support, and integration with other tools. Let’s streamline your processes and create an efficient system for managing clients and projects using Dubsado!
· Strategy Session & Process Mapping
· Account Setup & Configuration
· Brand Setup & Customisation
· Customised Client Portal Setup
· On-brand Online Forms / Questionnaires
· Canned Emails Library Setup
· Email Account Setup & Integration
· Integrate Website Lead/Signup Forms
· Third Party App Integration (Zapier, Sheets, Zoom etc.)
· Dubsado Blueprint (Trello Board)
· Training Session & Training Guide
· 1 Week Post-Launch Support
· Dubsado Subscription
· Specialised form design
· Form & Email Copywriting
· Dubsado Management
It is essential for clients to have a clear understanding of their services, processes, and ideal client experience. We require clients to submit the Dubsado Setup Questionnaire, provide a 50% deposit, and share any existing brand resources/guidelines prior to project kick-off.
Take a look at our Systems FAQs here.
service two
MailChimp Setup
TIMELINE: 1-2 WEEKS
With our Mailchimp package, we offer a range of services to optimize your email marketing efforts. This includes assisting with account setup, template design, list management, campaign creation, automation, reporting, integration with other tools, as well as providing training and support. We aim to ensure that your email marketing efforts aligns with your brand, engages your audience, and achieves your desired results!
· Account Setup & Configuration
· Existing Email List Import
· Email List Segmentation
· 1x Campaign Setup & Testing
· 2x Custom Branded Email Templates
· Integrate Website Lead/Signup Forms
· Training Session & Training Guide
· 1 Week Post-Launch Support
· MailChimp Subscription
· Workflow Setup & Creation
· Campaign Management & Scheduling
It is essential for clients to have a clear understanding of their client segments & potential campaigns. We require clients to submit the MailChimp Setup Questionnaire, provide a 50% deposit, and share any existing brand resources/guidelines prior to project kick-off.
Take a look at our Systems FAQs here.
service three
Canva Setup
TIMELINE: 1-2 WEEKS
With our Canva setup and operations package, we offer services to setup & optimize your use of Canva. We’ll assist with account setup, template customization, brand kit creation, design creation, workflow optimization, training and support, and integration with other tools. Together, we’ll ensure a seamless setup, cohesive branding and efficient design workflows to make the most of Canva’s capabilities!
· Account Setup & Configuration
· Brand Kit Setup
· Team & Workspace Setup
· Folder Setup & Project Organisation
· 8x Custom Templates
· Training Session & Training Guide
· Week Post-Launch Support
· Brand Design & Development
· Canva Pro Subscription
· In-depth Canva Platform & Design Training
It is essential for clients to have a clear understanding of their graphic design needs & design workflows. We require clients to submit the Canva Setup Questionnaire, provide a 50% deposit, and share any existing brand resources/guidelines prior to project kick-off.
Take a look at our Systems FAQs here.
FAQs
All the answers to our most frequently asked questions about our process, pricing, and next steps. If your question isn’t answered here, don’t worry! Just get in touch through my enquiry form and we'll clarify any other questions you might have.
Yes! Dubsado is used by a wide range of service-based businesses, including freelancers, consultants, creative professionals, and small business owners across various industries. IDubsado provides numerous benefits, including streamlined client management, task automation, and an enhanced professional experience for your clients!
Absolutely, using Mailchimp can greatly benefit your small business by providing powerful email marketing tools, audience segmentation, automation, and analytics to help you effectively engage with your customers, build relationships, and drive business growth.
Canva offers easy-to-use design tools, templates, and assets to create professional-looking graphics, social media posts, presentations, and more. It empowers you to enhance your brand presence, engage your audience, and create content on a single platform!
Simply reply back to our email to let me know you are ready to go ahead with your project. I will then send you a Proposal where you can select the packages and add on options that you would like. Once you submit the proposal you will sign the contract and pay the 50% invoice deposit to get your project locked in. I also offer payment plans split over 2-3 payments.
I use Dubsado, a client management system I’ll to provide you with a personalized, password-protected client portal. This portal will serve as a centralized hub for all of our project content & administration. Additionally, we can communicate via email & Zoom whenever necessary.
Upon contract signing, a 50% non-refundable deposit is due. For Australian clients, I prefer EFT payments, while international clients can make payments through PayPal or credit card. Before delivering the final branding/website files, the remaining 50% payment is required.
Frequently Asked Questions
All the answers to our most frequently asked questions about our process, pricing, and next steps. If your question isn’t answered here, don’t worry! Just get in touch through my enquiry form and we'll clarify any other questions you might have.
Yes! Dubsado is used by a wide range of service-based businesses, including freelancers, consultants, creative professionals, and small business owners across various industries. IDubsado provides numerous benefits, including streamlined client management, task automation, and an enhanced professional experience for your clients!
Absolutely, using Mailchimp can greatly benefit your small business by providing powerful email marketing tools, audience segmentation, automation, and analytics to help you effectively engage with your customers, build relationships, and drive business growth.
Canva offers easy-to-use design tools, templates, and assets to create professional-looking graphics, social media posts, presentations, and more. It empowers you to enhance your brand presence, engage your audience, and create content on a single platform!
Simply reply back to our email to let me know you are ready to go ahead with your project. I will then send you a Proposal where you can select the packages and add on options that you would like. Once you submit the proposal you will sign the contract and pay the 50% invoice deposit to get your project locked in. I also offer payment plans split over 2-3 payments.
I use Dubsado, a client management system I’ll to provide you with a personalized, password-protected client portal. This portal will serve as a centralized hub for all of our project content & administration. Additionally, we can communicate via email & Zoom whenever necessary.
Upon contract signing, a 50% non-refundable deposit is due. For Australian clients, I prefer EFT payments, while international clients can make payments through PayPal or credit card. Before delivering the final branding/website files, the remaining 50% payment is required.
get in touch