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Workflow Strategy Session - $1000 USD
A 90-minute client-journey mapping session where we’ll identify gaps in your client experience and translate each of your services into strategic Dubsado workflows. 

You will be redirected to schedule your call after your payment has been made. You can view my current availability here, but please note that this page is for viewing only, not scheduling.

After our session, you'll walk away with:

a clear vision for how to automate your processes

strategic improvements to elevate your client experience

an in-depth breakdown of each action, trigger & timeframe you'll use in Dubsado for every step of each workflow we strategize

an outline of what email templates you will want to create including alternate versions for different services

the recording of our call for future reference

a personalized demo video of the setup of one of the workflows we strategize together, so you can see how I approach workflow setup

4 weeks of voice + text support (via Voxer) or email support for use within 60 days of our session

  • Total payment
  • 1x90-Minute Workflow Strategy Session$0
    -+

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