System Strategy
The Signature System
Your streamlined client experience starts here.
What is it?
This is your all-in-one, Done For You Dubsado setup, built to take your client experience from clunky and manual to automatic and hands-free.
Who is this for?
This is perfect for coaches, creatives & service providers who are tired of drafting the same email, forgetting to send invoices, and manually sending out links for virtual sessions. You can’t scale if you’re still sending invoices manually!!
What’s included?
60-minute Strategy Session to create your dream client workflow
Custom workflows for onboarding, booking, invoicing, and offboarding
Branded proposals, contracts, schedulers & questionnaires
DFY email templates
Custom email signature
Full testing
LIVE or recorded walk-through
14 days post-launch support
Timeline: 10-14 business days
The Signature strategy session
Let’s Map Your Client Journey.
This service is designed to help you enhance your client experience by spotting the gaps in your current client workflow and mapping out a streamlined process
that supports your business growth - whether you’re using Dubsado or still working manually.
You’ll walk away with clarity and a fully mapped system that you can implement yourself or upgrade to a DFY service with me!!
Who is this for?
Business owners who don’t have systems in place and are overwhelmed
Business owners who know they need Dubsado but aren’t quite ready for a full setup
Business owners who may want to DIY it but need a little more strategy help
What’s included?
90-minute 1:1 Strategy Session via Zoom
Pre-call questionnaire to understand your current process and pain points
Client journey mapping - from inquiry to offboarding
Summary with mapped process
If you choose to upgrade within 14 days, you can apply this fee toward your Signature System!!
The signature workflow
You set up your Dubsado - now let’s make it flow like a pro.
You’ve DIY’d your Dubsado setup (go you!), but things still feel a little…off.
Your clients are getting stuck, your automations are not automating, or you’re just still doing too many things manually.
The Signature Workflow is a personalized experience where I review your current process and help you build out a workflow that actually makes the work…flow.
Who is this for?
Business owners who like to DIY but know their system could be doing more.
Business owners who want more automation without a full system rebuild.
What’s included?
Workflow audit
90-minute 1:1 Strategy Session to walk through your current process + desired flow
Custom recommendations to streamline and automate efficiently
Rebuild or refine one primary workflow
7 business days of post-delivery support
You work hard. Your tech should work harder.
If you’re still drafting and sending every single email, invoice, and contract, you’re wasting valuable time in your business that could be spent pouring into your clients.
Dubsado does the grunt work for you by automating or streamlining the tasks you do over and over again. If you don’t already have an account, click the button below save 20% off your first month or year.
Martha-Carol Stewart, Chaos Organizing
My workflow in Dubsado wasn't running itself smoothly and therefore costing me a lot of valuable time. I was still using a paper workflow chart to make sure each step was done correctly. Shavavian helped me work through the workflows and now things run smoothly! No more paper! Less time! I have a lot less stress worrying about where each client is in the workflow because I'm not walking around with a paper file. Not only that, but my team can see the client notes and they know what needs to be done. More efficient!!!
