Prep Your Brand
System Review + Plan
Is your business currently optimized to run smoothly? Our team will take a deep dive behind the scenes of your current operations to assess your business’ strengths and weaknesses. We’ll then provide you with actionable steps to help streamline and automate your workflow. Giving you the blueprint needed to improve your client experience and take your business to the next level.
• 60 min. Welcome + All Up In Your Business planning session via video
• Complete systems review
• Actionable plan detailing recommended ways to improve your current systems & process
• 30 min. systems review findings, suggestions, and DIY next steps via video screen share (additional support from PYL is also available)
Prep Your Life
Client Experience + Systems Setup
Do you recreate the same emails, tasks, and forms for every new client? Are you using Cash App as your payment processor and your personal cell number to text quickly typed invoices, payment reminders, and other important notifications? Listen, if you’re overwhelmed; imagine your client. With all that confusion, it’s no wonder why you feel stuck and unable to show up as the CEO of your business. Your system is broken, sis.
Our done-for-you Client Experience Systems Setup, using Dubsado, is going to change the trajectory of your business and give you back the time you’ve been missing.
Dubsado is one of the most powerful all-in-one client relationship management tools available and we’re going to use it to seamlessly setup your business backend and change your life.
• 60 min. Welcome + Strategy session via video screen share to create your signature client experience
• Analysis of current systems and operations
• Complete Dubsado build-out with branded content development (canned responses, workflows, scheduler, etc.)
• Import current clients and leads
• Video walkthrough of platform and setup
• 30 days of unlimited support via email
• 15 min. follow up video call (30 days after setup is completed)
INVESTMENT $3200 (payment plan available)
Dubsado is a game-changing CRM for creatives and service providers, like you, who use it to streamline their operations and provide a memorable client experience. But if you haven’t branded your account with customized visual elements designed to wow your clients then sis, you need our help.
• 60 min. All Up In Your Business session via video share screen
• Review of your Dubsado account in real-time to map out ways to improve it
• Once all elements needed have been identified, we will get to work on branding your Dubsado account
• Branded content development includes brand colors, email signature, custom banners, fonts, and other items identified during call
Prep Your Life
With your business now under control, you have time to work on your most important assest: YOU!
• 30 min. Welcome Party + overview of the program
• 3-day smoothie reset to help jumpstart your journey
• 2-week meal plan guide (meal prep service add on available for local clients)
• Daily accountability through Facebook Group + unlimited emails
• Access to 5 different bodyweight workout routines that can be done at home