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.
Includes:
• 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 PYB 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.
Until now.
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.
Includes:
• 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)
Create Your Own Process
Daily Operations
C.Y.O.P. is my signature 30 day service for creative entrepreneur’s that helps provide strategic development of their backend systems and processes. This package is like having your own business manager without the long-term financial commitment. A perfect option for your current business needs.
Includes:
• 360 audit of your current systems/processes to help improve day-to-day operations
• Complete overhaul of 4 major areas in business:
[Customer Experience, Operations, Admin, and Tech Stack]
• Weekly checkins/updates via recorded Loom video
• Create SOP’s for current or future team
• Automation/workflow creation of repetitive tasks
• 30 days of unlimited support via email
• Private Slack channel access during business hours
• Other services as identified during “All Up In Your Business” call
Contact CHS To Get Started
