Dubsado set-ups from a certified specialist *that’s me*

Drop the repetitive tasks—reinvest your time back into growing your business

For service-based business owners with a head full of ideas, but no time to implement them.

It’s morning, you open up your laptop and straight away you're on your toes, inbox full.

You’re volleying invoices to clients, keeping up with contracts, scheduling meetings, reminding them there are forms they need to return to you. You want to give all your clients the same care and attention.

But you’re not getting paid to send emails, right?

By the time you’ve escaped your inbox, you still haven’t gotten any closer to achieving that job with a deadline. Or creating that new service you’ve been thinking about for yonks.

 The bigger tasks feel like an uphill struggle. So they get put off for *another* week.

 

Feeling unproductive

We can feel unproductive, not being able to achieve these *big* things. But, I mean, give yourself a break—you can still be productive and not get everything done in a day that you need to do.

If only we could magic more time out of thin air.

Wanting to step things up

But you want to step things up in your biz. I can see the cogs turning….

“How do I improve things without being in two places at once? And hiring an extra brain to help me is just not realistic.”

Finding the energy

Y’know, you don’t need to do more to get everything done. It’s about being strategic, making everything slicker. Then you will find the energy that you can devote to the thing you do actually get paid to do (the thing you’re good at and you started your biz to be able to do more of).

 London Assembly found that 44% of micro-businesses suffered from unstable income, predominantly due to late invoices.

Introducing my good friend, Dubsado.

It’s a place where we can manage all your client docs, invoices, outline projects, map out progress. What you do for one person can be duplicated for the next client and the next. I’m a certified specialist, so know the tricks of the trade to build it up best for you.

Instead of getting bogged down in your overflowing inbox you can reinvest that time into the things you’re brilliant at.

Together, we’ll create a process to rinse and repeat. So when you suddenly see that spike in enquiries or sign-ups, you’re not gunna suddenly become overwhelmed with more work—you’ve got a plan. You’re future proofing your business for when (not if) it's time to grow.

And if you've already seen that growth in your biz but often feel on the backfoot, *helloooo*. This is your chance to get those pesky admin tasks working on autopilot—so you have the brain space to do the fun bits.

Full Dubsado set-ups: from £1,750 GBP

“Emma has been an incredible support to my business and she got all of my systems set up on Dubsado to make my client experience more fluid and enjoyable. Running my business has become so much easier.“

Chris Hall-Frankowiak
founder of Between Tracks Media Productions

“I now work far less hours and earn more money, and so much of that is down to having such a trusted pair of hands helping me in my business. Couldn't be without her!”

Emma Griffin
director of Emma Griffin Writes

 

 So how does it work?

I’ll get you all set up with your account and cover 3 key areas that are integral to making big changes in how you run your business…

  • The strategy bit

    • A one-to-one zoom call to discuss goals—getting to know your business will help me design a supportive and fluid experience for your own clients

    • No two set-ups are designed the same, as each business has a different way of doing things

    • Process maps created so you can see the whole client journey with every personalised touchpoint—this can be useful for team members as well

    • A mid-way strategy call to plan the onboarding and off-boarding process

  • The creative bit

    • Form design (lead captures, proposals, and contracts and anything else where you need to collect info from the client)

    • I’ll make it all look like you haven’t left your website—with your brand’s colours, fonts and tone of voice, you’re building trust through familiarity

    • The design of a client portal, where everyone has a private space to access everything they need—no more Google Docs, Asana boards, important emails to locate, or confusion about progress

  • The build

    • Set up and integration of your account with email, Zoom, your calendars, Stripe, Paypal and email list

    • Integrated forms added to your website that automatically create a new client profile in Dubsado

    • Safe and secure, encoded password swapping

    • Calendar set-ups so you can still schedule in new leads when you’re not at your desk—no more back and forth of emails (or the risk of getting double booked)

    • Invoicing triggers, automations & payment reminders

    • Systems streamlined so they need minimum input from you—you can be asleep and still be in control of your client comms

    • Everything built and tested so every client gets the exact same quality of experience

 

 The design, the build and the testing all finished within a month.

 

Plus these bonuses...

 

Dubsado Discount

Create a Dubsado account with a 30% off discount for your first year.

Email Support

The 14-day Dubsado challenge plus 2 weeks of email support once the build is complete, so we can make sure you’re happy maintaining it yourself.

Tech Library

Your own tech library without the jargon (to refer back to whenever you need)

Yours truly has been certified a specialist and is backed by Dubsado to offer these all-round setups. Pop me a message so we can plan your Dubsado journey.

 

“Her background in travel is an essential key in her ability to help me create tools that assist with all the guest management work I have to do. I work with destination weddings, so we’re talking about managing 50, 80, 100 people at the same time, and collecting money, and asking them what they want to do and dietary preferences, and being on top of all of that is a lot of work.

She’s so diverse, so creative, she always comes up with a solution. I would not be able to be where I am with my company right now if it weren’t for her.”

Nicole Bono, director of Bono Events International

 This one fabulous online programme can focus on getting tasks completed that you’re never getting around to.

Structuring your client experience to boost your numbers

The whole idea that sparked Noted PA was when I was trying to plan my wedding. These caterers, marquee hire companies, florists were putting a hefty £££ in their services. But getting responses to time-sensitive questions was a nightmare. I didn’t feel taken care of—which, let me tell you, is not how you want to feel when you’re planning such a momentous event.

Depending on what else was going on in their lives, I might have been an anomaly and other clients might have got more attention. But who's to say?! One thing I could be sure of, was that there was no set way of doing things.

 
 

So Noted PA seeks to provide shortcuts, and put systems in place that give you time to focus on the thing you’re good at (what people are paying them for) and your clients feel important (as, without that, you might just lose some).

That means nurturing clients, consistently.

 

For small-businesses who provide a service.

The service you provide is something that you’re, well, really great at. Those personalised touchpoints make you more memorable. So let’s turn the *seemingly banal* stream of emails and invoices into an experience.

 

“When I first went all in with my business, I was taking whole days to make proposals on Canva. It didn’t really feel like they gave a good first impression of my brand. But having worked with Emma on the ‘why’ behind each email and document I send them, I’m closing contracts much easier (and oh-my-god so much quicker too).”

Alice Brown, founder of Alice Writes Copy

 A full Dubsado set-up with me will help you…

 

  • Having a clear journey for your clients helps you set boundaries (which are *sooo key* to positive projects, let me assure you). And they protect you financially too.

  • Each touchpoint should show the client you’re paying attention. There’s nothing worse than a customer making an effort to contact you but not hearing anything for days—with Dubsado you can start onboarding customers while you sleep.

  • We’re told we need to put all our energy into marketing to attract new clients. But it’s so easy to neglect their experience once they’ve signed the dotted line. Better comms with your clients means more return business (and less time needed in the social media hamster wheel).

 To lock in your Dubsado set-up, fill out the enquiry form.