I believe that your ambitions should never be capped by so-so systems. Your vision for growth deserves a foundation that can fully support it!
That’s why I’m not just here to click buttons and set up contracts in Dubsado, I strategize completely tailored workflows that support every phase, touchpoint, and milestone of your projects. Together, we go through how your business currently works, mastermind how it could be working even better, and then map out every single step from inquiry to the final thank you.
That way, from high-level strategy all the way down to technical implementation, we’ve anticipated everything both you and your clients need for projects that flow smoothly.
I can’t wait to hear from you!
Hey, I’m Kelly, your systems strategist + Dubsado expert!
And just in case we haven’t met yet…
Get 30% off with my exclusive affiliate code for Dubsado, compared to the standard 20% offered elsewhere!
Snag this code for bigger Dubsado savings!
Saving Time with SOPs and Processes (Take Your Shot Podcast)
From Second Grade Teacher to Dubsado Pro (My Interview with Canvas Rebel)
Dubsado Strategy for Wedding Pros (The Mastermind Mixer Podcast)
Catch these conversations about building better businesses through thoughtful systems
Want to hear more about my approach?
Justin’s Dark Chocolate Peanut Butter Cups, of course!
Be honest—what are you snacking on at your desk?
Yes, and proud of it! This means I’ve completed a lot of setups for clients, passed an exam (I know, right?), and regularly contribute educational resources and expertise to the Dubsado community.
Are you a Certified Dubsado Specialist?
I’m based on the East Coast in the USA. Everything we do together is virtual, which means I work with clients from anywhere in the world! Our kick-off and training sessions happen via Google Meet, and I'm always just an email away during your support window.
Where are you based? Do you work with clients from anywhere?
I can help whether you're starting fresh with no CRM, ready to level up from basic tools like Google Docs, or transitioning from platforms like Honeybook. We'll create a smooth transition plan that works for your business, making sure nothing falls through the cracks as we build your new foundation.
Do I need to already be using Dubsado? What if I'm currently using a different CRM?
I typically book 4-8 weeks in advance, but reach out and let's see what's possible! I always want to make sure we have enough time to really think through your strategy and create something exceptional.
How soon can we get started?
I specialize in working with service-based businesses, think interior designers, wedding vendors, photographers, private chefs, social media managers, and personal stylists. While each business is unique, they all share a common need: delivering exceptional client experiences while managing complex projects and multiple touchpoints.