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​Through talent and determination, you've created the kind of business that turns heads and wins hearts. Your stunning website brings in amazing clients, your portfolio showcases incredible work, and your reputation speaks for itself.
But what message are your operations sending afterwards? After all, well-executed projects and happy clients are all in the details, and there are hundreds you have to juggle all the way through.
So if you’re sensing a gap between what you know you’re capable of creating and what you can consistently deliver…
Or you’re looking around at other businesses in your space, wondering how they’re pulling off bigger projects without breaking a sweat…
Or you know that your operations just aren’t matching the professional, polished vibe you’ve worked so hard to achieve on the outside…
It’s time to take another look at your systems.
SO, YOU'VE
BUILT SOMETHING INCREDIBLE
IT'D BE GREAT IF SUCCESS
WAS ALL ABOUT TALENT...
BUT YOUR BUSINESS RISE OR FALLS TO THE LEVEL OF YOUR SYSTEMS
The thing is, you're smart and resourceful—you've gotten yourself and your business all the way here!
But a business can’t sustain itself on great first impressions. While that beautiful website or your amazing Reels might bring clients in, it's your systems that determine whether those people ultimately become grateful clients, loyal fans, and enthusiastic referrers.
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And when hundreds of pieces need to come together perfectly—timely follow-ups after every meeting, personalized proposals that go out while interest is high, contract details that never get missed, payment reminders that maintain boundaries without awkwardness, project milestones that keep everything on track…—yeah, that’s way too much to keep handling on your own.
STRATEGIC DUBSADO SETUP FOR AMBITIOUS SERVICE PROVIDERS
BECAUSE THIS IS ABOUT MORE THAN SAVING TIME - IT'S ABOUT FULL SUPPORTING YOUR GOALS FROM THE GROUND UP
Instead of simply checking tasks off a list or automating a few emails, this all comes down to a bigger question: What do you want to make possible in your business?
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That luxury market position you’re ready to break into? Those premium packages you're envisioning? That waitlist of ideal clients you want to build? Your systems should be ready for all of it, so we’ll design your systems specifically for it.
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Custom Dubsado strategy and setup helps your business finally operate at the level you’ve always envisioned.
You can step confidently into bigger opportunities, create space to think strategically about your business's future, become the go-to name in your field, and consistently deliver the exceptional experiences that set you apart. ​
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​HERE'S WHAT IT LOOKS LIKE:
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When you start your day, you'll open your dashboard and see exactly where every project stands—no more keeping it all in your head
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When that "Ahh, they inquired with ME?!" client reaches out, you'll have a beautiful, branded proposal ready to send in minutes, not days
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When you're ready to raise your rates, you'll have the systems and service to back up that premium pricing
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And when bigger opportunities come knocking, you'll have workflows you can trust to handle more complex projects.
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(Yup-it's amazing!)​
​HERE'S HOW WE SET UP YOUR
SYSTEMS FOR SUCCESS
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When you're managing multiple clients at different stages, each with their own timeline, deliverables, and high expectations, spreadsheets or a basic CRM just won't cut it! Every client touchpoint, every project phase, every decision point needs to land perfectly.
That’s why we build your custom Dubsado setup to handle real-world complexity, turning all those scattered pieces into smooth, reliable workflows that catch every detail.
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When you’re used to how things are currently working in your business, it can be hard to see possibilities for how things could be working even better.
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STRATEGY
There's a whole world of automation and efficiency that most people never discover because they're (naturally!) inside their own business bubble. But after working with dozens of service providers—from interior designers to private chefs to wedding planners—I bring proven workflows and unexpected ideas from across industries, helping you go beyond the obvious to create something truly exceptional.
IMPLEMENTATION
Here’s where we turn strategy into reality. During implementation, I handle every technical detail while you stay focused on serving clients. Your new workflows, branded templates, email sequences, and automations come together piece by piece, thoughtfully crafted and thoroughly tested. By the time we're done, you'll have systems that feel like they were tailor-made for your business—because they were!
OFFBOARDING
The best systems in the world only work if you feel confident using them. That's why our final phase focuses on turning you into the boss of your new setup. Through focused training and unlimited support, get to ask all of your questions, test everything thoroughly, and get comfortable making adjustments as your business grows. You'll walk away knowing your new systems inside and out, ready to take full advantage of every element!
"Kelly has such a clear understanding of not only Dubsado but the ins and outs of running a business so that you can truly enjoy running your business!
If you're looking to get your Dubsado systems set up, Kelly is your girl!! I was getting very overwhelmed with the amount of inquiries I was receiving and constantly worried about missing something or someone. I realized that I was going to need help setting Dubsado up the way I truly wanted it to be and to its fullest potential.
Kelly set up workflows for me, wrote out my canned emails, put together proposals and contracts, organized my system so that it makes the most sense for me and my line of work and so much more! She was patient, kind, understanding and so so helpful! And on top of all of that, I have a beautiful streamlined system for my clients now.
I am so happy that I decided to invest in my business this way and chose to work with Kelly! If you're on the fence, don't hesitate—it has been a game changer!"
- SARAH
Your setup includes:​​
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Kick-Off Call to map out your ideal client journey and spot opportunities to make your processes + client experience even better
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Custom, deep-dive workflow strategy, so every automation feels natural and every touchpoint serves a purpose
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Completely on-brand creation and implementation of…
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Lead capture forms
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Scheduler setup, linking, and integration
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A customized portal your clients will love using
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Fully tailored forms, proposals, and client questionnaires
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Payment plans and packages for each service you offer
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Workflows for inquiry, onboarding, booking, and offboarding
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Canned emails for every step of every workflow (that actually sound like you!)
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A 1-2 hour Q&A session after completion, so we can talk through your new systems together (with a recording you can come back to anytime)
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Curated offboarding guide to help get you fully comfortable with your account (no random browsing of Dubsado support articles required!)
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Active email support after completion, so all—and I mean all!—of your questions get answered
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And if you're feeling extra fancy:
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Incorporate coded form design so you can use your exact brand fonts, a customized header, layered images, and more—making every single Dubsado form look like an extension of your website, through the magic of CSS!
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"Working with Kelly took the biggest weight off my shoulders and took my business to a higher level.
Thanks to Kelly, I was able to keep my business moving while navigating an unexpected cancer diagnosis in the midst of wedding season. Without her workflows, automations, and templates coincidentally being implemented just weeks prior, I’m not sure I would have been able to keep up with much at all. She created processes that allowed me to provide my current and potential future clients with a seamless, elevated client experience from their initial inquiry to their one year anniversary.
My only regret was not investing in her sooner (when I decided to take the cheaper route, that she inevitably had to fix for me). Kelly’s expertise with the ins and outs of Dubsado cannot be matched!"
- EMILY, EMILY BRIANNE PHOTOGRAPHY
LOOKING FOR ONE-ON-ONE EXPERTISE,WITHOUT A FULL SETUP?
DUBSADO COACHING CALL
If you’ve already set up Dubsado but want to make sure you’re making the most of it, bring me in for a review!
The Dubsado Coaching Call gives us 90 minutes to talk through your account, workflow strategies, areas for troubleshooting and improvement, and anything else you’re curious about.
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WHAT'S INCLUDED:
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A 90-minute, one-on-one Dubsado coaching call (with a recording of the session, so you can revisit everything we cover)
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Live screen-sharing session: We’ll dive into your Dubsado account together, walking through your setup step by step
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Workflow support & troubleshooting: Get answers to your questions, identify gaps, and fine-tune your workflows
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Tailored advice for your business model and industry: I offer up personalized strategies to help you get the most out of Dubsado at every step
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A coaching call can be a great fit if your account is already set up and you need some support to optimize and troubleshoot. If you’re looking for extensive support building new workflows and automations, the Custom Dubsado Setup is what you need! forward.
INVESTMENT
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$400
"Kelly's expertise and knack for breaking down Dubsado intricacies made our coaching session invaluable.
I am a photographer and our incredible coaching call left me buzzing with excitement! Kelly patiently tackled all my questions, providing clear and concise explanations that demystified so many complex aspects that I had built up in my head about Dubsado. By the end of our conversation, I felt equipped and ready to conquer tasks I had been fumbling through. If you want to master Dubsado and turn challenges into triumphs, I highly recommend Kelly's coaching. She's a game-changer! Thanks, Kelly, for an empowering experience!"
- PAOLA
HEY! I'M KELLY
A CERTIFIED DUBSADO SPECIALIST
Count on me for a custom Dubsado setup that streamlines and strengthens every inch of your business.
After working with dozens of service providers—from interior designers to private chefs to wedding planners—I've seen what's possible when businesses really harness the power of their systems.
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 get started!
FAQs
Wondering how to get Dubsado set up… and maybe a million other things, too?
I'VE GOT THE ANSWERS
YOU CAN DO BETTER THAN JUST "HANDLE YOUR ADMIN" WITH DUBSADO
CONTACT KELLY
MCCRACKEN
Achieve your actual ambitions with a strategic setup
that has your back at every step.
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Are you ready?
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