Crafting a custom experience for each client.
Watching countless Dubsado "how-to" videos.
Losing track of clients in your lead funnel.
Hiring VA's to execute a process that wasn't mapped out.
Crafting an experience from lead ➡️ offboarding designed around your mission & boundaries.
Having a process in place that you trust to work for you when you're absent.
Increasing brand loyalty & advocacy through your client experience.
1. Have confidence in the way you serve your clients.
2. Convert high quality leads that love investing in a quality experience.
3. Show your clients that you've invested in YOU the same way you're asking them to .
It's time to invest in refining and prioritizing your business operations....
A 14-Day experience designed to completely build out your Dubsado Client Relationship Management System, create a lead tracking system in your project management tool, develop a feedback/testimonial system, and create your SOP Hub. You'll have a completely refined relationship management process.
We spend 2-Hours on a Deep Dive session mapping out your entire process and identifying any gaps or bottlenecks that exist.
I'll get to work setting up all the techie stuff while you....well....relax.
One everything is set up, I'll completely walk you through what I accomplished and make sure you know how to start working with clients.
PAYMENT PLAN AVAILABLE
"I went from stuck and overwhelmed to empowered and accelerated. Loran under promised & over delivered! I can finally give my clients an experience that meets their needs and satisfies my desire to give them an experience that matches my expert skillset."
"The experience was absolutely amazing. If you're trying to get to multi-million dollars years...DO IT!! I wish I worked with Loran a lot sooner. It would have saved me a lot of frustration and money."
"This entire experience was transformative for my business. This wasn't just about the incredible workflow she built for me -- it was Loran's experience and insight to know what to include and when, to make recommendations and give advice for my whole business. Anyone can learn how to use a platform, but few are true workflow strategists like Loran."
Almost 4 years ago, I didn't have any processes mapped out. I was winging this whole thing.
I would cringe whenever someone would book a call with me because I was praying they couldn't tell that I didn't know what I was doing. To make matters worse, I hired countless Virtual Assistants expecting them to execute on a plan I hadn't conceptualized.
I also wasn't attracting my soulmate clients (people like you 😉) because I was so busy doing admin tasks in my backend.
Instead of developing even better ways to serve my clients, I was chasing invoices, winging my onboarding process, no real client experience.
I was treating my operations like a project instead of the foundation of my business.
Your systems & client experience are the key to giving you the freedom to be innovative and disruptive in your industry.
We've had 98% 5-Star 🌟 ratings since we opened our doors in 2019. This means that we have gone over and beyond to ensure our clients are happy with their investment. Also, Loran has been refining and developing processes for 10+ years including her time in Corporate. She has been the go-to expert in her industry since launching her company.
The Untouchable Client Experience is a 14-day process. This includes document gathering, process mapping, implementation, and walking you & your team through your new process. As long as you provide us everything we need within the requested timeline, your transformation will occur during the quoted timeframe.
We will be completely setting up your Dubsado account around 2 signature services, and building out your lead tracking system, testimonial request system, and SOP Hub with Template done inside of the ClickUp Project Management Tool. Note: ClickUp is the recommended tool. If you do not use ClickUp we can discuss alternatives.
We are so sorry to hear that you've had poor experiences in the past. We are professional tech & systems strategists and pride ourselves on handling our clients that way. Systems are woven into the foundation of our business and you can be sure that we've accounted for any thing that might come up. Also, our communication is top tier and we will always be proactive in discussing anything that occurs outside of the norm.
"Where do I start?! We created such an incredible onboarding experience for my students. Loran was a delight to work with. Her communication is top tier and the way she thinks is mind blowing. I couldn't have done this without her."
"I have been having minor and major hiccups in my client experience using my old process which was all over the place. Loran helped me by developing a smooth, simple, and streamlined process that thoroughly guides my clients. I'm now running my business like a real CEO and my clients are impressed with my process."