DUBSADO CLIENT
DUBSADO CLIENT
LET'S
GO
ORGANIZE
jacksonville professional organizer and personal assistant
Before working together, this organizer was juggling everything in spreadsheets — tracking inquiries, sending invoices, booking calls — all manually. She knew it wasn’t sustainable, and that it was time to upgrade to a system that could actually support her growing business.
She offers two core services: organizing and personal assisting. We created a simple, seamless workflow for each. Now, her clients can inquire through her website, get an automated response, and book a consultation with ease. Afterward, they receive a custom proposal that includes their contract and invoice — no extra work on her end. They receive email reminders automatically and a guide to help them prepare for their session. She can not accept tap to pay payments in person via the Dubsado app once the project is complete! Everything is automated but still personal.
WHAT WE ACCOMPLISHED
A simple, streamlined client journey
Workflows for both services (organizing + personal assisting)
Branded proposals that auto-generate contracts & invoices
Scheduler + invoice to secure time on her calendar with a payment for Personal Assisting hours
A full Dubsado setup to support to allow her to grow her business and generate more income
TESTIMONIAL
Kelly was beyond helpful in setting up my Dubsado account for me. I literally could not have done it without her. She was professional, knowledgeable, well-versed, and SOO sweet. To invest in my business was a big step but to then get a helping hand from someone who actually cares AND to have my forms and workflows be perfect is just everything and more.
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If you are looking for someone to help you with your setup, look no further and book Kelly!!! I literally cried happy tears seeing it all. Thank you!
-chelsea
DUBSADO
WORKFLOWS
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EMAILS