What does an average workday look like?
Do you spend the most time on making your clients happy with your designs?
Or on sending calendar invites & invoices, reminding clients of deadlines, and figuring out what to do next?
You’ve spent countless hours researching Dubsado and ClickUp, watching endless YouTube videos. But Dubsado is still sending out emails it shouldn’t, and ClickUp feels like a glorified to-do list.
So you keep winging it.
At the end of the day, you just want to spend more time designing.
You dream of a design studio where your process is seamless and every client leaves as a raving fan.
With the right systems in place and some expert advice and personalised support, your business can operate smoothly, giving you more time to focus on your creative work and less time on admin because…
You're efficiently managing projects because ClickUp organises your tasks and timelines, transforming from a glorified to-do list into a comprehensive project management tool.
You have reliable automations as Dubsado sends out the right emails at the right time, ensuring smooth client communication.
You've created consistent client experiences where every client interaction is professional and seamless, leading to higher satisfaction and more referrals.
You feel confident in your systems because you know that your workflows are optimised and running smoothly and understand how to make changes if needed.
But you’re starting to wonder if your design studio will ever be able to deliver professional and consistent experiences that wow your clients.
What if you could get your systems set up in a way that they’re tailored to you, your goals & business?
So that you can finally have that freedom that was one of your goals when you started your business.
That financial freedom you have been dreaming about - no more making money for others
Freedom to travel or just open your laptop for the first time after lunch
And the freedom to spend more time with your family and friends
Or the freedom to lie on the ground and cuddle with your dog more
Whatever freedom looks like to you, it’s time to have your systems help you get there.
You KNOW that, with a bit of help, you can make your systems work for you instead of holding you back.
This is why I created a Done-with-You Dubsado & ClickUp set-up Program.
A 1-on-1 collaborative experience that will help you map out your client and/or business processes and teach you how to translate these into a ClickUp or Dubsado setup that works for you.
You'll not only have streamlined processes and your system built out as a pro would have (without the price tag), but you'll also know exactly how the system works and how to make adjustments.
Dubsado Set-Up - What you'll walk away with:
There is no limit to the number of services or workflows that we can build out in your Dubsado like there often is with a done-for-you package. But here’s what we will be working on in our bi-weekly sessions;
+ Workflow Mapping Calls to define your client processes
+ Contracts (as supplied by client) uploaded + optimised with smart fields
+ Branded no-code form design (like lead captures, proposals & questionnaires)
+ Guidance on what to include in your lead captures, proposals & questionnaires
+ Appointment Schedulers set up with confirmation & reminder emails
+ Package and payment schedule creation to easily add to your proposals and contracts
+ Copywriting instructions for your emails
+ Workflow implementation
+ Client portal setup
ClickUp Set-Up for business & project management - What you'll walk away with:
There is no limit to the number of spaces or automations that we can build out in your ClickUp like there often is with a done-for-you package. But here’s what we will be working on in our bi-weekly sessions;
+ Process Mapping Sessions to define your business processes and client workflows
+ Translating your processes into a ClickUp structure
+ Built out your custom spaces, including folders & lists, based on defined business processes, client workflows, and needs for team management. This could, for example, look like this;
+ Business Hub for goal setting, brand guidelines, service overviews, brand messaging, testimonials, platform management, revenue overviews
+ Client Hub with active client projects and workflow templates for each service
+ Brand Awareness Hub with marketing plans and content creation processes
+ Sales & Lead Generation Hub with lead overviews, sales targets & launch plans
+ Creating project templates and automations for recurring processes
+ Dashboard creation to manage daily business tasks and manage client projects
What’s your investment?
Both system setup programs are based on a subscription model. This means that there is no fixed term, but there is a minimum term of 3 months. After the initial 3 months, you can stay on for as long as you like for 2 calls per month or cancel anytime.
How much can you get done in 3 months? It all depends on how much you already have in place, what you want to set up and the time you have in between the sessions for implementation. Most clients need 3 to 4 months to complete their setup.
Investment of £300,- per month.
This might be a bit different than you’re used to
Ready to make your Dubsado or ClickUp work for you?
The first step to working together is to book a complimentary Dubsado or ClickUp Systems Strategy Call.
STEP 1
If you want to experience what it would be like to work together on your Dubsado or ClickUp setup you can do that here or you can click any of the buttons on this page.
STEP 2
The purpose of this session is to dive into your current setup and processes, your goals, and your struggles. After the session, I’ll send you a quick review of my top 2 to 3 suggestions to improve your setup.
STEP 3
If by the end of the session, you’re excited about what we could do together to improve your processes & systems and would like to know more details about the done-with-you system setup program, we’ll schedule a separate call to discuss this.
Is the Done-with-You systems set-up program right for you?
This service is a great fit
+ I have been in business for a while, and while my Dubsado or ClickUp are not working as I would like, I have some business processes in place and/or have worked with clients.
+ I am ready to put my trust in an expert, trust the process, and understand that all of the work we are doing together is aimed to fit with my business, my goals, and where I am right now.
+ I might want to outsource parts of my business at a later stage, but right now, I want to invest my time and money in learning everything that comes with having streamlined processes & systems.
+ Do you have more questions? Check out the FAQ or fill in the contact form.
this service isn’t a great fit
+ I don’t feel comfortable when it comes to systems or processes, and I’m not sure if I’m ready to spend time on things that I don’t like.
+ I don’t know if I am ready to trust an expert. I am taking courses and workshops all the time and just want to copy what I like from all of these educational resources. I just need some help to put it all together.
+ I just started my studio and am still deciding my services and who I want to work with. Don’t have Dubsado or ClickUp, and I don’t have experience working with clients.
HI, I AM STEPHANIE
I'm a wife, a dog-mama, an explorer and a Scotland-based mentor and brand strategist for brand and website designers who built a business as a self-taught designer after 6+ years as a business analyst and pricing manager (and managing a 65-million revenue portfolio for a Fortune 500 company).
While working as a designer I noticed that many established brand & website designers are overwhelmed and are feeling uncomfortable with the strategic and numbers side of their business and struggle to grow their business and increase their revenue (and profit) without working more.
And you don’t break a person away from creating action plans to streamline processes and increase revenue and profit so easily. So now I –
Bring this corporate experience into the creative world to teach established yet overwhelmed designers to step into their role as a CEO.
Help them transform their business to be more profitable and sustainable through a proven 3-step framework.
And serve up custom strategies based on their business, vision and this-is-enough-for-me-goals
… all in an era of feeling pressured to become a 6-figure business owner and one-size-fits-all approaches to growing a business.
When I am not developing the best strategies for my clients you can find me hiking with my husband and border collie Robbie, curled up on the couch with a book or exploring Africa with a 4x4 with a rooftop tent.
“I was struggling to understand ClickUp and how it could impact our design agency.”
I knew that I needed the longer-term investment of handholding whilst I worked through all our processes. And now I am much more confident and I am excited to put my learnings and ClickUp set-up into practice with future clients.
The setting up of Dashboards within ClickUp has been a huge gain. Being able to point my colleagues to a dashboard that will answer all those little questions that they keep asking me has already taken a load off. Having a new customer tell me that whilst our approach was the friendliest of all she had received, our structured work plan was also the most professional.
Stephanie is worth every single penny and more. You may think you are working with Stephanie on one part of your business but you'll find her knowledge and insight will far out way just that one problem and solution. And the little videos when I was facing something niggling between our sessions were invaluable!
Katie Fenton - Project Manager at Two Fentons Website Design Agency