Designing custom automations, workflows, systems, and processes for wedding pros, interior designers, bookkeepers, creative service providers, and their teams
Certified Dubsado Specialist and Client Experience Strategist
Everything you think clients can’t see or feel, they eventually do. Let’s make sure the experience you want them to have is the one they get.
When it comes to business, nothing truly stays behind the scenes.
And that’s a problem for everyone
You’re working harder than your systems.
Broken or non-existent systems and processes mean spending hours each week on admin survival tasks, like manually sending follow-up emails, chasing unpaid invoices, and losing opportunities due to disorganization. All the stuff on your “has to get done but I hate doing it” list suddenly takes priority over the stuff you want to do, like actual client work.
If running your business feels chaotic and messy to you, I promise your team, clients, and bottom line feel it, too. Custom, strategic systems and processes not only give your clients an experience worth coming back for, they allow you and your team to get more done, in less time, with fewer things falling through the cracks.
Put plainly, this work helps both you and your clients love your business a whole lot more.
Not only do we solve their problems,
They leave saying things like this
“My Dubsado isn’t designed well and doesn’t look like my brand.”
“My client experience doesn’t match the luxury of my service.”
“I want to hire a VA but I have no systems in place to hand over to them.”
“I’m spending way too much time sending things manually.”
“I’m using Dubsado, but I know I’m not using it to its full potential.”
People hire me for lots of reasons.
But these are their words:
Amie MacNeil, Breakwater Bookkeeping
Working with Ashley has been an absolute dream! She outlined everything in an easy-to-understand manner, making the entire process seamless and stress-free. Her insights at every step have been invaluable, helping me create a top-notch client workflow that truly makes my life so much easier. I couldn’t imagine doing this without her expertise.
Natalie Keeton, Natalie Nicole Photo
After hiring Ashley, I no longer need a virtual assistant. Her services have more than paid for itself in under 6 months. I can't recommend her enough to anyone looking to improve their customer experience and save time.
Robyn Thiessen, Robyn Penner Thiessen Consulting
Working with Ashley was a total game-changer for my consulting business. She created automations and workflows that brought a whole new level of efficiency to how I operate — especially as I was scaling and needed systems I could rely on. Her support during the initial setup was invaluable, and knowing she was available to troubleshoot along the way gave me real peace of mind. I’m so grateful for her expertise and steady presence behind the scenes.
A seamless client experience that makes every client feel like your favorite, send their friends your way, and much more likely to leave five-star reviews.
Repeatable, teachable systems you and your team can easily use, so you’re no longer the bottleneck and can outsource easier (read: finally hire an assistant).
Workflow automations that handle important-yet-annoying tasks like sending follow-up emails, managing admin, and getting contracts signed while you do literally anything else.
I offer two levels of support—pick the one that works for you
Custom Client Experience and Dubsado Set-Up Services
2-hour collaborative audit and strategy session.
Custom Client Experience Map covering each step from initial inquiry and onboarding to client communication and offboarding so that you know exactly what to change, when, and how.
Strategic recommendations and top priorities to help you focus on the right changes at the right time without getting overwhelmed.
Implementation guidance if you choose to DIY.
30-minute review call to ask final questions and discuss next steps.
Strategy and Mapping Session
Investment: $750 USD*
During this two-hour deep dive, we’ll audit your entire client experience from both sides: internal and client-facing. You’ll tell me where you spend too much time, when things usually fall through the cracks, and what your ideal process looks and feels like for everyone involved. Then I’ll translate that into a Client Experience Map built specifically for you, your team, and your clients.
You’ll leave with strategic recommendations and implementation guidance for putting your new process into play, regardless of what software or systems you use. Every Client Experience Map is custom and covers the entire client journey and backend process from initial inquiry to final offboarding.
This service provides the direction needed to position your brand for long-term success in a competitive market.
*Psst… many clients choose not to DIY and instead opt to have me implement changes for them. If you go this route, your initial investment will be applied to your Complete Strategy and Systems build.
Do it together (Dubsado not required)
Everything in the Strategy and Mapping Session
Full Dubsado account optimization or set-up so you can skip the learning curve and jump straight to seamless, low-lift operations
Custom template design to align with your branding (including pricing documents, proposals, onboarding packages, questionnaires, feedback forms, and offboarding materials)
Workflow and automation building and testing to make sure everything happens when it should with minimum manual effort
Training for you and your team so that everyone knows how to follow the new process and implement necessary steps
Lifetime support (yes, really)
Complete Strategy and Systems
Investment starts at: $3500 USD
We’ll start with a Strategy and Mapping Session before diving into a full build or overhaul of your entire Dubsado backend based on your custom Client Experience Map. I’ll create, design, and custom code your proposals, questionnaires, documents, canned emails, schedulers, workflows, and automations so that everything looks on-brand and fits seamlessly into your day-to-day. If existing systems and processes need to be connected, I’ll handle that, too.
You’ll leave with a completely revamped client experience and a Dubsado that looks and functions beautifully. Translation: your systems and processes will finally carry the weight they’re supposed to and you can officially enter your “do more with less” era.
Oh, and you’ll be proud as hell about your custom-branded documents.
Done for you
We’ll have a 30-minute review call to make sure you know how to implement everything or hand it off to me
We’ll have a discovery call to talk about what’s going on for you bts and how I can best help
everything below is the complete strategy & Systems package
Speaking of client experiences…
Here’s what happens after you inquire with me.
Which means you’re in the best hands
I’m a Certified Dubsado Specialist.
Dubsado is an unmatched CRM, both in functionality and design capability. However, getting it set up and optimized is something most business owners simply don’t have the time or energy to do. That’s where I come in.
As a Certified Dubsado Specialist, I’ve passed a rigorous application and examination process proving I know how to get the absolute most out of the platform. When you pair that technical expertise with my deep knowledge of client experience and slight obsession with organization and operations, you get systems that are built to work for your specific business while impressing clients with how well-designed everything looks.
Not only will our work save you tens of hours each month and likely help you land clients you only dreamed about, my certification also means you save 30% on your first month or year with Dubsado when you use my link. Time and money saved? Now that’s a business move you can be damn proud of.
Need this
Make mine look like that
Do this for me
Elevate your client experience with custom-branded proposals, forms, guides, and more
Recent Dubsado Designs
Sydney Meyer, In Ink Weddings
Ashley built out my entire Dubsado system—from workflows to forms to automations—with so much care and intention. Her design eye, communication, and organization made the process smooth and (shockingly) fun. I now have a beautiful, streamlined backend that fully reflects my brand and keeps my client experience seamless. Highly recommend!
Robyn Thiessen, Robyn Penner Thiessen Consulting
Working with Ashley was a total game-changer for my consulting business. She created automations and workflows that brought a whole new level of efficiency to how I operate—especially as I was scaling and needed systems I could rely on. Her support during the initial setup was invaluable, and knowing she was available to troubleshoot along the way gave me real peace of mind. I’m so grateful for her expertise and steady presence behind the scenes.
Natalie Keeton, Natalie Nicole Photo
Ashley was the best decision for my business. I can't recommend her enough to anyone looking to improve their customer experience and save time. After hiring her, I no longer need a virtual assistant. Her services have more than paid for itself in under 6 months.
FAQ's
Q: How long does a full Dubsado buildout usually take?
A: A full Dubsado setup and design typically takes around 6 weeks.
Q: What if I don’t use Dubsado?
A: That’s okay! If you don’t use and don’t want to use Dubsado, you can still book a Strategy and Mapping Session and I’ll build your Custom Client Journey Map around your preferred software and systems. If you are open to switching to Dubsado, I handle your entire set-up and optimization as part of my Complete Strategy and Systems Package.
Q: Do you design my Dubsado materials?
A: Yes. I custom design and code all of your client-facing Dubsado materials to align with your branding.
Q: If I have a team, do you train them on our new systems?
A: Yes. I train you and anyone on your team how to use your new systems and processes as part of my Complete Strategy and Systems package.
