for women making shit happen
crafting unparalleled client experiences
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Inquire About Your Project
Simplicity and ease are the name of the game—that’s why we offer one signature client experience package that’s tailored to your needs, clientele, and process.
While the package is consistent, the path is custom; no two client journeys look exactly alike. We listen to your needs, identify your unique gaps and areas of opportunity, and craft a personalized plan that’s sustainable and effective at getting you where you want to go.
ENDLESS DESTINATIONS
ONE PACKAGE
Is Client Experience Your Stuck Point?
You’re struggling to convert leads into clients —
people are interested, but not enough to actually book you
the classic signs
say less, i need this
Not sure if hiring a client experience specialist is the right next step for you? Here are some tell-tale signs and symptoms that client experience is your stuck point.
You have clients, but they rarely come back for more —
acquisition is easy, retention is hard
Even when you think you’ve done a great job, your clients aren’t referring people your way —
but they’re also not sharing helpful feedback about why
Day-to-day admin tasks (like onboarding, emails, and offboarding) take up your entire day —
you always get things done, but you never get ahead
You’d describe your backend as chaotic or messy —
and sometimes you worry that your clients can tell
Day-to-day admin tasks
(like onboarding and emails)
take up your entire day —
you always get things done, but you never get ahead
Specializing In Custom Client Experiences For
Copywriters | Designers | Coaches | Photographers | Bookkeepers | Social Media Managers
Natalie Nicole Keeton
"Ashley is the BEST decision I made for streamlining my wedding photography company. She reviewed my client experience and perfected the process and automated systems so that my clients have a high-touch experience without hours of writing emails on my end. She has saved me thousands of hours and dollars. She is worth every penny and more!"
Saved me thousands
“
REVIEW NO. 1 of 2
Natalie nicole photo
owner & primary photographer
Melissa M.
This is unreal. I can't believe this is how I'm going to operate now! I can't even!
This has all made me so happy, and I can't wait to start serving my clients in this way now.
I can't even
“
REVIEW NO. 2 of 2
Westyn & Co.
Certified professional Bookkeeper
Necessary paperwork: After you decide to move forward, you’ll sign your contract and pay your invoice—then we can leave the boring paperwork behind and get started.
your inside look - because transparency is everything
A PEEK AT
OUR PROCESS
BECAUSE TRANSPARENCY IS EVERYTHING
ONE
TWO
THREE
FOUR
90-minute strategy call: Together, we’ll map out each step of your current client experience—uncovering gaps and discussing how to fill them.
Customized flowchart: You’ll receive a clear, detailed flowchart of what your new client journey could look like (gaps filled & opportunities capitalized on).
five
six
seven
Implementation: Once you give me the go-ahead, I’ll implement your new process and make sure each step is airtight. This is also when we'll implement everything inside of dubsado — if you've chosen to go in that direction.
Training and support: Before sending you into the world on your own, you’ll be thoroughly trained in your new process (along with anyone on your team). But don’t worry, ongoing support is part of the deal, and I’ll be here to lean on when you need it.
start your project
Finally, A Luxury Experience You Can Be Proud Of
and systems that save you time.
A holistic & strategic approach to client experience
Custom Full-Service Client Experience Build
Each client experience buildout is completely custom and based entirely on your business’s unique needs. Not only will we create a new client journey, but I’ll also create fresh, on-brand docs and collateral for each step and be here to offer business strategy insights along the way.
Here’s a look at what we could create and implement as part of your package:
+ Inquiry Form and Sequence
+ Sales Materials
+ Proposals
+ Welcome Sequence
+ Onboarding Process
+ Client Questionnaires and Check-ins
+ Offboarding Process
+ Additional Process Docs
& more
Starting investment: $3970
start your projecT
Custom
Full-Service
Client Experience Build
A fully automated client experience
DUBSADO SET UP
add-on
For clients using or wanting to use Dubsado to automate their client experience, I can take everything we created during your buildout and implement it inside of your CRM. I’ll also optimize your whole account—ensuring cohesive branding and clean processes throughout.
If you want to add on this service, please indicate that when filling out your inquiry form.
View Next
OBMs (online business managers) typically handle the systems and processes that help you and your team function smoothly, whereas I put myself in the shoes of your client and build processes that offer them an unparalleled experience (while making your and your team’s lives easier). One other distinction is that OBMs usually focus on one or two software, whereas I take a holistic and strategic approach to your business that can encompass a multitude of software, tools, and systems.
How are you different from an OBM?
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Yes! You arguably need me even more if you have these team members. A holistic client experience offers your VA or OBM the proper systems and processes to work within so that they can better support you and your clients—freeing up their time to help you with other tasks (and stretching your investment).
What if I already have a VA or OBM? Do I still need you?
View Next
Nope! A CRM is a great tool for automation and organization, but it’s not always necessary. We can still create a beautiful, seamless client experience for you with tools like email templates, branded PDFs, and Canva. But if you’re interested in learning more about Dubsado, I’d be happy to answer your questions!
Do I need a CRM for this to be worth it?
Frequently Asked Questions
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