Get ready to simplify and
up-level your systems to take
back control of your days.

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DONE FOR YOU SYSTEMS STRATEGY + SETUP

Our signature done-for-you Essential Systems + Tech Setup is for female founders looking to streamline, simplify, and implement good systems in their business while elevating their clients’ experiences.

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i know what you need, friend

Your systems and client experience to communicate that you're THE go-to expert in your industry and that you mean business.

Let me guess...

You’ve spent countless hours building the business of your dreams and now you're ready to take back control of your days so that you can focus more on the impact that you make.

You've solidified your offers, created content that attracts your ideal client, but now you're ready for your client experience and systems to highlight the stellar service that you provide.

The DIY route just isn't for you and you're ready to partner with a systems pro that can optimize your systems and craft a swoon-worthy client experience that sets your business up for success.

You long to get the way you do business out of your head and on paper to create clear instructions and finally take a step toward truly being the CEO in your business.

Imagine what it would be like if...

You had a streamlined roadmap to take your clients from inquiry to off-boarding with ease.

You are at peace because your systems are organized, efficient, and easy to manage.

You can wake up every day and focus on what you do best without worrying about whether your projects are on track.

You had your processes documented in a centralized location, making it easier to take that much-needed vacation without stress.

All your operational systems were in alignment, and you have a top-notch experience that's referral worthy.

essential systems is the solution to help you get the time freedom, structure, and balance you deserve.

apply to get started

Strategy Call 2-hour session inclusive of mapping, optimizing, and improving your client experience and backend operations.


DUBSADO + CLICKUP and More...
A complete setup of your systems with thoughtfully crafted automations.

Essential Systems

Glad you asked, here's the details!

What's Included?

Please note the base investment is typically for 2-3 services or focus areas. Custom quotes are provided for each inquiry to include the number of your service offerings, integrations, and complexity of workflows.

Full Setup and Optimization of Software account settings tailored to your brand to to ensure that your system is fully operational at project handoff.

Service Offer & Payment Schedule Optimization offer planner and template set up to showcase your deliverables and automate payment reminders.

Appointment Schedulers to create a seamless booking and scheduling experience for you and your clients.

Canned Email templates crafted to communicate with your clients with ease.

Custom-designed Proposals and Forms code-free branded forms to create a cohesive client experience client throughout each interaction. (CSS-designed forms available as an add-on)

Workflow Optimization and Implementation to assist with your day-to-day tasks so that you can focus on serving your clients.

Integrations using Zapier to connect the tools you use to deliver your services ie. video conferencing, email, project, and file management.

Wrap Up & Training 2-hour session to walk through what we've completed and answer questions.

Resource Guide inclusive of a custom video library and resources to help you navigate your systems with ease.

Ongoing Support 3 weeks of ongoing support after project handoff via email to answer questions or make minor account modifications.

Documentation creation of your processes and workflows to add to your company’s playbook.

Investment Starts At: $3,500

(PAYMENT PLAN AVAILABLE)

Our current turnaround time is 2 weeks from our Strategy Call to Implementation
providing a fully operational system ready for your use.

Coffee Chat

Let's schedule some time on the calendar to have a quick Coffee Chat to discuss your goals and to see if we're the perfect match for your project. If everything sounds great I'll send over a custom quote with detailed instructions on how to secure your project on my calendar.


Strategy + Assessment

Once you've secured your spot on my calendar, you'll receive a pre-work questionnaire so that I can gather additional details about your business. Then, we'll meet 1:1 to discuss strategy, uncover any gaps in your current processes, and map out your dream client experience.

Implementation

Following our Strategy Session, you can relax while I will get to work behind the scenes setting everything up for you. I will test the automations and integrations, ensuring tech where applicable is do the heavy-lifting for you.

training + support

We're all done! We'll meet on a video call to walk through and get you acclimated to your new systems. Don't worry, I won't leave you hanging! You'll receive three weeks of support while you're familiarizing yourself/team with your new setup.

How it Works!

let's make it
official

Ready to get started?

If you’re ready to build good systems in your business and think we’d be a great fit to work together, complete the inquiry form below. 

Working with Shanti was a game-changer for my embroidery business!

DESTINY B. | CEO OF A HOUSE CALLED HUE

"Shanti is very proficient in business processes and systems and helped make outsourcing my setup effortless on my end. I was able to start using Dubsado immediately and my clients were delighted with my new streamlined process."

The investment was priceless and I will use her again as I expand.

teresa g. | CEO OF bk life & style

"Shanti helped me streamline my website design and create workflows that work smarter for me which has made a huge difference in my business. I'm now doubling sales with the workflows she helped me create."

"Shanti is professional in how she handles each step of her business making it easy to work with her. With the challenges in working remotely, the workflow she instituted made the experience seamless."

AMBER M. | CEO OF CREAMEDSOAPS

Working with Shanti was so easy and I'd work with her again!

what clients are saying...

YOU MIGHT BE WONDERING...

Is this right for ME?

say no more,
I'm sold

Yes if you want work-life balance on your terms!
Partnering with us to get your systems in shape gives you the freedom to enjoy brunch + mimosas with your friends and not worry about missing out on booking a new client.


Yes if you're looking for results!
Streamlining your process and eliminating the pieces that don’t work anymore increases the efficiency of your day-to-day operations, allowing you to focus on what matters most - your clients.


Yes if you're ready to save time!
You can focus on growing your business while we take care of the heavy lifting - tech setup and workflow optimization.


Yes if you have a service offer clients love and are ready to book!
You have the expertise, but need an efficient way to follow up with new leads and book new clients.

You've Got Questions... We Have Answers!

To secure your start date we require that the proposal be accepted, the service agreement signed, and a $1000 deposit paid within 3 days of the proposal date.

We offer a 3-Pay payment plan on our setup services. $1,000 due upon acceptance of the proposal to lock in project dates and two equal payments remaining. One payment due two days before your Strategy Call and the last payment due two days before your Execution Session. 

Our process takes on average two (2) weeks to set up after our Strategy Call with the cooperation of requested collateral from client.

You will need the details of your service offering and deliverables, your pricing structure, branding (logo, brand guide, professional photos, and any stock images that you would like to use), contract verbiage, and an idea of the information that you would like to include on your forms to collect data from your clients.

After your live training session, you will receive 3 weeks of support from a trusted Systems Pro and a detailed Client Resource Guide so that you don’t have to navigate this new journey alone. Extended Support packages are available for an additional fee.

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