top of page
Image by Elizabeth Pishal

Take Control of Your Workflow

Go From Chaos to Clarity with the Workflow Strategy Intensive.

Let Me Guess...

Imagine having your workflows perfectly crafted without the headache of figuring it all out yourself...

You're a social media manager with a growing list of clients

You know Dubsado can streamline your processes, but who has the time to learn every detail?

You're sick of watching YouTube videos about Dubsado Workflows

​You created a Dubsado account, took one look and slammed the laptop shut…

1.png

Say Hello To....
The Workflow Strategy Intensive!

You want to be efficient in your business, but learning Dubsado is just another task on an already full plate. 

​

Imagine having more time to focus on client management, content creation, and building your brand, rather than getting bogged down in administrative tasks. With a tailored Dubsado workflow, you can achieve greater efficiency and provide an even better service to your clients.

Image by Elizabeth Pishal

Hi, I'm Betsan!

I'm a mum of 2 boys, from Wales (UK). If I'm not running to and from football games, I'm diving into the back end of your systems, taking you from overwhelmed and confused to using Dubsado with ease! 

​

My speciality lies in creating client experiences that not only make your life easier but creates a seamless experience for your clients!

​

I understand first hand what it’s like feeling like your business is running you, being a one (wo)man band, trying to juggle all the things, the kids, growing your business and still having a life! It's overwhelming! That's when I discovered Dubsado.

​

I have been a Dubsado Certified Specialist for 3 years and helped women in business to save hours of struggling with the behind-the-scenes tech so they can focus fully on working on their business not in their business!  

Untitled design (8).png
Copy of Certified Dubsado Specialist - horizontal - black text.png

Why The Workflow Strategy Intensive is Right for You

You don't have the time or the headspace to get bogged down in the complexities of figuring out your Dubsado Workflows. This service will do it for you and give you your time back.

You Need To Save Time

No generic templates here. Your workflow will be uniquely tailored to fit your business model and client interactions, ensuring it meets your specific needs and helps you achieve your goals.

You Need A Personalised Strategy

You want to book those high ticket clients, but you just feel overwhelmed on where to start with your client journey or you want an extra pair of eyes to see where you can improve on your current client journey.

You Need To Improve Your Client Experience

VA 1 Click Template Proposal Welcome (5).png

The Process

The Workflow Strategy Intensive is all about providing a personalised, step-by-step approach to help streamline your business. With this service you get expert eyes on your business processes, ensure your workflow is efficient, tailored to your unique needs and your client experience is on point.

Here's how the service works:

Client Questionnaire 

After you’ve booked in, you’ll receive an in-depth questionnaire designed to help me understand your business and its unique processes. Please submit this questionnaire at least three days before the project start date to ensure we’re fully prepared to dive in.

​

Custom Dubsado Workflow

After the project start date, I will take all the insights and information from your client questionnaire and create a comprehensive, step-by-step Dubsado workflow plan. This plan will be customised to your specific needs, ensuring it aligns perfectly with how you run your business. I'll break down each step in a clear and concise manner, so all you have to do is copy the steps into your Dubsado account. No guesswork, no stress—just a straightforward path to a more organised business.

 

Recorded Video Walk-Through

I'll record a personalised video walk-through of your workflow template, explaining everything in detail! This video guide will cover each element of the workflow plan, providing visual and verbal instructions to ensure you fully understand how to implement and use the workflow in your Dubsado account. This walk-through is designed to eliminate any confusion and provide you with the confidence to manage your new, streamlined processes effectively. 

Stop spending hours trying to figure out Dubsado on your own. Let's create a workflow that works for you, so you can get back to what you do best—managing your clients and growing your business.

Book Your Workflow Strategy Intensive Today!

Take the first step towards a more organised and efficient business.

Click the button below to book your Workflow Strategy Intensive and start transforming the way you work. 

Investment
£397

This offer is redeemable against future implementation services up to 60 days.

Image by Elizabeth Pishal

Client Love

"I’ve worked with Betsan for quite some time now and would be lost without her! Having gone from running my business on multiple different programs I got very overwhelmed and frustrated. That’s when a Betsan came in with the suggestion of Dubsado and it’s completely changed the way I work, highly recommend."

- Amy Normanton

bottom of page