As a business providing 1:1 client services, tasks like sending proposals, invoices, contracts, and follow-up emails will always be a necessary part of your process.

But as the CEO of your business, these tasks shouldn't be something that continues to drain your time, energy, and resources. Let alone, cause you to compromise on the level of service you’re providing to your clients.

Because when things get crazy busy? (And trust me, I know they do!) It’s easy to get…ehhh, really overwhelmed…when it comes to getting them done.


Done right—
right from the start.

the way it should be.

But I also know that an industry-leading client experience matters to you—big time.

Which is why I’m here as your interim COO to help you call the shots. I’ll take over when it comes to setting up efficient and equally beautiful workflows, forms, and client-facing documents that keep your clients knowing they made a damn good choice when they chose to inquire (and ultimately work with) your brand. 

Meet Dubsado

WHY I LOVE IT (AND YOU WILL, TOO)

01.

02.

03.

04.

05.

The ambitious entrepreneur’s secret weapon, Dubsado is an entire suite of business tools at your fingertips & all in one place. Think of it as the engine of your business, working hard to keep you organized, protected, on-brand, and duh - making money. What can’t it do?

Meet Dubsado

WHY I LOVE IT (AND YOU WILL, TOO)

The ambitious entrepreneur’s secret weapon, Dubsado is an entire suite of business tools at your fingertips & all in one place. Think of it as the engine of your business, working hard to keep you organized, protected, on-brand, and duh - making money. What can’t it do?

01.

02.

03.

04.

05.

So allow me to say, I’ve learned a thing or two about how to make it function to the fullest extent, how to integrate it with the rest of your branding, how to take things up a notch, AND how to have you exerting the least amount of effort possible moving forward.

This isn’t just tactical set-up (although, you’re 100% getting that) - you’re also getting my high-level and strategic COO brain to help you determine and create an overarching client experience process that makes the most sense for your unique business.

But I’ll be the first to admit—it can be intimidating
and a beast to set
it all up.

Lucky for you, I’ve been completing set-ups for service-providers of all different types for years.

I was so excited to see the workflow come into place. Brooke was a legend at this part; I had absolutely no idea that a workflow was possible within Dubsado. Brooke was able to envision my process and put it into easy steps that eventually came together into my workflow. Emails, adding to-do's, sending contracts. She thought of it all!

CHLOE THOMAS

the traditional dubsado experience

Hella brooklyn lumbersexual letterpress tofu kombucha selvage, lomo hot chicken shoreditch asymmetrical banh mi semiotics. Flannel snackwave fanny pack, affogato next level wayfarers keytar hell of chicharrones. 90's shabby chic adaptogen pinterest skateboard cliche.

MADISON TERRY

the DELUXE dubsado experience

or use a great pull quote to show your clients love!

KATHY YOUNG

Run a lean and efficient team without wasting unnecessary admin hours on things that can be templatized or automated

Elevate your overall client experience while maintaining peace of mind

Improve your sales conversion (including even higher-ticket projects!) because you’ve been able to build trust from the very first touchpoint

Confidently send proposals that have been built to impress and convert

Dubsado + TBH

Serving and Scaling Well Starts with

Stop nitpicking your process here and there, and set up a strong foundation in one sweep with my strategic implementation

Shave hours off your workweek because it takes mere minutes to execute client onboarding & offboarding 

Have airtight processes so you can easily scale beyond 1:1 work when you’re ready

Receive stronger testimonials because clients not only loved your work but the entire process of working with you too 

Be up and running with your new systems & process in as little as one month

What'cha waiting for? read on!

Did I just peak your interest?

Workflow audit
Set-up for: (XX) Emails, Forms, Workflows, Packages, Schedulers
TBD
Discounted access to Copy Uncorked’s Client Experience Bundle for further copy + email templates

Luxe

03

•  Workflow audit
•  Set-up for: (XX) Emails, Forms, Workflows, Packages, Schedulers
•  TBD
•  Discounted access to Copy Uncorked’s Client Experience Bundle for further copy + email templates

Traditional

02

VIP

Client questionnaire
Kickoff Call 
Workflow Audit

01

Three Tiers of Dubsado Set-up to Suit Your Needs

LET’S TALK OPTIONS

What’s Search & Grow?

FOR my VIPS

It’s the best way to elevate your forms and proposals to ensure they’re attractive, on-brand, and timeless (like a good capsule wardrobe)—and all without ever leaving Dubsado. These premium templates have been pre-coded so you don’t have to worry about writing a single line of it. You’ll be provided with exclusive TBH pricing to purchase. From there, we’ll include the customization of your template as part of your Dubsado set-up package.
(A $X, XXX standalone value - NBD.)

So when can I get my Dubsado set-up DONE?

READY TO DO THIS?

Now offering direct booking, you can find a time on my calendar below to officially book your start date. From there, I’ll be in touch with more
details and next steps. Don’t worry, onboarding is as easy as getting dressed in your favorite ‘fit!

HAVE A FEW QUESTIONS?
LEARN MORE BELOW.

All the A's
to Your Q's

All the A's to Your Q's

Monday - Thursday, 9:00 AM - 2:00 PM. TBH recognizes Summer Fridays during the months of May - August. TBH's office is always closed on weekends and all major holidays, as well as the last two weeks of December.

Slack & ClickUp! Phone calls are by appointment only and must be scheduled in advance. Texting is reserved for my husband, teenage daughter, and my friends that love to send me outrageous TikToks on the regular!


A favorite question of mine! If at any time you would like to add to your project scope, simply let me know and I’ll put together an estimate based on my current availability and pricing. I am here for you as your business scales and becomes more sustainable and profitable.

Absolutely! We do require a 50% deposit with additional payments from there. Know that we’re always open to a conversation and discovering what may best suit your needs, so don’t hesitate to ask.

Once all systems are a go, we’ll schedule your 60-minute recorded wrap-up session so you’re super clear on how to use it all moving forward. You’ll also receive our detailed Client Goodbye Guide with recorded video tutorials unique to your set-up as well as 2 weeks of troubleshooting support via WhatsApp.

TRAINING & TURNOVER

STEP 05 //

When everything is locked & loaded inside of Dubsado, we’ll move on to testing all workflows, forms and integrations (such as Zapier and Google Calendar). You’ll also have a chance to provide feedback on anything that needs adjusting.

REVIEW & TESTING

STEP 04 //

At this point, you can take yourself out for brunch or happy hour, as I’ll be hard at work uploading your canned emails, setting up workflows & automations, inputting availability within your scheduler, creating packages and payment plans, and the whole nine yards. You’ll receive a mid-point check-in email with updates and any questions that have come up. 

IMPLEMENTATION

STEP 03 //

Next, we’ll continue with mapping out a new/revised process, including all the detailed steps from Point A to Point B. This is where you truly get my strategic COO brain on the backend of your business, with the combination of done-for-you implementation.

Process Mapping

STEP 02 //

Before our first call, you’ll receive a detailed questionnaire to help provide me with the information I’ll need to begin initial discovery. During our call, we’ll discuss things in more detail as well as complete a comprehensive audit of your existing client process.

strategy call

step 01 //

success

outfitted for

let's get you

Like a good capsule wardrobe, TBH's process is simple, sustainable, and feels as comfortable as the outfit you want to wear over & over again.

Note: The timeline of your project will be determined by your package selection.

What would whip-smart workflows and airtight systems make possible for you & your business?

Don’t go another month without Dubsado
+ TBH on your side.