TBH EXPERIENCES /
SYSTEMS + OPERATIONS
TURN-KEY SYSTEMS SET-UP, COMIN’ IN HOT
Whip-smart systems don’t create themselves.
But The Blaire House can create them for you.
Create a raved about client experience (and a more streamlined process) through TBH’s high-level & detailed Systems Setup & Automation Experience.
and
SYSTEMS SETUP
Automation
EXPERIENCE
"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
WHAT's included
let's talk about
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.
Any additional calls or weeks of troubleshooting support will be at an additional cost and at the discretion of The Blaire House.
As an Enneagram 8w7, I'm a big personality who brings her full self, passion, and experience to the table and pulls the right energy out of you, too. What you see is what you get with me. What I thinks is what you hear. You could say I'm a straight-up, no-fluff, tell you like it is - said with love, of course - kind of gal.
Based in Louisville, KY, I'm a Southern transplant from the MidWest. And, um, I'm kind of a pusher. I push people. (Mean Girls, anyone?!) As in, I push you to get the important things done that you said you were going to do. I encourage you to create space for the things you’re either sick of missing out on or simply neglecting because your eyes are always glued to your screen. I enable you to delegate without worrying you’ll have to re-do it all anyways.
a passionate coo fueled by anine bing & a finely poured draught beer
Brooke Sager
meet the founder + your COO
Week 01.
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 and systems.
STRATEGY CALL
Week 01.
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
Weeks 01 & 02.
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, creating workspaces, folders & lists, inputting availability within your scheduler and importing data from your previous PM platform, 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
Week 02.
When everything is locked & loaded inside of Dubsado and ClickUp, 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
Week 02.
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 Slack.
TRAINING & TURNOVER
THE TBH PROCESS
FAQ
Do you have set "office hours"?
M-F, 9:00 AM - 2:30 PM EST. TBH's office is always closed on weekends and all major holidays, as well as the last two weeks of December.
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how do you communicate with your clients
clickup & Slack! 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!
02
can i add to my project scope?
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.
03
do you offer payment plans?
A 50% deposit is required at the time of booking your Systems setup & automation Experience. Given the short turnaround, the remaining 50% will be due in full 4 weeks after your intial payment is made.
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