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Setting Up Processes & Workflows Workshop

$ 40.00 USD

In this 1.5hr workshop, I show you my process for client projects and business operations as well as business funnels! I'll take you through my entire Dubsado CRM setup and also how I use ClickUp to reduce extra admin work and increase my efficiency.

includes

returns policy

All sales are final and not eligible for returns, refunds, or exchanges. If you are unhappy with your product, please contact us and we'll make sure you're happy!

how it works

You'll receive a PDF with a link to your workshop video and the password to access it!

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Features

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How It Works
from start
to finish
How It Works
from start
to finish

Purchase

We’ll start with an in-depth questionnaire & 30-min strategy call to align our visions and acquaint us with your business & goals.

Invitation

We’ll take the intel from our discovery phase and explore different creative directions for us to consider & ponder.

Installation

You’ll give us some feedback and we’ll move forward with a direction, refining and perfecting it for 2 rounds of revision.

Customization

After approval, we’ll package and deliver your files to you alongside any required tutorials, tech support, and instruction.

Templates in Use

Customer Reviews

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Gerda S.

Watched this workshop few months ago and it helped me so much with improving my client process and just workflows in general!! A clickup girlie now

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