The Hello Systems Experience
For dynamic creatives in business, unlocking freedom, creating flexibility for family time, success, and financial abundance is all within reach. I am here to empower and uplift your business, seamlessly integrating it with your family life. It’s the perfect moment to embrace the beautiful balance of life.
Hello systems!
I truly believe in the power of an incredible client and user experience. This is a make or break for me. If there is a horrible customer service team or the user experience is poor, I will take my business elsewhere.
This is how I expect my business to run. To me, this feels like a non-negotiable to anyone in business.
Having run a successful wedding hairstyling business, I truly understand the value that my brides placed on that extra communication and how crucial it was for me to exceed their expectations at every turn.
Creating this amazing client experience has ignited so much within me and my business. Having systems there to help support my clients while I could be a present mumma has been everything!
This is where my perspective changed through having my daughter. I felt pulled to help other creatives in business take back their time. Why can’t we stay powerhouses in businesses when we have our family. Why does our family time have to be sacrificed due to mountains of paperwork and admin tasks.
The juggle of being a parent, partner, business owner and boss can feel overwhelming and exhausting, but having systems in place to support your business goals doesn’t have to be.
Check out what the Hello Systems experience is all about!
Let’s reclaim our time and say a joyful hello to a life filled with balance!
Here’s an insight into your packages
The creative mastermind
or the go getter
You are a powerhouse in business
You effortlessly juggle the demands of your career while pursuing your passions with determination and drive.
You are smashing goals and achieving incredible milestones in your business, yet it often feels like family time has taken a backseat to your ambitions – but that can change starting now.
Basic SYS
For the creative who enjoys taking care of business tasks manually
You would love a little systems glow up, we understand that finding the right balance between personal touch and efficiency can be a delightful challenge.
Embracing your love for hands-on management while exploring streamlined systems can transform your workflow into a more enjoyable experience, allowing you to focus more on what truly matters in your business and life.
What package aligns to you?
A Dubsado Premier Package
General Set-up with Cohesive Branding
- Setting Set-up in Dubsado
- Linking all your business details
- Integrating branding
- Optimising all settings to work efficiently
30x Existing Clients Integrated
- Uploading 30 of your current clients into your account
- Tailoring their workflows according to their position in your client experience
- Creating client profiles and inputting their details to their project
- Includes dates, payments, invoices, notes etc – personalised to their project
2x Personalised Proposals
- 3 Step Proposal – Quote > Contract > Invoice
- One link for clients to review, select, sign, and pay
- Eliminate back-and-forth emails
- Streamline the entire booking process
1x Lead Capture Form
- Improve your lead management
- Capture and organise customer information
- Nurture potential leads
- Can be seamlessly embedded into your website
- First step of your automations
1x Business Questionnaire
- Ensure essential questions are answered
- Expertly manage and enhance your client’s project
- Can include – detailed client questionnaires, project discovery forms, feedback collection, welcome/pricing guides etc
2x Appointment Scheduler Set-up
- Streamline your scheduling
- Integrate your calendar and showcase your availability
- Clients can easily book appointments directly
- Freeing yourself from the frustration of endless email exchanges
- Types of schedulers can include – discovery calls, booking appointments, onboarding calls/meetings, any appointment you can think of
Payment Plans & Invoices
- Effortless payments with our tailored payment plans that come with specific due dates and handy automatic reminders to keep your clients on track and paying on time.
- Seamlessly connect with Stripe, or Square and start receiving payments right away, plus enjoy the added convenience of integrating with Xero for smooth admin management.
Canned Emails – In Depth Follow Up
- Complete manipulation of emails to reflect your brand
- Business details
- Signature
- Personalised links etc
- In depth follow up/check in emails, – any and all emails you would like to send to your clients
Workflows – In Depth Follow Up
- High level automation
- In depth follow up that works alongside your canned emails.
A Dubsado Premier Package
General Set-up with Cohesive Branding
- Setting Set-up in Dubsado
- Linking all your business details
- Integrating branding
- Optimising all settings to work efficiently
20x Existing Clients Integrated
- Uploading 20 of your current clients into your account
- Tailoring their workflows according to their position in your client experience
- Creating client profiles and inputting their details to their project
- Includes dates, payments, invoices, notes etc – personalised to their project
1x Personalised Proposal
- 3 Step Proposal – Quote > Contract > Invoice
- One link for clients to review, select, sign, and pay
- Eliminate back-and-forth emails
- Streamline the entire booking process
1x Lead Capture Form
- Improve your lead management
- Capture and organise customer information
- Nurture potential leads
- Can be seamlessly embedded into your website
- First step of your automations
1x Business Questionnaire
- Ensure essential questions are answered
- Expertly manage and enhance your client’s project
- Can include – detailed client questionnaires, project discovery forms, feedback collection, welcome/pricing guides etc
1x Appointment Scheduler Set-up
- Streamline your scheduling
- Integrate your calendar and showcase your availability
- Clients can easily book appointments directly
- Freeing yourself from the frustration of endless email exchanges
- Types of schedulers can include – discovery calls, booking appointments, onboarding calls/meetings, any appointment you can think of
Payment Plans & Invoices
- Effortless payments with our tailored payment plans that come with specific due dates and handy automatic reminders to keep your clients on track and paying on time.
- Seamlessly connect with Stripe, or Square and start receiving payments right away, plus enjoy the added convenience of integrating with Xero for smooth admin management.
Canned Emails – Basic Follow Up
- Light manipulation of emails to reflect your brand
- Business details
- Signature
- Personalised links etc
- Basic follow up/check in emails, – just a handful of emails you would like to send to your clients.
Workflows – Basic Follow Up
- Low level automation
- Basic follow up that works alongside your canned emails.
A Dubsado Starter Package
General Set-up with Cohesive Branding
- Setting Set-up in Dubsado
- Linking all your business details
- Integrating branding
- Optimising all settings to work efficiently
20x Existing Clients Integrated
- Uploading 20 of your current clients into your account
- Tailoring their workflows according to their position in your client experience
- Creating client profiles and inputting their details to their project
- Includes dates, payments, invoices, notes etc – personalised to their project
1x Personalised Proposal
- 3 Step Proposal – Quote > Contract > Invoice
- One link for clients to review, select, sign, and pay
- Eliminate back-and-forth emails
- Streamline the entire booking process
1x Lead Capture Form
- Improve your lead management
- Capture and organise customer information
- Nurture potential leads
- Can be seamlessly embedded into your website
- First step of your automations
1x Business Questionnaire
- Ensure essential questions are answered
- Expertly manage and enhance your client’s project
- Can include – detailed client questionnaires, project discovery forms, feedback collection, welcome/pricing guides etc
Payment Plans & Invoices
- Effortless payments with our tailored payment plans that come with specific due dates and handy automatic reminders to keep your clients on track and paying on time.
- Seamlessly connect with Stripe, or Square and start receiving payments right away, plus enjoy the added convenience of integrating with Xero for smooth admin management.
Canned Emails – Basic Follow Up
- Light manipulation of emails to reflect your brand
- Business details
- Signature
- Personalised links etc
- Basic follow up/check in emails, – just a handful of emails you would like to send to your clients.
**All emails in are templated to manually send to clients – for automation, you will need to upgrade Dubsado Plan
To kick things off
- After submitting your chosen package through your personalised proposal, you will be taken to your contract and then to pay your booking fee.
- Upon payment, you will receive a comprehensive onboarding questionnaire to guide you through the initial setup process.
- Once onboarding forms are complete, we will organise a 45-minute review call to verify and finalise all the details from the questionnaire.
- We will then confirm your start date and jump into your Dubsado build 🎉
Design and implementation
- Stunning proposal with upsell options, FAQs, and key elements that highlight your unique offerings to impress clients.
- Custom branded digital signed contract (using your current terms) to secure you and your clients
- Questionnaire form customised to gather essential information for a smooth client experience
- Streamlined enquiry form
- General settings and configurations handled
- Custom email templates crafted in your unique tone of voice
- Custom-mapped fields designed to automatically populate and securely store essential client information.
- Packaging and pricing templates set up for quick and easy quoting
- Payment settings integrated with online payment processor (Square or Stripe) for an efficient online payment experience.
- Payment plans to manage booking fees and payments, complete with automated reminders.
- System project folders created to organise your clients and their business stage
- Client portal set up with a custom-designed banner and secure access
- 20 of your existing clients integrated with tailored automations
- Thorough testing before handover
System wrap up
- Join us for a 45-minute Zoom call where we’ll guide you through every feature and function, so you can start off strong and confident as soon as we finish our chat
- With four weekly system check-ins following the handover, you can ensure that you feel fully confident and in control of all aspects.
- After your 4 offboarding weeks, you have the option to purchase additional Zoom calls should you require further assistance.
To kick things off
- After submitting your chosen package through your personalised proposal, you will be taken to your contract and then to pay your booking fee.
- Upon payment, you will receive a comprehensive onboarding questionnaire to guide you through the initial setup process.
- Once onboarding forms are complete, we will organise a 45-minute review call to verify and finalise all the details from the questionnaire.
- We will then confirm your start date and jump into your Dubsado build 🎉
Design and implementation
- Stunning proposal with upsell options, FAQs, and key elements that highlight your unique offerings to impress clients.
- Custom branded digital signed contract (using your current terms) to secure you and your clients
- Questionnaire form customised to gather essential information for a smooth client experience
- Streamlined enquiry form
- General settings and configurations handled
- Custom email templates crafted in your unique tone of voice
- Custom-mapped fields designed to automatically populate and securely store essential client information.
- Packaging and pricing templates set up for quick and easy quoting
- Payment settings integrated with online payment processor (Square or Stripe) for an efficient online payment experience.
- Payment plans to manage booking fees and payments, complete with automated reminders.
- System project folders created to organise your clients and their business stage
- Client portal set up with a custom-designed banner and secure access
- 20 of your existing clients integrated with tailored automations
- Thorough testing before handover
System wrap up
- Join us for a 30-minute Zoom call where we’ll guide you through every feature and function, so you can start off strong and confident as soon as we finish our chat.
- With four weekly system check-ins following the handover, you can ensure that you feel fully confident and in control of all aspects.
- After your 4 offboarding weeks, you have the option to purchase additional Zoom calls should you require further assistance.
Are you a veteran in business?
Consider “The creative mastermind” or “the Go Getter” with a automation full setup
or maybe just after a little glow up with the “Basic SYS” setup?
The creative mastermind
Full In-depth Set-up
$2470.00
- General Set-up with Cohesive Branding
- Existing Clients Integrated – 30 Clients transferred
- Personalised Proposal
- Personalised Proposal
- Lead Capture Form
- Business Questionnaire
- Appointment Scheduler
- Appointment Scheduler
- Payment Plans & Invoices
- Canned Emails In-depth
- Workflows In-depth
- Canned Emails Basic
- Workflows Basic
The Go Getter
Full Basic Set-up
$1520.00
- General Set-up with Cohesive Branding
- Existing Clients Integrated – 20 Clients transferred
- Personalised Proposal
- Personalised Proposal
- Lead Capture Form
- Business Questionnaire
- Appointment Scheduler
- Appointment Scheduler
- Payment Plans & Invoices
- Canned Emails In-depth
- Workflows In-depth
- Canned Emails Basic
- Workflows Basic
Basic SYS
Basic CRM Set-up
$1190.00
- General Set-up with Cohesive Branding
- Existing Clients Integrated – 20 Clients transferred
- Personalised Proposal
- Personalised Proposal
- Lead Capture Form
- Business Questionnaire
- Appointment Scheduler
- Appointment Scheduler
- Payment Plans & Invoices
- Canned Emails In-depth
- Workflows In-depth
- Canned Emails Basic
- Workflows Basic
Life is way too short to be losing sleep over business admin.
You need Dubsado so you can work smarter, not harder!
Think about no longer sending countless quote and contract follow-ups, receiving on the spot payments and up to date transaction history, client management all in one place
– need I say more!?
Add on’s
Existing Client Integration
$200.00
- Uploading your current clients into your account
- Tailoring their workflows according to their position in your client experience
- Creating client profiles and inputting their details to their project.
- Includes dates, payments, invoices, notes etc – personalised to their project
- Uploaded in lots of 10 clients
- * price based off 10 clients
Personalised Proposal
$240.00
- 3 Step Proposal – Quote > Contract > Invoice
- One link for clients to review, select, sign, and pay
- Eliminate back-and-forth emails
- Streamline the entire booking process
- *price per proposal
Business Questionnaire
$120.00
- Ensure essential questions are answered
- Expertly manage and enhance your client’s project
- Can include – detailed client questionnaires, project discovery forms, feedback collection, welcome/pricing guides etc
- *price per questionnaire
Booking Scheduler
$90.00
- Streamline your scheduling
- Integrate your calendar and showcase your availability
- Clients can easily book appointments directly
- Freeing yourself from the frustration of endless email exchanges
- Types of schedulers can include – discovery calls, booking appointments, onboarding calls/meetings, any appointment you can think of
- *price per scheduler
Business PDF's
$480.00
- Informational business guides
- Developed, designed and uploaded into your CRM
- PDF’s can include : Pricing Guides, Welcome Guides, Resources, Brochures etc
- *pricing per PDF
Dubsado Revamp
Do you already have a Dubsado account but have no idea how it functions or even if it is really working for you?
Let’s revamp it for you!
It’s time to take your Dubsado experience to the next level because I know you’ve put in the effort and yet your processes are feeling super clunky and overall hard. Wouldn’t it be amazing if someone could step in and effortlessly transform everything for you, customising every detail to align perfectly with your unique business needs.
Guess what!? I’ve got you boo!💃🏼
I can come in and create a seamless client experience in Dubsado with automation and workflows that are tailored to your business!
By fine-tuning your system, you can tap into all the incredible features Dubsado has to offer, skyrocketing your business productivity and allowing you to cherish more quality moments with your family.
Let’s get your business streamlined and automated so you can wave goodbye to your clunky CRM and say hello to kickstart your enhanced business journey!
Dubsado Audit Call – $300.00
Revamp costing will be expertly customised to bring your unique vision and system enhancements to life.
