Done-for-you client booking systems.
Make it easy to capture leads, send proposals, sign contracts and get paid.
Contracts & forms & lists – oh my!
😰
Trying to remember all the little steps involved with booking a new client but getting lost in the sauce? Client booking systems automate or templatize those tasks, making them easy to rinse and repeat.
Make booking clients easy.
You want your clients to be fully prepped and primed so that when you show up, it’s game on.
That means…
- Their appointments are scheduled
- Their questions are answered
- They’ve provided everything you asked for
They’re feeling clear and confident about working together and you’ve got all the info you need at your fingertips – right where it belongs.
See how I’ve done it for businesses like yours:
Easy Scheduling
Share your availability, book calls & confirm appointments – all automatically!
Impressive Proposals
Make it absurdly easy for clients to say “heck yeah” and sign themselves up.
Frictionless Payments
Professional invoices, reminders & online payments make it easy to get paid.
Smooth Onboarding
Welcome clients with clear instructions so they’re never left in the dark.
Powered by best-in-class software:
What's included:
- Platform Recommendations: I'll help you choose the tech that's best for you, and get it all set up.
- Workflow Mapping & Setup: Free up your time by automating or templatizing routine tasks – from sales and onboarding to offboarding.
- Scheduler Set Up: I’ll integrate your digital calendar and set up appointments with confirmation emails and automatic reminders.
- Custom Asset Creation: I’ll write and design all of the assets your system needs, like a lead capture form, proposal template, and canned emails.
- Migration from your current system: I’ll move the data from your old system to it’s new home, so everything is right where you need it.
- Integrations: Hookups to the services that run your business, like payment processing and bookkeeping software.
- 1:1 Training & Post-Project Support: You’ll get a 60-minute training call, a library of video tutorials to refer back to, and 2 weeks of post-project email support – just in case.
The Process
🎶 This is how we doooo it! 🎶
#1 EXPLORE
First we map out your sales & onboarding process and choose a platform that fits your needs.
#2 CREATE
Then I’ll create each of the pieces: intake forms, call schedulers, proposal templates, etc.
#3 CONNECT
After all the pieces are created I’ll connect and test them to be sure everything works as intended.
#4 TRAIN
I’ll show you everything works and provide video tutorials you can refer back to (and share with your team!)
FAQ:
You’ve got Q’s and I’ve got A’s. If your question isn’t answered here, feel free to contact me.
I’m very comfortable under the hood of most platforms – even industry specific ones!
That being said, I’ll be honest if I don’t have experience with your particular platform so you can make an informed choice about working together.
My most-used are Dubsado, 17 Hats and Honeybook.
Gladly! Let’s make sure everyone who uses the new system feels confident navigating it.
You’ll also receive a custom tutorial library you can refer back to at any time. (Super helpful for new hires!)
Sure thing! We’ll nip and tuck your proposal so it has exactly what you need.