I've used every CRM and project management program under the sun... But only one has my heart!
I'm a Certified Dubsado Specialist!
Being part of Dubsado's official certification program since 2021 means my skills and training have been annually evaluated by the Dubsado team through rigorous examinations, and continuously meet their high standards for offering Dubsado setup services. Active membership includes a listing on Dubsado's own directory, mandatory feedback surveys, and a special 30% discount on subscription, which I provide to all of my clients.
Dubsado is a blank canvas for your business needs across countless industries. With a host of flexible and customizable features, the possibilities are endless.
I have three experiences for you to choose from...
OPERATIONS AUDIT + CUSTOM STRATEGY
We start with a Zoom meeting where we'll deep-dive on your current systems and processes to uncover bottlenecks that are stifling your schedule and scalability. Within a week, I'll deliver a comprehensive game plan to help you to implement smarter systems and streamlining solutions so you can get back to the parts of your business where your time and energy are more valuable.
90-Minute Live Session + Action Plan
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This VIP experience will take your signature service from drab to fab - we'll tackle each and every step from discovery to collecting testimonials!
Together, we'll pick apart the current and ideal processes for your chosen service offering, integrate 'surprise & delight' moments, and elevate the experience for both you and your ideal client.
Then, I'll pop into your CRM system (or set one up for you) to create a seamless workflow that automates most of the heavy-lifting and ensures quality and consistency, even on your busiest of days!
Within one week, you'll be able to use the system to take your clients from A to Z, along with video trainings and references to walk you through exactly how to use the system and make changes.
STREAMLINE YOUR SIGNATURE SERVICE
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Done-For-You System Setup For Your Most Popular Transformation
OPERATIONS OVERHAUL
If you're ready to systematize not only your signature service, but other part of your business under one virtual roof - i.e. lead gen, scheduling, invoicing, contracts, forms, questionnaires + more - this experience will make admin overwhelm a thing of the past!
By systematizing everything at once in one streamlined platform, you will ensure that your brand remains consistent across all materials that your clients will encounter from start to finish, and allow you to automate high-touch elements throughout each of your offerings and processes.
Together, we will break apart each element of your business processes, add in touchpoints to surprise and delight, and finalize the dozens of emails and templates you'll use to work with clients. No more paper shuffling - just consistent, heavily automated yet highly personalized workflows to get more done, easier!
Comprehensive CRM Migration + Setup
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Free Resource
The Efficiency Scorecard
Your introduction to operational excellence
Ready to finally get your systems and processes under control?
You'll be walked through 5 phases that most service providers must put their clients through: The Initial Inquiry, The Pitch, Onboarding, Service Delivery, and Offboarding.
Along the way, there are checklists and touchpoints that take hours when done manually, but no time at all when systematized and automated.
Then, you'll fill out the official scorecard to calculate your efficiency score and walk away with a starting point for where and what you need to improve.
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Love Letters
Lauren Bercuson, Storylock Legal
"Alina got inside my head to help me automate my most important systems. I was amazed at how she was able to streamline the process, making my day-to-day tasks so much easier! She took away the headaches and frustration and it was such a fabulous Investment in my business!"
More About Lauren's Experience
Nicole Hart, hart & soul Creative
"Alina TOTALLY overhauled the processes supporting my lead gen, onboarding, project management, and offboarding. My client experience is elevated and the automations she created will free me up to prioritize other strategic projects. So in essence, she enhanced my business from the inside out...."
More About Nicole's Experience
Ashley Jablow, Wayfinders Collective
"I love using the custom Dubsado CRM she built me - it not only makes my work in the back end feel easy and streamlined, but I know it's elevating the experience my potential and current clients have, which helps them build trust in me and their decision to work with me. Not to mention I feel so much more confident that once a lead comes in that I can deliver a polished, professional onboarding experience..."
More About Ashley's Experience
Brigitta Canfield, photographer
“With my new system in place (all created and suggested by Alina), I am actually excited to onboard new clients which was a process I used to dread because it was messy and hard. She was innovative and extremely helpful. She went the extra mile to help my business process flow seamlessly. It was the best money I've spent this year on investing in my business and my own time - because she is saving me many hours of headache!"
More About Brigitta's Experience
Katrina Aronson, Marketing Consultant
"I am so impressed by Alina's knowledge and level of support. I could not get half of what I do done without her! She has incredible knowledgeable about systems, and cut my admin time in a quarter! I know I can lean on your for ideas about how to make my ideas more streamlined and efficient. That is invaluable to what I DO! She is so well-rounded, and can always figure things out. I need someone who really gets my style quickly and I can trust that I don't have to explain everything. Alina cares and are always so on point!"
Erin Jones, Jones & Co. Branding
"My processes are ever-evolving and Alina understands this. What she has done has allowed me to re-focus on my brand, and she has made my brand a priority even when I couldn't. Alina isn't afraid to just get started. She can start with a nugget of an idea and has been a game-changer for my brand and time!"
Lauren Bercuson, Storylock Legal
“Alina got inside my head to help me automate my most important systems. I was amazed at how she was able to streamline the process, making my day to day tasks so much easier!
Her process was all fantastic- timely, organized, logical, and perfect! Everything was seamless, from start to finish!
There is no way I could have done this on my own without Alina’s expertise. She made my life so easy. She took away the headaches and frustration and it was such a fabulous Investment in my business!
Aside from how happy I am with Alina’s work, I loved working with her personally. She was a joy- warm, smart, and fun! Alina held my hand as I started a new business and put systems in place to help organize my processes. I feel a million times better and more confident in my foundation after Alina applied her expertise and finesse to my business. She is a true gift, and I can’t rave about her enough!”
Nicole Hart, hart & soul Creative
"Through our collaboration, I came to have a better understanding of Dubsado (even though I'd been using it independently for almost a year).
I was feeling so in the weeds and overwhelmed in the daily management of my business, sending emails, forms, invoices and follow-ups. Alina seamlessly helped automate these processes so I could create a better experience for my customers, and create more time for me to lead and scale my business.
She TOTALLY overhauled the processes supporting my lead gen, onboarding, project management, and offboarding. My client experience is elevated and the automations she created will free me up to prioritize other strategic projects. So in essence, she enhanced my business from the inside out.
Timing was great, super prompt and communicative. I was impressed with how quickly she understood my business and processes. The Pre-Work Document was great and the post-intensive videos were IMMENSELY helpful.
I literally don't even want to think about [how the project would have been handled differently if I had done it myself or in partnership with a different service provider] haha - she is a Dubsado wizard. Her combination of superior design aesthetic, attention to detail, customer experience insight and organization made her the perfect fit.”
Ashley Jablow, Wayfinders Collective
"Deciding to partner with Alina was hands-down the best business investment I made in 2022!
She's smart, service-oriented, and a great communicator with an awesome mix of strategy and execution... meaning she can help you dream up the best operations workflow or customer journey, AND can actually implement it for you.
From the moment we started exploring a collaboration, Alina impressed me with her knowledge, enthusiasm, can-do attitude and professional polish. She made me feel like my goals for the back end of my sales pipeline were totally in reach - and together, we made it happen!
I love using the custom Dubsado CRM she built me - it not only makes my work in the back end feel easy and streamlined, but I know it's elevating the experience my potential and current clients have, which helps them build trust in me and their decision to work with me. Not to mention I feel so much more confident that once a lead comes in that I can deliver a polished, professional onboarding experience.
Alina’s process was super straightforward, very clear, everything was well paced, and she were so available to help with questions. Not to mention how flexible she was when our scope changed and she was able to accommodate what I was trying to accomplish!
I can tell you 100%: if I had tried to this by myself, I'd still be working on it!!! Our work together has totally raised my game, and I'm so thankful for her help!"
Brigitta Canfield, Photographer
“With my new system in place (all created and suggested by Alina), I am actually excited to onboard new clients which was a process I used to dread because it was messy and hard.
I actually perused a few other potential Dubsado experts, but what turned me on to Alina was that she was willing to take a call before I even booked with her (as I know her time is valuable), and the fact that she created an ACTION PLAN with steps for me to complete on my own was amazing.
I had looked through the processes of other service providers, and hers was the best process by far! I don't think I would have been nearly as happy without her.
Alina was AMAZING. Book her pronto! She was innovative and extremely helpful. She went the extra mile to help my business process flow seamlessly. It was the best money I've spent this year on investing in my business and my own time- because she is saving me many hours of headache! She was kind, professional, and courteous. I would hire her again in a heartbeat!”
