SCOPE OF WORK: DUBSADO VIP DAY + CLICKUP VIP DAY
Latesha is a Branding bad*ss and Coaching phenomenon who was trying to organize and update her own workflows, processes, and branding to match the evolution of her business. Even though she already had workflows going and forms she created herself, she simply didn’t have the time to dive back into Dubsado and create the new items she needed for her coaching program.
Kind Words
“....[Kelli was] so organized and put my mind at ease about how [she was] going to accomplish everything, and the templates [she was] going to provide made my life easier. That Kelli is freaking amazing. At the end of the day, you'll have everything you'll ever need to have a seamless lead and client experience, which makes your business look professional. Kelli does an amazing job of holding you accountable and keeping you on track so she can complete the process.”
PROPOSAL
GUIDES
FORMS
PORTAL