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SCOPE OF WORK: DUBSADO VIP DAY

Nicole was at the mercy of Upwork for most of her web design career. Without a system in place, she wasted so much time messaging clients back and forth and searching for design assets among messages. After a client would select a package, the Onboarding process was a nightmare – with no workflow or deadlines in place, it would take Nicole a week just to get into the groove with a client. She was desperate for a system STAT.

 

Kind Words

“With Kelli’s help, my client workflow runs on autopilot. [She] took a very overwhelming process for me, broke it up into manageable pieces, and assembled my business into a Dubsado workflow. She was also a great example of how to run a great client experience. As a designer early in my entrepreneurial journey, Kelli thought of everything and gave me great business insight about client management.”

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PROPOSAL

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GUIDES

 
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FORMS

 
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PORTAL