SCOPE OF WORK: DUBSADO VIP WEEKEND

To stop being the bottleneck and to stop having so much of her time sucked up with admin work – the 2 things Shantel Garcia was predominantly seeking in her business. She also wanted her hands out of the process of onboarding her clients from the inquiry stage, and she was frustrated over forgetting to complete parts of her process and sending leads reminders about her proposals. Shantel couldn’t wait for automation.

 

Kind Words

“I've gotten back so much time and have used it to focus on other parts of my business, I do not forget to complete parts of my process, and sending leads reminders about my proposals ensures it stays at the top of their inbox. [They] all were very easy to work with, and [they] made the process easy as well. They are phenomenal! If you're looking for someone to give your CRM a complete makeover, then Kay + Co. is the company you want to work with!”

PROPOSAL

QUESTIONNAIRE

 

PORTAL