SCOPE OF WORK: DUBSADO VIP WEEKEND

As a Nonprofit Coach and Consultant of June First Firm, DeaRonda was well aware of how important strategy is to everything, including her client processes. She knew that her leads should be able to sign up for her services automatically, her scheduling process should be automated, and she should not be wasting time manually sending invoices and creating a different contracts for her clients. DeaRonda came to Kay & Co. wanting to find the best system for her needs, one that would also give her branded workflows and allow her to manage and edit those workflows.

 

Kind Words

“I didn’t know how to even begin using Dubsado, but I knew I needed to automate my workflow. My workflows are set to include invoices, proposals, and meeting schedulers. It’s all automated and filters my leads appropriately. I like how the services are tailored to my specific needs. Kelli made sure to understand my business and services. Hire Kay + Co., you won’t regret it!!”

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