SEAMLESS CLIENT SYSTEMS
Automate Your Business in a Day
A VIP Day model where I take your current processes and build a strategy to close the gaps, elevate the client experience, and put it all on autopilot so you can focus on something besides your client to-do list!
Taking leads from interested to booked and then onboarded requires a lot of steps, back and forth emails, and quite frankly, too much business babysitting.
We may need our business, but our business shouldn't always need us.
All it takes to reclaim that time, energy & focus is a platform with automation capabilities (like Dubsado) and a systems whiz who can build the unique-to-your-needs strategy and workflow map! ... and I happen to know just the expert for that!
So how do i do it?
I've developed a framework that helps me...
Take a look at how you're currently managing leads & clients
See the cracks and ways we can consolidate your tasks
Develop a strategy that adds value & elevates your client experience
Use Dubsado to implement that strategy
Create templates & automate the entire system
Teach you how to use the one-click workflow systems
From here, all of the manual steps you take to book, onboard and offboard clients are handled by automations; freeing up loads of your precious time!
These sexy systems usually take months on a retainer model. But I get them done-in-a-day with a proven framework I've developed over 3 years and hundreds of hours with clients just like you
Nothing says ease like going with the flow. The first portion of the VIP Day is mapping your client's journey and making sure there are no gaps. That's called a strategic plan, BB!
This is where you get all of your content needs met. From the system setup to canned emails, contracts, lead forms, and proposals. It's all in the filling!
The third phase is automating. Where I fasten together all of the pieces to create seamless automated workflows that work while you rest (or have a glass of wine).
In the final stage, I test everything to perfection and present a custom-to-you tutorial on your new system so you know exactly how it works.
So what do you get with your VIP day?
For starters, your precious & well-deserved time back PLUS an entire systems build out in the best CMR for coaches & OPS's - Dubsado
If you aren't familiar with Dubsado and its capabilities, some of the assets, forms, and utilities included in the platform are listed below:
Dubsado System Setup
Your system is setup up to slay by syncing your calendar, setting up your payment processors and emails, and making sure it's all on-brand.
If you've found yourself writing the same email ad nauseam, then breathe that sigh of relief because those days are over. You'll have an entire library of canned emails to accompany your forms and keep your clients in the know.
The magic sauce of your processes. This is where we automate to alleviate! We'll strategize this process together so that you are in full control of what's done for you and what requires approval. Workflows are the recipe to onboarding clients while you're on vacation!
Just like sprinkles, the client portal is a delightful extra level of support for your clients. You get a fully branded and welcoming portal for when your clients need to re-visit their forms, contracts & invoices.
Your onboarding & off-boarding processes may include client agreements, proposals, lead forms, intake questionnaires, client check-in forms, and even sub-agreements. So you can bet your sweet peach these are all included!
UGH - My fave! You'll get your calendar woes covered with custom schedulers linked directly to your calendar and tied to multiple reminders for your clients.
Ma'am - Make That Money
You get your payment processes and preferred payment options set up to make sure that money makes it to your wallet while giving your clients the flexibility of payment plans (if you so choose).
And just to be sure you know how to work this well-oiled machine, you'll get a recorded video walk-through of your system for you to reference (or hand over to your team to manage).
vip day bonus
What incredible entrepreneurs have to say
Seeing the workflows in process made me realize just how much I was doing to deliver the bare minimum -- sending out contracts, an invoice, and a welcome email -- with multiple manual reminders throughout. Now, I can do less to deliver more. Doing the work upfront with Sabrina to put systems + workflows in place means I can dedicate more time to clients AND my own personal life later on.
— Barb Puzanovova, CPT
The non-diet trainer
— Haley Saldivar, ACE Certified Personal Trainer, PN1
This is hands down the best investment I have made in my business. Two years into owning my online training business I realized what I needed was automated systems to free up my time (and brain!) so that I can focus on tasks that truly matter to me -- coaching my clients. Sabrina is so detailed, thoughtful, and skilled in her approach. The entire experience was tailored to my needs and when I was unclear about exact details, she was able to offer clear solutions that made sense which speaks to her level of experience and skill. If you're on the fence, just do it! You absolutely will not regret it.
Sabrina is kind, compassionate. understanding and has never made me feel shame around the disorganization and lack of systems in my business — which I appreciate endlessly. If you’re seeking to stay in your zone of genius but feel constantly bogged down by the details, Sabrina will fit seamlessly into your business!
— tara, coach & Marketing at
Tara on demand
— Allison, Coach & CSCS
“Killing it with behind-the-scenes systems and automated workflows. Dubsado and all your work in there has been incredible”
I want your business to feel easy and for this to be the best investment you make in your biz!
I value your transformation and I value your time.
I wholehearted believe that systems are a form of self-care. With self-sustaining systems, you can spend your precious time in ways other than maintaining the bare minimum. Whether you love to travel, need more time with your family, or want to focus more on growth strategies, systems are the key to getting there.
**Legit not a scarcity tactic**
I only take 4 VIP Days a month to honor my energetic space.
So if you want 2022 to be bananas for your business, apply now :)
This is for you if you:
Value Your Time
You may also be the biz owner who:
Desires a client experience that reflects the value of their program
Wants to feel "hands-off" while also serving more clients (making more $)
Has a 1:1 or small group service that's prime for impressive systems
Understands & trusts the value of investing in their business
Has a high ticket offer and wants a high-touch, low-lift system
Is done wasting time & leaving systems on the back-burner
How do we start?
My process is designed to be simple