Dubsado, but Make It *Stylish*
Who knew automation could be this stylish? Spoiler: We did.
More Time on Clients, (WAY) Less Time on Tasks
With a bespoke CRM setup, you're not just surviving—you're thriving. Imagine a system so intuitive, it's like having the perfect capsule wardrobe—everything you need, nothing you don't, and it all works together seamlessly. Seriously, getting your CRM tailored by someone who actually gets it (that’d be me, darling) means you can finally stop juggling tasks like you’re momager of the Kardashian/Jenner clan, Instead, focus on the good stuff. It's about making your business run as smoothly as your Monday morning iced coffee—effortless, perfectly balanced, and giving you that much-needed boost to slay the week.
the signature package
Unlock full creative customization with The Signature Package. From in-depth consulting on your business structure to enhancing every part of your client journey, this package includes up to 6 CSS and HTML custom-coded, branded forms, automated workflows for three signature offers, and exclusive 1:1 Slack access to Chloe. All in four weeks? Absolutely.
tell me more
- 4 week timeline
- Client & backend experience mapping and creation of ideal client journeys
- Consulting on business/project structure (payment plan options, timelines, deliverables, client documents, etc.)
- 1-hour strategy kickoff call
- Workflow & automation strategy mapping for up to 3 signature offers
- Design & implementation of all materials (canned emails, forms, contracts, proposals, schedulers, etc) for up to 3 signature offers in Dubsado
- A 90-minute systems review & training call
- 1:1 access to Chloe via Slack during project, plus 1 additional week of Slack support
- Lifetime access to The Library - an exclusive online portal of custom-made tutorials & videos
see refined package
the refined package
Fine-tune your feature offer with The Refined Package. Zeroing in on one signature offer, this package covers everything from business strategy to perfecting your client journey. It includes up to 4 CSS and HTML custom-coded, branded forms, tailored workflows for your signature offer, and exclusive 1:1 Slack access to Chloe. Four weeks to elevate? Let’s do this.
tell me more
- 4 week timeline
- Client & backend experience mapping & creation of ideal client journey
- 1-hour strategy kickoff call
- Workflow & automation strategy mapping for 1 signature offer
- Design & implementation of all materials (canned emails, forms, contracts, proposals, schedulers, etc) for 1 signature offer in Dubsado
- A 1-hour systems review & training call
- 1:1 access to Chloe via Slack during project, plus 1 additional week of Slack support
- Lifetime access to The Library - an exclusive online portal of custom-made tutorials & videos
see signature package
Proof That We Don’t Just Talk the Talk
Think you’ve seen it all? Think again. Take a stroll through the portfolio, and you’ll see why we’re more than just methodical—we’re downright magical. It’s not just about the pretty pictures, it’s a sneak peek into how we take ‘mess’ and turn it into ‘masterpiece.’ Go ahead, have a look. Warning: You might just fall in love.
browse my work
01. Slide into My DMs
Okay, maybe not DMs, but you get the idea. Fill out the contact form, and let’s get this party started.
02. Spill the Tea
Next up: the strategy call. I promise it’s less awkward than a first date—and way more exciting. Less “What do you do for fun”, more “What’s your biggest sticking point rn”.
03. It’s Makeover Time
Time to roll up my sleeves. It’s like Queer Eye but with fewer tears and even more “WOW”
Claim your CRM glow up
I'm Ready
04. Pop the Champagne
Launch day! We’ll go live, and you’ll wonder why you didn’t do this sooner. Plus, I’m not just leaving you to fend for yourself—I’ll be on standby for any ‘I need help!’ moments, but trust me, you’ll be golden.
"Happy dance booked a wedding literally 5 minutes into the phone call. She said "this process has been so easy. I loved being able to schedule a call with you"
****jaw drop****"
Jen, LI Bridal Attendant
"Jaw drop."
I need help
Whether you’re an overwhelmed photography agency owner or a fresh-on-the-scene wedding planner, I can help you.