Arranged Session
Talk it over. See it done.
A 90-minute live session where we work through your system together. Get answers, make decisions, and watch the changes happen so you know exactly how it all works.
This is a good fit if
Your CRM works, but something isn't quite supporting how your business runs now. Maybe you're wondering if it's time to switch platforms, you're weighing a few ways to handle a process, or you want updates made while you watch so you actually understand them.
Want something built while you get back to your day? That's what an Arranged Day is for.
“My session was so helpful! I've had a list of workflow updates and automations that I wanted to implement in Dubsado, but zero time to sit down and figure them out myself. Amber was efficient, had great suggestions, and made sure to walk me through the how and why behind what we were doing as we went. We were able to accomplish a lot in a relatively short time period, and I'm so thankful that this will help me regain some time and sanity when it comes to the back-end of my business.”
KELLY BEUTLER
What People Use This For
Deciding whether your CRM still fits, or if it's time to switch
Talking through a process and mapping the best way to run it
Seeing how an automation works so you can manage it yourself
Fixing an automation, form, or template while you watch
Getting a second opinion on pricing, SEO, or your client experience
Send me your agenda ahead of time, in writing or as a quick Loom. Have your logins ready. Then we meet on Zoom for 90 minutes, work through it together, and you leave with answers and changes you understand.
Investment
$475 PER SESSION
Decide you want the full CRM setup later? Your session fee comes off the setup price.