Your CRM System
The foundation everything else sits on.
Not me logging into your CRM and switching some things on. This is us sitting down together and figuring out exactly how your business runs, then building a system that runs it for you.
Buying the software isn't the same as having a system
A CRM arrives with every feature you could want and not one of them set up for you. It doesn't know your process. It doesn't know what you charge, how you book, when you follow up, or what your client experience is supposed to feel like.
So it sits there. And six months later you're still doing everything manually, wondering why you're paying for it.
Don't know which CRM to pick?
GOOD. That’s My Job.
Dubsado, HoneyBook, Elenore. They're all capable, and they're all different.
On our first call, we'll figure out which one fits how you work, your team size, your budget, and how much you want to be on your phone.
You don't need to research this. You need someone who's built in all of them to just tell you.
"Amber is absolutely incredible. I had been in business for four years and had been using a very robust CRM when I hired Amber to move everything over to Dubsado. My company offers a lot of different services, and I had a very specific vision for my client experience. She went above and beyond and exceeded my hopes, and I am so happy with where my company is now. Amber has continued to educate me and my team as we have needed extra help getting used to the new system. Amber has been incredibly responsive and patient with us through the entire process and I couldn't be happier. I wish I had hired her from the beginning."
Jen Martin
Your inquiry process.
Someone finds you and reaches out. What happens next? We'll build the automatic response, the follow-ups for people who go quiet, and a scheduler that lets them book without the back-and-forth. We'll also set up consultation fees, if that's part of your process.
Your Booking process.
A proposal that actually gets people to say yes, and looks like your brand instead of a form. We'll talk through how to present your estimates, where people usually lose the sale, and how to handle contracts, deposits, and scheduling before or after signing.
Your pricing, if you want.
Not sure what to charge? We can run the numbers together. What you'd actually earn hourly versus by package, what your day looks like at different rates, and where your margin actually lives. It's not a separate service tacked on at the end. It's part of the same conversation.
Your OnBoarding.
Everything a client should know before you arrive. Things like where to park, the WiFi password, if they want you to use shoe covers, and whether to run the dishwasher first. Plus helpful session reminders that cut down on cancellations and reschedules.
Your offboarding.
This is the one almost everyone is missing. Right now, a client pays their final invoice, and then you disappear. We'll build touchpoints that keep you in front of them: check-ins, refresh offers, and additional services. Half of your future revenue is sitting in the client list you already have.
What comes next for your business.
Thinking about offering a membership, house manager services, moving support, or wardrobe styling? Many organizers grow into offers like these once the core business is running well. We'll talk it through and build the system to support it.
Your other tools, connected.
Google Drive, CompanyCam, Asana, your team scheduler, your email marketing. We'll connect the tools you already use with Zapier, so they actually talk to each other instead of each one holding a different piece of the process.
Lead generation, if you need it.
A simple signup on your website: something like a checklist or a quick guide, so the people who aren't ready to book yet don't just disappear. We'll set it up to keep them thinking of you until they’re ready.
Who is this for?
This works whether you're two years in or ten — but it's built for organizers who are done patching things together and ready to run this like the real business it already is.
The Platforms
Dubsado Setup Services
Starting at $4,000
HoneyBook Setup Services
Starting at $3,500