DUBSADO + CLICKUP FOR CREATIVE ENTREPRENEURS

ELEVATE YOUR CLIENT EXPERIENCE, PROTECT YOUR CREATIVE FLOW

MY OFFERS

You’re ready to play a bigger game and own your role as the CEO—and most valuable asset—of your business. It's time to align your tech and CX to your unique creative process. Explore to find the offer that’s right for you in your season. 

  • Up to 3 workflows built 
  • 2-hour strategy session and Figma workflow mapping
  • All workflow canned emails written
  • Up to (3) Custom developed CSS & HTML coded proposals
  • Up to (10) Custom developed CSS & HTML coded forms (questionnaires, contracts, etc.)
  • System settings setup
  • Scheduler integration
  • (1) Design Revision Round
  • (1) System Revision Round
  • Zapier integrations (up to 5 single zap integrations)
  • A 60-minute live training hand-off call
  • Your own private Slack channel for on-demand training and communication with Jess 

      + 30-day extended Slack support period post handoff

THE DETAILS:

You’ve mastered your offer suite and know your client experience backwards and forwards. Now it’s time to bring your aesthetic edge and je ne sais quoi to life through a fully branded and customized Dubsado setup. 

signature experience

the             dubsado

offer 1

who this offer is for:

The creative entrepreneur or agency owner with multiple touch points across various services. You want your entire client experience to be visually effective at communicating the value of your white-glove offers. 

  • 90-minute ClickUp strategy call 
  • 60 minute handoff Q&A Call
  • All recordings of the calls
  • Creation of up to 3 workspaces
  • Creation of up to 10 folders within each workspace
  • Creation of up to 10 documents (subdocuments included) within each list
  • Creation & optimization of all template lists, template docs, and template folders
  • Task view optimization on a per list level
  • Creation of up to 3 lists within each folder
  • Creating of all automations within the lists created
  • Creation of up to 3 dashboards
  • Creation of up to 5 single (or multi if you have a premium account) zaps for integrating other platforms

THE DETAILS:

You're at a very delicate point in your entrepreneurial journey. You're getting more clients every day. The work is working. You need a platform to keep you focused while crushing client work, intentional while maintaining an online presence, and organized while staying grounded in your humanity amidst the roller coaster of being a CEO. 

We're here for the long-run, and we need one platform to aid us in every part of our journey - no matter where the path leads. 

offer 2

SIGNATURE EXPERIENCE

THE CLICKUP

who this offer is for:

Whether you're migrating from Notion to ClickUp, needing a Project Management tool you'll never out-grow, or planning to leverage automation for personal task lists, this offer is for you.

When a company says they are "one platform to replace them all", you throw a cautioning glance. When you realize their oh-so-bold statement is nothing short of true, you thank the gods you've come across this kind of platform. 

  • Everything included in the Dubsado Signature Experience
  • Everything included in the ClickUp Signature Experience

     All at a discounted, combo price!

THE DETAILS:

You’re keenly aware that without automations bridging your CRM and Project Management Tool, scaling sustainably will feel like an uphill battle. Let’s get you feeling confident in your Dubsado and ClickUp setups so you can stick to what you do best—creating from the heart, serving your clients, and leading your team. 

offer 3

clickup overhaul

THE DUBSADO &

who this offer is for:

You have a lived-in client process and you’re ready to use tech and systems to simplify and streamline your work processes, collaborate with your team, and stay in your creative flow so you can deliver the best of the best to your clients. 

  • Detailed intake questionnaire
  • A detailed breakdown of your Dubsado workflow(s), the actions & timings in between, and everything you need to build the workflows yourself
  • Inclusion of strategic approach to automating Dubsado with other systems in your tech suite.
  • 60-minute strategy session to review your proposed client flow + brainstorm ideas
  • 1 round of revisions on workflow map
  • 1 week of Slack support post strategy call, and then 2 additional weeks of Slack support post final strategy hand-off

     Plus: My canned email writing guide for writing your workflow      emails sans-copywriter!  


THE DETAILS:

You're ready to upgrade your client experience (CX), but you're not sure where to start. This is a perfect way to have your CX touch points mapped out before you can set up (or refresh) your systems. 

offer 4

INTENSIVE

THE CX STRATEGY

who this offer is for:

The creative solopreneur who knows that refining your CX simply can’t wait. You’re ready to align your client experience with your values and unique creative process, and take your time living in your new CX before upgrading or overhauling your systems. 

  • Up to 3 workflows built 
  • 2-hour strategy session and Figma workflow mapping
  • All workflow canned emails written
  • Up to (3) Custom developed CSS & HTML coded proposals
  • Up to (10) Custom developed CSS & HTML coded forms (questionnaires, contracts, etc.)
  • System settings setup
  • Scheduler integration
  • (1) Design Revision Round
  • (1) System Revision Round
  • Zapier integrations (up to 5 single zap integrations)
  • A 60-minute live training hand-off call
  • Your own private Slack channel for on-demand training and communication with Jess 
     
     + 30-day extended Slack support period post handoff





You’ve mastered your offer suite and know your client experience backwards and forwards. Now it’s time to bring your aesthetic edge and je ne sais quoi to life through a fully branded and customized Dubsado setup. 

signature experience

the dubsado

The creative entrepreneur or agency owner with multiple touch points across various services. You want your entire client experience to be visually effective at communicating the value of your white-glove offers. 

  • 90-minute ClickUp strategy call 
  • 60 minute handoff Q&A Call
  • All recordings of the calls
  • Creation of up to 3 workspaces
  • Creation of up to 10 folders within each workspace
  • Creation of up to 10 documents (subdocuments included) within each list
  • Creation & optimization of all template lists, template docs, and template folders
  • Task view optimization on a per list level
  • Creation of up to 3 lists within each folder
  • Creating of all automations within the lists created
  • Creation of up to 3 dashboards
  • Creation of up to 5 single (or multi if you have a premium account) zaps for integrating other platforms

You're at a very delicate point in your entrepreneurial journey. You're getting more clients every day. The work is working. You need a platform to keep you focused while crushing client work, intentional while maintaining an online presence, and organized while staying grounded in your humanity amidst the roller coaster of being a CEO. 

We're here for the long-run, and we need one platform to aid us in every part of our journey - no matter where the path leads. 

SIGNATURE

THE CLICKUP

Whether you're migrating from Notion to ClickUp, needing a Project Management tool you'll never out-grow, or planning to leverage automation for personal task lists, this offer is for you.

When a company says they are "one platform to replace them all", you throw a cautioning glance. When you realize their oh-so-bold statement is nothing short of true, you thank the gods you've come across this kind of platform. 

EXPERIENCE

  • Everything included in the Dubsado Signature Experience
  • Everything included in the ClickUp Signature Experience

     All at a discounted, combo price!


You’re keenly aware that without automations bridging your CRM and Project Management Tool, scaling sustainably will feel like an uphill battle. Let’s get you feeling confident in your Dubsado and ClickUp setups so you can stick to what you do best—creating from the heart, serving your clients, and leading your team. 

& CLICKUP OVERHAUL

THE DUBSADO

You have a lived-in client process and you’re ready to use tech and systems to simplify and streamline your work processes, collaborate with your team, and stay in your creative flow so you can deliver the best of the best to your clients. 

  • Detailed intake questionnaire
  • A detailed breakdown of your Dubsado workflow(s), the actions & timings in between, and everything you need to build the workflows yourself
  • Inclusion of strategic approach to automating Dubsado with other systems in your tech suite.
  • 60-minute strategy session to review your proposed client flow + brainstorm ideas
  • 1 round of revisions on workflow map
  • 1 week of Slack support post strategy call, and then 2 additional weeks of Slack support post final strategy hand-off

    Plus: My canned email writing guide for       crafting your workflow emails sans-copywriter!


You're ready to upgrade your client experience (CX), but you're not sure where to start. This is a perfect way to have your CX touch points mapped out before you can set up [or refresh] your systems. 

STRATEGY INTENSIVE

THE CX

The creative solopreneur who knows that refining your CX simply can’t wait. You’re ready to align your client experience with your values and unique creative process, and take your time living in your new CX before upgrading or overhauling your systems. 

MY EXPERTISE, CATERED TO YOUR COMMUNITY

SPEAKING

Want to chat about having me as a guest educator or speaker in your course, workshop, retreat, or virtual summit? I love teaching entrepreneurs how they can leverage tech like Dubsado to craft personalized, high-end client experiences that center around service and integrity. 

I'd be happy to discuss your opportunity and see if there’s a fit for collaboration!


100%

Capital recovery within 6 months

2+

Years in the
tech space

41

Businesses served since 2021

51

Workflows Created

I believe your business flourishes when you invest

in the systems that help you do your best work. Only you can serve your clients the way you do. It’s time to put the ease back in your business, without sacrificing your big vision. Ready for your uplevel era? 


[MY VIBE AT A GLANCE]

RED WINE

Always Order Me

Hustle Culture

I'm Not About

Quality Skincare

Always Splurge On

Start a Podcast

Most Likely To

DUNE

Favorite Book

ALL THINGS TECH

Ask Me About

KIND
WORDS

"A newfound sense of freedom is an understatement!"

I would say that Jess truly fucking cares, with her whole heart about helping you have ease within your business. Jess goes above and beyond to ensure that your process is beyond tailored to YOU – it's not a one size fits all process.

Everything all the way down to the branding of your forms, is custom and created with love and care. She is a magician at giving you the tools you need to get back to the work you actually want to be doing.

— Kara davis,
amuse design studio

"I thought I was tech averse before I met Jess."

Jess was absolutely amazing to work with. She was patient and kind answering my thousands of questions in detail. She made me feel super supported and comfortable with a system I was initially hesitant and scared to integrate. Ultimately I knew deep down I needed to face my fear of tech for the greater good of my clients and it was so worth it.

As a designer I have quite a specific way I like my brand to look and Jess absolutely nailed all of the things she created for me. She has such a deep knowledge of client experience and was so helpful in sharing areas I could strengthen my process and then helped me to implement these things. I am super grateful I chose to work with her - the value was incredible and I can't wait to use the system in my business.

— Steph marshall, studio monday

"Jess is a master
of all trades. I was never not confident when working with her."

Now, I am amazed at how fast everything can actually be done. On top of the fact that, everything looks so much more professional even though, on the backend, everything is automated.

I have found a newfound LOVE for bringing on new clients. I no longer have to worry about getting home and responding to an email faster or feeling like my client experience lacks the sense of professionalism that other big agencies might portray.


— Nicole Villareal, it's nicole villareal 

MAKE YOUR MOVE

Your intuition led you to this moment, and it’s only up from here. Ready to feel how good business can get? 

Book a CALL

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LET's connect

Let’s hang out on Instagram where I share tech tips for creative entrepreneurs, behind-the-scenes lifestyle content, and inspirational musings to fuel your creative fire. 


@jesstation.co