Done-for-You Custom Design System Setup
Revolutionize the way you manage custom jewelry projects.
From client inquiry to final delivery, this professional, streamlined, and semi-automated system will take the headache out of managing your design projects. Contracts, design proofs, invoicing, email templates and more are created for you.
Managing a custom jewelry design business can be a juggling act.
Between client inquiries, design approvals, and keeping projects on track, it’s easy to get overwhelmed by the administrative burden.
Our tailored Dubsado setup service helps you take back control.
We create a streamlined, semi-automated process that allows you to focus on what you love—creating stunning, custom jewelry—while we handle the rest.
With a professional system in place, you’ll save time, reduce stress, and deliver an exceptional experience for every client.
You'll walk away with:
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Set up of your Dubsado account.
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Branded customization of all of your forms created in Dubsado.
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Lead Capture/Inquiry form
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Design Specification Notes
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Consultation meeting recap
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Custom Design Contract
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Stone Selection Form
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Stone Intake Form
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Initial design Proof
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Final design Proof
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Invoices
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Creation of scheduler templates so clients can book calls and meetings with you.
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Creation of email templates for your entire process (usually between 20 - 25 emails total)
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Email content suggestions.
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Build workflows for your entire process with all necessary components.
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Email and Loom videos to keep you updated throughout the project.
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Access to my Dubsado Training Materials Library
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One month of support
What to Expect:
1
Free Discovery Call
We will discuss your brand, clients, process, and what your needs are for a system.
2
Contract & Deposit
Once the Discovery Call is complete, I will send you a proposal for your Customized Dubsado system. Sign the contract and pay 50% to get started with me.
3
Content Intake
You will complete a form sending me the information I need to create your custom Dubsado account. This will include your brand styling information, logo, images to use, contract, emails, current process, pricing framework, etc.
4
Review & Planning Call
This is a 1.5 - 2 hour Zoom meeting where we review your intake form responses and your current custom design process, discuss any additional needs, and strategize your ideal client experience.
5
Optimized Worklow
Once the Review & Planning call is complete, you will receive a written workflow of the new streamlined process.
6
Setup & Implementation
This is where I get to work building your custom Dubsado account. Your process will be streamlined into a beautiful semi-automatic system.
7
Training
Once your system is complete, I walk you through your finished platform. I provide you with the training and resources to help you feel confident using Dubsado.
8
Support Phase
You will have 1 month of support for any help that you may need. Start using Dubsado, feel the ease of your new process, and I will be here to answer any questions that may arise.
Your Investment
$3,750
50% due to start and 50% due before training
Our Clients Say
“I love working with Kelly because she's organized, knowledgeable, efficient, and direct. Our meetings were always useful and we accomplished a lot in a short period of time.
She helped me to streamline my process with custom orders in terms of communication with clients and contracts. I would highly recommend her services!”
Hilary Finck, Hilary Finck Jewelry