Feel-good system setups from an expert team
yes, we’re those Dubsado and Clickup connoisseurs.
We see you, busy business owner
Our System Setups are perfect for those who are…
/ Feeling stuck
Looking to grow in their business but are spending too much time doing client admin… and not loving it (which is okay!).
/ ready to relax
Want the freedom to actually relax, and know that their clients are receiving the white-glove service they’re looking for.
/ just confused
Searching for a seasoned systems expert to design their perfect client system and process–and make it pretty to look at, too.
We do it all–design your hierarchy, forms, input your emails, set up all your packages, schedulers, statuses, specific payment schedulers, and all the other nitty-gritty details, so all you have to do is focus on your passion. We’re well-versed in the ways of many systems–Dubsado, ClickUp, Airtable, you name it.
You desperately want to provide that five-star client experience, but you feel stuck.
You’re spending hours (yes, hours) of your day rewriting emails for each new client.
You’re confused by where clients are in your process or when you last followed up with them–do you often leave clients hanging simply because they get lost in your inbox?
You already have a CRM system set up, but it isn’t meeting your needs for customization and automation.
You’re having a hard time keeping up with task management during a client project.
Never Feeling In Control of Your To-Do’s.
Customized Processes & Workflows
Imagine how good it would feel to have a system that saves you time and just works.
Personalized system setups & strategy to help you delegate tasks to your team (or just spend less time on admin!).
Systems that pretty much work on auto-pilot, so you can sit back and relax as your business runs smoothly.
Tailor-made system solutions that work for you and your business, not the other way around.
Just imagine–saving hours every week and finally having the freedom to do whatever you want!
Meet Our Founder - taylor monroe
Systems aficionado and hype woman–cheering you on from behind the scenes.
Taylor specializes in systems and automations. It’s kind of her thing. The good news? She’s super passionate about sharing her wealth of knowledge with fellow creatives! Growing up with so many creative interests, Taylor never knew which direction to take. The constant in her life? Organization. Through photography, sales, and the high-end event space in London, Taylor’s passion for precision and efficiency carried her through. From New York City to London to Toronto, Taylor’s set on serving the artistic community she knows and loves.
When she first started her business, she knew she wanted everything to be systemized from the start. Implementing these systems early on allowed her to stay organized and manage her growing client base. They’re so valuable because of the time it saves while still knowing that her clients are receiving a high-end, high-touch experience (whether she’s online or not!).
"As Taylor helped me migrate from HoneyBook to Dubsado, her perspective was crucial to locking in the stellar experience my clients rave about. Taylor has undoubtedly mastered Dubsado, bringing brevity and clarity to complicated workflows that make all the difference when serving clients as a service provider."
-Olivia, Copywriter
My clients have already noticed how much more organized my bookings are and how much easier it is to reach me with any questions they have. I’ve also received countless compliments for the forms they designed - the level up in my services and online presence is obvious!
-Rachael, Photographer
Generally, you can expect full setups to be completed within 4 weeks of onboarding and workflow builds to be completed within 2 weeks. Specifically for full setups, if you complete your questionnaires on time, your build will be completed within 1-2 weeks of submitting your Implementation Questionnaire. If you do not complete your questionnaires on time, your due date may be affected, and additional fees may apply.
How long do the setups typically take?
For sure! This is why they’ve created the Framework Build. You get all of their knowledge of client experience and Dubsado (plus the skeleton build of it all within your account), and all you need to do is design your forms however you like, input how you want to communicate into the blank canned emails they’ve created and update your workflows! You get the best of both worlds, full control over your content and visuals, but with the bonus of strategic Dubsado workflows, built for your business.
I’m pretty particular about my business and visuals, will this work for me?
During the Project Planning Call, they’ll talk in-depth about which Dubsado features they’ll be using for your custom build. At offboarding, they’ll show you every step of each of the workflows they’ve set up and how they work. This call will be recorded so you can return to it as needed. They will also provide you with a detailed Next Steps Guide and Workflow Overview guide. They highly recommend you complete Dubsado’s own Education to understand the program and feel confident using it in your business.
How much Dubsado Training is provided?
Absolutely! So long as you have an idea of what you want your client experience to look like, and are ready to do the work, setting up your client systems early on in your business will only help set you up for success. During your time together, they’ll also be able uncover the routines of your process, and provide tailored recommendations for up-leveling your client journey. With your new setup, you’ll be able to focus more on your client work, and growing your business, able to take on more work, and fine-tune your processes as you go.
I’m a new business–is this recommended for me?
You have a clear vision of your business goals and where you want you and your busy to go. You’re also busy enough that you really don’t have the time to take this on yourself, and your business growth is being throttled without having streamlined systems and processes in place.
How do I know if I’m ready to start work with you?
You will need a Dubsado subscription before you get started. It’s free for your first three clients (which is great for when you’re starting your setup and getting used to the system!), and then it’s $35/month. They’re all about discounts, so you can use our code TAYLORMONROE for 30% off your first month or year (we recommend a year for the biggest savings!).
They also recommend you have an idea of your Process for your client experience, your Branding, Copy for your emails, proposals, and questionnaires, and your Contract ready to go. This will help your implementation go as smoothly as possible (whether in your full setups or you DIY-ing it)!
What do I need to prepare before I start this project?
Generally, they expect your ClickUp setups to be completed within 2-3 weeks of your onboarding. However, this also depends on your input. If you complete your questionnaires on time and provide them with timely feedback during the review stage, your build will be completed within that timeline. If you are delayed, your timeline may be affected, and additional fees may apply.
How long do the setups typically take?
Absolutely! So long as you have an idea of what you want your project delivery process to look like and are ready to do the work, setting up your back-end systems early on in your business will only help set you up for success.
During your time together, they’ll also be able to uncover your process's routines and will provide tailored recommendations for up-leveling your client journey and internal business structure. With your new setup, you’ll be able to focus more on your client projects and growing your business - able to take on more work and fine-tune your processes as you go.
I’m a new business, is this recommended for me?
For ClickUp Builds, you'll need a ClickUp plan before you get started. An unlimited plan is required due to the number of custom fields they use to customize your build, though they highly recommend the Business Plan to be able to fully utilize all that ClickUp offers.
They also recommend you clearly understand your process and workflow for client projects that they can start from and optimize, as well as an idea of the other tasks and departments within your business. Having this knowledge ahead of your build will help them create a custom system that works for you.
What do I need to prepare before I start this project?
During the strategy call, they’ll go through all of the ClickUp features they’ll be using for your custom build, and at offboarding, they’ll show you each department space, folder, and list that they’ve set up and how they work. This call will be recorded so you can return to it as needed. They’ll also provide you with a detailed Training Guide (saved as a ClickUp Doc in your workspace) that includes written descriptions and Looms for each portion of your build.
ClickUp also has its own university mini-courses (they recommend the Introduction to ClickUp learning path!) that you can go through in order to understand the program and feel confident using it in your business.
How much ClickUp training is provided?
