These are just a few of the issues our clients face before they come to us, and these are the perfect recipe for burnout, unsatisfied clients, unecessary expenses and loss of significant revenue.
The problem: There is a better way, but you probably have been used to doing it your way for so long that you have no idea how one, cloud-based system can change that for you... IN A DAY.
The solution: One comprehensive tool that manages your entire business, customizes your client journey, elevates the client, colleague and CEO experience from start to finish.
Get unstuck: This little red button!
LEARN MORE
Are you tired of wasting time and money...
DON'T WORRY, WE'VE HELPED OTHER
PEOPLE WITH THE SAME PROBLEMS.
I cannot recommend Fallon and F28 more! They did my Dubsado setup for me recently, and I couldn't be happier. I had a few things in there but not much, and I had no idea how to truly make Dubsado work for me. Fallon and her team mapped out workflows unique to my specific business and created all the templates, canned emails, forms, schedulers, packages, etc. needed for me to streamline and automate my business.
- Shauna Grey, Simplified Savvy Founder
But the invaluable part was the strategy advice I received.
So many things I never would have known or thought about. It was white glove, next level service from start to finish!
sound familiar?
Any Dubsado expert can SETUP YOUR ACCOUNT BASED ON what you tell them your process is... But is your process STREAMLINED AND OPTIMIZED TO what it should be?
"Just because it's working doesn't mean it's right"
Iyanna Vaughn, CEO + Founder of Lovely Financials
Visual Process Mapping Curation
You know what you know
“Fallon, but I don’t have a process.” You do! You have a way you do things currently and a way you wish you did things. This is a guided brain dump to help you "get it all out" so we can work our magic.
We know what we know
We review and create a full visual flowchart
.
The map illuminates the gaps
Identify where you are dropping the ball for your clients and team
.
Streamline applications used in operations (i.e. Calendly, Trello, Dubsado, Hubspot, Basecamp, Google Forms, Canva, Paypal, Quickbooks, etc)
60-90 min zoom call where we review your process map flowchart using F8 method
Clarity on each step of your current vs. ideal client journey and what systems, applications, verbiage and more you are using
elimination of all necessary steps, applications and systems
Final remediation recommendations will be made after the clarity call on how to proceed with implementation of the streamlined process from end to end. You will have the option to move forward and DIY or turn over full implementation to F28 in our applicable Done-For-You Services.
Brand settings (logo, colors, etc).
Canned emails
Scheduler setup and calendar integration.
Client portal w/ domain white labeling.
Data import from existing CRM, if any
Payment processor and accounting integration.
Custom lead capture, questionnaire, proposal & contract forms.
Half-day system implementation walkthrough
Test workflows
Customized Dubsado training for your system
We know that you may have questions about how certain workflows are triggered or encounter small updates that need to be made once you have leads and clients regularly using the workflow. We've got your back!
what you'll get out of this
01.
increased process
visibility
Learn which part of your process where you can let go and focus on : eliminate bottle neck, identify what to streamline with a bird's eye view of your system, and what to improve to create a consistent, revenue-generating customer experience.
02.
lead management
and nurturing
Centralized reference for all leads from all channels systemized lead capture (no more excel, DMs etc), data analytics
03.
custom branding
on dubsado
Maintain your brand's personality, look and feel into your Dubsado and client portal so your website and CRM feels and works as one!
04.
more time,
less manual tasks
Reduce the time you spend on manual, repetitive tasks by automating busywork so you can finally work ON your business not IN it. No more wasted time spent following up with leads and clients. Use your newfound free time to focus on serving your clients and staying in yourf zone of genius to generate revenue and build relationships.
05.
leverage capabilities
for efficiency
Maximize Dubsado's features for your specific business aspects and integrate with your existing applications for your overall system to run seamlessly. Centralized reference for all leads from all channels systemized lead capture (no more excel, DMs etc), data analytics. Customize the perfect mix of automation and human connection so you don't have to lift a finger as you customer goes through their journey.
You get to FIRE YOURSELF from all the tasks you hate doing, can't remember and are too busy to do or don't know how to do anyway, so that you can experience the FREEDOM you desire and FOCUS on current clients and cultivating your creativity!
get ready to free yourself
WHY FALLON?
WHY F28?
Fallon Rice Scott is a Certified Public Accountant turned Business Growth and Optimization Strategist. She is known for utilizing her extensive audit expertise to identify then rectify gaps in the sales and operations processes.
Over the years Fallon has traveled the globe conducting audits for financial and sales processes for Fortune 100 Clients like The Home Depot, Delta Air Lines and KPMG LLP as well as other notable companies and organizations such as Accenture, The Atlanta Braves, Synovus Bank and The Georgia Lottery.
Fallon’s unique immersion in sales and entrepreneurship combined with her professional, holistic International Audit and Enterprise Risk Management experience has given her a distinct perspective and insight into gaps that business owners face that keep them stagnant in their business. She and her team take a holistic audit approach to evaluate then streamline your sales process with a customized solution that increases your income, enhances the experience of your clients and saves you time, money and stress while doing it!
The F28 team has helped service based business owners reclaim their time and sanity with these systems! It's your turn now.
not a
user?
Whether you use
We will help with the tedious step of
Mapping Our Your Process.
Articulating and documenting every step, yes every single one, of your process is time consuming on the front-end, but pales in comparison to the time you gain back in the long-term.
Why? Once you document and map out your processes you can automate, delegate, consolidate them. Streamline them even more by eliminating the ones that no longer make sense.
Updated your services lately?
Thinking of launching a new one?
Never got clear on every step you take in your current process?
Tired of hearing everyone say "Oh, all you've got to do is map your process," but you have no idea how?
Use our 8-step SIMPLIFIED SALES system to easily illuminate all the tasks required to capture, convert and complete client fulfillment so we can finally eliminate the burn out and overwhelm from all the moving pieces.
content
How you educate, entertain and add value to your followers
capture
How you manage, gather and store client information and
inquiries after capturing their attention
convert
How you educate, communicate and follow up with prospective clients
coins
How you initiate, track and manage payment processing
contract
How you protect, secure and document client agreements
client fulfillment
How you organize and implement project management
continued revenue
How you create recurring revenue, ensure customer retention and referrals
crew
How you manage and organize your teams' onboarding,
training, payroll and policies & procedures
FAQs
If you are a service-based business...Yes.
If you want to have visibility and seamless integration at each touch point in the client journey...Yes.
If you want to have all your forms, schedulers, contracts, client emails, project documents, invoices, financial reports and notifications in one place... Yes
Using a CRM will increase sales from the seamless customer journey and conversion rates up to 10x from the referrals that will keep coming your way.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I really need a CRM system?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
Dubsado will create a fully integrated CRM setup for you and your clients. Striking a balance with the automated features and aspects of your process that needs human connection, it will create that seamless customer journey.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
You can connect your Dubsado CRM into your existing website so you don't need to create another platform for client records.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
With the process mapping, we will help you identify those tasks, read : repetitive and time consuming, activities that can be automated into your Dubsado.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
With the process mapping, we will help you identify those tasks, read : repetitive and time consuming, activities that can be automated into your Dubsado.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
With the process mapping, we will help you identify those tasks, read : repetitive and time consuming, activities that can be automated into your Dubsado.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
With the process mapping, we will help you identify those tasks, read : repetitive and time consuming, activities that can be automated into your Dubsado.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
With the process mapping, we will help you identify those tasks, read : repetitive and time consuming, activities that can be automated into your Dubsado.
Why Dubsado?
Do I maintain another system for my CRM?
Can I automate all of the steps of my process?
Do I need a CRM?
How do I keep track of old clients?
How much does Dubsado cost?
Do I need to learn everything about Dubsado?
Do I lose control if I automate the tasks?
Save 20% on dubsado
Every Dubsado user gets a free 3-client trial.
To activate 20% off your first month or year enter code “fallonscott” when it comes time to pay in your billing section.
SAVE NOW