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...

DO YOU OFTEN FIND YOURSELF...

feeling overwhelmed and dropping the ball with your chaotic client onboarding process?

you are really good at what you do, but how you do it is about to cost you your reputation.

wasting money using five or more different systems that don't even talk to each other to run your business?

you use trello, acuity, honeybook, docusign, paypal, stripe, google drive/google docs, Quickbooks, basecamp, canva, word, adobe pdf, hubspot

wanting to automate your whole onboarding process with templates and prompts?

You are always opening old proposals, emails and trello boards to reference repetitive tasks, information and forms that need to be sent to your new clients and leads

wanting to scale your business or take on more clients but never having the time to do so?

you get sick when you think of the amount of business you have to turn away because you simply cannot fathom how you can take on another client and actually deliver your service with excellence.

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?

here's how it works

DECISION

DISCOVERY

DESIGN

DEVELOPMENT

DELIVERY

decision

TODAY

Every shift to the next level in life starts with recognizing that where you are today is not where you want to be, and by also admitting that how you are doing things may not be (and I promise you, it isn't) the most efficient, cost-effective way of doing it.



Then you must make a decision. Do I sit and stay and stress and sulk and struggle my way through where I am? 

Or do I reach out to the help that is being offered and see how I can run my operations and serve my clients better, faster, cheaper and with less stress?

ASAP

discovery

DISCOVERY CALL

After you successfully book your brief discovery call to get clarity on which Dubsado setup service is best for your unique situation, you will select the setup service of your choice and submit your intake form that is sent in your official onboarding email. 

DISCOVERY AUDIT

Our process mapping form and guided brain dump will help you articulate your process and "get it all out" of your brain and on to paper so we can work our magic. The team will review all intake forms and questionnaires to audit your process using our F8 methodology and 6-step Optimization Approach to identify

Where you are dropping the ball with your leads, clients and team members

Which tasks, gaps and bottlenecks are costing you the most time, money & potential clients

Which tasks you want to automate, delegate or continue to manage personally

Which areas of your business we can create new processes to generate continued revenue

design

CUSTOMIZED CLIENT JOURNEY

We will create a process map (color-coded chart) for each revenue stream that visually details every step, task, form, phone/zoom call, deliverable and tool/application/cloud-based system utilized in your current client journey.

We will meet 1:1 with you and any relevant stakeholders in your organization (virtual assistants, project managers, etc.) to review your process map and ensure we have mapped out every task in the client journey - from initial contact with potential clients to post-project tasks for client offboarding and retention. We will utilize this session to get full clarity on the inefficiencies in your current process while also finalizing your preferences and updates to your new, streamlined process.

development

FULL CRM CUSTOMIZATION + INTEGRATION + AUTOMATION

The appropriate graphic design, copywriting or development team will create and build out the appropriate sales pages, CRM systems, sales funnels, logos, etc. based on the done-for-you service selected by client.

delivery

PHASE 4 : WEEK 4

Upon project completion, offboarding and transfer of all files, passwords, websites, training, etc. occur in this final phase. Offboarding may include recorded, in-person, zoom or phone training calls depending on the service to ensure proper review of the new system implementation and functionality.

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

what's included?

dubsado in a day

full dubsado
setup

process dump

audit + streamline

customize ideal client journey

recommended remediation

full crm integration +
customization

Custom forms + workflows

vip day + training

post project support

process audit + client mapping

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

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!

we're not stopping there...

Because you and your clients deserve more than the bare setup minimum!

CLICK HERE FOR FULL PROPOSAL

Post Setup Support

Custom form design
with your branding

Strategic Streamlining

Custom Email Copy for your Templates - no canned copy ‘round here

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

find the right deal for you

PROCESS AUDIT + CLIENT MAPPING

Process Dump
Audit + Streamline
Customize Ideal Client Journey
Recommended Remediation

SELECT

dubsado in a day

Process Audit + Client Mapping
Full Dubsado Setup
VIP Day + Training
Post Project Support

SELECT

full dubsado setup

Process Audit + Client Mapping
Full CRM Integration + Customization
Custom Forms + Workflows

SELECT

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,

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

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?

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