Custom-built client experiences for creative entrepreneurs.
Show me your business in its entirety and I’ll bring you real & relevant data to create shockingly easy, super personalized systems & automations that wow your people every damn time.
let's work together
But your client experience shouldn’t only serve your clients. It should serve you, too.
Forget the corporate teachings that the only exceptional client experiences are customer-centric. You didn’t create an entire damn business on your own just to follow rigid & outdated “rules” for how to best serve your people.
What if your client experience was simply human-centric? Give your business the permission to put people first (yourself included). I’m here to prove to you that you can be fully present in your own life AND fully support your clients at the same time.
But you’ll need a standout client experience powered by custom-built strategy, supportive systems, & time-saving automations to help you along the way.
Lucky for you, that’s what I specialize in.
my approach
my approach
You might notice I do things a little differently, so let’s talk about it.
Before I give you my two-cents, I like to get a little nosey. Let me explain.
I spent years struggling to perfect my packages, incessantly tweaking and testing, only to end up customizing them for each client (literally, every damn time). But how could I not?
Conversation after conversation proved every business owner operates differently, with unique (and impossible to predict) needs and goals. A pre-made package was never going to cut it, even if it was intentionally crafted with care.
And one day it dawned on me: why don't I just customize them from the start?
To deliver truly custom, uber effective client experience solutions, I need to get to know your business inside and out before I can propose a plan or get to work.
That’s why every custom project starts with a client experience audit.
Before we even discuss booking larger projects to collaborate on client experience strategy, build out your systems, or set-up automations, I’ll conduct a comprehensive analysis of your current business and collect real data in order to offer my unfiltered expert opinion on where to go from here.
So am I about to get all up in your biz? Yep. Is it necessary? Absolutely. Here’s why:
1
Effective solutions aren’t one size fits all.
You can’t hit copy & paste on client journeys, systems, & automations. The best strategies are custom built not only for your specific audience, but for your unique needs & goals.
2
Client experiences are brand experiences, too.
It’s about so much more than your existing backend systems. Your branding, website, messaging, deliverables – they all play a role in your client journey. Because PSA: it starts before they’re actually your client ;)
3
You deserve fair quotes & custom proposals.
An audit allows me to discover exactly what you need, but also what you don’t. Custom solutions should come with custom price tags, don’t you think?
And, unfortunately, no one has gifted me with magical powers that allow me to read minds or see into business systems. (Yes, I am impatiently waiting)
Custom Client Experiences – explained.
All custom projects start here, with a zoomed out view on your entire client experience process and your current brand presentation.
How it works: The Audit → The Strategy → The Implementation
The Audit
The Audit collects data from client feedback, evaluates your systems & processes, and considers your website, social media, and over all brand. (When I say holistic approach, I mean it.)
You’ll walk away with an understanding of how your current client experience is perceived (the wows & the woes) and a plan for how to improve in the future – all with your unique lifestyle and target audience in mind.
This is a one-time commitment, meaning you can take the findings & jump into revamping on your own.
Or you can ask for a custom proposal to keep working together through strategy & implementation (phases 2 & 3). I’m rooting for you either way!
learn more about the audit
What's included
Onboarding questionnaire
Custom client feedback form (to send to your past clients)
Comprehensive analysis of your brand presentation, current client experience & client feedback
Audit report & findings with next steps
Accompanying Loom video walkthrough of report
$500 USD
Client Experience Strategy
Can I get a hell yeah? (Hell yeah!) ‘Cause if we’re entering the strategy phase, it means you’ve decided to rebuild your systems to fully support all humans in your business (your clients & yourself). That’s worth a celebration cocktail or two!
This phase is for reimagining how you want to use systems & automations in your business, but also to discover what solutions can take your processes from a little rickety to sure & steady.
I’m here every step of the way to offer my expert opinion and out-of-the-box thinking to create a business backend you’re actually excited to use. This is my favorite part of my approach and I bet it’ll be yours, too.
*Timelines & investments are custom based on your client experience audit - view example projects & investments*
strategy can include
Process mapping and creation of ideal client journeys
Workflow/automation strategy
Consulting on business/project structure (payment plan options, timelines, etc.)
Done-for-You Implementation
The third and final phase is all about implementation. After building a rock solid strategy you’re stoked about, I’ll put my tech skills to good use.
You’ll sit back (maybe even take a day off?) as I grab my noise canceling headphones and dive into setting up, testing, and customizing your entire business backend. Soon you’ll have a time-saving, beautifully branded machine working hard to deliver unmatched client experiences with ease.
Not well versed in system platforms? No worries. You’ll get plenty of walkthroughs, tutorials, and a high-touch support period to learn the ropes. I gotchu!
*Timelines & investments are custom based on your client experience audit - view example projects & investments*
implementation can include
CRM setup & automation (Dubsado or Honeybook)
Course platform setup & automation (Thrivecart Learn, Kajabi, Circle)
Copywriting for custom canned email templates
Custom or semi-custom form templates in Dubsado or Honeybook
Project management platform setup (Notion or ClickUp)
Customized client portal template (Notion)
Connection between platforms used via Zapier where applicable
Wondering what your custom project might look like?
(Or let’s be real, how much it’s going to cost?) Swipe through example proposals to get a better idea of potential deliverables, investments & timelines!
Example A
Timeline: 6-8 weeks
Scope: Automation setup for an existing Dubsado or Honeybook user
Inclusions:
- Process mapping and creation of ideal client journeys
- Workflow/automation strategy
- Consulting on business/project structure (payment plan options, timelines, etc.)
- Automation setup in CRM
- Copywriting for custom canned email templates
- Branded form templates
- Connection between platforms used via Zapier where applicable
Investment: $4200 (7 monthly payments of $600)
Example B
Timeline: 8-10 weeks
Scope: Full setup and automation for a new Dubsado or Honeybook user
Inclusions:
- Process mapping and creation of ideal client journeys
- Workflow/automation strategy
- Consulting on business/project structure (payment plan options, timelines, etc.)
- CRM setup & automation
- Copywriting for custom canned email templates
- Branded form templates
- Connection between platforms used via Zapier where applicable
Investment: $4500 (6 monthly payments of $750)
Example C
Timeline: 8-10 weeks
Scope: Full setup and automation for a course or membership on Thrivecart Learn, Kajabi or Circle
Inclusions:
- Process mapping and creation of ideal customer journeys
- Workflow/automation strategy
- Consulting on offer structure (payment plan options, timelines, etc.)
- Course platform setup & automation
- Copywriting for custom canned email templates
- Connection to and/or setup of email marketing platform, if needed for post-purchase emails
- Custom designed opt-in pages (add on: opt-in page copy)
- Connection between platforms used via Zapier where applicable
Investment: $4500 (6 monthly payments of $750)
Example D
Timeline: 10-12 weeks
Scope: Full setup and automation for a new Dubsado or Honeybook user and setup of project management hub in Notion or ClickUp
Inclusions:
- Process mapping and creation of ideal client journeys
- Workflow/automation strategy
- Consulting on business/project structure (payment plan options, timelines, etc.)
- CRM setup & automation
- Copywriting for custom canned email templates
- Branded form templates
- Connection between platforms used via Zapier where applicable
- Project management platform setup
- Customized client portal template
Investment: $5700 (6 monthly payments of $950)
You’ve got a good thing going. What if it can get better?
Fran takes the #1 place in my top 3 favorite investments!
I felt embarrassed by my clearly inexperienced use of Dubsado and my backend was a total mess. Every time I tried to make improvements, I felt so confused and frustrated. Enter Fran -- not only did she clean up my mess and create the most seamless, intimate, and thorough automations, but I felt like royalty the entire time working with her. It was worth every single penny. Fran made me feel cared for, valued, and understood which leaves an impression that surpasses the work she completed for me.
Now, I know my inquiries feel seen and respected. I can onboard new clients in less than 10 minutes, which makes their booking process SO FUN (instant gratification 😍). And my previous clients feel remembered and cared for past their project-end dates. I can navigate my workflows confidently and efficiently and I've been able to identify the gaps in my systems so I can outsource only the necessities.
If you're considering hiring Fran, do it. You'll love every second of your time working with her. She's a beautiful soul and the most talented in her industry. I'll be a client for life!
Working with Fran to help streamline my Dubsado process was one of the best things I could have done for my business and client experience!
As a growing stationery business, I needed to find a way to utilize my CRM to work for ME. I also knew that I wanted to bring on another member to the team, so I had to start breaking down my workflow and making it easy to replicate to ensure that each and every client had the same experience from start to finish.
She dove into my process and really helped to find all the cracks and helped to find ways to automate the things that could be automated. My lead conversion and onboarding process has been essentially put on auto-pilot without feeling like I'm sacrificing that personal element, and my design process workflow has been set up so that I'm getting reminded of certain checkpoints, forms are going out on time, and I'm not constantly wondering if I sent such-and-such client that information questionnaire.
If you're wondering if you should hire Fran to help you streamline your systems, you should know that the answer is yes. Yes, you absolutely should.
If you're on the fence, go ahead and jump over already: Fran is the Dubsado specialist you've been looking for.
I knew I provided a great experience for my clients in person and in product, but I was failing them in keeping everything organized and easy behind the scenes. I spent years wasting a ton of time manually creating proposals and sending out emails. It was time to make the switch to Dubsado from an old and outdated CRM but had no time to figure it all out myself.
Enter Fran! Now my systems and workflows and automated (but still personalized!) communication with my clients helps them know that they really are always taken care of. On my end, I can rest easy knowing that nothing is falling through the cracks thanks to the workflows designed and set up by Fran. And the custom proposal design!! Fran knocked it out of the park and created a proposal that I am so proud (and excited!) to send to every new client. She truly is an expert in Dubsado and knows exactly how to make it the most efficient workhorse each of her clients need.
Feeling curious about what goes on behind the scenes?
Hear stories of transformation from past clients who used systems to solve their struggles and never looked back.
read case studiesBUT WAIT, THERE’S MORE!
Are you here for the strategy, but need support like right now?
Client Experience Intensive
investment: $1400 (payment plans starting at $350/month)
Not everyone has the timeline or the budget for a custom project, but that doesn’t mean neglecting your client experience is an option (at least not on my watch)!
This intensive is ideal for when you’re just starting to dive into the world of CRMs & laying the foundations for your client experience OR if you know your experience needs an upgrade, but you want someone to tell you what to do.
We’ll waste no time as we map out ideal client journeys, identify gaps in your client experience, and strategize your personal roadmap for getting started & automated in Dubsado. Done-for-you strategy by yours truly so you can DIY the rest.
what's included:
- 90-minute strategy session
- Custom Notion portal that includes:
- Client journeys
- Workflow breakdowns (Action, Timeframe & Trigger for each workflow)
- List of materials that will need to be created in Dubsado
- Canned email template outlines for each workflow
- Additional Dubsado trainings & resources - Recording of our call for future reference
- Personalized demo video (example of one custom workflow set-up & testing)
- 4 weeks of voice + text support (via Genea) or email support for use within 60 days of our session
- Access to The Passions Collective's Dubsado form templates
*Option to customize package and add done-for-you email templates, remove form templates, etc.*
inquire now
Custom-Designed Dubsado Form Templates
investment: $200 per template
Let's cut right to the chase: I do Dubsado form design differently. I don't use any outside platforms to generate code or use any plug-ins that leave you with templates you can't edit on your own.
I put my BFA in Graphic Design to good use by creating a custom-coded design that capitalizes on Dubsado's native form elements, while seamlessly integrating your branding, so that you walk way with beautiful templates that are easy to update on your own in the future.
what's included:
- Custom-designed Dubsado form templates (number varies by project)
- 1 round of revisions per template
- Application of template(s) to your existing in-use Dubsado forms
- Demo video to explain usage and best practices for the templates
- 3-4 week timeline
No matter service or session you choose, you’ll always get:
01
expert level care
You’ll get no BS, actionable advice because I know how frustrating it is to not get what you paid for. No topic is off limits, so ask away! (As a client experience strategist, Dubsado specialist, & a graphic designer – I’ve got plenty to chime in on).
02
flexible payments
Accessibility matters to me. For all services, you have financing options to get the help you need without waiting for the right time (because tbh, there will never be a “perfect” time to invest in your business).
03
support +education
Client experience strategy, CRMs, workflows, triggers, automations – it’s a lot. But you’ll never feel overwhelmed or unprepared with resources & support periods in place for every project.
for the diy queens
Check out the Dubsado templates!
You need forms as beautiful as the impact you create. With easy-to-use Dubsado templates, you can give yours a makeover in just minutes.
shop dubsado templates
snag for free
Set up your Dubsado inquiry workflow!
Test out your Dubsado skills and impress every potential client with a step-by-step Dubsado inquiry workflow. Plus 4 customizable email templates & a guided video walkthrough!
download nowYou’re in control of every journey someone takes when they encounter your brand, why not make it the ride they can’t stop raving about?
(And one that you actually enjoy, too.)
Whether you snag a strategy session, book an audit, or hire me to set-up the whole shebang – The Passions Collective is here to build better systems that work for you.
let's get started
