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Solution Integrators
United States
Приєднався 4 чер 2021
💃🏾 FREE TRAININGS + TEMPLATES ⬇️
I'm Ashley, CEO & Founder of Solution Integrators 👋🏾
I help female entrepreneurs scale beyond six figures through the power of client journey improvements, systems automation, and project management support.
In a nutshell, I make sure you're secret sauce is showcased throughout every phase of your client journey and client experience. I'm a Certified Dubsao Specialist, Verified ClickUp Consultant, and specialize in Airtable, Zapier, and all things tech + strategy!
I'm Ashley, CEO & Founder of Solution Integrators 👋🏾
I help female entrepreneurs scale beyond six figures through the power of client journey improvements, systems automation, and project management support.
In a nutshell, I make sure you're secret sauce is showcased throughout every phase of your client journey and client experience. I'm a Certified Dubsao Specialist, Verified ClickUp Consultant, and specialize in Airtable, Zapier, and all things tech + strategy!
Customize Your Dubsado Proposal Template BEFORE You Send It!
Discover how to edit Dubsado proposals, contracts, and invoice in a client's workflow while keeping your templates intact.
🤩 FREE Guide on how to use Automate your DREAM client experience in Dubsado bit.ly/4gyjCGL
Learn how to edit a Dubsado proposal without duplicating templates in this easy-to-follow guide! This video walks you through the process of customizing a single proposal, contract, and invoice for your client without impacting your original Dubsado templates. Whether you're looking to build out a Dubsado proposal, tweak the details on Dubsado forms, or streamline your workflows, this tutorial has you covered. Discover how to create a proposal on Dubsado, add it to a workflow, and send it seamlessly. Perfect for anyone wanting to master Dubsado proposal design, templates, and workflows to deliver a polished client experience every time!
⚡️WORK WITH SOLUTION INTEGRATORS⚡️
Done-For-You Tech Implementation: We'll create a custom client experience strategy to help you showcase your secret sauce, and step into your role as CEO. This includes strategy, content design, tech setup and implementation and ongoing support for the tool(s) of your choice!
💃🏾ABOUT ASHLEY 💃🏾
As a Chief Systems Officer, Ashley works to take your complex problems and find ways to simplify them! With over 10+ years of experience in Project Management and Business Analysis, Ashley works with biz owners to pick apart how they do business today, how to provide a high-quality + high-touch client experience, and build a systems and tool suite they love.
Your DREAM client experience is at the core of everything Ashley works to create. Whether you're building your business, growing your business, or ready to scale your business, she'll ask the tough questions (with love of course!) and put in the work to not only streamline but simplify the way you work!
📲 Follow Me on Instagram: solution.integrators
⏰ CHAPTERS/TIMESTAMPS ⏰
00:00 Introduction to Efficient Proposal Editing
00:30 Setting Up Your Proposal Workflow
01:24 Customizing Proposals for Individual Clients
03:16 Using Dubsado Smart Fields for Automation
04:07 Final Steps and Additional Tips
04:49 Conclusion and Free Resources
🤩 FREE Guide on how to use Automate your DREAM client experience in Dubsado bit.ly/4gyjCGL
Learn how to edit a Dubsado proposal without duplicating templates in this easy-to-follow guide! This video walks you through the process of customizing a single proposal, contract, and invoice for your client without impacting your original Dubsado templates. Whether you're looking to build out a Dubsado proposal, tweak the details on Dubsado forms, or streamline your workflows, this tutorial has you covered. Discover how to create a proposal on Dubsado, add it to a workflow, and send it seamlessly. Perfect for anyone wanting to master Dubsado proposal design, templates, and workflows to deliver a polished client experience every time!
⚡️WORK WITH SOLUTION INTEGRATORS⚡️
Done-For-You Tech Implementation: We'll create a custom client experience strategy to help you showcase your secret sauce, and step into your role as CEO. This includes strategy, content design, tech setup and implementation and ongoing support for the tool(s) of your choice!
💃🏾ABOUT ASHLEY 💃🏾
As a Chief Systems Officer, Ashley works to take your complex problems and find ways to simplify them! With over 10+ years of experience in Project Management and Business Analysis, Ashley works with biz owners to pick apart how they do business today, how to provide a high-quality + high-touch client experience, and build a systems and tool suite they love.
Your DREAM client experience is at the core of everything Ashley works to create. Whether you're building your business, growing your business, or ready to scale your business, she'll ask the tough questions (with love of course!) and put in the work to not only streamline but simplify the way you work!
📲 Follow Me on Instagram: solution.integrators
⏰ CHAPTERS/TIMESTAMPS ⏰
00:00 Introduction to Efficient Proposal Editing
00:30 Setting Up Your Proposal Workflow
01:24 Customizing Proposals for Individual Clients
03:16 Using Dubsado Smart Fields for Automation
04:07 Final Steps and Additional Tips
04:49 Conclusion and Free Resources
Переглядів: 43
Відео
Elevate your Client Experience with Dubsado Proposals
Переглядів 7621 день тому
Learn my top tips for creating stunning Dubsado proposals that will wow your clients and elevate their experience, so you can land more projects effortlessly! 🤩 FREE Guide on how to use Dubsado to automate your DREAM client experience bit.ly/41w57OZ Take your client relationships to the next level with Dubsado proposals. Learn how to create personalized, professional, and efficient proposals th...
Dubsado Payments: The Complete Guide to Getting Paid
Переглядів 1226 місяців тому
Get the inside scoop on Dubsado Payments powered by Stripe. This video covers all you need to know about Dubsado payment processing, new features, and what to expect next. 🤩 FREE Dubsado QuickStart Guide to help you get started using your account, fast: solutionintegrators.us/dubsado-quick-start-guide In this video, I'll dive into everything you need to know about the newly launched Dubsado Pay...
How to Use Dubsado for Lead Intake (and Boost Your Sales)
Переглядів 2237 місяців тому
Want to turn leads into clients with ease? Watch now to see how using Dubsado to book clients can simplify your process and maximize your time! 🤩 FREE Guide on how to use Dubsado and other biz systems to enforce boundaries in your small business: bit.ly/3ySz6Ew Struggling to get started with Dubsado? Let me help you intake new leads and get paid fast! I'm Ashley Tindall, a Certified Dubsado Spe...
Hi Ashley! Thank you for this video! I split my workflows up after having one huge workflow and I'm so glad I did it. You made a statement of that you could be asleep, do you not use office hours in workflows? If not, why not being that we have business hours?
@@lakendrafranklinphotography I do use office hours from about 7-7ish! A client can still cook at any time and the onboarding email will be queued up for 7am the next morning (when I’m probably still sleep 🤣)
@@solutionintegrators That makes sense. For some reason my mind always goes to like 4 am. I have office hours set as well. AND I just switched to Dubsado payments after watching your video.
@ yay!! Glad these videos have helped!!
This was excellent!!! Thank you 👏🏾👏🏾 Do you use Airtable as a CRM or is there another tool for that?
@@tatamdiva I use Airtable as my data management tool to keep my biz stats in one place! Dubsado is my CRM/client management tool
@@solutionintegrators Gotcha, thank you!
Hi Ashley! Love your videos! Wondering if you can share more about Kitchen and why you use it over the Dubsado portal.
So glad you’re loving the videos! My biggest reason for using Kitchen is because Dubsado’s portal doesn’t have two-way communication. Since I’m project based I need to be able to share updates, get feedback, and have a space outside of emails to ask questions. Kitchen allows me to share Dubsado forms, gdocs, mockups etc. and chat. Inquiry to Welcome Email is from Dubsado but everything else after onboarding is managed inside of Kitchen!
@solutionintegrators Thanks so much for sharing that feedback! You're the reason I decided to go with Dubsado over HoneyBook, and discovered Kitchen! Looking forward to playing around with it more. I'll be staying tuned for more ❤ Wishing you deep rest this holiday season ✨️
Ashley, Thank you soooooo much, what a great video, you've made it so learner friendly... as a newbie to Dubsado I struggle and get overwhelmed but you have made it so much easier to understand.
So good! Thank you!!!
Hey Ashley, do office hours only apply to weekdays? Is there a risk messages will be sent during the week-end? I couldn't find a clear answer about that online.
Office hours are 7days/week! There isn’t currently a way to limit workflow emails to send only during weekdays
@@solutionintegrators Alright, thank you!
Adding a delay to your workflow action was a GEM 💎! Thank youuuuuuuuuuuuuu😀
Yay glad it helped!!
Ashley, thank you so much for this tutorial! I'm a qualify my leads type of gal. I wasted too much of my precious time accepting calls with any lead just to find out they're not the right fit at all. Setting up systems is all about taking back control of our time.
Yesss! I’m so glad you enjoyed it! We haveeee to snatch back control of our time and our sanity! Lol
This is so helpful. My God, I need some help! lol
Haha glad you enjoyed it! Don’t overwhelm yourself trying to do all the things at once!
Definitely a Notion girly. Airtable wasn't flexible enough for me but I love this idea of automating and updating client tags and project dates. Just gta figure out the right zap to do that for me thank you❤
@@lenaRainbowluv17 nice! Happy to help!
Thank you for this! I really needed to hear this!
@@FirestormFinance anytime! 💜
Okay, I do get lost in the cycle. I put it off for later, but later does not come LOL you know my weaknesses 😅
@@JamarDiggs it happens to everybody! Especially when you get booked and busy!
hahaha the emphasis on 'that i've talked to several times about this' i felt it in my soul
🤣🤣 I knew a few would be watching I had to let em know!
Oh she's a coding girlie! I always love how your experiences look and feel!
I really need to get you in my Dubsado 🤣
You know I'm here when you're ready!!!
Love this! thank you for breaking this down for us!
Yay glad it helped!!
I found you on threads! Great job on your first video. Keep going 💚
Ahh thank you for watching!!
This was so thorough and informative. Thank you!
Thanks for watching!!
This is so thorough! Showing us how to update proposals AFTER they've been added has been a GAME CHANGER for me. My Dubsado back end is so much less cluttered now that I don't need 50-leven proposals!
I’m on a mission to help people stop creating so many one off proposals 😂❤
This process is soooo smooth! Love how seamless and easy it is!!
So happy you enjoyed it!! Definitely let me know if there are any other topics you’d like to see me cover soon!
So good! Put those workflows to work hunny!!
Yasss helping me get leads + get paid while I’m relaxing on somebody’s beach lol