Technology Management

Making Your Business Tech Feel Simple and Supportive

Your Partner in Creating a Smooth, Stress-Free Client Experience

Does thinking about your business technology make you feel overwhelmed? Are you tired of juggling a dozen different apps and subscriptions, wondering if they're all working together as they should?

Imagine the peace of mind that comes from a client management system that feels perfectly tailored to you and your business. You don't have to be a tech expert to run your business.

My goal is to handle the complexities for you. ’ll work closely with you to configure, customize, and streamline your setup until it’s just right. From lead management to automated workflows, my goal is to create a seamless system that reduces your daily stress, saves you precious time, and helps you serve your clients beautifully.

I'll help you streamline and simplify your technology by eliminating ineffective or duplicate systems, which often helps reduce your overall tech spending.

Explore My Dubsado Tips & Tricks Playlist on YouTube

A thoughtful approach to your technology gives you:

Peace of Mind: Knowing your business and client data are safe and secure.
A Productive Team: Ensuring your systems run smoothly so you and your team can focus on the work you do best.
Confidence to Grow: Using the right tools to serve your clients beautifully and help you navigate any technical requirements in your industry.
More Time Back: Freeing you from the stress of managing tech issues so you can concentrate on your vision.

Book a 90 Minute Paid Strategy Call

"I am generally good with technology but I had no idea how to implement the changes in my email server so I could be compliant with the new email deliverability rules that went in to place in 2024. I am so grateful for Kathy’s services. She was knowable about the terminology and where to find the required data and with her help my email was compliant after 1 quick meeting. Priceless! Thank you!"

Lynn G.

"I didn't know what I didn't know. I was onboarding a new client and was asked to send documents I didn't have. Kathy was able to help me pull the documentation I needed, created a form that would accept digital signatures, and helped build email templates to send those to all new clients. The first day the value she provided paid for her monthly retainer cost."

Carrie M.

"Kathy was incredible to work with! She was very communicative, asking the right questions, understanding my needs, and keeping me updated on the project's progress. She made the whole process easy and enjoyable. Before we worked together, my Dubsado forms were a mess. Kathy thoroughly edited and updated them to match my brand and needs, which helps me serve my clients better.”

Kay S.

Dubsado Demystified: Your Strategy for Seamless Setup

Get a clear plan for Dubsado before you build anything. This strategic intensive provides a complete roadmap for success, auditing your current processes and mapping out how Dubsado can genuinely support your brand.

$750

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Dubsado - Essential Beginners Jumpstart

Your done-for-you Dubsado setup. This service is for the business owner who wants to skip the stress and have an expert handle the essential setup of their CRM system right from the start.

$1500

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Dubsado - Perfect My Process

A focused session to fix your biggest Dubsado bottleneck. This quick, powerful, hands-on intensive is designed to solve one specific, frustrating workflow problem to bring you immediate relief and efficiency.

$1500

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Dubsado - Ultimate CRM Overhaul

A complete, top-to-bottom revamp of your Dubsado system. This week-long intensive is for the established business whose CRM is no longer keeping up, resulting in a fully optimized and sustainable system that works for you, not against you.

$5000

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Ultimate Tech Overhaul: A Guided Audit to Streamline Your Business Technology

A guided, "Done with You" audit to regain control of your business technology. We'll work together to analyze your entire tech stack, eliminate redundancies, and create a strategic roadmap for a more efficient and stress-free business.

$5000

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The Mini Tech Makeover: A DIY Audit with Expert Strategic Review

A DIY audit with expert strategic review. This program empowers you to audit your own tech systems using video modules and templates, then solidifies your findings into an actionable plan during a 90-minute review call with an expert.

$1500

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