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

A comprehensive strategy for how to use Dubsado in your business is developed. Processes will be audited and mapped. Implementation plan developed. Does not include implementation.

750.00 USD

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Dubsado - Essential Beginners Jumpstart

Looking for 1 tool to manage leads, communication, contracts, invoicing, payments, and reporting. - Configuration settings of the tool- Reporting/ Chart of Accounts set-up- Calendar/ 4 Custom Schedulers- 5 Forms - 5 Product Packages

1500.00 USD

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Dubsado - Perfect My Process

Ideal for busy professionals who need a quick, powerful solution to optimize their business operations using Dubsado.- Personalized Consultation- Focus on Refining One Critical Process - Save Time and Reduce Stress- Hands-on Set-up and Training- Immediate Impact

1500.00 USD

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Dubsado - Ultimate CRM Overhaul

This week-long service overhauls your Dubsado from top to bottom, ensuring every aspect is tailored to maximize efficiency and productivity. Perfect for busy professionals and small businesses. This service provides a complete system revamp, leaving you with a fully optimized and seamless CRM that supports your business growth.- Comprehensive Audit- Detailed Customization- Full System Restructure- Training and Documentation- Sustainable Success

5000.00 USD

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Ultimate Tech Overhaul

Done with You - Templated Audit. You’re about to look under the hood of your back office to eliminate redundant systems, create automations that save time & money, and ensure no client falls through the cracks, increasing your client satisfaction.

5000.00 USD

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Mini Tech Makeover

This self-paced digital workshop series is a simplified version of the Ultimate Tech Overhaul where you conduct the audit yourself. You decide when/ how to move forward with the data you uncover.3 months for you to complete your Initial Audit Assessment 90-minute review call. Lifetime Access to the Video Modules & templates to revisit & revise your Technical Stack. 3 Months Access to attend the bi-weekly Scheduled Group Office Hours for Implementation Help.

1500.00 USD

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