Objectives
Elizabeth’s primary objective was to streamline her client onboarding and management processes. She was using a lot PDF guides and contracts that lacked electronic signing capabilities, and her scheduling was a chaotic back-and-forth of emails. Elizabeth also faced the challenge of offering various payment plans that aligned with her clients’ financial needs and chosen life coaching packages.
She wanted to:
- Provide a seamless and consistent client experience.
- Automate scheduling and integrate it with her Google calendar.
- Offer multiple payment options tailored to different coaching packages.
- Reduce the significant amount of time spent on administrative tasks—over 10 hours a month—that could easily be automated.
Key Challenges
The Dubsado setup had a few challenges:
- Advanced Scheduling Integration:
- Elizabeth needed to automate her scheduling process and sync it with her Google calendar. She wanted recurring weekly sessions with clients to be automatically populated in her calendar without manual input.
- The solution involved using Zapier to integrate Dubsado and Google Calendar. When a project’s status was updated, Zapier pulled the project start date as the first coaching session, creating new events in her Google calendar at the correct times weekly, based on the purchased coaching package.
- Multiple Payment Plans:
- Implementing various payment plans required a flexible and secure system to accommodate the financial needs of different clients, depending on the life coaching package they chose.
- Enhanced Client Experience:
- Ensuring a consistent and professional client experience was one of the most important aspects to Elizabeth. This included making the contracts digital for electronic signatures and automating communication to reduce the back-and-forth emails.
“Part of what’s daunting about moving from your own manual processes to something automated and streamlined is not knowing what you don’t know.
I didn’t know what question to ask myself, what was important or how to conceptualize a cohesive workflow. Sarah eased ALL of that for me. She knew the exact question to ask to get the outcome I wanted.
I feel like I can focus on the IMPORTANT stuff — supporting my clients, creating content, connecting with people — rather than forcing myself to do tasks that drained me. I feel much more energized in general because I’m not spending time doing things I hate.
I also feel much more confident that my clients are going to have a stellar experience because it’s not reliant on me doing things perfectly each time.”
– Elizabeth Wallace – Joy & Life Coach
