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1:1 Strategy Session
This is what I know about you...
You’re constantly juggling client info and tasks across different tools, leaving you feeling disorganised and scattered.
😢
Your business processes feel chaotic, with messy systems slowing you down and leaving you overwhelmed.
😅
🫠
😕
You’re missing out on leads and potential clients because important follow-ups are slipping through the cracks.
You’re stressed, unsure if your systems are working, and it feels like you’re barely keeping things together.
YOU GOT ME 😪
✓ Go from feeling scattered to totally in control. No more chasing after missing info or juggling endless tools. A CRM system brings everything together in one place, giving peace of mind and total clarity on the business.
✓ Stop wasting time and start working smart. No more getting stuck in the grind of repetitive tasks. With a streamlined CRM system, save time and energy, focusing on growing the business and doing what’s loved.
✓ Turn missed leads into steady growth. No more letting potential clients slip through the cracks. A custom CRM helps nurture relationships, follow up easily, and turn leads into loyal clients, fuelling steady business growth.
✓ Move from burnout to freedom. With systems designed specifically for unique needs, finally have the freedom to step away from the chaos, knowing the business runs smoothly even when taking a break.
I'M READY TO MAKE MONEY
crm builds
With a custom CRM build, you’ll finally feel confident managing all your client information in one place—no more scrambling to find details across different tools. By automating follow-ups, reminders, and repetitive tasks like data entry and scheduling, you’ll streamline your communication and free up mental space. Plus, you’ll have access to data that drives smart decisions, helping your business grow and scale with ease.
Throughout the entire process, I’ll be there to guide and support you, making sure your CRM system works seamlessly for your business from day one.
I NEED THIS
Babe, you're ready to
🥳
Simplify your workflow by centralising everything you need in one easy-to-use system, giving you more time to focus on what truly matters.
😏
Srengthen client relationships by staying on top of communication with automated follow-ups that ensure no one falls through the cracks.
Move from feeling overwhelmed to feeling empowered with a website that turns your scattered ideas into something that truly represents your brand and helps you grow your business.
✨
Reduce overwhelm and gain peace of mind by automating those time-consuming, repetitive tasks that drain your energy and focus.
Go from being invisible to unforgettable with a site that helps you stand out, attract the right clients, and boost your income.
📊
Gain real-time insights into your business performance with data at your fingertips, empowering you to make informed decisions and drive growth.
Babe, you're ready to
🥳
Simplify your workflow by centralising everything you need in one easy-to-use system, giving you more time to focus on what truly matters.
😏
Srengthen client relationships by staying on top of communication with automated follow-ups that ensure no one falls through the cracks.
✨
Reduce overwhelm and gain peace of mind by automating those time-consuming, repetitive tasks that drain your energy and focus.
📊
Gain real-time insights into your business performance with data at your fingertips, empowering you to make informed decisions and drive growth.
I'M IN
from
pay in full
✓ Pre-work questionnaire or 2-hour process mapping meeting (#ADHD-friendly)
✓ Account setup
✓ Import of current and past clients
✓ Current projects imported
✓ Payment plans set up
✓ Scheduler set up with availability
✓ Products and packages set up
✓ Form creation
✓ Import of email templates
✓ Complete automation setup
✓ Workflow testing
✓ Handover meeting
✓ Master sheet of workflows
✓ 7 days post-handover support
INCLUSIONS:
$1990
INCLUSIONS:
3 payments of $730
✓ Pre-work questionnaire or 2-hour process mapping meeting (#ADHD-friendly)
✓ Account setup
✓ Import of current and past clients
✓ Current projects imported
✓ Payment plans set up
✓ Scheduler set up with availability
✓ Products and packages set up
✓ Form creation
✓ Import of email templates
✓ Complete automation setup
✓ Workflow testing
✓ Handover meeting
✓ Master sheet of workflows
☆ 14 days post-handover support (worth $595)
☆ Custom graphics for forms (worth $600+)
from
HECK YESSSS
Payment Plan
Get ready to be organised, save time and grow your biz with a crm system.
WOW! I can't speak highly
enough of Jaimi.
I NEED THIS
I am a Virtual Assistant myself and needed a CRM set-up for my growing business and did not have the capacity to do so myself.
Jaimi set up Dubsado, and what a game changer it has been! Automation has taken so many tasks off my plate, giving me more time to work with my clients and continue to grow my business.
She is so knowledgeable; she did it so quickly for me and even took the time to teach me how to use the platform.
I will be recommending Jaimi - even to my own clients :)
sara reyes
Assist by Sara
you know you're ready to
Experience the freedom of having everything organized, with no more last-minute scrambles to find important client details.
👩🏽💻
CHECK IT OUT
Boost efficiency by automating your daily tasks, freeing up time to focus on growing your business instead of getting bogged down in admin.
✅
Feel confident knowing your client communications are seamless and professional, helping you build trust and long-lasting relationships.
📱
Scale your business with ease, using a CRM system that grows with you, adapting to your evolving needs without added complexity.
🚀
you know you're ready to
Experience the freedom of having everything organised, with no more last-minute scrambles to find important client details.
👩🏽💻
Boost efficiency by automating your daily tasks, freeing up time to focus on growing your business instead of getting bogged down in admin.
✅
Feel confident knowing your client communications are seamless and professional, helping you build trust and long-lasting relationships.
📱
CHECK IT OUT
Scale your business with ease, using a CRM system that grows with you, adapting to your evolving needs without added complexity.
🚀
pay in full
bonuses
Because good things come to those that are ready to level up.
When you invest in a custom CRM build, you’re not just getting another tool—you’re getting a game-changer for your business. I’ve got your back with 14 days of post-handover support (worth $595), so you’ll never feel lost or stuck. And because it’s all about making things work and look good, you’ll also get custom graphics for your forms (worth $600+) to keep everything on-brand and beautiful.
OH YES PLEASE 🙏
You're a few short weeks away from a streamlined and freedom-filled life.
THE WEEK BEFORE
Before we dive in, we’ll spend a week mapping out exactly what your business needs. We’ll chat about your goals, how you work, and what kind of automation and organisation will make your life easier. This planning phase sets the foundation, so everything runs smoothly during the build.
planning & PREP
You're a few short weeks away from a sexy website.
WEEK 1
LAYING THE FOUNDATIONS
Now, we start setting up your CRM system. This includes organizing all your client information, creating forms, and building the key workflows. By the end of this week, you’ll have a solid structure in place that’s designed specifically for how you run your business.
You're a few short weeks away from a sexy website.
WEEK 2
automating
This week is all about automating the important but time-consuming tasks. From follow-ups to scheduling, we’ll set up automations that take the mental load off your plate. You’ll start to see how much time and energy your new system is going to save you.
You're a few short weeks away from a sexy website.
WEEK 3
Finesse, finesse, finesse
Now that the core system is built, it’s time to fine-tune and customise. We’ll add any special features your business needs, tweak the workflows, and make sure everything is running smoothly. This is where your CRM becomes fully tailored to how you work.
You're a few short weeks away from a sexy website.
WEEK 4
review & launch
In the final week, we’ll test everything thoroughly to make sure it’s all working as it should. We’ll also add any final touches, like custom graphics for your forms, and ensure that everything looks and feels just right. Once everything’s perfect, you’ll be ready to launch your CRM and take control of your business with ease.
You're a few short weeks away from a streamlined and freedom-filled life.
THE WEEK BEFORE
Before we dive in, we’ll spend a week mapping out exactly what your business needs. We’ll chat about your goals, how you work, and what kind of automation and organisation will make your life easier. This planning phase sets the foundation, so everything runs smoothly during the build.
planning & PREP
You're a few short weeks away from a sexy website.
WEEK 1
Now, we start setting up your CRM system. This includes organizing all your client information, creating forms, and building the key workflows. By the end of this week, you’ll have a solid structure in place that’s designed specifically for how you run your business.
LAYING THE FOUNDATIONS
You're a few short weeks away from a sexy website.
WEEK 2
This week is all about automating the important but time-consuming tasks. From follow-ups to scheduling, we’ll set up automations that take the mental load off your plate. You’ll start to see how much time and energy your new system is going to save you.
automating
You're a few short weeks away from a sexy website.
WEEK 3
Now that the core system is built, it’s time to fine-tune and customise. We’ll add any special features your business needs, tweak the workflows, and make sure everything is running smoothly. This is where your CRM becomes fully tailored to how you work.
finesse, finesse, finesse
You're a few short weeks away from a sexy website.
WEEK 4
In the final week, we’ll test everything thoroughly to make sure it’s all working as it should. We’ll also add any final touches, like custom graphics for your forms, and ensure that everything looks and feels just right. Once everything’s perfect, you’ll be ready to launch your CRM and take control of your business with ease.
review & launch
How long does the whole process take?
Got questions?
I have answers.
What do i need to give you?
what platforms do you use?
I suck at technology.
i don't know what I need.
I'm not ready to invest.
The process takes 5 weeks in total, with the first week dedicated to planning and understanding your needs, followed by 4 weeks of building, customising, and testing your CRM system.
How long does the whole process take?
Got questions?
I have answers.
What do i need to give you?
what platforms do you use?
I suck at technology.
i don't know what I need.
I'm not ready to invest.
I’ll need information about how your business operates, what you want to automate, and any existing systems you use. Don’t worry—I’ll guide you through everything step by step to keep it simple.
How long does the whole process take?
Got questions?
I have answers.
What do i need to give you?
what platforms do you use?
I suck at technology.
I don't know what i need.
I'm not ready to invest.
I build systems that are easy to use, and I provide personalised training videos and ongoing support to ensure you feel confident managing your CRM.
How long does the whole process take?
Got questions?
I have answers.
What do i need to give you?
what platforms do you use?
I suck at technology.
i don't know what I need.
I'm not ready to invest.
No worries! We’ll work together in the planning phase to figure out exactly what your business needs to run more smoothly and efficiently.
How long does the whole process take?
Got questions?
I have answers.
What do i need to give you?
what platforms do you use?
I suck at technology.
i don't know what I need.
I'm not ready to invest.
I get it. Sometimes investing in your business can seem a little scary but investing is what generates growth.
In order to support you in getting the business of your dreams, without the financial fear factor, I offer personalised payment plans.
I have answers.
Got questions?
How long does the whole process take?
what do i need to give you?
what platforms do you use?
i suck at technology.
i don't know what I need.
i'm not ready to invest.
The entire process takes 5 weeks, including a week for initial planning and design. We’ll work closely together to ensure the site is built to your vision without overwhelming you.
I have answers.
Got questions?
How long does the whole process take?
what do i need to give you?
what platforms do you use?
i suck at technology.
i don't know what I need.
i'm not ready to invest.
I’ll need your branding (like logo, colors, fonts), content (like text and images), and any specific ideas or examples you love. Don’t worry if it sounds like a lot—I’ll guide you through the process step by step.
I have answers.
Got questions?
How long does the whole process take?
what do i need to give you?
what platforms do you use?
i suck at technology.
i don't know what I need.
i'm not ready to invest.
Don't stress - I’ll handle all the tech side of things, from domain setup to hosting and making sure your site runs smoothly. You don’t need to worry about a thing.
I have answers.
Got questions?
How long does the whole process take?
what do i need to give you?
what platforms do you use?
i suck at technology.
i don't know what I need.
i'm not ready to invest.
No worries! We’ll work together in the planning phase to figure out exactly what your business needs to run more smoothly and efficiently.
I have answers.
Got questions?
How long does the whole process take?
what do i need to give you?
what platforms do you use?
i suck at technology.
i don't know what I need.
i'm not ready to invest.
I get it. Sometimes investing in your business can seem a little scary but investing is what generates growth.
In order to support you in getting the business of your dreams, without the financial fear factor, I offer personalised payment plans.
it's time to be organised,
save time and grow your biz with an automated client experience that is made just for you.
I'M IN
from
pay in full
✓ Pre-work questionnaire or 2-hour process mapping meeting (#ADHD-friendly)
✓ Account setup
✓ Import of current and past clients
✓ Current projects imported
✓ Payment plans set up
✓ Scheduler set up with availability
✓ Products and packages set up
✓ Form creation
✓ Import of email templates
✓ Complete automation setup
✓ Workflow testing
✓ Handover meeting
✓ Master sheet of workflows
✓ 7 days post-handover support
INCLUSIONS:
$1990
INCLUSIONS:
3 payments of $730
✓ Pre-work questionnaire or 2-hour process mapping meeting (#ADHD-friendly)
✓ Account setup
✓ Import of current and past clients
✓ Current projects imported
✓ Payment plans set up
✓ Scheduler set up with availability
✓ Products and packages set up
✓ Form creation
✓ Import of email templates
✓ Complete automation setup
✓ Workflow testing
✓ Handover meeting
✓ Master sheet of workflows
☆ 14 days post-handover support (worth $595)
☆ Custom graphics for forms (worth $600+)
from
HECK YESSSS
Payment Plan
Get ready to be organised, save time and grow your biz with a crm system.
