MAKE SALES IN YOUR SLEEP.

WORK SMARTER, NOT HARDER WITH AN AUTOMATED CLIENT EXPERIENCE THAT MAKES SERIOUS
CASH-MONEY WITHOUT YOU LIFTING A FINGER.

You’ve got the leads.
You just have to manage them.

If you’re looking to…

✓ Feel more confident in managing your client’s information in one place (aka. no more looking in 100 different places for the person’s email address)

✓ Streamline your communication with clients by automating follow-ups and reminders and build meaningful relationships

✓ Automate repetitive tasks (take away the mental load) such as data entry and scheduling

✓ Use data to drive your decisions, ultimately supporting the growth and scalability of your business

I can see you nodding along…

“WOW! I can't speak highly
enough of Jaimi.”

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 Ilton

I’m not a numbers girl, but these are hard to ignore…

Properly implemented CRM systems can increase ROI by 245%

CRMs can increase customer retention by 26%

73% of customers say that customer experience is important in their decision to buy.

Imagine finding a client experience specialist who can…

✓  Understand your brain dumps and decipher them like a code-breaker

✓  Plan your client experience to increase sales and make life easier

✓  Streamline your business backend so you can stay in your genius zone

✓  Save you time so you can stop sending emails and start making serious money

✓  Take the time to understand you, your brain and your business

Look no further, babe.
You’ve found me.

Your automated client experience is just a click away

Alright, but what does this entail?

My completely done-for-you client experience build includes everything you need to automate your client journey, make money in your sleep and connect you with ideal clients in just 4 weeks.

It includes:

  • 2-hour process mapping meeting or pre-work questionnaire (#adhd-friendly)

  • Full account setup

  • Import of current and past clients to address book

  • Current projects imported

  • Payment plans set up

  • Scheduler set up with availability

  • Products and packages set up

  • Form creation

  • Import of email templates

  • Complete workflow and automation creation (up to 6 workflows)

  • Workflow testing

  • 30-minute handover meeting

  • Master sheet of workflows

  • BONUS: 14 days post-handover support via email (worth $595)

THE INVESTMENT

Full client experience build, built just for you and your business (aka no cookie-cutters)

From $1990 AUD

how it works

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how it works //

  • Simply fill out the Client Application Form so I can get a good idea of your needs and how I can support you.

    We'll also have a Vibe Chat to see if we're a good fit.

  • I'll send through a personalised proposal for you to take a look at and help you make your decision a little easier.

  • Once you've finalised your proposal, I'll send through a deposit confirmation and Client Agreement to get you booked into my calendar.

  • Because I'm a neurodivergent friendly business, I offer either a planning call or an in-depth questionnaire to understand your needs and business.

    You'll also get access to a personal client portal and we'll set up Whatsapp so we can chit-chat in realtime.

  • Our 4 weeks together will FLY by and we'll be ready to go with your new client management system.

    You'll also have a handover call where we go over everything and you get 14 days of post-handover support to troubleshoot as needed.

    Oh and you'll get access to my library of resources to help you manage your new system.

Got more questions?

  • Great question - yes! A Client Relationship Management (CRM) system is the same as an automated client experience.

    It's just a fancier way of saying it.

  • My bespoke client experience builds take 4 weeks, from start to finish. This ensures enough time for planning, strategy, design, testing and launch.

  • Amazing question, babe. I use most systems to build your client experience, but I am an expert in Moxie and Dubsado.

  • 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 make the process as easy as possible. Before we get started I will send you a list of things I'll need in order to get going. This includes things like email templates, forms you currently use and logins for systems (don't worry, these are kept very securely).

  • I totally understand. Oftentimes, we believe that manually sending emails and tracking projects means that we are offering a more personalised service or that we won't drop the ball on a project.

    But this is a myth. 

    Doing everything manually can cause burnout which if you've ever experienced it, isn't fun. 

    You can still give your clients a beautiful and personalised experience through automated onboarding and off-boarding experiences and you can still track projects to keep on top of them.