the receipts
"I've only completed my first session with Krystal, and in 2 hours, she has already changed my life! The system setup that we accomplished today just did way more automating and client communication than I could have ever come up with on my own.
I can see the full vision coming into fruition, and I am so elated to be working with Krystal. She is clear, she is organized, and she has all the tools one could possibly need. I have already scheduled my next 3 sessions, and my business confidence has already improved, in addition to my stress levels have already decreased."
With 16+ years of creative online entrepreneurship and a Bachelor’s in Fine Art,Mariana is the creative genius behind Desk & Design. A story-driven branding, copywriting, and web design studio for fine artists.
She created Desk & Design out of a desire to amplify art and to show artists how to make more out of what they do best.
The way she interacts with people as a whole showed me just how much she deserved for her systems to match her beautiful spirit for providing great service.
brand & Web designer
When we started our project Mariana really wanted was focused on overcoming her main daily work challenges. Here's what she had to say about her challenges before we worked together:
"I was spending way too much time onboarding clients for my signature course. I needed to optimize and automate so that I could win back all the time and mental load of the process.
I was already paying and using Dubsado, and I knew that there was so much more that I could do, but I just didn't have the skills or time to do it."
goals
We setup workflows with ready to use canned emails, form templates, and automation inside of Dubsado. We went through each of her existing email templates and made updates to ensure that her clients were educated about the process and and supported throughout. Yes. We wrote and customized each and every email to her business.
We also designed her a discovery call notes form in Dubsado so she could have a sales script to follow during her sales calls so she could convert clients with ease. We also designed a new improved proposal to help her convert new clients after her discovery calls so that her new prospective clients would know that hiring her was a no brainer.
Her onboarding process is seamless with a 14-step automation in Zapier that creates her client folders, documents, and forms all in one Google folder. That's hours save each month on client onboarding!
transformation
Mariana's proposal was such an important piece of the project. So to ensure that her proposal would convert new prospective leads in to clients, We designed her proposals with the following features:
1) An eye-catching header image & welcome message area to share her excitement about working with her clients.
2) A how-it-works section so she could easily educate her client about her framework.
3) Sections for the client to choose their package and add-ons followed by an animated testimonial area.
4) An FAQ section to overcome client objections so she could see more accepted proposals, and less "I've got questions" emails from clients at the booking phase.
designs
Here's what Mariana had to say after her experience:
"After a period of growth in my service-based business, I knew that it was time to optimize my signature offer, when I found myself spending so much time doing those tasks I repeat when a new client signs on. I wanted to automate, but retaining the high-touch feel was absolutely important.
When we met, it was obvious that Krystal is a brilliant expert that not only knows Dubsado but is highly fluent in many other systems. I decided to hire her right away and I knew that I could rest easy now that this important part of my business was in her hands.
Krystal is supremely organized and what she delivered was even more than what I was initially envisioning. Rather than stopping at the on-boarding process, Krystal also helped me automate some tasks in the fulfillment, communication, and off-boarding of my service! She tackled a very complex connection using Zapier that gave me even more time.
She literally gave me an employee that's working for me 24/7! I cannot wait to work with her again on my other services and have recommended her far and wide."
words of thanks
"For the past five years, I’ve worked exclusively with her to build, curate and culture by my businesses systems … which other attorneys have modeled their businesses after AND my 6, 7 & 8 figure clients have been blown away by!"
"I just wanted to share flowers with Krystal Clark. SHE IS THAT GIRL!
Krystal originally set up my Dubsado back in 2018 and her entire approach to workflows, proposals, templates, etc. literally helped me build a 7-figure firm FAST. I'm going to tap her in 2024 to assist with perfecting what we've built in Lawmatics too.
If you're not ready to hire her for a VIP day, check out her AH-MAZING Toolkit & Template shop that is stacked to the brim with great resources and trainings to help you systemize any type of business.
She's taught A LOT of creatives how to do this and I personally feel she doesn't get the credit and love she deserves."
As the founder of Alicia Leigh Photography, Alicia is a heartfelt personal brand photographer for creative entrepreneurs and small business owners in Austin, TX.
She helps clients up-level their brand visuals and attract their target audience through beautifully branded photographs that speak to who they are and what they bring to their offers. Through a heart-centered and personally tailored brand session experience, she helps clients rebuild the confidence they need to show up authentically in life and business and begin standing out online.
Brand Photographer
We setup workflows with ready to use canned emails, form templates, and automation inside of Dubsado. We went through her client experience and create a ton of client resources to help her service her clients. We created client facing materials like: a client welcome guide, a style guide with a shoot mood board, a shoot timeline, client feedback form. and more!
We also organized their packages, schedulers, and payment plans in Dubsado too!
Did I mention beautiful redirect pages too?
When a client completes Alicia's contact form, they are redirected to a stunning web page that educates them about what happens next in the experience.
transformation
When we first started to work together, Alicia knew exactly what she wanted her systems to help her accomplish. She wanted to:
1) Take on more client work without worry and free up her time so she could focus on other things in her business to grow and raise her prices.
2) Get repeat clients into a membership down the line and possibly build a referral program.
3) Deliver a seamless and amazing experience to all of her clients every single time so that they're raving fans and feel totally taken care of.
She was manually triggering things, making appointments, adjusting things, and trying to apply one vague workflow to multiple different projects. These manual tasks were definitely stealing her time and she was always worried something was going to slip through the cracks. She didn't have peace of mind.
goals
When designing client facing materials for Alicia, it was very important to make sure everything was going to be on brand with her new website that was launching soon. Here are just a few of the forms we designed for Alicia:
1) Stunning proposals for her signature brand photography packages.
2) One of our favorite forms was the brand style guide because it showcased a fab mood board to inspire the client and share ideas with them for what to wear to their shoot.
3) Created a brand session guide so that she could give her clients a play-by-play of the session timeline, props, and things to wear during each planned scene.
designs
Here's what Alicia had to say after her experience:
"I'm so glad I hired Krystal to help me streamline my business and improve my Dubsado workflows and systems. I had become so busy in my business that I was constantly falling behind and failing to do the things I knew needed my attention on the back-end to set myself up for success. I couldn't do it all anymore and I was looking for relief and improvement.
Not only did she help me beautify my forms, emails, and workflows -- she also helped me reimagine some of the tasks I was doing manually so that I could free up more of my time for the things that really mattered and make my life all around easier.
She combined my multiple calendars into one and taught me things I didn't even know Dubsado could do. But my favorite part is that now I have confidence in my system and all the forms that are client-facing. My clients are still well-taken care of and now I'm more taken care of too! She basically saved me from myself. Thank you so much!"
words of thanks
"...Krystal delivers so much more than she advertises. Krystal is incredibly focused and perceptive.
Since my workflows went live, my revenue has skyrocketed. I am better able to meet my client’s needs - and I’m able to take on more clients. I feel confident and prepared at every stage of a matter, from intake to invoicing. I love knowing that my weaknesses are being taken care of by my automations. My CRM lets me spend my days focused on my strengths - talking to clients, researching their legal issues, and solving their problems!
Finally, Krystal is an incredibly gifted designer, but she's also an outstanding teacher. Krystal trained me so well that I was able to replicate her workflows for a new line of services - a big risk that paid off in a big way. My confidence with Dubsado is entirely due to her excellent instruction."
Based in Austin, TX, Cayla and David are the husband and wife duo behind Carhart Photography.
They specialize in making their clients feel comfortable in front of the camera as they capture memorable moments for their clients on their wedding day.
Cayla and David were seriously so much fun to work with. Not only are they great photographers, they came in to the project prepared to make boss moves and major refinements to improve their back end.
Wedding Photographers
When we first started to work together, I was so happy to support Cayla and David. When we got started, their goals were to:
1) Infuse infuse automation so they wouldn't miss their touch points with clients. They were doing a lot of work manually and really wanted to be able to step away from admin work so they could shoot weddings and have more time for editing.
2) Take better care of the influx of clients they are getting as their business continues to grow. With their new website launch they knew they would be getting more leads, but they wanted to make sure they could provide timely responses and support.
goals
I setup workflows with ready to use canned emails, form templates, and automation inside of Dubsado. I went through each of their existing email templates and made updates to ensure that their clients were well supported during their wedding photography and videography experience.
I designed new proposals and forms to help them convert new leads to clients and gather information from clients with ease.
I also organized their packages, schedulers, and payment plans in Dubsado too! Did I mention beautiful redirect pages too? That's right. When a client completes Cayla & David's contact form, they are redirected to a stunning web page that educates them about what happens next in the experience.
transformation
When designing client facing materials for Cayla & David, it was very important to make sure everything was on brand. During their experience I designed:
1) Stunning proposals for their signature wedding photography & videography packages.
2) Created client questionnaires and timelines for planning details and fulfilling the experience with their clients..
3) Created and designed a valuable client feedback form so their clients could share their testimonial, provide feedback, and get featured on their portfolio and social media.
designs
Here's what Cayla & David had to say after their experience:
"Krystal made our entire CRM system seamless. We have now been able to build the exact client experience we've always wanted to provide, never miss a task, and enjoy so many more touch-points with our clients (which they are loving)! Before working with Krystal, I would miss a communication task and feel awful or go back and forth with potential clients for days trying to set up a consultation. Now, we're getting constant compliments on our ease of communication and potential clients are booking consultations left and right.
We have had more subsequent consultations than we've ever had since our workflow launched, resulting in more bookings and surpassing our initial income goal for the year. I would HIGHLY recommend working with Krystal because I can confidently say that her services have been one of the best investments we've ever made for our business and our clients."
I was so honored to serve Cayla & David and I'll always be here for them in the future.
words of thanks
"Krystal has not only become my amazing workflow ninja, she's become a friend. Through our time together, I was empowered not only to think about robust an effective workflows and processes to serve my clients, but to be a better boss, friend, and leader. Krystal is dynamically encouraging and wicked smart. She was easily one of the best investments I made into myself and my business."
"I've gotten space and time to simply serve my clients instead of consistently having to think about getting certain documents to them!" She also mentions that it's been AMAZING being able to train her staff to simply work through and edit portions of amazing workflows too.
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