Ready to create a seamless, referral-worthy client journey?
Apply for the Create a Referral-Worthy Client Experience Program
How it works
01
Fill out the application form to let me know more about your current workflow, your goals, and where you’re struggling. This helps us ensure the program is the right fit for you.
02
After reviewing your application, you'll receive a confirmation email outlining the next steps. Once you’ve secured your spot by paying the invoice, you’ll be prompted to book your 90-minute support calls.
03
On the Monday of your selected start date, you’ll receive an email with the materials. This includes access to the templates, workbooks, and videos you'll need to start refining your client experience.
what the results can be like when ...
You untangle the chaos and streamline the process.
“I was struggling to understand ClickUp and how it could impact our design agency.”
I knew that I needed the longer-term investment of handholding whilst I worked through all our processes. And now I am much more confident and I am excited to put my learnings and ClickUp set-up into practice with future clients.
The setting up of Dashboards within ClickUp has been a huge gain. Being able to point my colleagues to a dashboard that will answer all those little questions that they keep asking me has already taken a load off. Having a new customer tell me that whilst our approach was the friendliest of all she had received, our structured work plan was also the most professional.
Stephanie is worth every single penny and more. You may think you' re working with Stephanie on one part of your business but you'll find her knowledge and insight will far out way just that one problem and solution. The little videos when I was facing something niggling between our sessions were invaluable!
Katie Fenton
Project Manager at Two Fentons Design Agency
“Before working together my brain was all over the place. I'm good at what I do but I'm a right-brained thinker and have been called a free spirit many times. So, the business side of things was such a struggle for me.”
The program was challenging for me, but in a way that I needed it. It took me far out of my comfort zone but I felt you were great at keeping in touch and answering my questions during and between each session and gently pushed me to stay on top of my homework. I was so appreciative of the documents you shared and the videos have been such a great help!!
Now, my confidence in managing the business side of things has been astounding! It's even helped me streamline my services and offer some new ones. I feel like I've been able to set a clear direction for my business, I'm streamlining and clarifying my service offerings, reevaluating my pricing, monitoring the business better, and it's so much more organized.
Sara Uhlenbrock-Heath
Brand & Website Designer at Uhlsee Communications
“Before working together I had created my Dubsado account but did not know how to get started with mapping out my workflows and then getting them in Dubsado. I just could not figure it out”
I used Gmail, Google Drive, Canva and Calendly to manage my client process and it felt like I was constantly winging it. I did not know what to do for which client and when I needed to do them and tasks started falling through the cracks.
There is no way I would have mapped out everything without your help. You're so clear on what needs to happen and explain how to do it inside Dubsado. I found you even more valuable than a Dubsado queen. You are an amazing business mentor! I mean how many people can support you with Dubsado setup and mentor you at the same time?
“Having a new customer tell me that whilst our approach was the friendliest of all she had received, our structured work plan was also the most professional.”
“I've had lots of compliments for how organised and streamlined my group programme onboarding is since working on it with Stephanie. I also feel great in terms of how confident and supported I feel by my new systems and workflows. It's such a time saver and means I no longer have to worry about dropping balls or forgetting things..”
what the results can be like when ...
You untangle the chaos and streamline the process.
“I was struggling to understand ClickUp and how it could impact our design agency.”
I knew that I needed the longer-term investment of handholding whilst I worked through all our processes. And now I am much more confident and I am excited to put my learnings and ClickUp set-up into practice with future clients.
The setting up of Dashboards within ClickUp has been a huge gain. Being able to point my colleagues to a dashboard that will answer all those little questions that they keep asking me has already taken a load off. Having a new customer tell me that whilst our approach was the friendliest of all she had received, our structured work plan was also the most professional.
Stephanie is worth every single penny and more. You may think you' re working with Stephanie on one part of your business but you'll find her knowledge and insight will far out way just that one problem and solution. The little videos when I was facing something niggling between our sessions were invaluable!
Katie Fenton
Project Manager at Two Fentons Design Agency
“Before working together my brain was all over the place. I'm good at what I do but I'm a right-brained thinker and have been called a free spirit many times. So, the business side of things was such a struggle for me.”
The program was challenging for me, but in a way that I needed it. It took me far out of my comfort zone but I felt you were great at keeping in touch and answering my questions during and between each session and gently pushed me to stay on top of my homework. I was so appreciative of the documents you shared and the videos have been such a great help!!
Now, my confidence in managing the business side of things has been astounding! It's even helped me streamline my services and offer some new ones. I feel like I've been able to set a clear direction for my business, I'm streamlining and clarifying my service offerings, reevaluating my pricing, monitoring the business better, and it's so much more organized.
Sara Uhlenbrock-Heath
Brand & Website Designer
at Uhlsee Communications
“Before working together I had created my Dubsado account but did not know how to get started with mapping out my workflows and then getting them in Dubsado. I just could not figure it out”
I used Gmail, Google Drive, Canva and Calendly to manage my client process and it felt like I was constantly winging it. I did not know what to do for which client and when I needed to do them and tasks started falling through the cracks.
There is no way I would have mapped out everything without your help. You're so clear on what needs to happen and explain how to do it inside Dubsado. I found you even more valuable than a Dubsado queen. You are an amazing business mentor! I mean how many people can support you with Dubsado setup and mentor you at the same time?
Katen Karlten
interior designer at bloom again design