You will get Client Flow Studio-Rabel Virtual Services
Project details
Most service-based business owners already know their client process isn't working the way it should. Follow-ups fall through. Emails get rewritten from scratch every time. Invoices sit too long. The whole thing runs on memory and good intentions.
What they don't have is the time or headspace to fix it while still serving clients.
That's exactly what Client Flow Studio is built for.
Over 90 days, I work alongside you to clean up the client-side of your business - your inquiry flow, onboarding, follow-up sequences, email templates, and the tools you already have. Not by telling you what to do, but by actually building it with you.
What sets this apart:
• 20+ years of management experience - real structure, not generic advice
• Done-with-you, not just recommendations - things actually get built
• Monthly strategy calls, build sessions, and Loom support
• 3 email templates and 1 follow-up sequence built every month
You don't need more information about what's wrong. You need someone to actually help you fix it.
That's what this is.
What they don't have is the time or headspace to fix it while still serving clients.
That's exactly what Client Flow Studio is built for.
Over 90 days, I work alongside you to clean up the client-side of your business - your inquiry flow, onboarding, follow-up sequences, email templates, and the tools you already have. Not by telling you what to do, but by actually building it with you.
What sets this apart:
• 20+ years of management experience - real structure, not generic advice
• Done-with-you, not just recommendations - things actually get built
• Monthly strategy calls, build sessions, and Loom support
• 3 email templates and 1 follow-up sequence built every month
You don't need more information about what's wrong. You need someone to actually help you fix it.
That's what this is.
Purpose
BusinessIndustry
Architecture & Interior Design, Arts & Design, Business Services & Consulting, Construction, Events Planning, Lifestyle, Photography, Travel & TourismLanguage
EnglishWhat's included $3,600
These options are included with the project scope.
$3,600
- Delivery Time 66 days
- Number of Revisions 0
- Project Management Support
2 reviews
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GL
Gonzalo L.
Feb 11, 2021
Dubsado set up: Client Forms, Lead Capturing and Email marketing)
Kimberly did a great job and delivered as expected.
ML
Marnie L.
Sep 15, 2020
Need admin person to run CRM Dubsado and Wordpress
Thank you Kimberly! Thanks for really listening to what it was we wanted to accomplish and then coming up with the most efficient way to streamline our processes. It's difficult to tell someone what you'd like done when you're not even sure what's possible! But you made it so simple, easy and even enjoyable. Thanks for everything! Can't wait for our next project!
About Kimberly
Virtual Business Manager | Client Systems & Workflow Automation
Bozeman, United States - 7:36 pm local time
That's where I come in.
I'm a virtual business manager with 20+ years of management experience. I work with service-based business owners - photographers, coaches, consultants, and creatives - to get their client process out of their head and into a system that actually runs.
What that looks like in practice:
Setting up and managing client onboarding so new clients feel taken care of from day one
Building workflows in platforms like Dubsado or ClickUp that handle follow-ups, contracts, questionnaires, and invoices automatically
Managing the day-to-day operations that keep falling through the cracks
I don't just set things up and hand them back to you. I take ownership of the back end so you can focus on the work that actually makes you money.
If your business is running you instead of the other way around, let's talk.
Steps for completing your project
After purchasing the project, send requirements so Kimberly can start the project.
Delivery time starts when Kimberly receives requirements from you.
Kimberly works on your project following the steps below.
Revisions may occur after the delivery date.
Book strategy call
Use the link sent via email to book our first strategy call.
Book build session
Use the link sent via email to book your monthly build session