Carla helps individuals change the way they show up through intentional personal styling. Whether she’s guiding clients through a complete wardrobe transformation or creating personalised styling solutions, her approach is rooted in confidence, individuality, and helping women feel like the best version of themselves.

Goals

Carla’s VA came to me looking for a CRM that would support the luxury client experience Carla is known for. While they had the vision for how Carla wanted her clients to move through her services, they needed a structured backend that could bring that vision to life while reducing the amount of manual administration involved.

As a personal stylist offering multiple service packages, Carla needed a CRM that could manage enquiries, automate client communication, organise service-specific journeys, and ensure every client received a seamless, high-end experience from their very first interaction through to project completion and beyond.

The main goals of this project were to:

• Build a fully customised CRM inside Dubsado

• Create a structured client journey from inquiry to long-term client nurture

• Develop service-specific workflows for each of her styling offers

• Reduce manual admin while maintaining a luxury client experience

• Create clear processes that support future business growth

Approach

Rather than simply setting up Dubsado, we first mapped out Carla’s complete client journey and designed every stage with intention. We looked at how new leads entered her business, how they moved through discovery, onboarding, service delivery, and offboarding, and identified where automation could improve efficiency without sacrificing the personalised experience her brand is known for.

Every workflow, form, and automation was built around creating consistency, reducing manual tasks, and ensuring no client ever fell through the cracks.

Solutions

CRM Setup – Dubsado

We built Carla’s CRM completely from the ground up, creating a fully customised system that supports every stage of her business. This included:

• Structuring her inquiry pipeline and multiple service-specific pipelines

• Creating custom inquiry forms, proposals, contracts, invoices, and client questionnaires

• Building automated onboarding, proposal, reminder, and offboarding workflows

• Setting up project statuses, tags, and automated triggers to keep every project organised

• Integrating Calendly for a seamless discovery call booking experience

• Creating long-term nurture and retarget workflows to encourage repeat business

• Developing a comprehensive CRM system with clear processes for managing leads, active clients, and past clients

To ensure Carla could confidently manage her new system, I also created a detailed Standard Operating Procedure (SOP) documenting every stage of her CRM, including daily management processes, workflow application, project status updates, troubleshooting guidance, and best practices for maintaining a consistent client experience.

Her Dubsado CRM now acts as a complete operational hub, supporting lead management, client onboarding, project delivery, follow-up, and long-term client relationships from one central location.

The Results

Carla now has a fully customised CRM that reflects the premium experience she delivers to every client.

Her entire client journey has been streamlined, with automated workflows supporting everything from initial inquiries and discovery calls through to onboarding, project delivery, testimonials, and future rebooking opportunities. With clear processes, structured pipelines, and detailed documentation, she can confidently manage every client while significantly reducing manual administration.

Instead of spending time chasing follow-ups or remembering the next step, Carla can focus on what she does best, helping her clients feel confident through personal style, knowing her systems are working seamlessly behind the scenes to support both her business and its continued growth.