The Smooth Operator (TSO)
Finally, a Dubsado setup that’s not just technically sound but feels authentically you. Stop being a full-time VA in your own business and get back to being the incredible service provider you are.
Let’s paint a picture. You finish an amazing, Discovery call with a potential client. You’re both excited… and then the reality hits.
Now you have to:
Manually type up a proposal.
Dig through your files for the contract template.
Create and send an invoice.
Juggle a dozen email threads to answer their questions.
Hope you remember to send a follow-up…
It’s a soul-sucking process that steals the joy from your work.
What if, after that great call, you could simply click one button? What if that single action triggered a beautiful, on-brand workflow, where your proposal, contract, and an invoice all get sent automatically, while you go celebrate or focus on your current clients?
That’s the power of a CRM that’s built for you and around you. It’s not a luxury; it’s the foundation for a sustainable, scalable, and sane business.
Introducing: The Smooth Operator TSO.
TSO is my personalized service where I rework your chaotic client onboarding and turn it into a seamless, five-star experience for your clients. I don’t just “set up” your CRM; I make sure to let your unique brand and process still shine throughout the system that works tirelessly in the background.
This is for the service provider who is ready to trade chaos for clarity and all those sticky notes for peace of mind.
Here’s Exactly What Your New, Stress-Free Onboarding System Will Look Like
Part 1:The first base
A Custom, Pre-Qualifying Form: An on-brand form on your website that gently filters your ideal clients and collects all the info you need upfront
Automated & Seamless Scheduling: A scheduler that syncs with your calendar, eliminates back-and-forth emails to look for the perfect time that you can the client can have your call.
Part 2: The "Heck Yes!" Moment
A branded proposal that gets sent automatically after a successful discovery call, wowing your client before you’ve even officially started.
Contracts and invoices that are linked together. The contract must be signed before the invoice can be paid. No more chasing!
The secret sauce… I’ll build a smart workflow that connects the form, scheduler, proposal, contract, and invoice so the entire process runs on autopilot.
Part 3: The Warm Welcome
The moment they sign and pay, they automatically receive a warm, excited welcome email from you, complete with next steps. It sets the tone for an incredible experience.
An automated (but personal-feeling) sequence for leads who had a call but didn’t sign. It keeps the door open warmly and keeps you on their radar.
A graceful offboarding sequence. When a project ends, it can automatically send a testimonial request, a final recap, and a resource package, turning happy clients into raving fans.
TSO
The Smooth Operator (CRM Build)Why Work With Me?
I don’t just click buttons in a software program. I make and effort to understand your business and then I build a system that supports you.
It’s Fully Done-For-You: So there is not need for you to go and watch YouTube tutorials or get those nasty tech headaches. I handle it all.
All Systems are Built for Real People: I create a system that’s a joy for you to use and as well as for your clients.
You get SOME of your Time, Back: With the systems I set up you will claim back hours each week to focus on your client work, or finally take that lunch break without feeling guilty.
Ready to Fall Back in Love with Your Business?
You built this incredible business from the ground up. You deserve to enjoy it.
I only take on a few clients at a time to make sure each business gets my full care and attention.
Let’s chat! Book a free, no-pressure call below. We’ll talk about your business dreams and see if The Smooth Operator is the right next step for you.
F.A.Q.
Frequently Asked Questions
Absolutely! That’s the whole point. This is a done-for-you service. You don’t need to watch a single tutorial. I handle it all.
I offer ongoing support retainers if you’d like a long-term tech buddy 😉
Of course! We can do a "clean up and level up." I’ll optimize what you have and build upon it to create a cohesive system.
Think of what you could do with an extra 5-10 hours per week you’re not spending on admin. Think of the clients you could wow, the income you could generate, or simply the rest you could finally get. This system pays for itself by freeing you up to do the income-producing work you love.