Get ready to up-level your
client experience and  start
SERVING your clients with excellence.



Our signature done-for-you Client Management Strategy + Tech Setup is for multi-passionate entrepreneurs looking to streamline, simplify and implement good systems in their business while elevating their clients’ experiences.


Your client experience needs to communicate that you are THE go-to expert in your industry and that you mean business. 


I know what you need, friend

You’ve spent countless hours working to build the business of your dreams, only to still feel overwhelmed with no time to enjoy brunch and bottomless mimosas with your friends.

You've done everything you could think of... solidified your offers, attracted your ideal clients, but you're still drowning trying to keep up with answering new leads and onboarding new clients.

You've tried tool after tool looking for ways to simplify and automate your processes, but haven't been able to find a tool that fits the needs of your business and supports the life you want to live.

Dubsado + Honeybook

Pre-Work Questionnaire to gather the brand collateral and assets necessary to design your dream client experience.

Appointment Schedulers + Calendars set up to create a seamless booking experience for new leads and current clients. Integrations: Calendar and Conferencing tools. 

Automation(s) workflow implementation from inquiry to off-boarding to assist with your day-to-day tasks so that you can focus on serving your clients.

Branded Client Portal + Integrations set up as a central hub for your client’s information and to streamline your client’s experience via integrating third-party apps/software that you may use to deliver your services.

Strategy Call to assess the structure of your processes, identify any gaps, and map out each step of your client journey.

Branded Forms + Canned Emails custom designed and code-free infused with your brand’s messaging and identity to keep you on-brand at each touchpoint of your client’s journey.

Packages + Payment Schedules set up to showcase deliverables for your signature service, integrate with a supported payment processor(s), and automate payment reminders. 

Custom Project Statues tailored to your signature process to keep you organized and to ensure that you know where your clients are at each stage of their journey. 

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Our turnaround time is 2 weeks from our Strategy Call to Implementation with a fully operational system ready to use.

Wondering what you'll get working with us?

Glad you asked... Here's what's included:

Investment Starts At: $3497

Our listed investment is based around your signature offer. Custom quotes are provided for each inquiry to include the number of your service offerings and integrations.


Training + Resource Guide 2-hour live + recorded call to walk you through your new setup and a customized Client Resource Guide with tools to help you navigate with ease. 

Follow-Up Support (3 weeks) after project handoff to answer any questions that you may have while you get acclimated to your new client management system.

Working with Shanti was a game-changer for my embroidery business!

"Shanti is very proficient in business processes and systems and helped make outsourcing my setup effortless on my end. I was able to start using Dubsado immediately and my clients were delighted with my new streamlined process."


The investment was priceless and I will use her again as I expand.

"Shanti helped me streamline my website design and create workflows that work smarter for me which has made a huge difference in my business. I'm now doubling sales with the workflows she helped me create."

teresa g. | CEO OF bk life & style

Working with Shanti was so easy!

"Shanti is professional in how she handles each step of her business making it easy to work with her. With the challenges in working remotely, the workflow she instituted made the experience seamless."


Kind words

let's make it Official

Where The Magic Happens

The Prep Work

Once you've secured your spot on our calendar, you'll receive a pre-work questionnaire to gather details about your business. We'll meet 1:1 to discuss strategy, uncover any gaps in your current processes, and design your dream client experience.

The Wrap Up

Following our Strategy Session, we will get to work behind the scenes setting everything up for you so you can relax. We will test your workflows, using tech to do the heavy-lifting for you, taking away the overwhelm of your day-to-day administrative tasks.

We're all done! We'll meet on a video call to walk through and get you acclimated to your new setup. Don't worry, we won't leave you hanging! You'll receive three weeks of support while you're familiarizing yourself/team with your new client management system.


How It Works!




Is this service for ME?


Yes if you're ready to save time! You can focus on growing your business while we take care of the heavy lifting - tech setup and workflow optimization.

Yes if you're looking for results! Streamlining your process and eliminating the pieces that don’t work anymore increases the efficiency of your day-to-day operations, allowing you to focus on what matters most - your clients.

Yes if you want work-life balance on your terms! Partnering with us to get your systems in shape gives you the freedom to enjoy brunch + mimosas with your friends and not worry about missing out on booking a new client.

Yes if you're a service-based multi-passionate entrepreneur ready to build good systems in your business!

Ready to get started?

If you’re ready to build good systems in your business and think we’d be a great fit to work together, complete the inquiry form below. 

You've Got Questions... We Have Answers!

To secure your start date we require that the proposal be accepted, the service agreement signed, and a $1000 deposit paid within 3 days of the proposal date.

We offer a 3-Pay payment plan on our setup services. $1,000 due upon acceptance of the proposal to lock in project dates and two equal payments remaining. One payment due two days before your Strategy Call and the last payment due two days before your Execution Session. 

Our process takes on average two (2) weeks to set up after our Strategy Call with the cooperation of requested collateral from client.

You will need the details of your service offering and deliverables, your pricing structure, branding (logo, brand guide, professional photos, and any stock images that you would like to use), contract verbiage, and an idea of the information that you would like to include on your forms to collect data from your clients.

After your live training session, you will receive 3 weeks of support from a trusted Systems Pro and a detailed Client Resource Guide so that you don’t have to navigate this new journey alone. Extended Support packages are available for an additional fee.





Free guide