Systems & Automations for

Let's create a backend that
doesn't hold you back

Systems & Automations for

Let's create a backend that
doesn't hold you back

My guess is that you’re here because you’re finally ready to put your effort towards the areas of your business that truly move the needle forward. Meaning, it’s time to invest in an expert you can wholeheartedly trust to level up and organize your client experience. 

At Wild & Free Services we’re passionate about ensuring clients are kept in the loop with clear touch points and making systems feel not-so-scary while empowering you to take charge as the CEO you are. so that you can grow your business to your wildest dreams.

Lucky for you, we've got your back(end)

Nothing too fancy, but want someone who knows the roads to set up your Dubsado.

Ideal for you if: you’re new to Dubsado or you have between 1-2 services you really want to hone in and automate with a quicker turnaround.

More details

+ Full Dubsado setup
+ Branded form templates (questionnaires, contracts, client portal, etc.)
+ customized workflow action plan
+ 1-2 Fully tested Workflows
+ Pre-recorded workflow walkthrough via loom
+ 2 weeks voxer support

Delivery time: ~1-2 Weeks

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starting at $2297 (payment plans available)

Dubsado Setup Intensive

Nothing too fancy, but want someone who knows the roads to set up your Dubsado.

Ideal for you if: you’re new to Dubsado or you have between 1-2 services you really want to hone in and automate with a quicker turnaround.

More details

+ Full Dubsado setup
+ Branded form templates (questionnaires, contracts, client portal, etc.)
+ customized workflow action plan
+ 1-2 Fully tested Workflows
+ Pre-recorded workflow walkthrough via loom
+ 2 weeks voxer support

Delivery time: ~ 1-2 weeks

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starting at $2297
(payment plans available)

Dubsado Setup Intensive

Systems Support 

starting at $987/month

You’re in it for the long run and you need a co-pilot at your side to help you along your journey.

Ideal for you if: You offer multiple services with different processes, you need to haul over your account from one crm to dubsado, or you're looking for all around ongoing client management support. 

*3 month minimum commitment required

More details

+ Full Dubsado Setup
+ branded form templates, client portal, + email signature via canva
+ Complete workflows for up to 4 offers
+ Ongoing client management
+ Weekly Project checklist & updates
+ Bi-weekly zoom calls
+ Email support
+ Video & Written standard operating procedures

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Systems Support 

starting at $987/month

You’re in it for the long run and you need a co-pilot at your side to help you along your journey.

Ideal for you if: You offer multiple services with different processes, you need to haul over your account from one crm to dubsado, or you're looking for all around ongoing client management support. 

*3 month minimum commitment required

More details

+ Full Dubsado Setup
+ branded form templates, client portal, + email signature via canva
+ Complete workflows for up to 4 services
+ Ongoing client management
+ Weekly Project checklist & updates
+ Bi-weekly zoom calls
+ Slack support
+ Video & Written standard operating procedures

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Dubsado Proposal Setup

Starting at $1200
(beta - payment plans available)

**NEW**

You want beautiful branded forms that truly elevate your own brand and business within Dubsado. 

Ideal for you if: You’re ready to be able to have your clients feel like they’re working with an elevated brand with CSS proposals that allow you to showcase what it’s like to work with you and clients can book on the spot with just a click of a button.

More details

+ Two (2) CSS Forms (Proposal + Welcome Guide)
+ Access to CSS for future customization
+ Video tutorials on how to use your proposal
+ 2 weeks post project support

estimated delivery time: 3-4 weeks

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KIND WORDS FROM PAST CLIENTS

In just five months, I've been able to scale my business to five figure months. And I owe that entirely to Naomi and her quick implementation...While [she] was getting [my CRM] set up, my permanent employee was helping launch my first online course, which is now one of my signature offers. I could've never launched that course so quickly without Naomi's speed (and taking that off the plate of my employee).

Kelsey Juntwait (she/her) - marketing strategist

01 // Clarity Call

Want to know what it's like to work together? allow me to walk you through my signature process.

How It Works

02 // SEcure the date

Once you fill out the application and we're a good fit, we'll be in touch within 48 hours with a link to hop on a clarity call and talk about how we can support your business!

Clarity Call

03 // Onboard

After the clarity call, if we're all on board, you'll receive the contract and a deposit invoice to secure your spot! 

Secure the date

04 // Kick-off

Before our start date you'll receive a welcome guide walking you through everything I need from you so we can get started come our first call. This will need to be completed at least 2 weeks before our initial call. 

Onboard

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Once we have all the resources, we'll kick off our date with a game plan of what our time together will look like! From here you'll receive weekly updates and loom videos walking you through your process!

Kick-Off

The Process

do you offer payment plans?

do you only work with dubsado?

Will I need to do prep work?

wild & free services will be offering services for complete honeybook setups in 2022. However, If you're needing to move from honeybook to dubsado, we can totally do that!

We only offer payment plans for Dubsado VIP Day and the CSS Proposals. For both we offer up to a 4 month payment plan (cost varies). 

Yes! We’ll send over an onboarding questionnaire allowing you to take a deep dive into your own process so we understand how your business works. Once you submit that we’ll send over a checklist for you so you know exactly what to ‘prep’ before we start working together!

We offer quarterly retainer packages for all past clients who need to update their processes.

Most business owners PREFER time to start getting things together WE make sure TO give you at least two weeks from the time WE give you your custom checklist so you have all the things gathered together in one place and we start off on a good foot when we BEGIN.

Once you complete YOUR PREP FORM WE’ll send over a custom checklist for you within 24-48 hours and from there you’ll have two weeks to gather everything prior to our kick-off. 

HOW DO WE GET STARTED?

what if I need HELP after working together?