Your systems shouldn’t limit your success.
If you’ve outgrown your current foundation, you’re in the right place to build something even better.
Whether you're ready to step into a more premium market, take on bigger projects, or simply run your business with more confidence (and less stress!), I'll help you create systems that support your ambitions.
With a complete, custom Dubsado setup, we'll transform how your business runs and how it feels to run it.
Services
How It Works
1. Book a Discovery Call
This is where we get to know each other and make sure we’re the best fit. I’ll learn more about your business and walk you through the process. Together, we’ll figure out which services are right for you and determine custom pricing based on your needs.
2. Complete a Questionnaire
You’ll fill out a detailed questionnaire to give me the essentials I need to set up your account. This covers your branding, links for calls, packages, contracts, and more.
3. Workflow Mapping
We’ll spend one to two hours together mapping out your client process from start to finish. Every step is customized to your business so your workflows feel personal and intentional. I’ll share advice, tips, and tricks to help you get the most from your automation.
4. Sit Back and Relax
I take our plan and bring it to life. I build out your account, proposals, packages, emails, and workflows. I only work on one client account at a time, and my goal is to have everything completed in four weeks or less.
5. Offboarding and Support
Once your account is finished, we’ll meet to review the entire setup. You’ll have a follow-up support window, a week-by-week guide to learning your account, and unlimited email support. I’ll also send personalized screen-share videos to answer questions and walk you through anything you need.
Kelly is THAT GIRL!!!
Taylor Gray · Taylored Operations ·
As an OBM, I really wanted to find a CRM for myself to take my business to the next level and I'm so lucky to have found Kelly to help me with my Dubsado build. Cannot recommend her enough!
I'm so glad I found her
Vannity Winston · V Cellina Photography ·
Kelly was amazing to work with! My systems felt like a mess and our coaching call was the perfect start to helping me feel more confident and professional in my workflows. I'm so glad I found her and highly recommend her for professionals looking to have a clean and efficient crm!!
The best of the best
Brandy Overbey · Brandy Paige Photography ·
Kelly McCraken made my dream CRM a reality! She migrated me from HoneyBook to Dubsado and customized every detail for my clients and planners. She made the entire process seamless, and when I saw the final product, I literally cried tears of joy. My workflows are beautiful, organized, and truly reflect my brand. If you're considering Dubsado, Kelly is worth every penny. I can't recommend her enough!
I am so happy to have worked with Kelly
Callie Sullivan · Ester Interiors + Design ·
I am been singing Kelly's praises to everyone I see in the interior design world. While the investment was substantial for a small business like mine, working with Kelly was absolutely worth it. The work she did, elevated my business beyond anything I could have done on my own. I highly recommend her services.
Wish I could give more stars!
Carol Olson · Alterations by Carol ·
I was spending too much time on basic communication with clients. I needed a system, but I needed a system for several different type of clients with various timelines and information and communication needs. I do mostly bridal alterations so I need clear, detailed communication, reminders, and follow up, and I did not have the time or desire to learn how to set it up myself. Kelly was amazing! My clients often comment on how easy and pretty the process is for them, and more sewing time for me!
