FAQs

WHAT DO I NEED TO GET STARTED?

SIGNATURE SERVICE. Offer at least one signature service, or offer custom quoted services.

BRAND IDENTITY. A brand sheet with your fonts and colors (HEX, RGB)  helps a lot. Yes, I can pull the colors from logs and other branded material from your website, but I’d rather have it match exactly. Plus that takes time away from your project. 

COPY. Email copy, proposal copy, questionnaire copy (i.e. the actual questions), Price sheet with deliverables. If you would like your emails to have your voice and contain the information you would like to convey to your clients, you need to provide that information to me. 

CONTRACT. You must have your own contract/work agreement, whatever you’d like to call it. A PDF or word document will suffice. Please note, I am not a lawyer and cannot advise or provide legal advice regarding contract terms. 

COMMITMENT. You must commit to providing me with additional information as I need it when I need it. This is the only way your project will be completed in the 14 days promised. Missing due dates will result in delays in your project.

WILL YOU HELP ME WRITE COPY IF I DON’T HAVE ANY?

Yes, but it will incur additional costs. You will still be responsible for providing the basic content of the emails. Copywriting is not my profession therefore I do not claim to write in client’s ‘voices’ or vernacular. Some copy may be pulled from my existing templates.

WHAT IF I ALREADY HAVE SOME THINGS SET UP, DO YOU DO PARTIAL SETUPS?

I do not do partial setups. If you’re not sure if you need a full setup, I’d encourage you to try my Dubsado Assessment. We’ll meet and I’ll go into your account and see what you have so far and what you will need to complete your desired goals. If you wish for me to complete the work advised in your Assessment, you may apply the fee toward your Dubsado Setup.

HOW LONG IS THE SETUP PROCESS?

I will complete your setup in 14 business days from the start date of your project. You will be required to commit to being available for our meetings and the required homework to gather the required information I’ll need to complete your project. The Homework Assignments are not arbitrary and are needed to start and complete your project.

WHAT EXACTLY DO YOU DO IN THE SUPPORT PHASE?

14-days business days of support which will include the following: 1, 30-minute Q&A session. Loom Video responses to email questions. Touch-up edits/corrections of items I created during your project.

WHAT IF I NEED MORE WORKFLOWS THAN WHAT’S INCLUDED?

Additional workflows can be added for an additional cost.

WILL MY FORMS LOOK GOOD?

Of course! I offer clean (non-coded) form designs to make it easy for you to update your form in the future! Your forms are branded to blend with your current brand aesthetic. It includes Canva-designed form headers and other canva-created design elements. All Canva designs are shared with you post-project.