Case studiesStreamlined Solutions for Service Based Businesses
The Solutions that Provide You Success
At HQ, we take pride in helping our clients reach success. One of the ways we do this is to provide them with even stronger solutions. We’re different because we put your success first.
We simplify, streamline and strategize real businesses with real results.
Just take a glance for yourself!
The Tannery Barn
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WHO THEY ARE
The Tannery Barn is an event space located in Taneytown, MD, specifically meant for weddings and other private events. TB uses their Dubsado to manage wedding clients, hourly rentals and schedule tours and other meetings on property.
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WHAT WE DID
We worked closely with The Tannery Barn to audit their Dubsado platform.
We found multiple error messages, as well as miscommunications with their clients and team members.
Following the audit, we provided a full Dubsado Set Up where we revamped their workflows, re-designed their forms and simplified their process.
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THE CHALLENGES
Workflows and automations were causing errors.
Lacked customized workflows based on different offerings.
Client experience was confusing and clients weren't sure of next steps.
Brand reputation was damaged due to lack of clarity and simplicity.
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THE SOLUTIONS
We fixed the error messages.
We set up an automated and simplified process.
We created specific workflows for each aspect of the business.
We created an overall better user experience.
We also saved TB both time and stress and bettered their brand experience.
Mountain Top Bookkeeping & Consulting
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WHO THEY ARE
Mountain Top Bookkeeping is a virtual bookkeeping firm located on the east coast, specializing in accounting and bookkeeping services. Mountain Top uses their Dubsado to manage their inquiry process, as well as their client onboarding and off-boarding processes. They also utilize Dubsado workflows to help keep their engagement letters, client credentials and canned emails organized.
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WHAT WE DID
We met with Mountain Top Bookkeeping & Consulting to discuss ways in which Dubsado can lessen up those manual tasks and streamline their client processes.
We did a full Dubsado set up for them and came up with easier ways for them to work and manage their clients.
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THE CHALLENGES
Manually creating and sending proposals and Engagement Letters to new inquiries.
Lack of automated follow ups after sending a proposal, causing an extra step in the booking process.
Struggled keeping track of client information and secure login credentials.
Firm reputation was compromised due to lack of clarity for client’s next steps.
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THE SOLUTIONS
We automated both the inquiry and booking process for new clients.
We set up workflows that sent automatic follow ups to clients, ensuring they stayed top of mind and got paid faster.
We simplified the process of collecting client login credentials and other client information through Dubsado forms.
We branded their forms and implemented workflows to attract and retain clients.
Melanie Lopez Photography
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WHO THEY ARE
Melanie Lopez Photography is a family and birth photographer located in the DMV area. Melanie had been using Honeybook to manage their new inquiries and lead forms and was looking for help setting this up in Dubsado.
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WHAT WE DID
We met with Melanie Lopez Photography to find out how she was currently working in Honeybook and discussed inefficiencies within her client processes.
After we started her Dubsado Set Up we found ways to best streamline her process and presented and implemented these solutions for her.
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THE CHALLENGES
Difficulty keeping track of where leads and inquiries were coming from.
Lacked workflows and automations to easily follow up with clients and gather client information.
Struggled keeping track of client invoicing and payment plans.
Needed a client off-boarding process in place to collect feedback.
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THE SOLUTIONS
We streamlined the inquiry process starting on her website.
We set up and implemented workflows, canned emails and forms to follow up, collect information and book clients.
We simplified and customized her invoice and payment plan process based on the client’s specific needs.
We created a seamless off-boarding process full of automated communication and a feedback form.
Crossroads Bistro Catering
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WHO THEY ARE
Crossroads Bistro is a catering and food truck business located in Edgemere, MD. CB specializes in providing fresh ingredients and delicious food for local events, such as weddings, private and community events and more.
They were previously using 17Hats as their CRM, but came to us looking for help with transitioning their business to Dubsado. -
WHAT WE DID
We worked closely with the Crossroads Bistro team to discuss what they were hoping to improve within their client processes.
We found multiple mishaps in their process and very little organization when it came to managing their to do list and team scheduling.
To fix these bottlenecks, we set them up in both Dubsado and Click Up, and utilized Zapier integrations to make sure both tools worked seamlessly.
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THE CHALLENGES
Owner felt overwhelmed and needed help in managing her to do list.
Inquiries were coming from multiple places with very little organization.
Client experience was confusing and clients were needing more simplicity.
Processes were lacking automations and causing multiple manual steps.
Brand reputation was damaged due to lack of clarity and simplicity.
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THE SOLUTIONS
We created automated to do lists assigned to the owner in ClickUp.
We streamlined the inquiry process, making sure every inquiry was vetted through Dubsado first.
We simplified the client experience using Dubsado forms, a client portal and canned emails.
We set up Dubsado workflows, ClickUp automations and Zapier integrations to remove some of those manual tasks.
Carter House Copy
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WHO THEY ARE
Carter House Copy is a full-service growth marketing agency located in Fort Mill, SC, specializing in brand & messaging strategy, website design & development, SEO and content marketing.
CHC uses their Dubsado to manage their inquiries and simplify the client onboarding process. -
WHAT WE DID
We met with Carter House Copy to discuss ways in which Dubsado and ClickUp can lessen up those manual steps in the process and, ultimately, save themselves time each week.
We set them up in both Dubsado and ClickUp and came up with easier ways for them to work and manage their client experience/team collaboration.
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THE CHALLENGES
Difficulty keeping track of inquiries and having to manually follow up.
Manually creating and sending invoices and Service Agreements.
Struggled keeping track of where each inquiry/client was within the process.
Lack of streamlined solutions when it came to following up with clients and collaborating with team members.
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THE SOLUTIONS
We streamlined the inquiry process and set up automatic follow up emails.
We created a Service Agreement template and workflows that removed manual steps in the process.
We organized their Dubsado/ClickUp to best keep track of where a client or project was within the process.
We set up automations in ClickUp to quickly inform the team or client when content needed to be reviewed.
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