Case studies

Streamlined 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

  • 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.

  • 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.

  • 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.

  • 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

  • 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 management for inquiry process and both client onboarding and off-boarding processes, utilizing contracts, proposals, questionnaires, canned emails and workflows.

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • 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.

  • 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.

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