SCOPE OF WORK: DUBSADO VIP DAY

There was absolutely no automation in Victoria Morgan’s interior design business, and it was quite cumbersome. She had a few templates, questionnaires, and forms saved, but no workflows – everything was only being sent when she sent them. Victoria also wanted triggered workflows for scheduling, sending out info, SOWs, and LOA, and she wanted to just plug in a few key details of every project and then have her CRM take over with next steps.

 

Kind Words

“My favorite part of working with Kay + Co. Studio is how their process was customized to my business's flow of procedures, and we were able to use my company's verbiage. The deliverables being editable in Canva is also hugely helpful. Hire them. Yesterday. If not, be prepared to hire a full-time employee. They're the only way you can stave off a hire, or at least divert the hire to a virtual assistant.”

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