Service Provided:
Full Dubsado Setup
About:
BeaconHR, a boutique HR consulting firm led by Founder and CEO Nicole, specializes in providing tailored HR solutions to help businesses build high-performing teams. As a growing small business, BeaconHR faced challenges with manual processes and disjointed systems that hindered operational efficiency.
The Plan:
Nicole and her team relied heavily on Google Docs and manual processes to manage proposals, contracts, and client onboarding. While functional, this approach was time-consuming, tedious, and lacked the professional polish they desired. BeaconHR needed a streamlined, automated system to:
- Save time on repetitive tasks.
- Elevate the professionalism of client-facing documents.
- Seamlessly integrate their branding into their proposals and contracts.
- Improve overall efficiency and client experience.
Challenges & Blockers:
BeaconHR partnered with OMY Systems for a Full Dubsado Setup, including:
- Workflows: Automated client onboarding, follow-ups, and project management to save time and ensure consistency.
- Contact Forms: Custom forms that matched BeaconHR’s branding and streamlined client inquiries.
- Calendar Integration: Simplified scheduling for both internal team members and clients.
- Proposals and Contracts: Beautifully designed, branded templates that enhanced the professional image of BeaconHR.
- Automation: A system that minimized manual input, enabling Nicole to focus on strategy and client relationships.
Results (so far)!
I transitioned Beacon’s operational processes and elevated their client experience with Dubsado. Key outcomes included:
- Enhanced Efficiency Through Automation:
Tedious manual processes were replaced with automated workflows. Beacon could now handle client onboarding, proposal sending, and contract management effortlessly. - Professional and Polished Proposals:
Nicole praised the “new look and feel” of their proposals, which incorporated their branding seamlessly. These proposals not only saved time but also left a lasting impression on clients. - Improved Client Experience:
Custom contact forms and a streamlined scheduling process made it easier for clients to engage with them. - Time Savings and Strategic Focus:
Automation allowed Nicole and her team to “think less and work far more efficiently,” enabling them to focus on delivering high-value services to their clients.
You don't have to take my word for it, see what nicole has to say...
Our partnership with Jessie has been 10/10 fantastic. As a small business, I’d been relying on Google docs and manual processes which always felt tedious. I’m absolutely loving the new look and feel of our proposals. The automation has also been a game-changer as I can “think” less and work far more efficiently. Jessie was an absolute delight to work with. She’s super responsive and made me feel very well supported throughout. Her design skills came in handy too as she was able to take our assets and seamlessly weave them throughout our templates. Jessie had amazing ideas and was relentless in creating a system that would work perfectly for Beacon HR. Thanks, Jessie, for all your hard work!
Nicole – Founder, CEO – BeaconHR
