Streamline your business, automate tasks, elevate your client experience, and increase your success with your Dubsado right-hand woman

Tracy Bates owner BizStreamlined smiling wearing black sweater Dubsado logo leans on green stool. Cafe behind her. Done For You Dubsado Setups Strategy Sessions Account Audits Business Automation Organization Exec Admin

Ready to boost your client experience and elevate your processes?

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If you are struggling to balance your business's and your clients' needs, then you are in the right place. 

Our mission

We empower women-owned businesses by implementing organization and automation so that they can do what they love with their clients, and live their lives outside of their businesses.

In the upper left a woman with brown curly hair drinking out of a back mug. And in the lower right a mustard colored office chair on wheels in a room with white floors and white brick walls with bright windows and plants all around. BizStreamlined

At BizStreamlined we specialize in
the CRM Dubsado and Executive Admin Support to handle your least favorite parts of your business so that you can focus more on what you love doing.

If you are struggling to onboard your new clients and balance the needs of your business then you are in the right place. 

We see you and the long hours you have been working, all of the late nights you spend wracking your brain trying to come up with how to automate your systems, and when you’re so overwhelmed with organizing your processes that you just want to give up.

We get it you’re a strong independent entrepreneur who is literally running their own business (you are amazing), and now it’s time to take a deep breath and outsource these tasks that are draining you.

Dubsado and ExecutiveAdmin Services customized for YOU

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A wooden ladder leans up against house siding. It has a blanket folded over one of the rungs and a plant in a macrame hanger hooked on the left side of it - BizStreamlined Done-For-You Dubsado Setups, Strategy Sessions, Dubsado Account Audits
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  • "My business is so less stressful! My workflows make sense, and I feel confident making tweaks as needed. Now I can actually focus on my clients instead of wrestling with my CRM."

    Chassidy

  • “I was often procrastinating offering services because I knew how much work I'd have to do in order to get the thing done. Tracy brought me peace of mind and tidied up all the loose ends and fussy bits. Dubsado has allowed me to focus on the creative and fun aspects rather than stressing about the backend details.”

    Crystal

  • “Tracy asks thoughtful questions and quickly understands pain points. We were able to brainstorm and talk out some ideas and I walked away with actionable steps to move forward.”

    Asia

  • “Since working with Tracy I have successfully raised my prices, taken hours out of my weekly schedule and people have actually asked me, "How do you do it all?! It doesn't seem possible!" Well--it is with my girl, Tracy.”

    Charissa

  • "Instead of throwing generic tutorials at me, Tracy walked me through everything in real time, answered my specific questions, and helped me actually understand how to make Dubsado work for my business."

    CT

  • “I instilled a lot of trust in Tracy from the start and she has consistently gone above and beyond my expectations. The value she has brought to my business and my own professional system has been incredible.”

    Ruby

  • “Since working with Tracy our things are more organized and streamlined. She is on top of all of our requests and is really efficient with her time. We feel relieved having all the items on our forever to-do list completed.”

    KJ & James

  • “Tracy’s organized and systematic approach was so easy to work with and has given me clarity on all my accounts. She also provided positive feedback and follow-up to keep me on track. Highly recommend!”

    Julie

Download The Complete Dubsado Setup Checklist

A tablet displaying The Complete Dubsado Setup Checklist by BizStreamlined, a Freebie Download - BizStreamlined Done-For-You Dubsado Setups, Strategy Sessions, Dubsado Account Audits - Business Automation and Organization, Streamlined Processes

A comprehensive checklist that covers everything you need to know to set up and optimize your Dubsado account.

  • Our Done-For-You Dubsado setup starts at $3,500. During our discovery call, we will discuss what that entails and what else your business may need. The cost is split between two payments, 50% upfront and 50% before our offboarding call.

    Our Strategy Session is a flat rate of $850 for a 2-hour long recorded call as well as deliverables for your reference after.

    Our Account Audit is $150 and you will receive your “grade” as well as a copy of the audit within 7 business days.

    Our Admin packages range from $900-$1,500 monthly depending on which services you choose to add.

  • On average a setup will be completed in 4 weeks. This relies heavily on your questionnaire responses and turning in business information on time.

  • After your free discovery call and determining if we’re a good fit, you will receive a proposal and partnership agreement to begin services.

    We then have a workflow mapping meeting to go over your current business processes.

    From there we will begin your full setup!

  • We will have a 2-hour next steps meeting where we cover your setup in-depth in a recorded Zoom meeting.

    Then you will be enrolled in our refined aftercare for 30 days where you can ask us any questions and learn more about Dubsado.

  • Once your Dubsado setup or Admin work has begun you will have unlimited access to us via Voxer and Email.

  • We help women who are ready to drastically improve their business processes and client experience!

  • We pride ourselves on flexibility and the ease of working remotely enables us to provide for various time zones. We do not work on weekends in the spirit of promoting a healthy work-life balance, and major holidays are observed.

  • It is a complimentary video call, where we get the chance to understand your needs as a business and assess how we can best offer you assistance should we be a good fit.

  • Click the “Schedule Your Free Call” button below!

Tracy Bates owner BizStreamlined smiling wearing black tshirt blue green flannel. Plant wall metal mesh. Done For You Dubsado Setups Strategy Sessions Account Audits Business Automation Organization Exec Admin

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