Smita is an Investment coach for South Asian women. In her 9 to 5 job, she is an Associate Director at a Fortune 500 pharmaceutical company and a Pharma professor at Soller University. She started her coaching journey alongside her corporate job with a vision to help women secure their retirement and build generational wealth while working their 9-5 job.
A few months into it, Smita had a raving clientele of women, ranging from multi 6-figure business owners to corporate professionals. She understood her business was growing rapidly and decided to bring in a system to manage and serve her clients effectively, without the overwhelm of the admin work for her coaching business alongside a demanding full-time job.
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With Dubsado DFY Setup, we automated the entire client journey of Smita's coaching program in LESS THAN 2 weeks, covering processes from inquiry to onboarding, the 10 weeks of coaching and offboarding! She said it has changed her life and taken the administrative workload off her plate.
8+ hours
saved per client
$235+ USD
saved per client
05
apps replaced by Dubsado
Client Testimonial
"I needed my platform up and running immediately and Deepti made it happen. I only had to have a call with her three times (less than 5 hours in total) and she completely understood what I needed and delivered on time. Her communication too was in a timely manner. I probably asked her many questions but she answered them all!
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(Dubsado setup) has changed my life and taken the administrative workload off my plate. All business owners need this platform to make their life easier. Now I can see all my client's progress, payment, and feedback in one place. I am absolutely happy with my results!"
