SYSTEM
SETUP
Your business deserves systems that actually work.
Done-for-you Dubsado and ClickUp setups for entrepreneurs who are ready to grow without the chaos.
It's time to systemize your business.
You’ve outgrown the sticky notes, the 27-step onboarding emails, and the “I’ll just remember to follow up next week” approach.
You know it’s time to get your backend in order but setting up systems isn’t just time-consuming… it’s overwhelming.
You want clarity. You need structure.
But you don’t want to spend 12 hours trying to figure out how to connect a scheduler, automate an email, or organize your client workflows.
You don’t just need a system...you need the right one.
The kind that’s built for how you operate, how your team communicates, and where your business is headed.
Because piecing together half-finished automations and chasing spreadsheets isn’t a strategy, it’s survival mode.
And you’re not here to survive. You’re here to lead.
At Well Balanced Business™, we design systems that support the weight of your growth, and actually make your business feel better to run.
Dubsado Setup: Smart Client Experience Starts Here
Includes:
- Workflow mapping session
- Form creation (proposals, contracts, questionnaires, etc.)
- Email automations
- Scheduler integration
- Client portal setup
- Branding and polish
- Loom walkthrough video
- 30-day support window
ClickUp Setup: Finally Organize the Way You Work
Includes:
- 90-minute strategy session
- Custom workspace structure
- Folder/list/task hierarchy
- Recurring task setup
- Template creation
- SOP embed support
- Loom walkthrough video
- 30-day support window
OUR CLIENTS HAVE BEEN FEATURED IN
Working with Abby and her team was next level!!
Abby is the perfect mix of detail-oriented and efficient. She listened to our needs, took the time to understood our vision, and built systems for my business that are better than I could have ever dreamed!! We're just a few days in to using what Abby ahas built and it has already been a MAJOR game-changer for my business, our team, our processes, systems, and more. Abby goes above and beyond in everything that she does and she is a TOTAL business expert. On top of all of that, she is an absolute joy to work with!! Whether you're looking for an OBM to help you build out systems + strategies or you're looking for a VA to help with daily support of your business, WBB is your place! These gals will help you propel your business forward in a streamlined, organized, and effective manner so that you are prepared to scale and grow!!
- ali Hicks-Wright
HOW IT WORKS
INQUIRE & CONNECT
The first step is to fill out our contact form and we will then send you an email to book a call with our team!
On your connection call you will get to learn all about our team, ask any questions you have, and find out what service package is right for YOU!
PROPOSAL & CONTRACT
After your connection call we will send you a custom proposal which will include your invoice and contract.
You review, choose the right service for you based on our recommendations, sign and complete your invoice.
ONBOARDING& KICKOFF
Yay, you're officially part of the WBB Fam! At this point in the stage you will receive your onboarding materials (questionnaire & welcome email). From there we will set up your kick-off call and get to work! Custom projects take 4-6 weeks, depending on the scope.
This is your sign to stop doing it all alone. Whether you’re scaling fast or feeling stuck, we’re here to be the team you didn’t know you needed. Let’s build a business that supports your version of success.
Get in Touch