Consider this your automated profit-proof way to upgrade or upsell clients at multiple touch-points in their session process. Find ways to make that small extra sale that goes a LONG way.

While this guide provides insight and detailed instructions for implementing certain workflows and forms into Dubsado, Honeybook, and other suitable CRMs - the concept, email and text copywriting, and theories are applicable across any CRM.

What if I told you, that this simple 3-step method helps retain a lead or encourages an upsell or upgrade somewhere along the way, with no effort required on your part to make it happen?

Introducing our three-part blueprint to successful selling without any effort🌟

Part 1: Streamlined Workflows - Say goodbye to the chaos and confusion of easily keeping up with encouraging your clients to upgrade! Our pre-designed and mapped Dubsado, Honeybook, and preview-for-copying templates and workflows will help you implement a streamlined process that saves you time and energy. From the moment they inquire, to the moment they complete their image reveal appointment or ordering session with you and your team.

Part 2: Retain Ghosted Leads - Ever had a potential client disappear on you? It's time to turn those ghosted leads into loyal customers. Our three-step method will show you how to re-engage with them and incentivize them to book right before you’re ready to consider it a lost lead.

Part 3: Upselling Made Easy - Don't leave money on the table! With our automated forms, you can effortlessly encourage your clients to add-on right after they’ve completed their final sale, for that last little push of add-ons you didn’t realize you could still upsell them on.