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“I really appreciated that Charlotte took into consideration how my specific business works and applied that to my workflow and the accompanying materials.
I now have more time to focus on the bigger vision of my business rather than the admin/daily biz tasks that are so NOT fun! My client experience seems to be more enjoyable for both sides as well - they love the seamless workflow and portal and I love the automation. A huge weight off my shoulders!”
“I was spending close to 4 hours PER client, which included drafting an amazing proposal, sending it, and then onboarding the newly signed client. It was a lot of manual work.
After working with Charlotte and Project Liberation, creating proposals and onboarding takes me 12 minutes now. 12 MINUTES! I can’t believe I was spending so much time on this before!”
“Charlotte was an absolute dream to work with! I was so overwhelmed by Dubsado, but she helped me organize my workflows and translate each into Dubsado’s lingo—quickly. I can’t believe how much we accomplished in our drop-in session!
Not only did she help me gain the confidence I needed to take action on my own, but her insight remedied inefficiencies in my processes. Charlotte is clearly a systems expert and I can’t recommend her enough!”
“Thank goodness I found Charlotte! I do not even know where Therapeutic Bookkeeping would be without her!
She helped me work through workflows that made my head spin…. and put them in an easy to understand way with navigation being a breeze.
I can’t say enough good things about Charlotte, TWIP, and working with her!”
“Working with Charlotte was a worthy investment! Not only did she demystify a notoriously overwhelming CRM tool, but she did so in a timely, friendly manner.
I was on a strict deadline and she worked with me to get everything completed on time and well beyond expectations.
I would hire her again in a heartbeat!”