THE GUIDED EXPERIENCE METHOD AUDIT
Know exactly what’s working, and what’s not, inside your client or membership journey.
This isn’t just a feel-good checklist. It’s a strategic self-audit built for coaches, creatives, and community-led business owners who want crystal clarity on how their systems, support, and structure actually feel to the people they serve.
You’ll score your experience across the 3 pillars of The Guided Experience Method—Clarity, Personality, and Connection—while also uncovering how much time your current setup might be draining behind the scenes.
Get ready to spot what needs love, what’s almost there, and what’s already aligned—so you can stop guessing and start designing a client experience that truly delivers.
Yes please, send me my Guided Experience Method Audit
THE BUSINESS STRATEGY INTENSIVE
Your audit gave you clarity on what’s working—and what’s not. But clarity without a plan can still leave you spinning.
That’s where the Business Strategy Intensive comes in. This 90-minute 1:1 call is your space to dive deeper into the results of your audit, untangle the challenges that have been keeping you stuck, and map out a tailored action plan that actually feels doable.
Whether you’re refining your offers, reworking your client experience, or restructuring your systems, this is where we connect the dots and design your next moves with confidence. You’ll walk away with focus, direction, and the peace of mind that you don’t have to figure it all out alone.
CLIENT
LOVE
Since adopting Dubsado, my processes have been streamlined and I have more time to focus on growing my business. I did not realise how much time I was wasting by filling it out forms and sending them manually to my customers. Thank you Rebecca for helping get my business to the next level.
JORDAN VELESKI
I was struggling with an end-to-end client journey and was re-creating the wheel for every new client without any structure - which in turn, causes a lot of extra work and administration. My clients can be with me for 12-18 months, sometimes longer throughout my process so it was really important for me to have a system built that helped clearly outline next steps and consistent communication (without me having to re write this every time). Rebecca was so helpful in helping me identify which areas of my client journey and admin were taking up way too much of my time, and helped me build a system that in turn will save me hiring a staff member. It's a huge leap, and a lot of work to implement but very worth listening to all of Rebecca's knowledge and guidance, and once it's built it will save SO much time!
Working with Rebecca gave me breathing room. She brought structure, clarity, and calm into what was a chaotic time in my business. The Dubsado build she created gave me the foundation I needed to finally step away from the admin overwhelm and focus on what I do best: creating. The experience was organised, supportive, and genuinely collaborative. She held the space so beautifully, even when I was behind or scattered and never made me feel rushed or judged. Her systems brain is gold, and she truly cares about her clients' success.
I’m so grateful I made the investment when I did (Wish I did earlier TBH)
TARA FRANCIS
I absolutely loved working with Rebecca on my new Dubsado set up, from the start to the finish Rebecca was so knowledgeable and helpful. My workflows are now working seamlessly and I have more time to be creative in my business!
Thank you so much!
HARRIET JOHNSON
Rebecca was great, from the first meeting she grasped what our business required and was also able to adapt quickly to changes I wanted to see made. Definitely recommend for your Dubsado build.
JAMES ORTON
Rebecca is so much more than an OBM. I booked a strategy session with her as I needed her expertise on how to streamline my workflows and use time more efficiently. We ended up going so much deeper than just talking about systems and I really appreciate that Rebecca asked such insightful questions. Through this call, I realised I’d been holding onto some offers in my business that weren’t giving me joy and didn’t want to admit before. Left the call feeling like my business had been given a new lease of life and I’m so excited to make some changes!
RACHEL YEUNG
Loved working with a Rebecca! Booking a time to meet with her was a simple and quick process! Me and my team jumped on a call and from the get go, I knew that Rebecca was a pro! She knew her stuff and I felt well looked after! She communicated really well with my assistants to implement a new workflow for my business and the process was seamless. Rebecca was available to answer any questions my team had and responded in a timely manner. Rebecca is certainly worth the investment.
RENEE EASSON
Rebecca is so lovely to work with - she clearly presents her expert knowledge in a way that can be implemented at your own pace. She makes the process easy and is so encouraging along the way.
AMBER HANKINS
Rebecca is the queen of Dubsabo! She has been an absolute pleasure to work with. Her professional yet friendly approach made the whole process enjoyable and stress free. Rebecca's ability to understand the workings of my business and then translate this to Dubsabo was extremely impressive. Her support during and post completion definitely gave me the confidence to completely integrate this program, what a game changer. Thank you Rebecca.
PAULA TAHHAN
With Rebecca's guidance, our team greatly improved our overall efficiency, communication, and work flows, enabling us to automate tasks so that we could focus more of our time and energy on the work we are truly passionate about! Rebecca is kind, supportive, positive, and knowledgable, and we highly recommend her! If you're feeling overwhelmed with the back-end details of your business, and trying to figure out whether working with Rebecca is the right thing for you, do it! You won't regret it.
EMILY PALMER
Rebecca and her team have done a fantastic job on the Green Socials' Dubsado build. As an online marketing agency owner, it can be quite tricky to communicate proposals to leads, send contracts, and send very similar emails over and over but to not have the proper templates in place to do so... As soon as Rebecca had completed the workflows and form templates, I was already using Dubsado and booking high-ticket clients in a matter of a few hours only (from the discovery call time). It has already saved me so much time and money!! It's crazy! Highly recommend Rebecca's services!
VALENTIEN AOUAD
The training with Rebecca on Active Campaign was just what we needed to map out a plan for our automations and email marketing content. Rebecca was so helpful and patient to explain everything we asked, and we would definitely use her again and highly recommend her!
DIANA TODD
Rebecca was an easy choice for our business when choosing someone to implement Dubsado. She came highly recommended and is extremely knowledgeable with the systems and processes' of the CRM. Her services are extremely thorough, and she helped set up our entire back end from start to finish, using our guidance along the way. She provides a month post implementation support which was *extremely* helpful and we're very grateful for all the time and effort she put into the process. Thanks again Rebecca!
GEORGIA FISHER
I’d be lost without Rebecca, before I found her I had no real streamlined process and was doing everything manually. I tried to set up dubsado myself and was confused and gave up. Fast forward to now, my process is automated with custom fields and built for my business! So thankful for Bec! Xx
JESS MAIDEN
Rebecca is a fantastic Dubsado wizard! She’s patient and works with you; which is especially helpful if you’re someone like me, who doesn’t understand systems very well! I’m truly grateful for her time and expertise and would recommend her in a heartbeat! Thank you Rebecca!!
HEATHER FERGUSON
Working with Rebecca was a dream. From our first phone call, through to the final bits and pieces, she was attentive, thorough and extremely clear. Rebecca is an absolutely Dubsado wiz, and I am so grateful to have her on my side!
KAITLIN VELESKI
Before I worked with Rebecca... I was at a point in my biz where I felt like it was time to systemize my workflow because everything felt really scattered. I wanted to create more space in my schedule to create and learn and Rebecca was able to help me out with that by automating my onboarding process to free up more time in my calendar. I love working with Rebecca cause she goes above and beyond to help you take your biz to the next level. If you’re thinking about working with Rebecca, trust and know that you're in good hands! She'll make sure you’re taken care of :)
MALISA NGUYEN
Rebecca and I did an hour session together as I had a lots of questions regarding ClickUp, ActiveCampaign and Dubsado all working together. Rebecca was really knowledgeable on all of these and provided her recommendations. She then provided a recording of the session and all of the links that will continue to help me. I found it great value for money and will definitely be coming back to Rebecca in the future. thank you ! x
JESS WHATMAN
Working with Rebecca to build and fine tune our Dubsado platform was a great decision and experience. We had some knowledge of working with the software and loved it, but had no idea how much it could work for us. We hired Rebecca to teach us the ins and outs of Dubsado, make recommendations, and perform audits. We now have a CRM that suits our needs and clients well, which is a massive time, effort, and stress relief. Rebecca is super skilled, professional, flexible, and fun to work with. She's our go-to for all things Dubsado. Highly recommended.
KATY HOOGERWERF
I enjoyed working with Rebecca. She was friendly, comfortable to talk to and asked all the right questions. Which produced an incredible workflow map that will save me so much time.
LATREASE NWOSU
Rebecca worked with me to design a Dubsado CRM for my coaching business. She took my vague ideas and existing processes and converted them into a series of workflows and tools within the Dubsado platform, and I'm thrilled to now be able to use and implement Dubsado for myself. I could not have covered all the strategic thinking and ground-work of setting up the new system by myself. Thank you Rebecca!
JODI GREEN
She graced my virtual doors and I haven't looked back! Rebecca has given me the time to focus on the project management and tasks I truly love to sink my marketing teeth into, all the while she is busy in the background ... introducing new systems to make my life a whole lot easier, always finding the smarter way to do things and taking the initiative to say, "Hey, how about we try it like this."... She has truly filled the gap that I had been looking for and has impacted my business in the most positive way.
NATALEIGH ELZEIN
Rebecca is very results-oriented and very efficient. She has a can-do attitude and a sharp mind—she can keep track of complex systems and problems and suggest good solutions. She has an extensive knowledge of time-saving apps. It's always a pleasure to meet with her and hear about progress on tasks at hand, as well as ideas to improve and streamline my business.
SAANA BAKER
Rebecca has helped streamline BNL's processes in ways I didn't even know could happen! When it comes to thinking about systemizing anything I go into complete freeze mode. However, even during times of overwhelm Rebecca always made sure that we kept moving forward and implementing the changes. Our Dubsado systems are flawless and now she is helping me set up SOPs across my entire business. She has become an integral part in setting up BNL's foundations for exponential scalability and I am so grateful for her bright, encouraging, and loving energy as we do all of the things needed in order to grow.
MEGAN SHALLOW
Working with Rebecca has been a game-changer. Having someone I can wholeheartedly trust with my business and my clients has been a game-changer. Someone who 'gets it' has been the most significant gift.
KATIE KIRSOPP
I started working with Rebecca almost six months ago to get more organized and outsource more. From the time we hopped on an interview, Rebecca has been blowing my mind. Rebecca has helped me get more organized in my business, create a more consistent experience for my clients, get more organized with team members, build my team, and SO MUCH MORE!
BRIANA ROSS
