Katie Toscano
Close MORE sales in LESS time. Automate & accelerate your sales process to free up your time and help you make more money!
DubsadoClickUpSystemsCRMAutomation
Bio
Hi! We are Ashley and Katie, co-owners of Cabot and Main where we help women coaches, consultants, and service providers close more sales in less time through customized workflow automations built in one day.
We are moms and former corporate operations pros with over 20+ years combined experience managing projects and teams for a billion dollar company. After burning out in the corporate world, and then almost doing it again as entrepreneurs, we applied our corporate knowledge to automate systems that transformed our business and saved us dozens of hours every month. We now do the same for others and like to help women business owners HAVE IT ALL WITHOUT DOING IT ALL.
My VIP Day Services
Accelerate your sales process. We will automate your process from lead to close, allowing you to close sales FASTER, and SAVE you time.
Convert while you sleep. With a process that works behind the scenes, you’ll be converting sales with your new clients and providing them with a great experience.
Enjoy. Your clients will enjoy their seamless onboarding experience, and you will enjoy being the CEO and not spending hours in administrative work.
The ACE Your Sales VIP Day will include:
1. Your Customized & Automated sales solution to help you Accelerate your sales, including:
2. 4-5 hours of dedicated implementation of your solution.
3. Your core automations built to help you: convert, onboard & retain your clients. Includes automation of email templates, proposals, contracts and client onboarding so you can provide a rockstar client experience.
4. Templates & Forms for capturing critical lead/client information
5. Training Vault on how to utilize, integrate & update your automations
6. Post-VIP Day Support via Voxer for 2 weeks
Full day
Half day
Frequently Asked Questions
You will be able to provide a seamless and professional experience to your leads and clients.
You will walk away with a done for you CRM that will save you hours each week.
You will be organized and will spend minimal time on the administrative work that it takes to convert a lead to a client.
A done for you customized CRM in Dubsado, ready to go.
Package, Proposals & Contract templates updated with your branding.
Client onboarding email templates ready to automate.
Meeting scheduling & invoicing workflows implemented into your client onboarding.
A custom designed workflow to provide a killer experience for your clients.
Automation of all the above.
Book a free business audit where we will take a look at what systems & processes you already have, and then discuss how we can help you streamline and automate your client onboarding experience. From there, we'll schedule a date and get your VIP day booked!
"As the needs of both areas of my life have started to grow and expand, I was having
an incredibly hard time keeping up with all of the backend things that needed to be
taken care of in my business, so I started looking to hire someone to help. As soon as
I met Ashley & Katie I knew they were going to change my life. They ... allowed to get my focus back on the things that I love doing in my business, instead of stressing about all the things I don't love doing but know need to get done." - Danielle M, Sports Psychology Coach
Established online coaches or consultants who want to show up to their leads and clients in a professional way, who want to scale their business and spend less time doing the administrative work. They know technology can help them do this, but they either don't have the time or just plain don't want to deal with it!
