Case Study: The Client Experience Revamp with vznayres

The Client

Adriana and Hannah are the founders of vznayres, a website design studio that brings big strategy to their high performing websites.

A few years into business, they had grown significantly, and their backend systems couldn’t kept up with the changes.

The Challenge

Like many service-based businesses, Adriana and Hannah had built their Dubsado workflows around their original services. Over time, they updated their offers, evolved their process, and added new client touchpoints, but their systems fell behind.

Their words?

"Our systems, funnels, and forms were a MESS. And because they were so chaotic, it made my mind feel chaotic."

Their client journey had become confusing and time-consuming. What should’ve felt simple (sending a proposal or onboarding a new client) felt like a chore, and took WAY too much time.


The Solution

We kicked things off with a full audit of their existing systems to understand what was working, what wasn’t, and where the biggest gaps were.

From there, we moved into a 3-hour strategy session where we mapped out their entire client experience step-by-step, from inquiry to offboarding, and restructured their operations around their updated offers.

Once the new workflow was locked in, I rolled up my sleeves and brought it all to life with hands-on implementation inside Dubsado including:

Rebuilt their Dubsado workflows to match their updated offers, and identified small, impactful client touchpoints they hadn’t considered
Refreshed and reorganized forms, proposals, and canned emails
Designed a seamless journey that matched the quality of the services they deliver

Client Perspective: Hear it from Adriana

Want to hear what it was like firsthand?
Adriana recorded a quick video sharing her experience and the impact this work had on their business.

👉 Watch the video testimonial here:

The Results

By the end of our time together, the shift was clear:

“You gave us so much clarity! It helped us hone in on who we are and our service offerings... We finished feeling so much more aligned and organized with moving our business forward.”

They walked away with:
A fully mapped and automated client journey, with upgraded workflows that made sense for their actual offers
Mental space and confidence to move forward
A business backend that finally matched the incredible front-end user experience!

What They Said💛

“Rachael, you are so incredibly helpful. You go above and beyond and helped us see things from a different perspective, that breath of fresh air we really needed.”


Ready for your own systems glow-up?

If your workflows are stuck in version 1.0 of your business, let’s fix that!

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