Dana Sacco

Dana helps Bookkeepers, Accountants, and Online Service Providers systemize and automate their business so they can get their time back while still growing their business. From a strategic strategy session to being set up and ready to go in 14-Days or less, you will learn how to gain your time back while streamlining and upgrading your client experience.

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Jobs
8
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Myrtle Beach, SC
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English
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Pro Since 
2020
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Setup & Workflows

Full Service Setup

For business owners who need a system tailored to their specific needs - that works seamlessly and delights their clients. You'll walk away with a smooth onboarding, project management, and communication process, as well as automations that make your business a streamlined machine.

Includes: systems strategy and consult, custom workflows, contracts and payment systems, plus email sequence implementation, questionnaire building, custom schedules and more.

Setup & Workflows

Full Service Setup

For business owners who need a system tailored to their specific needs - that works seamlessly and delights their clients. You'll walk away with a smooth onboarding, project management, and communication process, as well as automations that make your business a streamlined machine.

Includes: systems strategy and consult, custom workflows, contracts and payment systems, plus email sequence implementation, questionnaire building, custom schedules and more.

Setup & Workflows

File & Template Design

Setup & Workflows

HoneyBook Optimization

System automation. You'll walk away with your system completely set up and ready to go in 14-business days, no more missed emails, automations that make your business a streamlined machine, and your time back with all those repetitive tasks automated.

Setup & Workflows

HoneyBook Strategy Call

I will consult and guide you to choose the CRM Software Solution best designed for your business goals, and then map out 3 custom workflows to get you started.

Setup & Workflows

HoneyBook Courses

You’ll get everything you need to get set up lightning fast with a video walkthrough course. Plus you’ll get 2 workflows to start you off and 4 full weeks of office hour support.

Includes: instructional course, workflow management, lead magnet workflow, tech support.

Setup & Workflows

Configure Company Settings

Setup & Workflows

Configure Scheduling

Setup & Workflows

Email Templates

Setup & Workflows

Integrations

Setup & Workflows

Post Setup Support

Setup & Workflows

Contact Form Setup & Integration

Setup & Workflows

Template Setup

Setup & Workflows

Training Resources

Design & Branding

Template Design

Design & Branding

Branding

Design & Branding

Brand Collateral

Business Strategy & Coaching

Business Coaching

We custom build systems to support your growing business, develop your offers and craft flawless client experiences, while also managing and training your team to help you scale your growing business.

Design & Branding

Design

Business Strategy & Coaching

Client Journey Strategy

Business Strategy & Coaching

Brand Strategy

Business Strategy & Coaching

OBM

As a Certified Online Business Manager (OBM), I specialize in systems and documenting your processes. My goal is to get you out from working IN your business to being able to work ON your business. I become part of your team, making sure the systems you have set up are running and being used properly so your business will run like clockwork, even while you are sipping drinks on a beach with no WiFi!

Marketing & Sales

Instagram

Marketing & Sales

SEO

Marketing & Sales

Facebook Ads

Virtual Assistant

Blog Management

Virtual Assistant

Social Media Management

Virtual Assistant

General Business Management

Virtual Assistant

Technology / Systems Management

Finance & Legal

Legal

Finance & Legal

Bookkeeper

Finance & Legal

Accountant

Portfolio

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Reviews

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Abbey S.
July 4, 2021

"Before Dana setup my CRM my onboarding process was time consuming and inefficient. The project she setup for me to utilize allowed me to properly onboard my clients while saving myself time and still move my clients through the process. The work flow is easy to follow and use, I couldn't wish for more!"

Services Booked: HoneyBook Setup

Response from
Abbey S.

Josh C.

"I couldn't have done my CRM set up without Dana for my new consulting business. AND, I won't do my bookkeeping without Dana for my consulting business. That should tell you that not only were her services essential for me to get started with my consulting business -- I see Dana as essential to my business going forward. From one entrepreneur to another, don't start your business in consulting without consulting with Dana!"

Response from
Josh C.

Alyssa T.

"I really lucked out when I found Dana Sacco to help me refine my use of a new Honeybook software system for my clients. She was able to quickly understand the intricacies and nuance of my business and how I needed my workflow and interactions to be, and used her deep knowledge of a whole bunch of tech products to set me up. She also was very responsive and accommodating, and found the time to fit me in for an emergency session before the holidays."

Response from
Alyssa T.

Elizabeth R.

"Dana Sacco of i2iHype is amazing!! When I started my bookkeeping business, I knew I had to have contact to contract as well as task management systems in place to efficiently run my business. Dana not only set up both systems for me but patiently guided me through the learning curve. Engaging i2iHype was the best decision I’ve made for my business!"

Response from
Elizabeth R.

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