Your Dubsado Audited
Having your business automated and your processes streamlined will help you save tons of time and will allow you to focus on what really matters in your business.
Dubsado is a great tool that, if correctly set up, will partner with you exactly to act as your personal assistant to automatically perform tasks such as client onboarding, contracts validation and workflows.
As a Certified OBM, specialized in Systems and Strategies, I can help you to set up your processes with ease, in order to get the most out of this and every tool. I will audit your setup and provide you with useful suggestions on how to make it more efficient so that you can use Dubsado in a more productive way.
Hop on a 15 mins complimentary call to see if this is the right choice for you
WHAT I OFFER
The Dubsado Audit is the perfect service for you if you are already using Dubsado and have set up your account by yourself.
Maybe there’s something you would love to improve or any workflows you know could work better and be more streamlined.
First, you will fill in a form so I can learn more about your business and schedule our call. During the call, we will review your current processes, your workflows and needs, you will share how you have setup Dubsado and tell me what you would love to improve.
I will evaluate your requests and, in 7 days, send you a super detailed plan on what you should improve and how you could customize or change some settings to make Dubsado work differently and more efficiently.
THIS IS A DONE BY YOU SERVICE. THE FINAL SETUP IS DONE BY YOU
INTERESTED IN SOMETHING MORE?
View my other options
Dubsado + ClickUp + Mailerlite + Google Drive
Due to the nature of this service, we have limited spots and we need to prequalify our clients to be sure we are good fit
HOW DOES THE PROCESS WORK?
FILL IN THE FORM
Access the link and fill in the pre-session questionnaire
BOOK THE CALL
I will review your form and your request and send you the contract, invoice, payment details and the link to book the call
I will review your request and outline everything that’s necessary to set up your Dubsado
PLAN AND DOCS
I will send you a detailed plan with the processes I will set up and you will send me the documents required
On our VIP DAY I will prepare your Dubsado and send you a video with all the instructions to use it immediately. We will start our 14 days assistance to be sure you have everything in place and know how to use it
The day after our VIP we will have a Recorded Walkthrough Session to help you get familiar with the setup
Interested in knowing more about our services?