Your Dubsado Set Up In One Day
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. And I can do it in just one day, saving you time, stress, and overwhelm! I will guide you in the planning process, assure you have a clear vision of how your business can be optimized, and set up the entire backend so that you can start working immediately!
Hop on a 15 mins complimentary call to see if this is the right choice for you
WHAT I OFFER
Pre-session questionnaire evaluation
Recorded Strategy Call
Custom Plan Development/Problems Solution
- Customized Signature
- Customized Portal
- Email Connection
- Intake Form Setup and Integration – Branded Header – copy provided by the client or standard copy
- Proposals (no CSS code included) – Branded Header – copy provided by the client or standard copy
- Contracts – Branded Header – copy provided by the client or standard copy
Canned Email Selection and Customization
Customed Smart Fields
Projects Tags Setup
Instructions for Payment Processor Connection
Loom Video with Instructions and Details
Recorded Walkthrough Strategy
30 days mail and video assistance
NOT WHAT YOU ARE LOOKING FOR?
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 30 days post-sale 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
Let´s start talking !
Interested in knowing more about our services?