What if you could give your clients a bespoke onboarding experience and free up enough time to scale your business... without ever having to do those boring, repetitive business admin tasks again?

I get it, you’re a busy online service provider and you’re damn good at what you do!

BUT you spend way too much time on non-billable business admin tasks so you don’t have the capacity to even think about scaling your business to hit your income goals. 

It is so frustrating.

You know you have to do these tasks but it feels like you’re wasting hours on invoicing, creating contracts and proposals, emailing back and forth to schedule appointments and gather information… rather than doing the work you love (and make money from!) 

You don’t have the time to take on more clients or create digital products so you feel stuck… this isn’t what you envisioned for your dream business.

On top of this, you know that the work you do for your clients is transformative but your current onboarding isn’t giving the first impression to match.

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I get it because I’ve been there!

I was spending at least 3-5 hours a week doing tasks that I wasn’t being paid for and I resented it. 

It can feel overwhelming if you don’t have the funds to invest in a Done For You service but you also don’t have the time to get lost down a rabbit hole of YouTube tutorials and blogs to fix it yourself!

But it doesn’t have to be like that...

Imagine if you could

  • Save up to 3 hours a week (or maybe even more!) and stop doing the boring, non-billable onboarding tasks
  • Simplify and streamline your onboarding process to give potential clients the best first impression of your business
  • Increase your repeat business and client referrals because your clients find working with you so easy
  • Charge more for your services because your onboarding shows you’re clearly a professional who isn’t messing around - you offer a white glove service and charge accordingly
  • Use the time you save to scale your business and earn more money
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And ultimately all this means you can make more money…

More money means the ability to achieve your business and lifestyle goals…

…rather than being stuck in the mundane repetitive task phase that’s holding you back.

So if you’re ready to simplify, streamline and automate your client onboarding… without spending too much time or money then I have your solution:

DIY Dubsado in a Day

This easy-to-follow course walks you through designing, setting up and automating your lead capture, onboarding and invoicing workflows for your signature service, all in time to use with your next client.

What does the course cover:

By the end of the course you will have:

  • A clear map of your onboarding process for your signature service (don’t worry, if you have multiple services, you can go through the course again and set up additional workflows)
  • Automated processes for scheduling, invoicing, payment reminders/chasing, sending contracts, proposals and questionnaires so you can say goodbye to doing these tasks manually and hello to all that free time to scale your business
  • A Dubsado dashboard to keep track of your financials and outstanding tasks
  • A project area for each client so you can easily keep track of the project status and all communication

If your hourly rate is £30... you will have made your money back by saving just 5 hours... I used to spend that time on client admin in just over a week

But that’s not all…

Sign up today and you get the full Service Provider Template Bundle worth £119

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Use these templates when setting up your forms to take your onboarding journey to another level. Each form is fully customisable for your branding so that you can offer a truly professional experience. 

We are visual creatures so while Dubsado itself provides the tools to set up the amazing functionality, using these templates will really make your business stand out as offering a bespoke, luxury service.

These are especially great for you if you appreciate design but don’t have the time or energy to design your own forms. The bundle comes with a how to tutorial video on how to customise them in Canva and use them in Dubsado.

What templates are included?

  • lead capture form
  • Proposal
  • Getting to know you questionnaire
  • Client portal template
  • Feedback and referral form
  • Email signature
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Get all this and the DIY Dubsado course for only £149

Sign up now to get the Service Provider Bundle Bonus for FREE as part of the initial launch... don't miss out!

From using this method in my own business, I have:

Saved at least 3 hours a week

Freed up time to focus on refining my services and plan my digital product suite

Gained great feedback from clients on how easy my onboarding process is

Been able to track my finances and avoid the awkward payment chasing emails (which I HATED)

So if you’re ready to receive results like these at a bargain price of only £149…

Hi, I’m Roisin. I help passionate, ambitious women to scale their businesses through process automation and passive income creation. 

Before starting my business, I worked in operations for a variety of small and mid size businesses, addressing gaps and inefficiencies in their processes and implementing these changes company wide. 

When Covid hit, I decided it was time to create a business that would give me time, financial and, most importantly, location freedom. I began my journey as a branding and web designer before realising that I missed the strategy of operations and wanted to help other women maximise efficiency in their own online businesses. 

Fast forward to now and I am currently preparing to take the Dubsado Certification Exam at the beginning of April because I just feel so passionately that it is an amazing, low-cost solution for online service-based businesses to bring automation into their businesses.

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Roisin Williams, Digital Automation Specialist

Cara Rose Virtual Solutions

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FAQs

How long can I access the course for?

You get lifetime access. Although you can use the course to set up your workflows in a day, you can also take it at your own pace when you have free time. The course is broken down into bitesize modules to make it easily digestible.

What if I sign up to Dubsado and decide it’s not right for me or don’t like the course?

Dubsado offer a free trial for your first 3 clients to give you a chance to try it out. While I am confident that you will love Dubsado, if you decide it isn’t for you or you aren’t satisfied with this course, I offer a 14 day 100% money back guarantee.

So really, you've got nothing to lose and so much to gain!

Do I have to follow the specific workflows you use?

No, the point of this course is to create a workflow that suits the individual needs of your business; there’s even a whole module on mapping your specific workflow. The workflows discussed in the video are used as a guide to show you what is possible.

I’m not sure I’m ready for automation, will this course still be useful for me?

Absolutely, you’ll still save so much time by creating all of the form and email templates and making the most of the dashboard and project areas. Plus, it means that it’s all set up for when you are ready to implement automation.

Some of my processes are a little bit more complicated, do you offer 1:1 guidance?

Yes I do! In addition to doing full Dubsado set ups, I also offer 90 minute strategy calls where we map your workflows. You can find out more and book a call here.