Dubsado: Done in a Day

Are you ready to offer the ultimate client journey without draining your time and energy?

Do you find yourself repeating the same onboarding process over and over again, manually writing the same emails, creating the same proposals, sending the same contracts?

Are you juggling countless tools, apps and files from your Google Docs folder to manage your clients without an automated system?

Do you feel like you are in an endless cycle of forgetting to invoice, then panicking because you need to be paid?

If you answered yes... you need Dubsado

Dubsado is a Client Project Management tool that allows you to streamline your whole client journey. It takes care of scheduling, invoicing, payment reminders, proposals, contracts, recurring payments and provides a client portal to have all client communication in one place!

And the best bit? You can automate your workflows.

Read on to find out how we can make Dubsado work for your business...

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VIP DUBSADO DONE IN A DAY

Overview:

The VIP Dubsado Done in a Day is THE package for you if you want to streamline and automate your whole client journey with a done-for-you service.

Say goodbye to repetitive client onboarding tasks and constant to do lists and say hello to being organised, automated and stress-free.

Project stages:

  • 1 Pre-consultation questionnaire
  • 2 2 hour 1:1 workflow mapping call
  • 3 24 hour takeover: I build the full workflow map on Dubsado for you
  • 4 Handover call: full test, tweaks and tutorial on how to use Dubsado

What you get:

  • Comprehensive pre-consultation questionnaire
  • 1:1 strategy call to create a full workflow map of your client journey (2 hrs)
  • Full account and branding set up
  • Unlimited workflows
  • Lead capture form creation
  • Up to 3 schedulers set up
  • Up to 3 services/packages added
  • Custom forms (proposals / questionnaires / contract)
  • Custom payment plans
  • All canned emails (automatic emails sent with forms, invoices, reminders etc)
  • Client portal
  • 1:1 handover call and recorded tutorials
  • 30 days post-project technical support

INVESTMENT: Starting at £1000, excluding software charges

TIMELINE: 1 day

NOW ACCEPTING WAITLIST APPLICATIONS FOR MARCH

(pre consultation questionnaire must be completed prior to project start date)

DUBSADO WORKFLOW STRATEGY 1:1

Overview:

This strategy session is ideal for all of you DIYers who need help organising your ideas into a structured, systematic workflow.

The recorded session lasts up to 2 hours and will leave you with a full map of your client onboarding and offboarding. You will also receive a full workflow report for you to implement yourself.

What you get:

  • Comprehensive pre-consultation questionnaire
  • 2 hour 1:1 strategy session to map out your workflow
  • Recording of call
  • Custom workflow report

INVESTMENT: £175

TIMELINE: 2 hour consultation, workflow report within 2 days

WANT TO COMBINE AN ONLINE COURSE BUILD WITH ANOTHER SERVICE? BOOK A DISCOVERY CALL FOR A CUSTOM PACKAGE

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