Dubsado Setup Services
Streamline your workflows, level up your onboarding & save time by automating your business.
Dubsado setup is for you if…
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20 free templates to stay on brand & WOW your clients – it really does add to that 5* client experience.
the perfect client experience
What is Dubsado?
It keeps all your clients (known as projects) in one place so you can streamline onboarding & offboarding processes. This includes booking in consultations, sending call reminder emails, sending contracts, invoices, proposals, recurring payments and more.
My Dubsado setup allows you to create the perfect client experience while saving time, by not having to repeat processes every time a new client buys from you.
No more spending extra hours chasing up on invoices…
- Forgetting to send out emails
- Manually sending questionnaires and contracts having to triple check if it’s the right one
- Back and forth to schedule meetings and send reminders
- Going to Canva to tweak proposals to resave and reupload each time
- Reinventing the wheel every time a new client comes onboard
We’ll create a workflow that is specific to your business needs, with stunning custom-coded proposals, a streamlined process for all your packages, triggers for each package & each individual workflow.
Sit back and have the system do everything for you, as we automate your emails and ensure that each client is getting the same, high level experience.
Once it’s set up, all you have to do is click a button.
automate your business
The Full Dubsado Setup
Automate 88% of your business workflow strategy (defined as your ideal client experience) with the complete Dubsado Setup. It allows you to create proposals, send contracts, collect invoice payments, and automate many of the tedious administrative tasks to keep your business running. No more chasing invoices, manually sending contracts, questionnaires & inputting clients into your CRM system.
WOW, your new clients with the highest customer experience:
The Dubsado Makeover
You’ve DIY-ed your Dubsado forms & they aren’t on brand or are feeling flat. It’s time to give them the professional makeover they deserve.
With custom-coded forms, branded proposals and ready-to-use contracts, not only can we make sure you’re at ease using your system, but also that your clients are receiving an immediate WOW factor.
Strategy Workflow 1-1 is perfect for the creative service-based business owner that has been DIY-ing their workflow and needs their business systems streamlined.
You will leave the call with your onboarding and offboarding processes mapped out & know-how to implement them in Dubsado.
My Process For Building Your Dubsado
Frequently Asked Questions
WHAT YOU NEED TO KNOW
How long does it take to setup Dubsado?
This package usually takes 3-4 weeks, depending on whether you have provided me with all the information prior to the Workflow Mapping Meeting. Form design takes up to 3 days after the onboarding form is complete.
Do you offer payment plans?
Yes. Apart from paying in full, I also offer a 50/50 plan, where 50% is due upon booking to secure your spot on my calendar, and the remaining is due 1 day before our offboarding call. Form design is paid 100% up front before work commences.
Is support provided after the project is finished?
Yes! With my Dubsado setup service, I remain available for 30 days of support to tweak any workflow, forms, packages etc. I want to make sure everything is working the way you hope in practice so if anything needs to be changed or tweaked within those 30 days, then we will get it done!
How do I start Dubsado setup?
We’ll begin by going through all your services, payment plans, contracts, questionnaires and proposals, so you’ll need to provide me with all of these so that we can map out separate workflows that work for your business. If you don’t want certain parts automated, no worries! We will customise your Dubsado to your business.
BUT you have to note that this service also means you have to put in the work to make the system work well for you and your business. I cannot do it alone!
Do I need a website?
No. You can collect leads in Dubsado without a website.
I do however advise that you at least buy a domain and custom email domain if you’re just getting started or rebranding your business.
Need More Help With Your Dubsado Setup?
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Ready to Get Started with Dubsado?
If you’re ready to automate your processes and save time in your business using Dubsado, book a call today to learn more about my Dubsado Setup Services.
Let me help you set up your Dubsado account quickly and easily so that you can focus on growing your business!