Work with me
Ready to Automate?
Is a Dubsado set up service right for me?
If you are losing the time you have to work with clients because you are lost in admin work…
If you are constantly writing the same email over and over…
If you want to automate your systems to provide a VIP client experience but don’t have the time…
If you are looking for a system that will take your clients through a workflow while you have a coffee…
Then YES… a Dubsado Set Up Service is right for you!
Done For You - Signature Service
Investment starts at $1550
What is included:
We will work together on a Zoom call to build out your Signature Service workflow. You will need to provide some content for the emails, forms and questionnaires and packages, but I will brand them, unique to you and will make your workflow come to life.
- Zoom call to understand your vision for using Dubsado
- Questionnaire to get all your information
- Canned Emails
- Lead Capture Form
- Questionnaires
- Proposal
- Contract
- Subcontracts
- Your Signature Service Package
- Payment Schedule
- Scheduler
- Custom Branded Client Portal
- Video recording of all work completed with a final walkthrough
A La Carte Services
Investment starts at $300.00
What is included:
If you aren’t looking for a full set-up, I can help you with form design, workflows and more. This is a $300.00 package for 5 hours or $65.00 per hour if less than 5 hours.
Timeline 2 to 5 weeks
Week 1: Strategy
Workflow call (each service you offer will usually become its own workflow)
Questionnaire
Planning session and process mapping
Finalize and approve workflows
Week 2: Prep
Access to your accounts (if needed)
Pre-work checklist
Gather templated information
Week 3: Set-Up
Creation of canned emails
Workflow set up and tests
Creation of all forms, questionnaires, contracts and proposals
Week 4 – 5: Finalize
60-minute handover call
Minor revisions
BONUS – 2 weeks email support*
* if amount paid in full upfront
Payment Plans available