Work with me
Done For You Dubsado Set Up
Is a Done for You 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
How Does It Work?
1. Fill out the form
Click the “Let’s Chat” button and fill out the form. I will review your submission and see if we are a good fit and if I am able to help you with your business needs.
2. Discovery Call
If I think we are a good fit, I will send you my scheduler so that we can get on a call. This will help me get to know more about your business goals and be able to put an implementation plan in place.
3. Implementation
Once we have had our call and you have signed on, we’ll get to work putting together all the pieces! Once I am done, we’ll have a 1:1 walkthrough so I can show you around.