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Dubsado Monthly Maintenance

You have your Dubsado set up just the way you want it...
now what?

So, you have your dream set up.  Workflows are a flowin’, your canned emails are fired up and ready to be sent and your forms are gorgeous and strategically created to obtain all the information that you need from your coaching clients.

Your clients are now receiving service that is aligned with your vision BUT you are looking for someone to take over the day-to-day processes inside your CRM and streamline and create further efficiencies on the fly.

Maybe a Dubsado Monthly Maintenance Plan is what you need.

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Monthly Maintenance

Investment starts at $450 CAD per month

What is included:

Your setup is complete but you are looking for monthly management and support of your Dubsado account.

How Does It Work?

FOR RETURNING CLIENTS

Ask for the Package

If I built out your Dubsado account and you would like me to stay on and manage your account, simply let me know that you would like to take advantage of the Monthly Maintenance Package.  Please note this is a minimum 3 month retainer package.

How Does It Work?

For new clients:

1. Fill out the form

Click the “Let’s Chat” button and fill out the form. I will review your submission to see if  I am able to help you with your business needs.

2. Strategy Call

If I think we are a good fit, I will send you my scheduler so that we can get on a free strategy 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 approved your proposal, signed your contract, and paid your invoice, I will do an audit on your account to review your assets and existing workflows.  Then we will meet once more to go over monthly strategy.

*please note, if your account can be improved, I may suggest a new set up prior to monthly maintenance