Are you a business owner looking to streamline your client management process? Look no further than our Dubsado Setup Service!
Done by a Certified Dubsado Specialist
Our team of experts will work with you to customize and optimize your Dubsado account to fit the specific needs of your business. From setting up custom forms and automation to integrating with your payment gateway, we’ll make sure everything runs smooth.
Don’t waste any more time trying to figure out Dubsado on your own. Let us handle the technical details so you can focus on growing your business. Sign up for our Dubsado Setup Service today and experience the benefits of a streamlined and organized client management process.
A full Dubsado setup includes:
Check out my Low-cost strategy session, it might be just what you need!
Setups take approximately 2 weeks to complete. Before starting, you’ll have some pre-work to complete and I recommend giving yourself 2-3 weeks to complete all the pre-work.
For a full Dubsado setup, your time is needed in the following ways:
Onboarding Questionnaire: this step is to gather basic information about your business and needs to be completed before our Strategy Call. Time: 1-2 hour
Strategy Call: during this call we will map out your desired client process together. Time: 2 hours
Pre-Work: after our Strategy call, I will send you a list of items needed to build your workflows in Dubsado. These need to be provided before your project start date. Time: 2-3 hours
Feedback: as I build your setup I may be reaching out to you with questions or requesting your feedback on some elements. Time: 1-2 hour
Offboarding: once everything is done, we’ll have an Offboarding call to go through all your workflows together. Time: 1 hour
I do setups in Dubsado. I also use Zapier to connect with other software you may need and help set up calendars or email sequences in ActiveCampaign, FloDesk or Convertkit.
You initially provide me with current emails you frequently send to clients as an example. Using your emails, I craft canned emails for your setup in Dubsado.
The good news is that Dubsado has an education portal filled with videos and materials to help you get trained on all things Dubsado.
I also provide SOPs, and short Tutorials to help you.
Yes. After your Dubsado setup is complete, I am available for 30 days of support to answer questions as you implement the system with your clients. This does not include updates or changes to your setup. I also provide videos specific to your setup to help you along the way.