So you’re sitting in one of two camps.
You just realized that you needed a place to get your invoices paid, contracts signed, forms filled out, leads captured. You know the basics. You found your solution—Dubsado! However, you don’t have time to get it setup and it’s a bit overwhelming thinking about setting something this big up on your own. I mean there’s so much to do and where to start can seem intimidating.
You’ve had Dubsado for a while but you’re not using it to the fullest, from automations in workflows to the new scheduler feature, there’s a lot to do. Whether it’s because you don’t have time or it’s a little overwhelming thinking about getting everything set up you just have the bare basics (if even that much) in there and you’re ready to get it done. Finally.
Whether you’ve never entered a single thing in Dubsado or you’ve got a fair bit in there, you’re ready to get it all in there and running smoother than a spoonful of nutella.
2 45-minute strategy and refinement video calls
Basic system setup - Brand settings, Payment processor, Email and Calendar connectivity
Setup up to 15 forms - 3 Contracts, 4 Proposals, 6 Questionnaires, 2 Lead Capture
Setup up to 3 scheduler templates (discovery call, project call, launch call etc.)
Update current canned emails
Setup 2 payment schedules (50/50, 25/50/25, etc.)
Setup up to 3 workflows
1 60-minute post-setup training on Dubsado
Access to my free Facebook group for additional support and systems training
Note: Need a different ration of forms setup? No worries, pick and choose how many of each you need as long as it adds up to 10 total.
How does it work?
01 | Make it official
To start, we’ll hop on a discovery call to get a better look at your exact needs and what content you have already and what content you’ll need. After that I’ll send over a proposal for you to review as well as sign a contract and pay the full investment. From there you’ll receive a welcome packet and homework with next steps.
02 | Prep + Create
Next is homework time! During this time you’ll fill out a couple forms to get all of the content to me as well as a few detail things so I can get the rest of Dubsado setup for you. Once you’ve finished your homework I’ll review everything so we can hop on our first strategy call.
03 | Refine + Launch
After our strategy call I’ll start adding everything into Dubsado! Once everything’s in we’ll hop on our refinement call and go over what’s been setup, if there’s any tweaks that need to be made. From there I’ll refine anything we discussed on our call. Finally it’s time to CELEBRATE! I’ll send over any necessary files and you’ll be good to go!
What others have asked
+ How long does it take to get done?
This will totally depend on how much content you have and how much of that content you have ready. On average it has taken a couple weeks for clients to get all of their content together, but once I have the content I can get it added within 2 weeks. From there we have our refinement call and then depending on how much we have to tweak it could either take a day or another week. Ideally I try and make this setup as fast and painless as possible so that you can start getting things automated!
+ I use a different platform, can you setup my stuff there?
Unfortunately no, I have setup a few different CRM’s in the past but ultimately my heart is with Dubsado and I can best serve my clients when I know one system 110% rather than 50%. If you have any questions about what Dubsado can and can’t do feel free to either hop into the
+ I want to move from my current CRM to Dubsado — will you move everything over?
Yes and no - Dubsado has an amazing FREE