This Dubsado Set Up service is tailored for service based entrepreneurs who want to automate their client processes and stop spending hours each day on admin tasks instead of on important client work. Because I get it – you gotta make that $$$!
Dubsado is an amazing CRM software that offers incredible features to track leads, generate custom forms, and automate tasks…plus so much more. The best part is that Dubsado is an all-in-one solution, which means no longer having to use a multitude of programs such as: HelloSign, Acuity, and Google Forms to get the job done.
Many of my past clients have struggled with setting up their own Dubsado account because of the learning curve that comes with creating workflows and processes within the system.
If you feel that way too, I completely understand, and you are not alone! I want to support you and get you set up with a fully functioning, work for you, take some stress away… Dubsado account.
This process streamlined my whole client onboarding system from the first initial questionnaire to the follow up after the final payment. I didn’t have the time to figure out how to set it up myself so this offering was a blessing.– Kara Williams, Life Coach
You tell me your Dubsado dreams, the goals you want to achive by using Dubsado, and the signature service you offer so we can streamline the process.
I get to work creating a turn-key Dubsado for you that is completely custom to the needs of your business and the clients you serve.
You receive a recorded training video of to use your shiny new system, and we celebrate with a happy dance… and might I also suggest iced coffee!
* 50% deposit fee required to secure spot upon client application approval