Dubsado Setup

Done-for-You Dubsado Setup

Starting at $1500

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 $$$!

WHAT IS DUBSADO?

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.

Why Do I Need This?

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.

 5/5

"This is just what I needed"

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

Features

What's Included

A complete Dubsado buildout with branding elements included
A branded Client Portal setup
Your packages, prices, and payment schedule(s) added into the system;
Your existing contracts migrated into Dubsado w/ fillable forms and signature fields
Up to 3 questionnaires / lead captures created
Your email templates added into the canned emails section for easy auto-responding
One automated workflow based on the client experience
A complete walkthrough of your new setup as well as the platform itself
1 month of support following project completion

How it Works

STEP 1

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.

STEP 2

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.

STEP 3

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!

Your Next Step

Investment: Starting at $1500

* 50% deposit fee required to secure spot upon client application approval