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DUBSADO SERVICES
Up-level your business and create a better experience for your clients.
YES! I can help you with your systems! 🙌🏼
DONE FOR YOU SETUP
The name says it all. It's completely done for you. Top to bottom, side to side - every inch of your Dubsado will be strategically set up and customized to your unique business needs. Don't worry - you'll walk away fully confident in how to use your new system!
1:1 WORKFLOW STRATEGY SESSION
A workflow strategy session removes the guess work of what you need in your Dubsado and says goodbye to the trial and error of setting up workflows!
DUBSADO IN A BOX
It's like having a Certified Dubsado Specialist in your back pocket. It includes all the amazing perks the Workflow Strategy Session includes AND unlimited email support, access to my template library and recording trainings.
DONE FOR YOU DUBSADO SET-UP
The name says it all. It's completely done for you. Top to bottom, side to side - every inch of your Dubsado will be strategically set up and customized to your unique business needs. I'll enhance your client experience and streamline your processes while I am at it 😉 . Don't worry, I won't leave you hanging - you'll walk away fully confident in how to use your new system!
let's break down what's included:
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Kickoff Call to gather all the information necessary to tailor Dubsado to your business so you have streamline processes and automated workflows that’s unique and customized to your business needs
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A deep dive into each phase of your your signature offers (inquiry, booking, onboarding, service fulfillment, offboarding) so by the end of our project, you have an automated system that transforms leads into satisfied customers with less effort and time on your end.
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Setup of components of all 5 phases for each of your signature offers (forms/canned emails/contracts/scheduler/packages/payment schedules/tags/referral sources/custom map fields/etc.)
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Stunning code-free form design so you can WOW your clients with your process while being consistent with your branding!
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Step-by-step guidance throughout the process
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Handover + Tutorial Call to walk you through your new system and show you how much time you will be saving each week!
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2 weeks of post-setup email support so you can get comfortable with your new system while having a Dub Expert in your back pocket to answer your questions!
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Business Coaching to strategically build your Dubsado to increase conversion, simplify onboarding, improve client experience, & set boundaries
Video training & Recorded Calls so you can use your new system with confidence and ease
Need more info?
1:1 WORKFLOW STRATEGY SESSIONS
A workflow strategy session removes the guess work of what you need in your Dubsado and says goodbye to the trial and error of setting up workflows!
let's break down what's included:
(1) 90-min 1:1 Live Zoom Strategy Session
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A comprehensive checklist of every asset you will need to have in your Dubsado (forms, canned emails, schedulers, etc)
A customized blueprint of your workflows
Recorded for infinite playbacks
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Business Coaching to strategically build your Dubsado to increase conversion, simplify onboarding, improve client experience, & set boundaries
DUBSADO IN A BOX
It's like having a Certified Dubsado Specialist in your back pocket. It includes all the amazing perks the Workflow Strategy Session includes AND unlimited email support, access to my template library and recording trainings.
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All of the amazing perks of a Workflow Strategy Session (see above)
30 days of unlimited email support to keep me in your back pocket and ask all of your burning Dubsado questions as you put everything into place.
Access to my template library that includes design templates for proposals, questionnaires, contracts/subagreements, welcome/onboarding packet, portal banners, email signature, social share images, and over 15 canned emails templates!