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No more fannying about with Word documents!!


Before

* Ad-hoc processes all in your head *
* Manually tinkering with word documents *
* Forgetting to send feedback forms *
* Maybe remember to send payment reminders *
* Emails back and forth to get a call booked in *

After


* Processes mapped out to grow your biz *

* Documents getting sent to clients automatically *

* More headspace not having to remember everything! *

* No more wasting time on paperwork *

* Peace of mind *



Book a chat with me
I need someone to set up Dubsado for me

Full Dubsado Setup


This service includes everything you need to get your client experience up and running so you feel in control, professional AND gain back more time (even when you take on more clients!).


Devising your workflows (client experience)

Branded Proposal, Contract & Invoice templates

Branded questionnaire templates

Online appointment bookings

Branded Feedback Form Templates

Package templates

Payment schedules

Email templates

General Settings

Integrations with Zoom, Stripe, Email, Calendar

Branded Client Portal Setup


PLUS...TWO WEEKS DUBSADO SUPPORT
All your questions answered via Slack

Yes, I need to find out more!

Why you need to know about workflows

Workflows are the key to automating your client experience!

The list below is an example of a workflow.

The only point where the business owner needs to get involved is in CAPS.

Everything else happens automatically!


Client completes contact form on website

Appointment scheduler automatically sent to client

Clients books appointment online

Client automatically sent a confirmation of appointment

One hour after discovery call booked, questionnaire automatically sent

If questionnaire not completed, reminder automatically sent

Discovery call appointment reminder sent 48 hours prior to call

Discovery call appointment reminder sent 2 hours prior to call


DISCOVERY CALL TAKES PLACE

SEND PROPOSAL, CONTRACT, INVOICE 

(this involves clicking a few buttons as templates all set up)


If contract not signed, automatically remind client in two days

If invoice not paid, automatically remind client in five days

If invoice still not paid, automatically remind client two days later

Once invoice paid, automatically send Kick off call appointment scheduler

Once client has booked Kick off call, automatically send confirmation

Email reminder sent to self to set up G-Drive, Trello, Slack

Send Kick off call appointment reminder 24 hours prior to call

Send Kick off call appointment reminder 2 hours prior to call


KICK OFF CALL TAKES PLACE

COMPLETE WORK


At end of project, approve action to send feedback form

Send feedback form reminder if not complete


As you can see....a LOT of time is saved by knowing your workflows and automating many aspects!

OMG I need this - book a call!

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