* 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 *
* 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 *
Full Dubsado Setup Includes
Devising your Workflows (Client journey)
Branded Proposal, Contract & Invoice templates
Branded questionnaire templates
Online appointment bookings
Branded Feedback Form Templates
Integrations with Zoom, Stripe, Email, Calendar
Branded Client Portal Setup
PLUS...ONE MONTH DUBSADO SUPPORT MEMBERSHIP
All your questions answered via Slack
(because there are always questions!)
A workflow is your client journey.
Think about all the things that happen between your first initial contact until you finish working together.
Knowing your processes and writing them down means you can figure out what to automate. If you're copy and pasting lots, it can probably automatically be done for you.
Write your package name on a piece of paper. Under that, write every piece of content (contract, invoice, questionnaire, form) you send to a client when they work with you.
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 discover call booked, questionnaire automatically sent
If questionnaire not completed, reminder automatically sent
Discovery call appointment reminder sent 24 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
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!