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 *
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
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!
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