Dubsado set up for coaches, consultants, creatives and small businesses

Does this sound familiar?

You have a new enquiry in your inbox from a dream client and go back and forth trying to find a time which works for both of you.

You have aced your initial call and now your dream client wants to work with you!

You are super excited to start but also a bit nervous.

You think about how you did it last time. You scroll through your emails and desktop trying to find an old contract, start cutting the names.

You send out the contract and realise you forgot to the change the name in one place (oops)

You then put the client name and contract into an excel spreadsheet to remind you to follow up

You feel disorganised, disorientated and suddenly what should be a celebratory moment has turned into a stressful situation. But technology secretly kind of scares you. The last time you tried to set up something, it didn’t quite work out.

Imagine if you could send proposals, contracts, invoices, schedule calls, accept payments and send emails from one central place.

My Dubsado-done-for-you service is right for you if you’d like an all in one system that allows you to automate and streamline your client processes with minimal effort.

What’s included?

  • Indepth pre-questionnaire
  • Workflow mapping call for up to 2 hours where we will map out your entire client process & customer experience journey & look for any gaps in your current processes
  • Unlimited workflows
  • Account and Brand Settings
  • Lead Capture form build
  • Scheduler set-ups
  • Packages and proposal set up
  • Contract added
  • Questionnaires or forms
  • Canned emails
  • Client Portal
  • Recorded 1:1 Offboarding
  • 30 day follow up support where you can get all your questions answered while you are getting the hang of everything

 

*Branding & Copy to be provided by you

Investment: $1597