DUBSADO SET UP
Getting you set up efficiently, right from the start.
You need a client management system that will keep you organised.
If you just need to erase the confusion and save your sanity, this set up will have you running smoothly in no time.
A full Dubado set up is your answer!
What is Included
You’ll get all of your forms beautifully designed and on-brand! Think contracts, questionnaires, proposals, sub-agreements, or lead-capture forms.
Workflows & Automation
This is where we get into the details of how your business runs. We’ll start with a kick-off call to map out your ideal workflows. And I’ll implement and automate those workflows for your services.
I write all of your workflow canned emails with a copywriter on-hand!
We’ll customize your client portal so your clients see your branding every time they enter. This includes banner design for both desktop and mobile.
Invoicing & Payments
I’ll input and set up your service packages, tax items, and payment plans.
If you decide to use Dubsado’s scheduler, I’ll make the transition from your previous program. Or I’ll implement your existing scheduler into your workflow.
Starting at $3500 USD per brand
Timeframe: 3-4 weeks
Let’s get started:
Who Needs This?
You’re overwhelmed with having to figure out each new step in your business.
You wish admin didn’t eat up so much of your precious time.
You’re looking for a system that will grow as your business does.
As Seen In
After a lot of research I dived into Dubsado but it confused me. I had no clue what I was doing. This is where Kendra stepped in and really helped me with this. She not only helped me automate it into simple easy steps but also too the time to explain the process in a video call in the end. Kendra is very patient and really good to work with and I’m so grateful our paths crossed. If like me you are struggling with Dubsado, don’t waste time trying to figure it out. I highly recommend Kendra to anyone who needs help with their client onboarding process.
I really appreciate your expertise, Kendra. You are also thoughtful and supportive. I can’t tell you enough how beneficial it is to have a think partner when completing Dubsado workflows. Thank you for helping me to add this next level to my client experience.
I am so grateful to you for getting it all done so quickly for me. This week has flown by and having that off my plate is a massive help and it looks sooo much better than I could have ever done! 100% would recommend you to anyone that needs some help!