Get-it-Done Templated Set Up
Getting you set up efficiently, right from the start.
You’re just getting your business off the ground and you want a client management system that will keep you organised. You want to make it a success, but right now, it’s just a mess! Why not get your systems in place with Dubsado now BEFORE you grow!
If you just need to erase the confusion and save your sanity, this template set up will have you running smoothly in no time.
This get-it-done templated set up is your answer!
What is Included
You’ll get up to five 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 main services.
You’ll have all your canned emails in the system, and we’ll identify any emails you still need.
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 product or service packages, tax items, invoice customization, and payment schedules. If you use Quickbooks Online, I’ll integrate that, too.
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.
$950 USD per brand
(2 weekly payments of $475)
Timeframe: 1-2 weeks
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.
Complete my contact form by clicking the button above. I will review and suggest which of my Dubsado services is a best fit for you based on your answers.
If I think we’re a good fit, I will send my scheduler to you to book a call with me. Here I will get to know your business more and make you a personalized proposal with how I can help you. Once you’ve signed on, we’ll have a kick-off call.
After our kick-off call, you will get to work, providing me with all the details I need. After I receive everything, I will start piecing it all together. Once I’m at the halfway point of your set up, we will have a quick check in call.
We’re done! You will have a training call with me where I show you around your new system!
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!
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