Get It Done Templated Set Up
You’re just getting started in your business and you know you need a client management system that will help you stay organised while you do what you love and live your life.
I’ve worked with many different industries, so your set up will look something like this:
– We have a Zoom call and I present a few workflow templates for us to work with.
– We will then chat about how we can tweak it slightly to suit you better.
– I go away and set up what we’ve come up with, letting you know what forms I need you to provide. I can help you with emails!
– We meet again to have a training call!
Up to 5 forms (contracts, questionnaires, proposals, sub agreements and lead capture forms for your website) beautifully designed to be on brand. We will use either externally designed graphics or custom code depending on your preference.
03 CANNED EMAILS
Input all of your canned emails into the system and indentification of any emails you may need.
04 INVOICING + PAYMENTS
Input of all service/product packages, tax items, invoice customization + payment schedules. Integration of QBO included if applicable.
05 WORKFLOWS + AUTOMATION
3 workflows set up based off pre-designed templates made for your particular industry. Typically one workflow per service, split into initial contact, onboarding, off-boarding – ($100 per additional workflow)
06 CLIENT PORTAL
Client portal customization (including banner design for desktop and mobile).
Remaking of your scheduler into Dubsado if you use an external scheduler or implementing the scheduler into your workflow for the first time!
$950 USD PER BRAND
(SPLIT INTO 2 WEEKLY PAYMENTS of $475)
TIMEFRAME: 1-2 WEEKS
Kendra made the entire process of bringing my Dubsado up to scratch so simple! I absolutely loved her set up, and she even implemented things I didn't know I needed when she saw it wasn't already set up that way. She went above and beyond to make sure I was happy with everything and was very willing to make amends until it was perfect. Highly recommend!
Ready to work with me?
I’d love to work with you to get your systems sorted!