ATTENTION, COACHES
Get your coaching business running
on autopilot and manage your clients like a pro with this online course!
Open for enrollement!
Does this sound familiar?
You start your coaching business and you’re really excited, things start to pick up and before you know it you have so many clients but no good systems to serve them as efficiently as possible… and now you’re drowning in admin.
You wake up in the morning and have to set reminders to send emails out, make sure coaching calls are booked, not knowing who has signed your contracts and paid – or who hasn’t? Let’s get a system in place for you to change that!
You know you need a system in place to run your business at its best, but you’re feeling stuck, overwhelmed and distracted by all the options OR you’ve tried to implement Dubsado in your business to help manage everything but got stuck trying to figure the process out or set up workflows that actually work for you!
Can you Imagine...
CAN YOU IMAGINE?
- Giving your clients an even better client experience
- Having an automatic system that handles your workflows
- Having time to work ON your business
- Having more time to grow your business
- Having no more mini-admin tasks that take up all your time
Introducing...
A ‘right out of the box’ system that allows you to get your client-facing systems polished and seamless, giving you more time to do what you love!
What makes Dubsado Setup in a Box Course for Coaches different?
I’m taking you through the exact process I go through with my 1:1 Dubsado set up clients. I’ve done all the hard work for you!
The course has been designed for all kinds of coaches – life, business, relationship coaches, you name it!
You will have the opportunity to join a community of other people taking the course to get support and advice from my myself and everyone else!
When you implement my proven system...
YOU GO FROM THIS:
to this:
A half set up Dubsado account
A fully functioning account
A mediocre, inconsistent client experience
A seamless system that completely astonishes your clients
Anxious that you’re missing important workflow steps
Having peace of mind that your systems have no holes in them so you can focus on your zone of genius
If you're ready to uplevel your client experience without leaving any important pieces out...
This Course Is For You
I have the best students:
"Hands down! This is such a detailed course that will teach you the ins and outs of Dubsado. Kendra also did great in giving real-life examples while explaining the features so you'll get to visualize the results. I love the templates included too! They made my form designs more attractive!"
Keren Ame
Workflow & SOP Streamliner, @workflowswithkeren
"Kendra's step-by-step video was SO helpful! She is a true creative and incredible at explaining things in a manner where even someone who is a novice like myself can understand and follow along."
Cindy DeJesus
Photographer
The core of this course involves
STEP-BY-STEP VIDEO INSTRUCTIONS
We will go over the best set up order for your Dubsado account, and you will be able to follow along with me as I do it all on video!
FULL, EASY TO USE TEMPLATES
You simply need to copy and paste, and only tweak if needed! You will get templates like, 23 canned emails, Canva templates for ALL your form designs, a contract template to get you started, form copy, portal banner templates, and MORE!
A PROVEN WORKFLOW FRAMEWORK
You will have my proven workflow process for coaches, as well as walkthroughs on how to replicate it in your own account! I show you exactly how to manage your client process, from start to finish, so you know exactly what to do to create a seamless client experience!
A Closer Look
A CLOSER LOOK
PART 1
Configuring your settings
We’ll be starting off easy! We will go over all of the settings you need to get started!
A few things we’ll go over:
- Setting up your brand
- Setting up your payment settings
- Connecting your email account
- And more!
PART 2
All about the templates!
This part is easily one of my favourites. We put together and set up all of the templates I give you!
A few things we’ll go over:
- Setting up the 23 CANNED EMAILS I give you
- Setting up your scheduler, packages and payment schedules
- Setting up your form templates with options of two different designs in Canva for all kinds of forms - contracts, questionnaires, proposals and lead capture!
- Setting up your portal banners
PART 3
Workflows
I walk you through, and show you how to set up a proven 4-part workflow perfect for coaches!
A few things we’ll go over:
- Initial Contact - What happens once a lead applies to work with you
- Booking and Onboarding - The steps to make booking and onboarding easy
- Delivery - How to best deliver the coaching experience
- Offboarding - Ending off with a bang
PART 4
Testing Your Workflows
Now that you have all of your workflows set up, let’s go through all 4 and test them like you would use them with a client
A few things we’ll go over:
- How the lead capture works to bring in leads
- How to book and onboard a real client
- How the delivery steps work
- How the offboarding workflow works
PART 5
Maintaining Your Account
How do you update the system once you grow? I walk you through the steps to take!
A few things we’ll go over:
- How to update canned emails
- How to update packages
- How to update workflows
- And more!
BONUS!
Outsourcing your Dubsado Management Bonus Vault - How to Hand This to Your Team!
I will cover how you can hand off the management of your Dubsado account to your team
A few things we’ll go over:
- The different levels of teams in Dubsado
- How your team can manage your bookkeeping
- How your team can manage your workflows
- You will also get an SOP template to get started with documenting your processes!
- The entire course is geared towards COACHES
- The exact workflow process I use for coaches
- Copy for ALL form types
- Canva designs for ALL form types
- ALL of the canned emails you need
- Step-by-step video instructions
- Opportunity to join a community
- BONUSES: Outsourcing to your team + an SOP template!
ONE PAYMENT OF
$297
Due to the nature of this course, there will be no refunds.
Hey, I'm Kendra
Just under 4 years ago, I had extreme overwhelm when it came to organizing my business!
I started off running a photography business with my then boyfriend (now husband) a few years ago and as two young, budding entrepreneurs we started small but soon landed a few wedding clients – and as you can imagine this means we HAD to be organized!
After endless Google searches and no clear way to organize beyond the basics, I discovered Dubsado in early 2017 – and my life hasn’t been the same since!
I have managed to switch to a system that allows me to focus on my clients and give them a great experience WHILE I work on my business and my own growth! It’s allowed me to get to this point where I have been able to invest and fully focus on a course development!
"I would highly recommend this to anyone who wants to know more and increase their business efficiency!"
"I went from being overwhelmed and slightly confused about Dubsado to feeling confident that I would be able to use it in my business - and that it would be a massive benefit! Kendra went through so many features I didn’t even know existed and really helped me understand what the beginning steps should look like for optimal success. She spoke clearly and succinctly - making the process of watching a training video extremely enjoyable."
NICOLE BURGMER
Social Media Manager & Designer, @nicxlecreativestudio
This is PERFECT for you if:
- You know who you serve and what you serve to clients (aka your ideal clients and your offerings!)
- You are ready to move beyond $3-5k months and want to get set up to scale your business!
- You are the type of person who enjoys DIY projects, and prefers to do things at your own page.
- You are a service provider like a VA or OBMs who serve coaches and need to set up and manage their clients Dubsado account.
It’s a less perfect fit if:
- You’re a brand new coach and you aren’t sure of your business yet. You need to work on your foundations before tackling a course like this. You will need details to input into the system!
- You prefer done-for-you services and and individual consulting.
- You don’t want to dive deep into your client experience. While I give guidance on general workflows as a coach, you need to think about YOUR unique clients too.
NOW IS THE TIME!
Don’t let another year go by before you implement ways to run your business better – it will allow you to give your clients an even better client experience AND give you your time back.
Frequently Asked Questions
You have questions, I have answers!
Yes, BUT I am launching courses for various industries next, so keep an eye out!
No! I will be covering all the groundwork from my experience of setting up Dubsado for various clients, and have made sure that the course is best suited to help you no matter where your Dubsado knowledge is at! AND, you will have me along with you every step of the way!
If you’re a coach, or someone who serves coaches (VA, OBM) and you would like to increase your business efficiency, client experience AND have more time to focus on what you love, then YES!
Due to the nature of this course, there will be no refunds.
I only accept PayPal payments as I’m in South Africa. You can pay with a debit/credit card, or with PayPal credits.
More Questions?
Create your seamless client experience so you have more time to do what YOU do best - serving your clients and transforming their lives - enroll in Setup in a Box course today!
ONE PAYMENT OF
$297
Due to the nature of this course, there will be no refunds.
© 2021 Kendra Courtney | Template adapted from Launch in Style