Dubsado Setup
Services
DO IT YOURSELF
save 30% on dubs
Study hall
workflow tips
Dubsado Templates
I'm a firm believer that if you really want to do something yourself, you totally can!
That being said, just because you are doing it yourself doesn't mean you can conjure up a little extra support - y'know?
You can find a list of some of our resources to help you on your Dubs journey below!
Done with you
The Done With You Dubsado setup service is great for users who want to be involved in the process of setting up their account.
We will walk through your client journey from beginning to end. Next you will receive your Content Directory; a list of all the required forms, schedulers and emails needed to bring your workflow to life - and you will create *all of it*. (Sounds more ominous than it is)
We end with a workflow walk through meeting where you will build your workflow with me, ensuring each step will be flawless!
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Done for you
Whether you are an existing user or brand new to the platform, our done-for-you service will have your business running efficiently and automatically in less than 4 weeks.
After a detailed workflow mapping call, we get to work creating all of your forms, emails, schedulers and workflows!
We end the service with an off-boarding call where we will walk through each step of your workflow process. You will receive a User Manual and recording of the off-boarding call to help you in the future, and you will have 1-month of post-setup support.
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DUBSADO AUDITS
If you are using Dubsado but think you might be underutilizing it's features, a Dubsado Audit is for you!
We will review more than 90 different metrics across your account, including general settings, form development, workflows and everything in between.
We will wrap with a 30 minute strategy session to help you understand your audit results and which steps to take next!
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Dubsado study hall
Want to up-level your Dubsado game?
Join me on Zoom, Monday's at 9:30 am.
We will chat all things Dubsado, do some focused (and supervised) Dubsado work, and then debrief and review!
You can come once to solve a specific problem or you can join every week to while you learn the ropes!
