Dubsado Delivered Package

Your go-to solution for simplifying and boosting your business. Designed for those ready to organise, automate, and take their business to the next level, this service ensures a smooth, automated client experience personalised just for you. In just 5 weeks, we will transform Dubsado into your essential business partner, allowing you to focus on bringing in new business and taking that much needed selfcare.

This Includes

1.5 Hour Strategy Session: Personalised session via Zoom or in a cafe to discuss your business needs and goals.
Lead Generation Form Creation: Customized forms to capture leads seamlessly.
Scheduler Setup: Effortless scheduling to streamline client appointments.
Contract Input: Implementation of contracts to automate your workflow.
Up to 5 Packages Created: Tailored packages for your services/products.
Client Portal Setup: User-friendly portal for clients to access information and documents.

Branding Setup: Incorporation of your branding elements for a cohesive look.
Questionnaire Created: Custom questionnaires to gather essential client information.
Up to 5 Workflows Created: Automated workflows to streamline processes.
Personal Loom Videos: Customised tutorial videos for you to refer back to.
1:1 Tutorial: Hands-on tutorial to teach you how to navigate and utilize your new system effectively.
30 Days Support: Ongoing support as you adapt to your new CRM system.
Import of Current Clients: Seamless transition of your existing client data into the new system.

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