Dubsado Setup Services
Streamline Your Business with Dubsado
Are you constantly responding to enquiries, composing the same sentences, generating yet another proposal, or talking back and forth with potential clients to find a convenient time for that all-important discovery call?
Does that sound like you?
Stressed and overwhelmed and don’t know which way to turn?
Not only have you come to the right place, I know exactly what your business needs.
…being out of the office at a client meeting or behind the camera taking those incredible wedding pictures. In the background you’ve got enquiry after enquiry coming in but guess what? You don’t have to do a thing, you don’t even have to think or worry about it as your Dubsado system will be doing all the hard work for you.
Your clients will finally have the experience and customer journey that you’ve always dreamed of striving for. It will no longer be a dream, it’ll be a reality!
But what is Dubsado and how can it help you!?
Quite simply, its a Business Management Platform, that allows you to keep all your projects neatly in one place.
With Dubsado, you can streamline and automate your business processes, using workflows to send emails, book consultation calls, send proposals, contracts, invoices and even set up automatic payment reminders!
No more …
setting reminders to chase clients for payments
taking days to respond to enquiries, if you remember!
going back and forth to schedule calls
scrabbling through your computer files to find questionnaires and the most up to date contract AND sending it manually
Dubsado is your super sidekick, helping to keep you organised and your projects on track!
Brilliant! A really organised and in-depth into how Dubsado could help elevate my business and client journey. Nadine had so many fantastic ideas to save time and stress so I can concentrate on the areas of my business I really love. She is so friendly and approachable and helped me find my feet with the new software, as well as always being an email away whenever I got stuck.
Sounds AMAZING right?!
TAKE A LOOK AT YOUR OPTIONS
DONE FOR YOU
We’ll work exclusively together to map out and set up a seamless workflow in your Dubsado account. A workflow that will not only make you work smarter, it’ll save you time and give your clients the wow factor service.
Once we have finished you’ll have…
✔ Streamlined and automated workflows that will allow you to work smarter not harder.
✔ Branded proposal templates that will turn heads and turn your leads into clients.
✔ Email templates that will stop you typing the same emails and answering the same questions time and time again.
✔ Branded forms and questionnaires that will help you gather information from clients at key stages of their journey with you.
All this and more will be set up, streamlined and work automatically to give you back freedom to work on your business, not in your business.
PRICE FROM: £1997.00
JUST THE PLANNING
DUBSADO STRATEGY SESSION
This session is great if you are already familiar with Dubsado but you’ve had enough of manually using the system.
You are happy to set everything up yourself but you want help mapping out your streamlined process.
You will get:
✔ 2 hour zoom session to streamline and automate your signature service (an additional service can been added, if time allows)
✔ Detailed guide for your signature service, including a PDF flowchart, checklist of assets to create , as well as step by step actions on how to successfully set up your workflow yourself with ease
✔ 2 weeks post support via email for any questions or help needed
✔ Recording of the call
DONE WITH YOU
THE FREEDOM COLLECTIVE
A guided group Dubsado Setup for florists, photographers and creative entrepreneurs.
Get ready to go from stressed out to having freedom within your business by streamlining and automating your day to day business processes.
And the best part is you won’t be doing it all on your own! If you …
⚡Are you familiar with Dubsado but not using it to it’s full potential?
⚡Are you ready to streamline and automate your processes but don’t know where to start?
⚡Is it time to redefine your services to create less overwhelm and confusion with what your business offers?
⚡Are you ready to step away from the computer and let your sidekick, aka Dubsado do the work for you?
BUT… you still want to be in the driving seat, you still want to set up your own system but with the help and guidance of a Certified Dubsado Specialist.
COMING SUMMER 2023
Want to upgrade your Dubsado Client portal?
Download and use these 20 FREE Dubsado Portal Templates.
Using these desktop and mobile templates will enhance the look and feel of your client portal.
HOW LONG DOES IT TAKE?
A full Dubsado set up usually takes 4-6 weeks, although this is very dependant on the scale of your project. This will be determined by the number of services you have as well as the timescale in which required information from the client is provided.
DO YOU OFFER PAYMENT PLANS?
Yes. Apart from paying in full, I offer a 50/50 plan (where 50% is due upon booking to secure your spot in my diary, and the remaining is due 7 dayS before our offboarding call), as well as a 3 part payment plan.
IS SUPPORT PROVIDED AFTER THE PROJECT IS FINISHED?
Yes absolutely! With my Full Dubsado setup service, you have 4 weeks (Monday – Friday, working hours only) of support to tweak any workflow, forms, packages etc. It’s important to me, that everything is working the way you hope in practice so if anything needs to be changed or tweaked within those 30 days, then we will get it done! For Working Strategy Sessions, I am available for 2 weeks (Monday – Friday, working hours only) post support for any help or questions you might have.
WHAT INFORMATION DO I NEED TO PROVIDE?
We’ll begin by going through all the services your business offers, payment plans, contracts, questionnaires and proposals, so you will need to provide me with all of this information so that we can map out workflows that work for your business.
Please note, that this service also means you have to put in the work to make the system work well for you and your business. I cannot do it alone! So if information provided is delayed, your project will in turn be delayed!
DO I NEED WEBSITE FOR DUBSADO TO WORK FOR ME?
No, absolutely note. You can collect leads in Dubsado without a website. For example, you can add your lead capture form link in your Instagram bio and in emails.
READY TO START OUR JOURNEY TOGETHER?
GET IN TOUCH TO WORK WITH US!
It really is as easy as 1 2 3 or A B C, simply click the button below, complete our online contact form. We’ll check all the details to make sure we’ll be a great fit (I have no doubt!) and be in touch to arrange a discovery call.