dubsado set up

For Coaches, Service Providers and More!

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Are you ready to uplevel your client support and automate your processes? Checkout the package options below.

Once I started using Dubsado, my retention rate increased and my workload decreased. The beautiful proposals, contracts, invoices, client portal, and more finally reflected the quality of service I provide my clients. I worked with the most AMAZING woman who set everything up for me. If you want to connect with Jennifer, fill out the form below. You won't regret it!
Full Dubsado Set Up 
Service #1


Perfect for anyone looking to hand their account over to a Certified Pro. With the Done-For-You Dubsado Setup Service, I will translate your client process into a flawlessly automated system.  

What's Included...

 
  • Completely implemented Dubsado system for up to 3 services
  • Complementary Discovery Call Meeting
  • Process mapping chart that can be used as a blueprint for running your workflows
  • Creation of appointment schedulers
  • Creation of packages and payment schedulers
  • Input your business contracts
  • Creation of beautifully designed code-free Canva forms for Lead Capture, Proposal, Welcome Guide, and Questionnaire, etc.
  • Canned emails input + access to my canned email library
  • Workflow design, implementation, and testing
  • Recorded offboarding call for you to refer back to
  • 30 days of Slack support and access to training + resources while you are getting used to your newly set up system
BONUSES
  • Custom designed client portal that will be sure to impress your clients
  • Custom designed testimonial form to help capture reviews to share on your socials


Investment - $2,999  
Miscellaneous dubsado support
Service #2
Form Design

  • 4 Forms, code free, on brand forms. 
  • Strategy Sesion
  • Bonus Portal Design


Investment: $425 
Strategy Session

  • Up to 2-Hour Strategy Session
  • Complete the form below with your questions and things you want to discuss.
  • Personalized support

Investment: $200 

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