Most online businesses use 5 different online platforms to sell and onboard new clients:
- Online calendar scheduling software
- Payment processor and accounting program
- Project and task manager program
- Online form and questionnaire program
- Contract and agreement platform for legally binding signatures
Dubsado takes all of those and wraps it into one easy-to-use platform! Have all of your client’s information in one location for easy access. No more searching 5 or more programs for the information you’re looking for. No more having to update those 5 or more programs with the same information!
As a bonus, Dubsado also has Client Portals that can be turned on so your clients can access information at their leisure. They won’t have to ask you for documents or information all the time. They just log into their portal and get what they need, including contracts/agreements, invoices, and questionnaires.
Dubsado Strategy Session
You know you want to begin working with Dubsado, but you don’t know where to start. You need some guidance to build your workflow so you are not the bottleneck to bringing on new clients.
You’ll end up understanding how each piece of a workflow fits together and save time because you won’t have to think about making sure tasks get done.
What’s included:
- Up to 90 minute 1:1 strategy session
- Customer Journey Workflow Roadmap
- Implementation Guide to help you work through the action plan
- Up to 5 written email templates
- Up to 5 pre-made forms, questionnaires, proposals, or contracts
- Video recording of our session together
Done For You Setup
You want to start using Dubsado, like, yesterday. But you don’t want to do the setup! You don’t have time or patience to get all the details set, along with writing all the emails, connecting all the integrations or creating the forms. Can’t someone just do it for you?!
Yes! We can! All you need to do is provide your branding and answer some questions to get us started.
What’s included:
- Up to 90 minute 1:1 strategy session
- Branding your account to your business
- Customer Journey Workflow Mindmap
- Video recording of our strategy session
- Up to 5 email templates set up
- Up to 5 pre-made forms, questionnaires, proposals, or contracts
- Connecting workflows with emails, tasks, forms, etc.
- Connect needed online platforms (i.e. payment processor)
- Build and Activate Client Portal
- Test and measure workflows, adjusting as needed
- Training to use your Dubsado account