Not really sure about using Dubsado yet, then let me quickly tell you why it will help you streamline your processes.....
Dubsado is a business management tool designed to streamline
your onboarding and offboarding procedures with automation whilst giving your clients a more first class experience.
With this amazing all-in-one business tool, you'll be able to send contracts out for signature, invoices, handle project management, create questionnaires and other forms, manage your bookkeeping, track your time,
send and receive emails and so much more.....
So if you are tired of copying and pasting emails every time you get a new client or do you use several different platforms for each part of the process which means you struggle to keep track of where each client is in that process
or do you just always seem to miss some important information out,
then Dubsado is definitely the tool for you.
Who will benefit from using this?
Virtual Assistant & OBMs
Brand & Web Designers
Read my Blog to see the benefits Dubsado brought to my business
Worrying whether you have sent that all important contract or panicking about whether you have sent the invoice.
Spending time writing the same email for the thousandth time.
Paying for many different platforms.
Struggling to remember every step in the process or where you are at in the process.
With my 'All Done for You' Package
You will have more time to take on more clients and grow your business.
You will have less things on your to-do list so less things to forget about!
Your clients will be impressed by your VIP onboarding process so they will shout about you to their friends.
Are you ready to take your business to the next level?
Setting up your Dubsado so it is branded and optimised
to have an automated and streamlined onboarding process
which will WOW your clients.
Dubsado 'Done for You' Package includes:
Lead Capture Form
Appointment Scheduler set up.
Typing up of your canned emails.
Creating and adding a stunning email signature.
Setting up your payment plans.
Packages and services.
Branding and Canva designed forms to WOW your clients.
Workflow set up.
Client Portal set up and branding.
FREE 20 days support whilst you get use to your new system.
FREE Dubsado Workbook - includes personalised step-by-step instructions along with how-to videos to help you understand your Dubsado account.
FREE copy of my Dubsado Workflow Planner
with your workflows already added to the planner.
FREE Pretty Up Your Dubsado Workbook with all the templates you'll need along with how-to videos - great if you need add more forms in the future or if you need to make changes.
All of this from the amazing price of
Form Design and Build
Don't have time to build all your forms in Dubsado?
Struggling to work out how to set up your forms correctly?
Why not, let me do it all for you?
Send me over your content and I will create your forms within your account for you. With your branding colours / fonts and logos and I will give your documents the VIP treatment using Canva.
Plus provide you with the Canva templates for any future documents.
Includes a Branding Workbook with how-to videos
All for a one-off payment of
Need ongoing support to keep your account running smoothly,
or need one-off assistance, or just need help doing some data entry within your account then please do get in touch for a
Prices will be from £40 p/h depending on your needs
What clients say about me
Heidi was really knowledgeable around Dubsado which was a huge help to me given I had never used it properly before!
I appreciated how she backed up her support with videos for me to learn from and revisit.
She was on hand to support me when I needed and always came up with different ideas ways for us to problem solve when needed.
I have been extremely grateful to Heidi and her hands on and knowledgeable support.