This pack will be perfect for the small business owner struggling to find the time to type out all the canned emails required for a great onboarding workflow so I have done them all for you and I have even added all the smart fields in there for you.
 
All you need to do is copy and paste them into your Dubsado account and you are ready to set up your workflow.
 
Includes in this pack are:
Onboarding templates:
Send Proposal /Contract/Invoice 
Send Contract
Send Contract/Invoice
Send Invoice
Send Proposal Proposal Reminder
Client Not a Good Fit
Portal / Onboarding
Information Capture Forms
Kick-Off Call
Kick-Off Call Summary
Proposal Not Signed
Invoices - Payments:
Payment Reminder
Payment Reminder - Due today
Payment Reminder - Overdue
Scheduler:
Appointment Confirmation
Appointment Reminder
Appointment Cancelled
Catch-up Call
Invitation
Offboarding:
Thank you & Feedback Form
Feedback Reminder
1-month check-in & Referral Scheme
6-month check-in 
 
If you need help with your Dubsado Setup, download your FREE Checklist here 
 
INSTANT DOWNLOAD
Your files will be emailed to you once payment is confirmed.
In the email, it will ask you to download it. You will need to click on where it says 'Download' a PDF will then open up, this PDF with have links to the templates for you.
Please Note: You will not receive an actual product. THIS IS A DIGITAL INSTANT DOWNLOAD PRODUCT ONLY
This purchase is for personal use only. If you are interested in using this image commercially, please contact me at hello@creativeedgevaltd.co.uk
No physical product will be shipped, this is a download ONLY.
Colours may vary slightly due to different colour monitors and printer settings.
There will be NO refund on these items - all sales are final.
 
Terms & Conditions:
 This product includes digital items only. No physical materials will be shipped.
 Due to the digital nature of this product, Creative Edge VA Ltd is unable to provide refunds or exchanges.