Dubsado Specialis VA specialising in setups. Also providing Virtual Assistant Services. Based in Portsmouth and helping business owner all over the UK and the world
to view my tutorial list, click here ....
ONe-to-one tutorial, click here ....
Build Your Own Workflow along with me
👉 NEED TO SET UP AN OFFBOARDING PROCESS FOR YOUR BUSINESS
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👉 WANT TO BE MORE CONFIDENT USING DUBSADO
👉 WANT TO LEARN HOW TO PLAN AND BUILD YOUR WORKFLOW
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👉 WANT TO KNOW HOW TO DESIGN IN THE NEW FORM BUILDER
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THIS TUTORIAL HAS EVERYTHING YOU WILL NEED TO LEARN HOW TO USE DUBSADO BETTER PLUS ADD A BRAND NEW BUSINESS PROCESS TO YOUR BUSINESS
💛 This tutorial is amazing and will make you confident in creating workflow plus it will provide you with a great process for your business.
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💛 Learn how to plan a workflow Grab a FREE copy of my best-selling Dubsado Mapping Spreadsheet.
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💛 Learn how to add your canned emails to Dubsado Get FREE canned email templates for the whole workflow - just copy and paste.
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💛 Learn how to set up a scheduler.
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💛 Get a lesson setting up your Lead Capture form.
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💛 Learn how to design in the new Form Builder.
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💛 Get the Canva templates FREE - these are fully customisable.
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💛 Get a lesson in designing in Canva.
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💛 Learn how to build the workflow in Dubsado.
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💛 Learn how to test your workflow
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and finally learn how to edit your workflow, canned emails and forms
Planning
During this tutorial, I will show you how to plan your workflow in a video tutorial. Provide you with a copy of my best-selling 'Planning Workflow Spreadsheet' for you to use again and again. The spreadsheet will already have the offboarding workflow typed up ready for you to follow.
Templates and Copy for emails
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You will receive all the email copy for each and every email you will need for the workflow. Plus, Canva templates for all forms required and I will even include the copy for the questions. A follow-along video will help you customise each template to include your branding, and a follow-along video to show you how to build your forms in Dubsado.
Workflow Build
In my follow-along 'build a workflow' with me video, you will be able to build your workflow at the same time whilst I explain each and every step to you so that you not only build the workflow but understand why each step is needed so it will help you learn to build your own in future.
A great offboarding workflow can help your business in so many ways :
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build your reputation
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ensuring your previous clients are happy and feel important will benefit your business in many ways
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gain referrals from previous clients
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repeat business
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making sure you never forget to ask for a testimonial/review
THIS TUTORIAL IS FOR YOU IF YOU:
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Want to learn how to plan, and build a workflow from scratch.
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Want to learn how to design in the new form builder
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Want to learn how to create a lead capture form
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Want to learn how to create a scheduler
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Don't want to attend a masterclass via zoom at a set time
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Want to be able to rewatch the tutorial videos over and over
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Want to complete the tutorial at your own pace in your own time
If you answer yes, yes yes then ENROL TODAY
This tutorial is great for:
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learning
to use Dubsado better -
Gaining confidence in the working of Dubsado
Kind words
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"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. Thank you."
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Sohaila Sophia Coaching
