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Dubsado Setup
Dubsado is a fantastic CRM (Customer Relationship Management) Tool great for services-based small businesses like Coaches, Photographer, Consultants, Wedding planner, Virtual Assistants, Web Designer, Accountants, and many more. And the best part, you can customise it to reflect your brand style.
Dubsado will make you look very professional from your very first interaction with your clients! It will allow to seamlessly introduce automation into your business, increasing efficiencies and free up your time to concentrate on what you do best... that is it!
Do what you do best. We'll take care of the rest!
From the moment you have a new lead to onboarding/offboarding clients & invoicing, Dubsado has the potential to handle the whole process without much "supervision". Ready? What do you need to do:
You guessed it…you need Workoonest!
I offer a full Dubsado setup service to take you from email, excel spreadsheets, accounting software to one tool that handles it all. All your client's information in one place!
If you wish to sign up for Dubsado you can use my affiliate code (dubsadobyworkoonest) and get 20% on your first month or year.
The service includes:
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Brand settings
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Client portal settings
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email, calendar, video meeting
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Accounting Software Integration
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Forms (lead capture, questionnaires, proposals, contracts)
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Service packages (your offerings)
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Payment schedule
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Canned Emails
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Workflows (automation)
# Process Mapping
During our strategy session, we will go through your goals and requirements so I can create your setup blueprint. This process includes a questionnaire and a zoom call.
# Implementation
The magic starts! I will set up your account based on your Blueprint and setup requirements. I will keep you informed throughout the process. It gives you a chance to ask questions and have a sneak peek.
# Testing & Completion
Before handing your account over to your I will test everything to make sure you are using Dubsado to its best potential. And make adjustments if necessary. Then, I will hand it over to you to for revision and approval.
How it works:
PORTFOLIO
Virtual Assistant
Web Designer
Virtual Assistant
Frequently Asked Question
How long does Dubsado set up take?
The whole process usually takes 3-4 weeks. Depending on your time to make decisions and provide copy.
Will you help me migrate from another system?
This service is for Dubsado setup. But I can liaise with Dubsado to help you migrate your data from another system
How much of my time is required?
Expect to set aside 1-3 hours at the start and end of the project. this will be for questionnaire, strategy calls and revision
Will you provide copy?
You have to provide copy for all your forms & emails & packages. I will provide some basic emails that you can change