Turn Your Dubsado Setup over to a pro
Done for You Dubsado Setup Service
My Done For You Dubsado Setup Service is designed for those who want to hand their client relationship management system set-up over to an expert.
The Done For You Dubsado Setup Service Includes:
Client Experience Process Mapping Session where I help you map out the best automated experience for your clients and you.
Complete set-up of all settings to maximize Dubsado.
Copywriting for all of the emails needed to create your workflows and automations.
Gorgeous code-free form design.
Package and payment plan templates to make creating proposals and collecting payments a breeze.
Scheduler set-up so you can book appointments effortlessly, protect your boundaries, and save tons of back-and-forth emails to book appointments.
On brand Client portal design
Workflow implementation: I’ll automate your ideal client experience as much as possible (or as much as is comfortable to you.)
Support or implementation of up to 3 Zaps to help automate your processes outside of Dubsado.
Live 1:1 recorded offboarding call where we’ll test drive your new client management system and make sure everything is set-up just the way you want it.
30 Days of offboarding support.
Lifetime access to my client training library.
You’ll leave with a completely implemented and automated Dubsado system
Done For You Dubsado Set-up Service Investment
starts at $2000
Don’t just take it from me, here is what past clients had to say
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Frequently Asked Questions
Our payment plan for Done for You Dubsado Setup Service is 50% at booking and 50% before the offboarding call. Please email me if you’re looking for other options.
How long does Dubsado setup take?
Assuming that you complete your questionnaires on time, your build will be complete within 4 weeks of your Process Mapping Session.
If you don’t complete questionnaires on time, your completion date may be pushed back, and additional fees may apply. On the flip side, if you’re top of things and get your questionnaires back to me sooner, you could see your system in 2-3 weeks.
How much training do you provide?
It’s your responsibility to learn how to use Dubsado and your system. I set you up for success by…
Giving you recommended training inside of the client library to review while I’m setting up your system.
Showing you every step of every workflow I’ve created for you.
Leaving written to-do instructions in the workflows.
Providing a detailed Next Steps Guide and Client Training Library.
Do you recommend this for new businesses?
Done For You Dubsado Setup is best for businesses who have well established processes and know what they want their client experience to look like.
The businesses who get the most out of this process are ones who’ve been in business for at least a year and who have a steady stream of clients. That’s not to say you wouldn’t gain a lot of value from this process if you’re brand new. You just might have to spend more time mapping out the processes ahead of our Process Mapping Session to ensure that we don’t waste our time mapping and building processes that you might change soon after.
How Do I get started?
1. Book a Free 15 Min Call
Click the book a call button and choose a free 15 Min Discovery Call
2. Complete the proposal
After the call, complete the proposal, sign the contract and pay the invoice.
3. Check your email for next steps.
I’ll be in touch with your onboarding questionnaire soon after.
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