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Dubsado Services

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Let’s work together to create automation that will save you 5-10 hours of work a week in your coaching business. Sound good? Check out the options below.

 

 

 

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We will work together to set up your systems and automation over a period of 8 weeks. This follows the same steps that I use in my signature done for you Dubsado setup, but it’s more hands-on since you will be handling much of the setup yourself with me there looking over your shoulder.

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My signature offer starts with a strategy session. We’ll go over your offerings and client journey and create exactly what your business needs to run on autopilot and save you 5-10 hours each week.

 

Once we have a clear plan, I’ll take it and make sure that the end result is a business that runs like a well-oiled machine.

 

On Friday, we’ll go through the entire setup and you’ll get to take your new system for a guided test drive. You’ll have access to a library of recorded videos to help you get the hang of everything.

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Not really sure that a full setup is for you, but want someone to help you out with a few things? This is the perfect option for you. 

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FAQ

Frequently Asked Questions

[/et_pb_text][et_pb_divider color=”#40d2d3″ divider_weight=”2px” _builder_version=”4.13.1″ max_width=”60px” module_alignment=”center” height=”2px” global_colors_info=”{}”][/et_pb_divider][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ custom_margin=”|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”What if I’m not sure about Dubsado?” use_icon=”on” font_icon=”||divi||400″ icon_color=”#40d2d3″ icon_placement=”left” _builder_version=”4.13.1″ header_font=”Poppins|700||on|||||” header_font_size=”14px” header_letter_spacing=”1px” header_line_height=”1.8em” body_font=”Poppins||||||||” body_font_size=”14px” body_letter_spacing=”1px” body_line_height=”1.8em” text_orientation=”center” custom_margin=”||60px|” animation_style=”zoom” animation_intensity_zoom=”30%” animation=”off” hover_enabled=”0″ border_style_all=”dashed” locked=”off” global_colors_info=”{}” sticky_enabled=”0″]

Schedule a call with me anyway. I can help you figure out if Dubsado is a good client management tool for you or recommend something else. I’m pretty well versed in several systems. We’ll find the one that’s right for you.

[/et_pb_blurb][et_pb_blurb title=”How long does setup usually take?” use_icon=”on” font_icon=”||divi||400″ icon_color=”#40d2d3″ icon_placement=”left” _builder_version=”4.13.1″ header_font=”Poppins|700||on|||||” header_font_size=”14px” header_letter_spacing=”1px” header_line_height=”1.8em” body_font=”Poppins||||||||” body_font_size=”14px” body_letter_spacing=”1px” body_line_height=”1.8em” text_orientation=”center” custom_margin=”||60px|” animation_style=”zoom” animation_intensity_zoom=”30%” animation=”off” hover_enabled=”0″ border_style_all=”dashed” locked=”off” global_colors_info=”{}” sticky_enabled=”0″]

Assuming that you complete your questionnaires on time, your Done For You build will be complete within 5 days after your Strategy Session. If you choose the Done With You Build option, it will be complete 8 weeks after your Strategy Session.

If you do not complete your questionnaires on time, your due date may be missed, and additional fees will apply.

[/et_pb_blurb][et_pb_blurb title=”Do you recommend a full Dubsado setup for new businesses?” use_icon=”on” font_icon=”||divi||400″ icon_color=”#40d2d3″ icon_placement=”left” _builder_version=”4.13.1″ header_font=”Poppins|700||on|||||” header_font_size=”14px” header_letter_spacing=”1px” header_line_height=”1.8em” body_font=”Poppins||||||||” body_font_size=”14px” body_letter_spacing=”1px” body_line_height=”1.8em” text_orientation=”center” custom_margin=”||60px|” animation_style=”zoom” animation_intensity_zoom=”30%” animation=”off” hover_enabled=”0″ border_style_all=”dashed” locked=”off” global_colors_info=”{}” sticky_enabled=”0″]

Dubsado Done-For-You will work best for businesses who already have a rock-solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it. If you aren’t sure about your client experience, I’d be happy to provide advice during our strategy session.

[/et_pb_blurb][et_pb_blurb title=”What does your process look like?” use_icon=”on” font_icon=”||divi||400″ icon_color=”#40d2d3″ icon_placement=”left” _builder_version=”4.13.1″ header_font=”Poppins|700||on|||||” header_font_size=”14px” header_letter_spacing=”1px” header_line_height=”1.8em” body_font=”Poppins||||||||” body_font_size=”14px” body_letter_spacing=”1px” body_line_height=”1.8em” text_orientation=”center” custom_margin=”||60px|” animation_style=”zoom” animation_intensity_zoom=”30%” animation=”off” hover_enabled=”0″ border_style_all=”dashed” locked=”off” global_colors_info=”{}” sticky_enabled=”0″]

My process involves each of the following six steps for Done For You and Done With You Services.

Step 1. – Strategy Session where we map out your systems, services, and client journey.

Step 2. – Create a plan and list of needed emails, forms, contracts, etc.

Step 3. – Setup the system basics.

Step 4. – Create any missing assets.

Step 5. – Build and test automation

Step 6. – Reveal and Test Drive

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”What is Dubsado?” use_icon=”on” font_icon=”||divi||400″ icon_color=”#40d2d3″ icon_placement=”left” _builder_version=”4.13.1″ header_font=”Poppins|700||on|||||” header_font_size=”14px” header_letter_spacing=”1px” header_line_height=”1.8em” body_font=”Poppins||||||||” body_font_size=”14px” body_letter_spacing=”1px” body_line_height=”1.8em” text_orientation=”center” custom_margin=”||60px|” animation_style=”zoom” animation_intensity_zoom=”30%” animation=”off” hover_enabled=”0″ border_style_all=”dashed” locked=”off” global_colors_info=”{}” sticky_enabled=”0″]

Dubsado is a program that can take the busy work out of your client management. It allows you to streamline your scheduling, invoicing, and everything that you need to work with a client. Not only that, but you can automate a lot of tasks so your business runs without you.

[/et_pb_blurb][et_pb_blurb title=”How much training do you provide?” use_icon=”on” font_icon=”||divi||400″ icon_color=”#40d2d3″ icon_placement=”left” _builder_version=”4.13.1″ header_font=”Poppins|700||on|||||” header_font_size=”14px” header_letter_spacing=”1px” header_line_height=”1.8em” body_font=”Poppins||||||||” body_font_size=”14px” body_letter_spacing=”1px” body_line_height=”1.8em” text_orientation=”center” custom_margin=”||60px|” animation_style=”zoom” animation_intensity_zoom=”30%” animation=”off” hover_enabled=”0″ border_style_all=”dashed” locked=”off” global_colors_info=”{}” sticky_enabled=”0″]

During your strategy session, we will go over the Dubsado features and we’ll review the features that will be used in your build.

Once the build is complete, we will go through your setup with you in the driver’s seat. This is a recorded call that you will have for your reference later.

After the reveal, you will have 30 days of assistance through Voxer/Loom. I’ll tweak your system and answer any questions that you might have. You will have the option to purchase additional ongoing support as well. I do recommend that you take advantage of Dubsado’s training library to familiarize yourself or a team member with this tool.

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Get In Touch

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Email: amy@amysgould.com

Instagram: @Stressfree_Systems

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