Dubsado Setup
Services
DO IT YOURSELF
save 30% on dubs
Study hall
workflow tips
Dubsado Templates
I'm a firm believer that if you really want to do something yourself, you totally can!
That being said, just because you are doing it yourself doesn't mean you can conjure up a little extra support - y'know?
You can find a list of some of our resources to help you on your Dubs journey below!
Done with you
The Done With You Dubsado setup service is great for users who have been using the platform but aren't utilizing it to it's full extent.
We will walk through your entire client journey from beginning to end. From there, you will receive your Dubsado homework; a list of all the required forms, schedulers and emails needed to bring your workflow to life.
We end with a workflow walk through meeting where you will build your workflow with me, ensuring each step will be flawless!
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Done for you
Whether you are an existing user or brand new to the platform, our done-for-you service will have your business running more efficiently and automatically in less than 4 weeks.
After a detailed workflow mapping call, we get to work creating all of your forms, emails, schedulers and workflows!
We end the service with an off-boarding call where we will walk through each step of your workflow process. You will receive a User Manual and recording of the off-boarding call to help you in the future, and you will have 1-month of post-setup support.
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Dubsado study hall
Want to up-level your Dubsado game?
Join me weekly for the topic you need help with!
During each study hall session, we will review the topic in detail, walking through set up instructions and best practices. We will end each study hall by reviewing your questions or problems that you can submit prior to the session!
