DUBSADO SERVICES

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Start Automating Your Business Today

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I’ll take a deep dive look into your setup and report any issues or inefficiencies I see.

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We’ll spend an hour brainstorming and mapping out your workflows together.

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I’ll set up your pre-written content for your account (emails, proposals, contracts, etc.).

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Grab an hour on my calendar for extra training, coaching, or just plain brain pickin’.

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Helping You Find Success With Dubsado

Does Setting Up

Your Dubsado Feel

Completely Overwhelming?

Maybe you just don’t know what you don’t know and need guidance from an expert. Whether you’re a total newbie or you’ve had your Dubsado account for years, I can help you create more freedom in your business through automated workflows and streamlined processes.

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What Can Dubsado Do For You?

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Embed a Lead Capture contact form on your website and as soon as a potential new client fills it out, they can receive follow up information from your business through an automated workflow.

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Whether you’re quoting a single service or offering your clients choices, as soon as they accept your proposal they can be presented with their contract to e-sign and first invoice to pay immediately on the spot to lock in the sale.

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With a strategic workflow in place, Dubsado can send your new clients a Welcome Packet, Questionnaire, or Next Steps email after they sign their contract—even if they sign it after hours or while you’re sleeping!

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Forget the back-and-forth emailing or using yet another app for scheduling time to meet with your clients—Dubsado has a built-in Scheduler that can be customized to fit your busy schedule and allow clients to choose their own meeting times.

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How Do I know If Dubsado is Right For Me?

Dubsado is a very robust CRM (Client Relationship Management) system for small business owners who want to consolidate their process into a single system instead of piecing together their workflow with multiple third-party apps.

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Client Relationship Management is all about how you build relationships and interact with your clients (and potential clients!). With Dubsado, it’s easy to stay connected to clients from lead capture to sale to product or service delivery, streamline your processes through automated workflows, and improve profitability through client feedback and followup.

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Dubsado’s Appointment Schedulers can be sent as a direct link or embedded on your website for easy access. You set your calendar availability and preferences and your clients can easily see when you’re free for a meeting and book it themselves without all the back-and-forth emailing that often happens in business.

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Securely send your proposals and contracts either via email or through a custom client portal and collect legal e-signatures without the need for printed paper and fax machines.

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Dubsado’s direct integrations with Square, Stripe, and PayPal make it easy to send invoices, collect payment, and keep track of your accounting data all in one place. Bonus: Dubsado never takes a cut of your transaction fees so you get to keep more of what you earn!

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Workflow automations in Dubsado are one of the most powerful features the platform has to offer. If your business model is set up for it, you could capture a new lead from your website, send them a proposal/contract/invoice together for them to review, sign and pay, and then send them a Welcome Packet and questionnaire as soon as they’ve signed up, all without lifting a finger or even speaking with your new client because every step is automated!

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Whether your To Do list is full of client tasks or personal ones, you can add them into Dubsado so everything is kept in one place. You can even have Dubsado assign tasks to you through your workflows at different points in your client sales and onboarding process so nothing ever falls through the cracks.

[/et_pb_toggle][et_pb_toggle title=”Time Tracking” open_toggle_background_color=”#f4f7fc” closed_toggle_background_color=”#f4f7fc” icon_color=”#30134d” _builder_version=”3.21.4″ title_text_color=”#30134d” title_font=”Lato|700|||||||” title_line_height=”1.5em” body_font=”||||||||” body_text_color=”#30134d” body_font_size=”16px” body_line_height=”2em” use_background_color_gradient=”on” background_color_gradient_start=”rgba(255,255,255,0.02)” background_color_gradient_end=”rgba(255,255,255,0.02)” custom_margin=”||0px|” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”10%” border_width_all=”0px”]

If your projects are based on hourly rates, you can track your time within Dubsado and create a new invoice with that tracked time added directly to it. No extra steps to take or reports to run—it’s all available right at your fingertips!

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My Approach

Since every business is unique in what they offer and how they serve their clients, I always start off with a Workflow Strategy session. We’ll hop on a Zoom call, discuss YOUR business and YOUR process while I share my screen and map out your dream workflow with you. We’ll both spend some time reviewing the details to make sure we nailed every step before moving on to implementation.

Once your Workflow Strategy has been fully mapped out, you can decide to dive into getting things set up yourself or I can set it up for you. My setup will include full workflow testing and a 1-hour walkthrough and training call to make sure you’re comfortable with using your new workflow.

 

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Official Beta Tester for Dubsado

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”rgba(48,19,77,0.08)” admin_label=”How It Works” _builder_version=”3.22″ background_color=”#ffffff” use_background_color_gradient=”on” background_color_gradient_start=”#f5f5f5″ background_color_gradient_end=”#ffffff” custom_padding=”54px|0px|0|0px|false|false” bottom_divider_style=”slant” bottom_divider_flip=”horizontal” bottom_divider_arrangement=”above_content”][et_pb_row _builder_version=”3.25″][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”3.27.4″ text_font=”Lato||||||||” text_font_size=”18px” text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”||||||||” header_text_color=”#30134d” header_2_font=”Lato|700|||||||” header_2_font_size=”40px” header_2_letter_spacing=”1px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_4_font=”||||||||” header_5_font=”||||||||” header_6_font=”Lato|700|||||||” header_6_font_size=”18px” header_6_letter_spacing=”1px” header_6_line_height=”1.8em” text_orientation=”center” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”5%” header_2_font_size_tablet=”” header_2_font_size_phone=”22px” header_2_font_size_last_edited=”on|phone” locked=”off”]

How It Works

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Before you hit the “Buy Now” button, I want you to feel confident in knowing I’m the right choice to help you. During our Discovery Call we’ll spend a few minutes getting to know each other and making sure we’ll be a good fit to work together.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ background_color=”#cbd0d6″ use_background_color_gradient=”on” background_color_gradient_start=”#ddc19c” background_color_gradient_end=”#ddcbb3″ background_color_gradient_end_position=”70%” custom_padding=”60px|40px|150px|40px” custom_padding_tablet=”20px||60px|” custom_padding_phone=”60px||60px||true” custom_padding_last_edited=”on|desktop” custom_padding__hover=”|||”][et_pb_blurb title=”Map Out Your Workflow” use_icon=”on” font_icon=”%%72%%” use_icon_font_size=”on” icon_font_size=”32px” _builder_version=”3.21.4″ header_level=”h3″ header_font=”Lato|700|||||||” header_line_height=”1.5em” body_font=”Lato||||||||” body_font_size=”18px” body_line_height=”1.8em” text_orientation=”center” background_layout=”dark” max_width=”340px” module_alignment=”center” custom_margin=”|||” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”5%” locked=”off”]

In order to ensure your business and clients are set up for success, we need to lay a firm foundation with your workflow strategy. From the first time a new lead contacts you all the way through leaving feedback, we’ll cover every step.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ background_color=”#d0d6db” use_background_color_gradient=”on” background_color_gradient_start=”#ddc19c” background_color_gradient_end=”#ddd1be” background_color_gradient_end_position=”70%” custom_padding=”60px|40px|150px|40px” custom_padding_tablet=”20px|||” custom_padding_phone=”60px||||false” custom_padding_last_edited=”on|desktop” custom_padding__hover=”|||”][et_pb_blurb title=”Reach Your Goals” use_icon=”on” font_icon=”%%166%%” use_icon_font_size=”on” icon_font_size=”32px” _builder_version=”3.21.4″ header_level=”h3″ header_font=”Lato|700|||||||” header_line_height=”1.5em” body_font=”Lato||||||||” body_font_size=”18px” body_line_height=”1.8em” text_orientation=”center” background_layout=”dark” max_width=”340px” module_alignment=”center” custom_margin=”|||” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”5%” locked=”off”]

With a solid workflow strategy in place, your sales, onboarding, and project delivery process will be seamless and efficient. You’ll wonder how you ever did business without this kind of automation in place!

[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”rgba(48,19,77,0.77)” admin_label=”Pricing Packages” _builder_version=”3.22″ background_color=”rgba(48,19,77,0.08)” custom_padding=”||150px|” bottom_divider_style=”slant” bottom_divider_flip=”horizontal”][et_pb_row column_structure=”3_4,1_4″ admin_label=”Pricing” _builder_version=”3.26.6″ background_color=”#ffffff” max_width=”900px” custom_margin=”|||” custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|3px|3px|3px|3px” box_shadow_style=”preset1″ use_custom_width=”on” custom_width_px=”900px”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Package” _builder_version=”3.27.4″ text_font=”Lato||||||||” text_text_color=”#30134d” text_font_size=”18px” text_line_height=”1.8em” header_font=”||||||||” header_text_color=”#30134d” header_3_font=”|700|||||||” header_3_line_height=”1.5em”]

Dubsado Workflow Strategy

Know what you want your process to look like, but have no idea how to map it out for Dubsado? We’ll spend an hour brainstorming about your process and mapping out your dream workflows so we can implement the best practices for efficiently delivering your products and services.

[/et_pb_text][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Price” _builder_version=”4.4.5″ text_font=”Lato|700|||||||” text_text_color=”#30134d” text_font_size=”40px” text_line_height=”1.8em” header_font=”||||||||” header_4_font=”||||||||” text_orientation=”center” custom_margin=”||0px|” hover_enabled=”0″]

$397

[/et_pb_text][et_pb_button button_url=”https://hello.dubsado.com:443/public/form/view/5d0001b04346f6081f787d6c” url_new_window=”on” button_text=”View Proposal” button_alignment=”center” _builder_version=”3.26.6″ custom_button=”on” button_text_size=”14px” button_text_color=”#ffffff” button_bg_color=”#30134d” button_border_width=”12px” button_border_color=”#30134d” button_border_radius=”50px” button_letter_spacing=”2px” button_font=”Lato|900||on|||||” button_icon=”%%3%%” custom_margin=”|||” custom_margin_tablet=”|0vw||0vw||true” custom_margin_last_edited=”off|desktop” custom_padding=”|||” locked=”off” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”3.25″ max_width=”900px” custom_margin=”||40px|” custom_padding=”0|0px|0|0px|true|false” use_custom_width=”on” custom_width_px=”900px”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_toggle title=”More Details” open_toggle_background_color=”rgba(255,255,255,0.7)” closed_toggle_background_color=”rgba(255,255,255,0.7)” icon_color=”#30134d” _builder_version=”3.21.4″ title_text_color=”#30134d” title_font=”Lato|700|||||||” body_font=”Lato||||||||” body_text_color=”#30134d” body_font_size=”18px” body_line_height=”1.8em” border_width_all=”0px”]What is a Workflow Strategy Session and how does it work?

When you purchase a Workflow Strategy Session, I will request some additional information about your business and your Dubsado account as well as any documentation or ideas you have about your current and/or ideal workflows.

Once I’ve received that information, we will schedule a 1-hour video call, during which we will map out your entire workflow process, start to finish (or as much as we can get through in the allotted time). The map we create together will be a visual flowchart that lays out every piece of your workflow in an easy-to-understand format.

After our call, I’ll spend a little more time on my own going over my call notes and our workflow map and cleaning it up a little bit. I will make sure we haven’t missed any necessary steps or best practice pieces and will also analyze whether or not our workflow map is the best way to accomplish your overall goals.

Once I’ve completed my analysis and cleaned up the workflow map, I will send it to you for review and either approval or feedback. After all feedback has been received and addressed, I will send you a final version. along with a separate proposal for implementation services.

Optionally, you may add on an Implementation Checklist of all the “pieces” that will need to be available within your Dubsado account in order for the workflow to be built so that you can built it out yourself.

Take a look at this short video that gives you a peek into what building out your workflow strategy looks like!

Does the Workflow Strategy Session include workflow setup or implementation?

The Workflow Strategy Session does not include any workflow setup or implementation. However, in addition to your finalized Workflow Map, I will also provide you with a custom quote for me to build your workflow for you, now that we know exactly what is needed.

Why does this package not include workflow setup or implementation?

Since every business is unique and has their own process for client management, the setup and implementation of their workflows will also be unique to them. By mapping out your specific workflow strategy together first, I will then be able to build a custom quote for setting up and implementing YOUR workflow instead of trying to develop a one-size-fits-all package that doesn’t actually fit the needs of anyone.

How long does it take to receive my finalized Workflow Strategy Map?

Timing for all projects will depend on a few variables:

• When you sign up
• How quickly you’re able to give me the information I need, including feedback after our strategy session
• The workload of other projects I already have on my calendar

After we have our Workflow Strategy Session, I will generally have your cleaned up Workflow Map ready for review and feedback within 1-2 business days of the call. If you’d like to get a ballpark estimate of timing, feel free to contact me using the Live Chat feature on the right side of your screen.

What information will you need from me in order to schedule a Workflow Strategy Session?

In order to adequately prepare for your Workflow Strategy Session, I will send you a Welcome Packet that includes a few questions about your business, a few questions about your Dubsado account, and a request for any documentation you already have about your existing or ideal workflows.

What if I’m unhappy with my Workflow Map once complete? Can I get my money back?

All sales are final and no refunds will be made available. If you are dissatisfied with my work, it is your responsibility to bring your concerns to my attention as soon as possible in order to resolve the issue in a timely manner.

What happens after the Workflow Map is finalized?

After your Workflow Map has been finalized, you will receive a copy for yourself along with the option to add on an Implementation Checklist of all the items that need to be created and available in your Dubsado account in order to set up and implement your new workflow strategy. At that point you may choose to handle the setup and implementation of everything yourself, or I will also offer you a custom proposal for me to handle the setup and implementation for you.

Is a Workflow Strategy Session right for me?

The best place for ANY business owner to start is with a solid workflow strategy. Not only does mapping out your workflow strategy help you visualize the “big picture” for your business and your client experience, it will also help you determine exactly WHAT you need to create in your Dubsado account in order to accomplish your business goals and objectives.[/et_pb_toggle][et_pb_toggle title=”Not Finding the Answer You Need?” open_toggle_background_color=”rgba(255,255,255,0.7)” closed_toggle_background_color=”rgba(255,255,255,0.7)” icon_color=”#30134d” _builder_version=”4.4.5″ title_text_color=”#30134d” title_font=”Lato|700|||||||” body_font=”Lato||||||||” body_text_color=”#30134d” body_font_size=”18px” body_line_height=”1.8em” hover_enabled=”0″ border_width_all=”0px”]

Use the live chat on the right or schedule a quick call below to discuss any outstanding questions you still have.

Schedule a Free Discovery Call

[/et_pb_toggle][/et_pb_column][/et_pb_row][et_pb_row column_structure=”3_4,1_4″ admin_label=”Pricing” _builder_version=”3.26.6″ background_color=”#ffffff” max_width=”900px” custom_margin=”|||” custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|3px|3px|3px|3px” box_shadow_style=”preset1″ use_custom_width=”on” custom_width_px=”900px”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Package” _builder_version=”3.27.4″ text_font=”Lato||||||||” text_text_color=”#30134d” text_font_size=”18px” text_line_height=”1.8em” header_font=”||||||||” header_text_color=”#30134d” header_3_font=”|700|||||||” header_3_line_height=”1.5em”]

1:1 Dubsado Consulting

Looking for a little 1:1 support? Schedule a 1-hour call with me to pick my brain, get some ad hoc training, or ask for advice about your workflows—we can discuss ANYthing Dubsado related that you’re struggling with!

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$55/hour

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• Dubsado Training
• Dubsado Coaching
• Dubsado Consulting
• Dubsado Troubleshooting
• Dubsado Questions and Answers (Q&A)

• Client’s use of the Dubsado Consulting session information or deliverables in ways that are not covered by the scope of these Terms and Conditions;
• any breach of these Terms and Conditions by Client;
  
• any legal, governmental, contractual or other approvals that were required but which Client did not obtain;
• and Client will keep Service Provider indemnified for all damages, costs, fees, expenses and legal fees on an indemnity basis that Service Provider incurs due to any of these specific actions and omissions.

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Public Proposal Example

If you’re looking for an example of a Public Proposal, here’s one I built specifically for testing! There is no fee associated with this proposal so feel free to click through all the way to the end to see the full thing in action.

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Don’t Wait Any Longer. Get the Dubsado Help You Need Today!

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