DFY Dubsado Setup
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DFY Dubsado Setup /
Dubsado allows you to automate your business, incorporate seamless workflows into your processes, spend LESS time on the busy work,
AND give your clients an amazing experience working with you.
With our DFY Dubsado Setup, you can get your business up and running quicker than ever!
It's time to get your business automated with Dubsado, so it works FOR you!
Dubsado allows you to create automated workflows that take the stress out of the Next Steps.
Dubsado allows your business to run in one organized, automated place, so your workflows feel seamless, your admin work stays minimal, and your clients experience a polished, professional process from start to finish. With a complete, done-for-you Dubsado setup, I handle the strategy, structure, and implementation for you, eliminating the need to rewrite emails, manually manage proposals and payments, juggle multiple platforms, or work through clunky, confusing systems. Everything is set up, automated, and ready to go, so you can finally spend more time doing the work you love and less time buried in busywork. Sit back and relax, your systems are handled!
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✓ Data Migration: If you are currently using another CRM tool, I will transfer your contacts, emails, forms, and any other information to Dubsado.
✓ Workflow Mapping Call: We will discuss your existing process, strategize & establish the best-streamlined workflow for your business.
✓ Account settings: I will take care of all your account settings to ensure proper function of the platform, as well as other customizations like project statuses and client tags.
✓ Canned Emails & Branded Form Design: I will set up your canned emails (including copywriting for any missing canned emails). Design and build ALL your forms including contracts, questionnaires, guides, etc.
✓ Packages & Payment Plans: I will setup all your services, packages and your payment plans (and payment reminders!)
✓ Schedulers: I will setup the schedulers (and appointment reminders!) for all the events you held in your business.
✓ Client Portal: I will design beautiful code-free forms that represent your brand, which include customized headers, footers, sections, etc., as well as the client portal banners to make it feel like an extension of your website (check out my portfolio to see examples!)
✓ Workflow implementation: I will complete a workflow implementation for all the steps and actions included in your workflow process. The goal is to automate most, if not all of these (if possible.)
✓ Off-boarding Meeting & Training: I will teach you how to navigate and get the best out of your Dubsado account & access to the recording video to watch it as many times as you’d like or share it with your team.
✓ 30 days of follow-up support: To help you with any questions, troubleshooting, or if you get stuck along the way.
✓ BONUS!(optional): Up to 3 external automation or software integration to connect Dubsado with another platform using Zapier (e.g. Add a new lead or client to your email list).
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1- Let’s chat!
Get in touch by booking a FREE discovery call so we can learn more about your project. This will help me see where your business is at regarding processes and systems.2- Let ’s make it official!
You will receive a customized proposal, contract, & invoice to review and sign. You must submit payment to save your spot and before works begin.3- Your ‘homework’!
You will receive a form that you must fill out, which will provide me with more info about your business’s branding, logo, images, colors, etc. Don't forget this step! Filling this out will ensure that all your forms are branded and customized to your business.4- Let’s strategize!
Next, you will book your 90-Min Workflow Mapping Call. The workflow mapping call is a deep dive session where we will discuss how your business works and the best-automated approach to ensure efficiency for your business.5- We are done!
After your workflow is completed and properly tested, it's time to train you! We will spend 90 minutes walking you through your new workflow. If you still have questions or get stuck, don't worry! I will stick around 30 days to provide assistance as well as recorded videos to answer your questions. -
YOUR INVESTMENT STARTS AT $4,000
Payment plan available per request!
Dubsado Affiliate Get 20% off when you sign up with my code: keysihodge
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FREQUENTLY ASKED QUESTIONS
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Yes. Payment plans are available upon request.
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Your branding, all documents and forms, emails & processes your current using in your business.
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I offer retainer packages to provide ongoing workflows and systems support. You can see my retainer packages HERE.
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It all depends on your business workflow process and your business model. Some tasks can’t just be automated (for different reasons). But an organized, streamlined Dubsado workflow set-up will reduce the time you spend on manual tasks significantly.
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Yes. Dubsado is a platform that can grow with your business. Having your systems and processes in place from the beginning means setting up your business for success, however, you need to have a defined and clear vision of your services your process, your ideal client, the client experience you want to provide AND you need to be ready for the investment. If you are not, I suggest you wait until you are.
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During at our off-boarding session I will teach you how to navigate and get the best out of your Dubsado account. I will show you every step of every workflow I've created for you and explain how it works.
I will also provide you with a detailed Next Steps Guide and a video training library to help you learn some key features, however, it’s important to note that it is the client’s responsibility to dedicate the time to watch the videos, learn the platform and make use of resources like Dubsado's own Education training.
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Dubsado is a powerful all-in-one Client Relationship Management tool (CRM) with strong automation capabilities allowing business owners streamline and automate their businesses.
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With Dubsado you can:
✔️Send contracts and collect e-signatures
✔️Create and embed a contact form and trigger a workflow
✔️Create and send questionnaires
✔️Send proposals & invoices
✔️Schedule calls/meetings
✔️Store pre-written emails
✔️Automated workflows
✔️Client portal & more! -
It will depend on a few different factors, but typically, it will take about 4 weeks to complete. Some factors that may change this timeline:
A. If there is a delay in sending me the information needed to create your systems and workflows.
B. The complexity of your services or workflow process.* If the information requested is not provided on time, please note that an additional fee may apply.
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Glad you asked! Although I will take care of ALL the tedious part for you but you also have some work to do. See below a break it to down of the estimated hours you can expect to spend:
1- Discovery Call: 15mins
2- Implementation questionnaire: 1h-2hrs
3- Account, branding and content setup: 0hrs!
4- Workflow Mapping: 1 1/2 - 2hrs
5- Build workflows and test them: 0hrs!
6- Off-boarding: 2hrs
7- Self-guided learning: 5-20 hours to go through all the resources, available videos and learning the platform (your responsibility and your success utilizing the platform depends on you!).
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This is an important question before making any investment. If you are not familiar with Dubsado and its features, I offer a 30-min FREE Consultation call to help you determine if the Complete Dubsado Set-Up is right for you.
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Your Complete Dubsado Set-Up includes 30 days of follow-up support to help you with any questions, troubleshooting, small changes, and revisions. However, it does not include a complete rework of your workflow due to a service change. An additional fee may apply.
Not ready for a setup?
Visit The Design Shop and find the perfect resource to complete your own setup.
WORK WITH ME
Ready to make your brand stand out and WOW your clients?This coded proposal will help you close that perfect deal with your clients and show them how great of a fit you are for their project. It has been carefully designed to attract your ideal clients and to showcase the benefits they'll enjoy by working with you.
SEE DEMO
HOW IT WORKS
1. After you order, you will receive an email with a questionnaire so you can provide your business info
2. I will customize the template to match your business within 5-7 days.
3. After form is completed you will receive a video training to teach you how to make your own customizations granting you access to the form as a collaborator. You will need to create a Dub-ins genie account to access to it.
4. You will receive 7 days of support for questions, troubleshooting and small changes.
WHAT INCLUDES
✔ Done-for-you coded proposal form design customized to match your business. It includes all features displayed.
✔ Access to the plugin generator so you can make changes
✔ 1 pre-recoded video training to teach you how to make customizations
✔ 7 days of support
✔ Special discount for one done-for-you for futures changes and customizations needed
BENEFITS
✔ Responsive design that look great on any device
✔ Customizable plugins
✔ Clickable links and elements
✔ Beautiful collages
✔ Animated images & elements
✔ High-end seamless client experience
YOU WILL NEED
✔ Dubsado Account
IMPORTANT
★ The plugins used in this template are provided by Dub-ins.
★ This is a coded form design, although it DOES NOT require you to know code you still have to copy and paste into your Dubsado account following the proper order. If this sounds like something you prefer not to deal with, you can choose the code-free proposal template or please refrain from purchasing.
★ You will responsible for any future customization or revisions you wish to make to your form. The video training you will receive will teach you how to do that but you can always book a form customization service and I will be happy to do it for you.
★ Please make sure you really all specification and details before purchasing.
★ Please message me if you have any questions!
PHOTOS
The photos shown in the template are stock photos and are NOT INCLUDED. You can easily replace them with your own photos.
TERMS OF USE
By using this template you are agreeing to my Terms and Conditions. This template is property of Keysi Hodge and/or Keysi Hodge Interiors. It is intended for personal use for you and your own business only. You may not share, redistribute, resell, transfer or give the templates away to others not paid or for free. If you offer Dubsado setups and want to use this template with your clients you must purchase a commercial license.
RETURN POLICY
Due to the instant and digital nature of this product, there are no refunds or exchanges. If you have any problems with the download or file, please contact me.
FAQS
1- What is Dub-in?
Dub-in is a plugin generator that integrates with Dubsado to create beautiful branded forms using HTML & CSS.
2- Do I need to learn code?
No, you don’t. Dub-ins is easy to use and implement. You will only need to copy and paste the code into Dubsado.
3- What if I need to make customizations?
To access your form and make customizations you will need to create a free Dub-ins genie account and you will be granted access as collaborator.
In addition, you will receive a video training that you can watch as many times as you need that will show you how to make customization on your form. If you prefer me to do it for you, you can also request the service.
4- What’s the difference between coded and code-free Dubsado forms?
Code-free forms are easier to use however images are static and not responsive when viewing in other devices. Coded forms allows you to provide a more elevated seamless branding experience.
For more frequently asked questions check out our FAQ page here.
QUESTIONS?
Feel free to reach out at hello@keysihodge.com or hello@keysihodgeinteriors.com
DISCLAIMER
By purchasing this template you do so at your own risk. It does not provide a guarantee of high conversion rates, sales or any other type of business success.