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.
