Systems Management
Systems Management with Dubsado
Streamline your workflows, level up your onboarding & save time by automating your business.
What is Dubsado?
Dubsado is a Client Project Management tool for individual client projects. It keeps all your clients (known as projects) in one place so you can streamline the onboarding and offboarding process. This includes booking consultations, sending call reminder emails, sending contracts, invoices, proposals, recurring payments and more.
Dubsado is for you if…
You're using more than one tool or app to track your client projects, schedule bookings and send out contracts and invoices.
You're writing the same emails over and over again for different clients or copying and pasting from a google doc.
For every new client that comes in, you have to manually take them through the client experience.
Your onboarding and offboarding process is a mess of links, google docs, spreadsheets, and sticky notes.
Why Dubsado?
Dubsado is the system where: Payment reminders, appointments, and lead captures run on autopilot. With this full dubsado setup, you'll be able to escape your inbox, book clients more quickly, have more free time and have space to make progress in your business process. You want to provide an elevated client experience and have a system that discreetly keeps clients on schedule.
My Dubsado setup allows you to create the perfect client experience while saving time, by not having to repeat processes every time a new client comes in.
Dubsado Packages
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Dubsado Workflow Strategy - $1250.00
Strategy Workflow 1:1 is perfect for the creative service-based business owner that has been DIY-ing their workflow and needs their business streamlined.
- 90 minute Strategy Call
- Strategy Questionnaire
- Workflow Mapping Sheet
- Recorded Workflow Session
*Payment Plans Available*
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Dubsado Mini-Makeover: $2450.00
You've DIY-ed your Dubsado forms & they aren't on brand or are feeling flat. It's time to give them the professional makeover they deserve.
With custom forms, branded proposals, and ready-to-use contracts, not only can we make sure you're at ease using your system, but also that your clients are receiving an immediate WOW factor.
What's included:
- Questionnaires for lead generation, onboarding, management, and offboarding (up to 5 questionnaires)
- All-in-one Customized Proposals (up to 4 proposals)
- Custom Contracts (up to 4 contracts)
Includes a 90 minute strategy call.
*Payment Plans Available*
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The Full Dubsado Setup: $3750
Automate 88% of your business workflow strategy (your ideal client experience) with the complete Dubsado Setup.
It allows you to create proposals, send contracts, collect invoice payments, and automate many of the tedious administrative tasks to keep your business running. No more chasing invoices, manually sending contracts, questionnaires & inputting clients into your CRM system.
What's included:
- Brand Settings + integrations Set Up
- Data Migrations
- All-in-one Customized Proposals (up to 4 proposals)
- Contract Signing (up to 4 contracts)
- Questionnaires for lead generation, onboarding, management, and offboarding (up to 5 questionnaires)
- Call schedules (appointment booker) for up to 4 types of calls
- Workflows for lead inquiry, onboarding, and offboarding (up to 3)
Includes a 90 minute strategy call and a 60 minute training.
*Payment Plans Available*
