SYSTEMs SET UP

Strap in, it’s time for a speedy transformation.

Done for you.

 

Dubsado seRVICE SET-UP

Already have your Dubsado set up and now need to add on a new service? This is for you.

I am a big fan of fully automated streamlined onboarding – creating a seamless journey for you & your clients.

Let’s keep your focus on selling & serving, not the admin.

What’s included?

– 90-minute call to map out your client journey

– Done for you service build out in Dubsado including;

  • Intake Forms

  • Scheduler

  • Contracts

  • Proposal

  • Questionnaires

  • Payment plans & schedules

  • Automated workflow/s

– Integration with your website

– Handover video & 2 weeks of voice note support

Investment £550

BOOK HERE

Here’s how it works

Click the button to…

Book a call in with Charlotte to discuss your Dubsado service set-up.

After our call, you’ll sign the service agreement, make payment & book in your 90-min mapping call, then there’s a simple checklist to capture your content – Templates provided!

On the day itself, there’s nothing for you to do, I will be beavering away in the background.

By the end of your system build, you’ll have your shiny new automated Dubsado service ready to go with a walkthrough video, PLUS 2 weeks of voice note support.

Sounding good? Book in your client journey call below.

I NEED THIS