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Dubsado Set-Up Service

Project Outline

I support service-based entrepreneurs with their Dubsado (CRM) set-up, so they can spend more time building a successful and profitable business with a smooth client experience. I help you set-up your Dubsado, so you have more time to focus on your clients and grow your business.

Consultation Call & Proposal

The first step is getting to know each other is with a Consultation Call, and you can book your Consultation Call here. Once we've talked, I'll send you a proposal to review.

15 Minutes

Contract & Invoice

Once you've signed the proposal, I'll send over the contract, scope of work, and invoice. 

30 Minutes

Prep Work

Here I will send you a list of things I need from you to complete your Dubsado set-up. This step includes logins, forms, and other content that will support your client and business needs.

1-2 Weeks

2-3 Weeks

We will have a 60-minute workflow strategy call and formalize your workflows for Dubsado. Together we will make a full list of all the forms, canned emails, questions, and any other content you may need. I'll give you a checklist to follow.

Mapping Out Your Process

Set-Up

Set-up is when you'll see your client management system come together— I set-up your forms, canned emails, scheduler(s), and client portal. You will need to provide copy for these items

1-2 Weeks

We will have a 60-minute workflow strategy call and formalize your workflows for Dubsado. Together we will make a full list of all the forms, canned emails, questions, and any other content you may need. I'll give you a checklist to follow.

1-2 Weeks

Workflows & Intergrations

Training, Handovers, & Final Details

And your Dubsado is ready for clients! We'll have a handover call, and I'll walk you through everything I have done in your Dubsado account. 

1 Week

Support

I will support you through any Dubsado related issues through email, messenger, or Voxer. This step includes troubleshooting, questions, and any minor revisions if needed. Once the 30-days are up, you can pay for any additional support.

30-Days

 
 
 
 

This service starts at - $899

 

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© 2020 Lisa Marie Campbell. 

Services, plans, and prices are subject to change without notice.