DUBSADO for creatives, FREELANCERS & SERVICE PROVIDERS
Dubsado Setup Services
YOUR BUSINESS IS GROWING BUT
✺ You are manually sending out proposals & contracts for each new client.
✺ You have no automation happening in your workflows and this is taking up time and tasks are being missed.
✺ Scheduling meetings is a nightmare. You are emailing back and forth with clients to schedule in a meeting, you are double booking appointments and missing meetings completely.
✺ You keep losing track of clients’ details and project updates as everything is scattered all over the place.
✺ It’s hard to grow scale your business effectively without a streamlined system in place.
✺ You are onboarding your clients manually. It’s messy and you’re missing key steps. You are ready to streamline your client journey and automate your onboarding and offboarding processes.
✺ You’re exhausted sending out invoices manually and following up on missed payments.
✺ It’s hard to maintain a professional image when your processes & branding isn’t consistent.
✺ You are becoming overwhelmed with the amount of administrative tasks & it’s taking you away from the work.
✺ You’re growing quickly and outgrowing what has worked in the past. You know there’s a better way of doing things.
✹
SAY GOODBYE TO CHAOS & HELLO TO EFFICIENCY.
Dubsado is designed for creatives and online service providers. It is the key system to manage the back-end of your online business.
Dubsado streamlines client management, automates repetitive tasks, emails and reminders – yes, please!
You can send proposals, contracts and invoices with ease and get paid in a flash.
Dubsado helps to save time, reduce stress and it lets you focus on doing what you do best – serving your clients and creating the impact you desire.
Want to know more?
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EFFORTLESS AUTOMATION
Automate invoicing, client follow-ups, and appointment scheduling, freeing you up to focus on growing your business.
✺
WOW YOUR CLIENTS & KEEP THEM COMING BACK
Impress your clients with seamless process from initial contact to project completion, with custom-branded forms and portals.
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CLEAR COMMUNICATION
Makes sure that everyone knows where they’re at and what is coming next.
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SCHEDULING WITHOUT THE STRESS
Eliminate the endless email chains with the scheduler so making appointment booking a breeze and protecting your valuable time.
✺
Smooth-like-butter workflows
This fully automated process moves your lead to a sale in 3-clicks removing any barriers in the way.
✺
YOU GET PAID without lifting a finger
Automated invoices and payment reminders mean that you get money hitting your account without you doing anything.
ARE YOU READY TO STREAMLINE YOUR BUSINESS OPERATIONS?
DUBSADO TEMPLATES & RESOURCES
The Template Shop
I’m working behind the scenes to finalise a complete set of Dubsado templates & resources ready for you to add to Dubsado. These click-to-add templates are designed to simplify and streamline all aspects of your operations and the way you do business saving you time and creating consistency and ease.
Our Dubsado templates and resources created specifically for creatives, freelancers and online services providers.
CUSTOM DUBSADO SOLUTIONS
the COMPLETE DFY DUBSADO BUILD
Change the way your business operates with a customised Dubsado build.
Instead of navigating the the world of DIY-ing, you can partner with an expert who will work behind the scenes to create a beautifully branded, bespoke customer management system built in the way you do business, but better.
Dubsado will automate, streamline, and centralise your business processes, creating a stellar customer experience & ease and flow in the way you work. This system will gift you the time and space to get back to serving clients, creating impact & making bank.
What you get
Pre-session questionnaire
Map out your entire client process with a comprehensive strategy call
A custom Dubsado workspace including Zapier integrations where possible
Custom code-free forms including proposals, contracts, questionnaires designed to seamlessly match your branding
Branded portals for an intuitive and seamless client experience.
Stay connected with clients at every step of your process with personalised canned emails.
Packages and payment plans
Effortlessly book appointments, protect your boundaries, and eliminate the back-and-forth emails with a streamlined scheduler setup.
Automated workflows and thorough testing ensuring everything runs smoothly.
Recorded training video(s) where we’ll test drive your new client management system and make sure everything is set-up just the way you want it.
Tech support for 30-days post delivery
INVESTMENT: STARTING FROM $3500 AUD
90-Min Dubsado Audit & Strategy Session
A Dubsado Audit and Strategy Session is perfect for you if you have Dubsado in place but aren’t utilising its full capabilities. You’re ready to optimise it to fit the way you do business.
During the session, you’ll have time to ask questions, get feedback on your setup, and receive ideas on how to streamline your business processes.
After our call, you’ll receive a comprehensive action plan with my findings and recommendations.
What you get
Strategy questionnaire
1 x 90-minute deep dive call so I can understand your business structure and processes
Complete Dubsado Audit including a workspace and workflow analysis
Comprehensive action plan detailing my findings and recommendations
Slack or email support for 2-weeks
Investment: $397 AUD
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My signature process
01
BOOK A COMPLIMENTARY CALL
Choose your package, complete your details and book a complimentary discovery call. We’ll chat about your needs, challenges and goals and I’ll answer any questions you have.
02
SIGN THE CONTRACT & SCHEDULE OUR KICK-OFF CALL
After our call, you will receive the contract and the invoice to get started on this project. Once onboarded, we’ll schedule the strategy call to dive deep into your Dubsado and how your business works.
03
AUDIT & IMPLEMENTATION TIME
I’ll audit your business and current operational systems. I’ll look for ways to streamline and optimise your systems that save you time and money.
Then it’s time to kick back and relax and it’s my turn to go behind the scenes and start building out your Dubsado workspace.
04
HANDOVER & TRAINING
You’ll say hello to your new Dubsado system. We’ll make any final amendments if required and I’ll provide training so you know exactly how your new system works.
05
ONGOING SUPPORT
Don’t worry, you are not on your own yet! You will still have support post-delivery to ask any questions as you and your team start to use Dubsado in your business.
Kind Words
★★★★★
Dubsado Setup FAQs
What if I don't use Dubsado
You aren’t required to have a Dubsado account already set up I can walk you through how to get an account set up when we get started.
How long does the Dubsado setup usually take?
The duration varies based on the complexity of your requirements and business, typically ranging from a few days to a couple of weeks, sometimes longer. Timing can be discussed during our discovery call.
Will Dubsado really save me time?
OMG yes! While I can’t put a dollar value on how much time you’ll save with systems, I can speak to the value of knowing exactly what’s going on at any given moment in your business. That is priceless.
Can Dubsado integrate with other tools?
Yes, Dubsado can be integrated with various other tools and software to enhance functionality and streamline your workflows. Think email & calendar, your payment gateways & more.
How much does the Dubsado setup service cost?
The cost depends on the scope of the project and specific requirements. A detailed quote is provided after the initial consultation.
ONLINE BUSINESS MANAGEMENT
