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Dubsado

Are you a Coach, VA, Consultant, Accountant, Creative, or another type of 1:1 Service Provider?

Are you struggling to keep up with, feeling overwhelmed by or just plain bored of doing those repetitive admin tasks?

Would you like more time back in your day, be on top of your invoicing, not have to chase leads or follow up on contracts/proposals, or ask for testimonials?

If you are currently shouting yes at your screen, then let me introduce Dubsado to you!

Dubsado is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create proposals, questionnaires and other forms, manage bookkeeping, track your time, send and receive emails and SO much more…

My packages have been designed to assist you with implementing and managing Dubsado and creating a seamless client experience for your customers.

Done For You

This package is for new users of Dubsado who don’t have the time to spend hours trying to set it up.

This complete package starts with a review of your current client processes so we can refine, add to, and eliminate inefficiencies.

Included within this package:

  • Workflow Workbook – This starts the process of working out your customer journey. How they go from being a lead to a paying client.
  • 90-minute workflow mapping call – An in-depth session where we fine-tune your customer journey.
  • Detailed workflow maps – Your customer journey mapped out clearly in a process map.
  • Customised to reflect your branding – Dubsado will feel like an extension of your brand.
  • Import of current client list – All your current jobs ready and waiting for you.
  • All workflows set up and tested so handover is stress-free knowing everything is working as it should!
  • Custom branded form templates – Smart, branded forms that will impress any new lead.
  • Scheduler tool set up – Import your current schedule templates into Dubsado.
  • Embedding of forms onto your website – Make your Contact Form work for you by adding it to your website.
  • 60-minute recorded handover and teaching zoom call.

Bonus – 2 x 60-min zoom calls for additional support as you get to know your system.

 

Starting from $2,199 inc. GST

Save Time, Money & your Sanity with Dubsado

The Workflows

This package is for those who have got the system up and running but now need help creating the workflows.

  • Workflow Workbook – This starts the process of working out your customer journey. How they go from being a lead to a paying client.
  • 90-minute workflow mapping – An in-depth session where we fine-tune your customer journey.
  • Detailed workflow maps – Your customer journey mapped out clearly in a process map.
  • All workflows set up and tested so handover is stress-free knowing everything is working as it should!
  • 60-minute recorded handover and teaching zoom call.

Bonus: 2 x 60 min zoom calls for additional support as you get to know your system.

 

Starting from $1099 inc. GST

Don’t need as much support as the packages above? Here are some other options for you.

Dubsado Troubleshoot Session

This consultation is ideal for current Dubsado users that have got a bit stuck or overwhelmed by the system. 

This 60-minute session will deep dive into your system to work through the issues and give you practical solutions.

 

$196 inc GST

Workflow Mapping Session

This consultation is ideal for current Dubsado users at any stage of setup that has got a bit stuck or overwhelmed by the system. 

This 60-minute session will deep dive into your system to work through the issues and give you practical solutions. 

$295 inc GST

Custom Proposal Template

Skip the overwhelm of never-ending Dubsado form design and WOW your clients with a beautiful, branded, Dubsado Proposal template.

You provide the content and I create it.

$497 inc GST

Our new CRM is already impacting our business positively. It’s our single source of truth and we have all our customers and leads in one place. Emails and documents are tracked and attached to their files and the whole onboarding process, from inquiry to the starting of work, is streamlined.

Jo McClure

JM Virtual Business Services

Not sure if Dubsado is right for you?

Then book in a FREE 15-Min Discovery Call.

During this session, I will walk you through the system to see if it’s the right fit for your business.

Know you need support but not quite sure where or how? Need to talk it through?
Book in a quick call today to get started.

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