Do you want to streamline your onboarding and offboarding processes?

You know there’s got to be a better way than doing everything manually and on different platforms…it just takes too much time out of your day! And makes it even harder to keep up with the onboarding process. 

Enter my Dubsado Basic Set Up!

This is perfect for online business owners and creatives that need to improve their client management systems. You want to save time and stop doing things manually.

 I’ll help you streamline your onboarding/offboarding process so you can provide the best client experience from start to finish.

What it includes:

✔️ Account set up in Dubsado: branding, emails, calendar. 
✔️60 min onboarding call to create the workflow.
✔️1 Workflow mapping

• Proposal
• Canned emails
• Invoice
• Forms: intake forms, testimonial requests. 
• Scheduler

✔️ 1 workflow for new leads:

• Canned emails
• Intake forms.
• Scheduler

✔️ Customized forms
✔️ Delivery of all content: forms & canned emails in a Google folder so the client can have this as a back-up.
✔️ One round of revisions: revisions will be done prior to setting up the whole workflow.
✔️ 45 min live training session (recorded)
✔️ 2 weeks of Slack/Voxer/Email support after the training session to answer any questions. Will also provide mini recordings to answer questions, if needed.

Want to up-level your client experience?
Let’s chat to see if this is a good fit for you!