Do you find it challenging to manage your clients and juggle various platforms for your coaching or service-based business?
Imagine if your client management system...
...centralized all your client information, contracts, and forms, eliminating the chaos of scattered data
...automated tasks and workflows, freeing up your time to focus on serving your clients and fulfilling your God-given mission
...delivered an exceptional client experience, fostering trust, loyalty, and long-term relationships
IF YOU ARE SAYING "HECK YES!" TO THIS, DUBSADO IS THE SYSTEM FOR YOU!
Dubsado Done-for-You Setup
Manage your leads and clients all in one place.
TIMELINE: approx. 4 weeks
PRICE: Starts at $2,297
INCLUDES:
- Workflow Mapping Meeting with provided process map
- Setup of all forms, schedulers, packages, canned emails, workflows, and other back-end Dubsado details
- Recorded 1:1 call, Next Steps Guide, & 30-day follow-up support
WORKFLOW MAPPING MEETING
Translate your client journey into workflows.
TIMELINE: 120 minutes
PRICE: $197
INCLUDES:
- Onboarding Questionnaire to learn the basics of your business
- 2-hour recorded Zoom call where we map out your Dubsado workflows in my templated spreadsheet
- Implementation Guide with detailed next steps for you to build your workflows in Dubsado
ACCOUNT AUDIT
Improve your account setup with expert advice on your next steps.
TIMELINE:Ā 1-2 business days
PRICE:Ā $247
INCLUDES:
- Pre-auditĀ Questionnaire
- Full audit of 80+ account criteria performed in 1-2 business days
- Full report of audit with findings and recommendations for improvement
STEP ONE: Complete an Application
STEP TWO: Sign Contract & Pay Invoice
STEP THREE: Onboarding & Planning Call (Full Set-Up Only)
STEP FOUR: Let's Get to Work!
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@nerdvisionstudio
