Dubsado DIY is a self paced course that enables you to define, create and implement your client experience with templates and tools to make it easy.
You will walk away with an automated, efficient and on-brand client management system, using Dubsado.
Dubsado DIY | Your Dream Client Experience
Define, Create and Implement Your Client Journey
with a Systems Pro in your back pocket!
Gain instant access to course materials to implement on your own time.
Jam packed with easy-to-follow video content, process guides and templates, you'll be a onboarding new clients without lifting a finger!
modules include
✓ 1 | Defining your Client Journey
✓ 2 | Assessing Your Collateral
✓ 3 | Building Your Tool Suite
✓ 4 | Implementation - Inquiry
✓ 5 | Implementation - Booking
✓ 6 | Implementation - Onboarding + Fulfillment
✓ 7 | Implementation - Offboarding
🚨 Bonus | Using a PM Tool in Your Biz Effectively
🚨 Bonus | Submit your Progress for Review!
Consider this your roadmap of success! You'll use my signature framework to map out your journey from Inquiry to Offboarding.
Here's where all the templates come in handy. You'll identify the forms, emails, and integrations needed to support your new process.
We'll identify your ideal and dream set of tools to help you run your biz with ease.
We'll build out your client intake process in Dubsado, and supporting tools.
You'll install your new shiny proposals and booking workflows to get paidddd!
Onboard your new clients without lifting a finger and integrate your PM tool to fulfill your offers.
Whether it's goodbye or see you later, you'll setup workflows to keep your clients coming back for more.
This module will make sure you've covered all the bases to using your PM tool in the most efficent way possible.
Get expert eyes on your progress by submitting documents for review after every 3 modules.
"I knew I wasn’t very good at setting up systems & workflows by myself because I leave them half-finished and forget to update them over time, but I had no idea how much easier it would be to have an expert guide me through the process."
Love from Past Students!!
included in this course
multiple One-Click Add Dubsado Proposals
multiple one-click add dubsado welcome guides
content + process critiques from a certified specialist to review your experience for improvements
canned email templates for each phase of your client journey
guided toolkit to map out your dream client experience
expert guidance on creating forms, workflows, and every asset needed for your dubsado client experience
✓ Access to course content for 6 months
✓ Twice a Month Office Hours to get the support you need, when you need it
✓ Zapier Receipes for each phase of the client journey to integrate Dubsado with other tools in your business
✓ A ClickUp Template to track your daily team + admin work
Plus These Bonuses:
Snag it for $750
payment plan available
"I booked a client for a custom order last week that took me all of 5 minutes to set up. She already knew what she wanted and emailed me but sending over the proposal and invoice is so much easier than it used to be, and the client was so happy with the process too!
This is definitely a case of you don't know what you don't know! Thank you for making workflows and automations make sense to me 🥳"
Love from Past Students!!
