Dubsado DIY | Your Dream Client Experience
Complete with a mini-training video
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.
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!
Define, Create and Implement Your Client Journey
with a Systems Pro in your back pocket!
Defining your Client Journey
Consider this your roadmap of success! You'll use my signature framework to map out your journey from Inquiry to Offboarding.
Modules include
Build out a client experience with the proven framework, form templates, and resources of a Certified Dubsado Specialist!
Assessing Your Collateral
Here's where all the templates come in handy. You'll identify the forms, emails, and integrations needed to support your new process.
Building Your Tool Suite
We'll identify your ideal and dream set of tools to help you run your biz with ease.
Implementation - Inquiry
We'll build out your client intake process in Dubsado, and supporting tools.
Implementation - Booking
You'll install your new shiny proposals and booking workflows to get paidddd!
Implementation - Onboarding + Fulfillment
Onboard your new clients without lifting a finger and integrate your PM tool to fulfill your offers.
Implementation - Offboarding
Whether it's goodbye or see you later, you'll setup workflows to keep your clients coming back for more.
Bonus | Using a PM Tool in Your Biz Effectively
This module will make sure you've covered all the bases to using your PM tool in the most efficent way possible
Bonus | Submit your Progress for Review!
Get expert eyes on your progress by submitting documents for review after every 3 modules.
Bonus | Airtable Ops Hub!
You get access to my Airtable Ops Hub at no additional cost, to begin tracking + managing your Dubsado lead and project data in Airtable!
Get a BTS Peek into this Goodie
see the magic in the operations hub
"This is a great program to not only learn about Dubsado but learn how to integrate other tools with it"
This is a great program to not only learn about Dubsado but learn how to integrate other tools with it to enhance your client experience and the way you work. PLUS, all the Zap recipes, templates and support Ashley provides is *chef's kiss*!
L. STEPHEN
CONTENT + PROCESS CRITIQUES FROM A CERTIFIED SPECIALIST TO REVIEW YOUR EXPERIENCE FOR IMPROVEMENTS
MULTIPLE ONE-CLICK ADD DUBSADO PROPOSALS
INCLUDED IN THIS COURSE:
MULTIPLE ONE-CLICK ADD DUBSADO WELCOME GUIDES
GUIDED TOOLKIT TO MAP OUT YOUR DREAM CLIENT EXPERIENCE
EXPERT GUIDANCE ON CREATING FORMS, WORKFLOWS, AND EVERY ASSET NEEDED FOR YOUR DUBSADO CLIENT EXPERIENCE
CANNED EMAIL TEMPLATES FOR EACH PHASE OF YOUR CLIENT JOURNEY
PLUS THESE BONUSES
Ability to book 15-minute Power Sessions with Ashley when needed
Lifetime course access and private access to Ashley for 6 Months
Zapier templates 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
Access to my Airtable Ops Hub at no additional cost!!
With these templates, you're never on your own! No matter when you snag this goodie, you'll ALWAYS have access to submit questions for support in setting up and navigating the template.
The Goodies Shop
Shop Once. Ask Anytime.
