This goodies template includes 25 email templates to help you simplify and streamline how you communicate with your client, throughout each aspect of their client journey - inquiry, booking, onboarding, fulfillment, and offboarding.
Dubsado Canned Emails for Service Providers
✓ 25 Email Templates from Onboarding to Offboarding
✓ Emails are written with Dubsado smart fields included
✓ Google Doc for you to easily copy and paste emails into your Dubsado account.
Created By A Certified Dubsado Specialist
- Consult/Discovery Call Invite
- Consult/Discovery Call Followup 1
- Lead not ready to book
- Send Pre-Discovery Call Questionnaire
- Lead Not a Good Fit - Refer Out
- Appointment Confirmed
- Appointment Reminders
- Send Proposal
- Proposal Followup 1 & 2
- Proposal Expired
- Sales Follow Up - Cold Lead CheckIn
- Sales FollowUp - Quarterly Pitch to Cold Lead
- New client welcome
- Send onboarding questionnaire
- Project Update/Check-In
- Items Need for Project Fulfillment
- Day of Project Update
- Project Complete
- Support Ending in 5 Days
- Support Ended
- Request for Feedback
- Referral Partner Invite
- Referral Partner Welcome
- Contract Signed but Invoice not Paid
- Invoice Payment Reminders
25 Dubsado Canned Email Templates To help you from Onboarding to Offboarding Your Clients
Snag it for $37
