Dubsado Consulting
Are you looking for one simple solution to manage all the emails, invoices, contracts, notes and communication you have to keep track of for both new leads and current clients?
Wouldn’t it be a dream if you could even automate parts of your client journey? Yes, automate - meaning less things for you to worry about!
Are you just getting started with your business and feel eager to streamline your systems from the start?
If you answered yes to any of those questions, then YOU NEED DUBSADO in your life, friend!
And if your goal is to ensure that your branding shines through and the client experience is flawless - then you should look no further than Dubsado.
When I first launched my organizing business I set up Dubsado as my CRM after my first client. Yes, you read that correctly. I had just one client and quickly realized that if I wanted to scale to the business of my dreams, I needed to be laying the foundation for it today.
“Make decisions based off the business you want, not the business you have…”
Lay the foundation for the business of your dreams today…
I spent a lot of time researching and testing different CRMs and Dubsado was the ultimate solution. But then I spent hours of my time, on my own, learning how to set up and use Dubsado strategically for my business.
I wish someone with insight and experience in the organizing industry had been able to guide me through the process and even handle parts of the set up.
It would have alleviated so much stress and saved an immense amount of time. I would have felt confident knowing I am taking advantage of all the features Dubsado has to offer and leveraging it in the best way for my organizing business.
This would have set me up for success managing the process going forward.
Let me be that person for you!
Full Dubsado Set Up, Workflow Automation & Training
$2,200 - Full Set Up, Workflow Automation & Training
Here is the process we will go through together . . .
1 —> Overview & Consultation Call (1 hr)
2 —> Submit Your Info - aka ‘Workbook” (You)
3 —> “Workbook” Review Call (1 hr)
4 —> Dubsado & Workflow Set Up (Me)
5 —> Dubsado Walk Through & Demo Call (1 hr if needed)
6 —> Refine & Finalize Your Dubsado (Me)
7 —> Customized Implementation Video Guide (Me)
8 —> Follow Up Call (30 min)
Wondering what exactly happens during each of these steps?
Click HERE for a detailed overview of the process.
Hourly Dubsado Consulting Services
$100/hour - Hourly Dubsado Consulting
Don’t need full blown Dubsado set up start to finish?
Already have Dubsado set up or partially set up and you’re just looking for additional assistance making adjustments to your CRM?
I’m your girl! How can I help?