Dubsado IN A BOX {Templates + Guided Tutorials}

Welcome

Does your workflow look something like this?

  • Someone sends you a DM or email saying they are interested
  • You spend half a dozen messages back and forth to determine the right time to jump on a quick call
  • Then you manually schedule everything and send it to them
  • After your chat, you spend hours creating the perfect proposal
  • Then send them a PayPal link to pay for services
  • You check your email + DM's everyday waiting for payment
  • Once you see a payment, you send them a questionnaire or welcome packet
  • and the madness keeps going...

The old school methods of onboarding leads and managing clients are not going to move your business forward.

There has to be a better way! A way that doesn't suck 10+ hours of your time every week before you've even started working with someone.

I hear you! But guess what, friend? It does exist. Let me introduce you new business sidekick... Dubsado. 

Dubsado is a powerful business management suite that helps you do #allthethings for your client processes so you can save time, money, and your sanity.

Wouldn’t you love to sign a new client and NOT have to worry about emails, sending proposals, invoices, scheduling, and ahhhh?!

Imagine if all you had to do was build relationships with potential clients and then show up for the call!

Magic, right?

But, where do you start?

You need to KNOW what pieces to include, You need to KNOW what your processes are, and You need to KNOW a clear plan for execution …

Well this template bundle with implementation tutorials will walk you through setting your client management system once starting with the critical FIRST STEP and then enjoy the results over and over. (You can even use the same framework for any area of your business - it’s the gift that keeps on giving.)

I’m giving you a deluxe suite of plug-in-play style templates and showing you not only how-to create them inside of Dubsado but how-to utilize proven strategies to grow your business.... because as much as I love Dubsado. You don't need to become an expert in it too. 

Save yourself hours of time by avoiding the learning curve and setting it up right, the first time. — and you can feel like the pro that you are when things run smooth as silk after a new client signs up.

Your clients will thank you, and YOU will thank you when you aren’t burning the midnight oil trying to handle all the balls in the air with new and current clients.

This bundle includes:

  • Videos tutorials on how to create your templates
  • Additional how-to videos on proven growth strategies
  • 1 Lead Capture Template
  • 3 Proposal Templates
    • Multiple-Choices (the quote-like proposal)  
    • Custom Quoted 
    • Service Confirmation (only one option)
  • 4 Questionnaire Templates
    • Onboarding Form or Checklist
    • Client Intake Form
    • Request for Testimonial Form
    • Discovery Call Checklist (internal use only)
  • 7 Workflow Templates
    • Lead Workflow
    • Cold to Warm Follow-Up Workflow
    • Coaching/Mastermind Workflow
    • Onboarding Workflow
    • Done-For-You Service Workflow
    • Off Boarding Workflow
    • Monthly Retainer Workflow
  • 1 Contract Outline (fill-in-the-blank style; you will need to add terms + conditions)

I'm also including some stellar bonuses so you rock-out your setup in style + skyrocket your success:

Bonuses include:

  • Dubsado Starter Kit (value $97) to create a custom implementation plan and design your client journey
  • Dubsado Training Module to show you how to use your new system + so you can pass it off to a team member
  • Client Email Template pack of over 55 canned emails to copy/paste ($147 value)
  • Checkpoints from me to keep you accountability when I know you need it the most
  • Extra goodies and bonuses unlocked as you reach pivotal benchmarks
  • 30% code for a contract template from The Contract Shop

To get my hands on your business and provide all of the above templates would cost anywhere from $1250 to $2000, but you can steal all of my templates + strategies for a small fraction of the cost.

And if you'd prefer to do it yourself but with some additional guidance to me, I offer a monthly implementation support service where I can walk you through each piece as it's being implemented by you or your team.

BUY NOW

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   I agree to the Terms of Service and Privacy Policy Here is the cliff notes version: Having access to this product means you will be added to my email list and can unsubscribe at any time We promise to keep your information secure and will not give it away We also promise not to spam you and only send you valuable resources (paid and free) that align with our business mission Refunds are not given on any electronic products Anything you find on this site (images, photos, audio, etc.) is owned by me and you cannot duplicate it or give it to someone without permission Comments made on this site are not private and will likely be used in marketing materials  You will find affiliate links and I will earn money for your purchase but you will not be charged anything extra, in fact, it often comes with a discount for you.  I cannot guarantee or be held liable for your results or how you use content found on this site #responsibilityclause  I have the right to update, change, and remove content on this site at any time including removing your access if you terminate our legal terms To read these legal terms in full please click this link

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 $297.00 USD

 $99.00 USD  ( then $99.00 USD for 2 months )



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Take a peek at the box

1 Lessons


View Teaser Module
Welcome to the power of Dubsado in a Box

3 Lessons


START HERE

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STEP ONE: PREPARE YOUR DUBSADO ACCOUNT

1 Lessons


You need to get your Dubsado account started so you can start the implementation process.

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STEP TWO: EVALUATE YOUR BUSINESS

6 Lessons


Let's go through your business operations and all the burning questions you need answered before creating your action plan. This module is more for the established business professional but still great knowledge for the newbie on the block. 

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STEP THREE: RESERVE SOME PLANNING TIME TO MAP IT OUT

3 Lessons


It's time to map out your processes, create your implementation plan, and then start customizing the plug-and-play templates to your brand.

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STEP FOUR: FORMAT YOUR TEMPLATES TO CONVERT

7 Lessons


Did you think we were done with your templates? There are some simple but super effective strategies when designing these for your business so they increase your profit potential as well as some tactics to keep in mind while building them.

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Exclusive discount code for The Contract Shop

1 Lessons


As an affiliate of The Contract Shop I have been given an exclusive 20% to give you toward an attorney written contract template. This bonus unlocks with 25 EP earned for this product (not overall EP).

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STEP FIVE: ESTABLISH YOUR LEVELS OF ORGANIZATION

3 Lessons


Wanna feel like the super organized kid on the block? Come check out the snazzy features and all of my OCD tips

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STEP SIX: CREATE THE WORKFLOWS + ADD AUTOMATION TOOLS

6 Lessons


Time to make the magic happen! Prepare for your mind to be BLOWN

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STEP SEVEN: TEST YOUR MASTERPIECE + TWEAK

3 Lessons


Give your new account a spin before you unleash it on the world.

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STEP EIGHT: INPUT YOUR CANNED EMAILS

4 Lessons


Home stretch to having your entire account ready to GO!

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STEP NINE: ONBOARD TO GO!
STEP TEN: NEVER STOP EVALUATING + OPTIMIZING
Dubsado Training