Does your workflow look something like this?
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!
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:
I'm also including some stellar bonuses so you rock-out your setup in style + skyrocket your success:
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.
$99.00 USD ( then $99.00 USD for 2 months )
Credit or debit card
View Teaser Module
You need to get your Dubsado account started so you can start the implementation process.Unlock
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.Unlock
It's time to map out your processes, create your implementation plan, and then start customizing the plug-and-play templates to your brand.Unlock
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.Unlock
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).Unlock
Wanna feel like the super organized kid on the block? Come check out the snazzy features and all of my OCD tipsUnlock
Time to make the magic happen! Prepare for your mind to be BLOWNUnlock
Give your new account a spin before you unleash it on the world.Unlock
Home stretch to having your entire account ready to GO!Unlock