LET'S GET STARTED
Why Dubsado?
Dubsado is an all-in-one CRM system designed to put your business on autopilot and streamline your entire business—without the stress. From automating workflows to tracking projects, managing contracts, and handling payments, Dubsado makes it easy to stay organized, save time, and focus on what matters most: growing your business.
Let Dubsado handle the workload!
If your to-do list feels never-ending, client communication is slipping through the cracks, and you're juggling a million tasks at once, it's time to level up your business with a CRM that's as unique as you are.
I'M READY
Ready to ditch the chaos and embrace a system that works with you? Let us stock your perfect DUBSADO setup and get your business running like a well-oiled machine!
With Dubsado, you'll transform your business into a seamless, well-oiled machine by managing clients effortlessly and delivering an exceptional client experience—all while staying true to your brand. Let Dubsado take care of the tedious tasks so you can focus on scaling your business.
Imagine:
What You Can Accomplish with Dubsado
Streamlined client communication, from contracts to emails
Simplified invoicing and payment tracking
Seamless project and scheduling management
GET STARTED
Fourteen (14) days of email support immediately following delivery
Thirty (30) days of access to our custom training resources
One (1) custom training video on your new CRM
One (1) round of revisions/edits
Inclusions:
Questionnaires and form templates
Lead form for potential clients
Contact form
Service brochure
Proposal with contract, service packages, invoice & payment plan
Customized Templates, including:
Email templates for different stages of client communication
Customized branded email signature
Customized client portal with brand colors, fonts, and logo
Branding and Customization, including
Scheduler session implementation
Initial setup and customization with imported contacts & client data
What's INCLUDED:
One (1) CRM account setup from materials designed around your brand for up to one (1) revenue stream with (always non-coded) form design.
What We Build
Project Timeline:
Approximately 3-4 weeks
Payment Schedule:
50% due at booking
Balance due at kick-off
What's NOT included:
Automations
Disclaimer:
While this is a done-for-you service, the client will be responsible for paying for all chosen software and providing content as requested by the contractor (including branding, fonts, photos, contract, packages & pricing, questionnaires, etc). Unless otherwise noted by the contractor, all decision-makers must be present at all meetings. Timelines are estimates only and will be determined based on the team's availability and turnaround time for content.
FAQ
Streamline your operations and start using your Dubsado CRM system with ease!
I'M READY
Let's Rebel Together!
The REBEL Framework Process
We provide initial support to help you launch smoothly, ensuring you feel confident using your optimized CRM.
L = Launch
You’ll receive a custom Loom video to educate you on your new setup, walking you through each feature.
E = Educate
We’ll build and stock your CRM using your existing content.
B = Build
On your kick-off date, we’ll engage with you to gather your CRM login and finalize details.
E = Engage
After booking, complete a questionnaire so we can review your current CRM setup and needs.
R = Review
Want to Do-It-Yourself?
Visit the Training Shop for Dubsado resources, courses, and more!
New to Dubsado?
Full disclosure: I will earn a small commission if you sign up using my link.
