FROM LEAD TO OFFBOARDING! DUBSADO WORKFLOW & STRATEGY
Take back your time and energy and run your business the way that feels at ease.
NO ONE WANTS TO SPEND 4-6 HOURS COMPLETE PROPOSALS, CONTRACTS OR CHASING DOWN PAYMENTS!
Are you feeling all over the place in your business?
DON’T WORRY… You do not need to spend all this time working on onboarding your new clients. Using a CRM software can increase sales conversion rate by up to 250%. Now, who doesn’t want to make more money and give their clients an efficient and professional experience when they work with you. Having a proficient customer journey is so incredible and it allows you to spend more time focusing on the tasks that you should be focusing on… LIKE YOUR CLIENTS TASKS!
Introducing Dubsado in a day!
The Done-for-you & done-with-you CRM tool setup that will completely knock your customer journey out of the park!
Say GOODBYE to manually sending off proposals, contracts and invoices. The Dubsado VIP Day is is here and I am ready to help create the most streamlined experience for you and your customers.
Imagine...booking clients at any time of the day!
What does a Dubsado VIP Day look like?
System Audit & Strategy
We will have a 60 – 90 minute zoom call where we can chat all about your current systems and your future goals for your CRM tool!
We will map out your workflows from onboarding to offboarding your clients. The customer journey is one of the most important things and will solid foundations in place, it will keep your clients coming back for more.
We will chat about which forms you need, templates, canned emails, and documents required at each of the stages of your customer journey.!
Implementation (VIP Day)
Eeeeek! This is the day where all the amazing things happen. I will be spending the day working on your Dubsado setup. This day is designated to you and only you!
I will spend about 4-6 hours putting in all the workflows, canned emails, designing the proposal, contract, products, questionnaires and setting up EVERYTHING Dubsado.
The VIP Day comes with one signature service that you offer and may contain a few different workflows that tie into one another to make the customer journey run smoothly and efficiently. If you need more workflows we can chat about that!
Once your new Dubsado CRM is set up and the VIP Day is all finished we will have a training call so that you can learn how your new system works.
You will be provided a recording of the call so that you can refer back to it. You will also receive access to a Dubsado training portal where I keep training ALL ABOUT DUBSADO. This way you can learn how to update your workflows.
If you do not want to update or create new workflows for other services you provide, do not worry! You can simply book another VIP Day!
Your new Dubsado CRM setup also comes with:
BRANDED WITH YOUR COLORS, LOGO & STYLE
INTEGRATED WITH YOUR OTHER PLATFORMS THAT YOU USE
FORMS EMBEDDED ON YOUR WEBSITE SO THAT YOU ARE STAYING ON BRAND!
14 DAYS OF VOXER SUPPORT SO THAT IF YOU HAVE A QUESTION I AM HERE TO ANSWER!
I help my clients create, manage and execute their services and offers with ease and flow!
My clients have had amazing results with me coming into their business to help them get their launches, processes, tasks and managing the team done. Not to toot my own horn but with having me as your amazing tech wizard in your back pocket things will become easier.
I have helped my clients have: 5 Figure launches of new offers, helped them launch their courses and coaching offers. I go in and crate all the back end tech, web design and funnels as well as I manage teams and projects.
My approach is different…
I believe that teaching others the process and explaining as I do it will help them in the future. Why not share the knowledge and the reasoning. If people are willing to learn then I am willing to teach. I do not ever want a client to be wondering WHY it is we do things a certain way.
My end goal is to have my clients udnerstanding WHY the systems, processes and tech running in the background are so important to their business growth.