You need to manage leads and on-board customers....

Get Dubsado Done for you

Andrea Layne - The Creative Spring - OBM - Online Business Manager - Dubsado Done for You Package Project - Dubsado Set-up

Dubsado is a great Customer Relationship Management (CRM) Software, especially for service-based businesses looking to have an elegant automated process for booking leads, triggering calls, and delivering branded proposals, questionnaires, contracts, and invoices.

I handle the setup, you get the benefits. This service includes:

  • 3 meetings - initial and interim to discuss progress and gain resolution to questions.

  • Set-up - Brand Settings, Payment Processor, Email and Calendar connectivity

  • Set-up Forms - 2 contracts, 3 proposals, 2 questionnaires, 2 lead capture form

  • Update Canned Emails - Better copy for all canned system emails and up to 3 extra custom emails (such as, set up discovery or kick-off calls, reminders to your clients to complete thing you requested, etc.)

  • Set-up 2 payment schedules - single payment, 50% upfront / 50% at the end, recurring invoices, etc.

  • Set-up up to 3 workflows

  • Coordinate import of contacts from current system/source

  • 60-min training on how to use Dubsado after this work is done.

  • NOTE: You can mix up the number of each form / element to better suit your needs as long as it adds up to 17 total.

Price: $747

To get started, you simply need to fill out the form below to get a proposal for this service. Once you accept the proposal, I will send you an email to book a 30-60 minute video call to discuss your needs, what I need from you to get started, and how we will manage this project.

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I'm Ready to have Dubsado Done for Me!

get a proposal for this service

Please complete the form below, and you will receive a proposal for this service that you need to accept in order to trigger the 30-60 minute call where we plan the service to fit your needs, and you can ask me all of your questions about Dubsado. If you aren't sure this service is for you, let's chat first.... go here to book a FREE Discovery Call instead..