● 2 workflows (additional workflows can be added-on)
● Setup of workflows’ components: Form / email / scheduler / package templates, statuses, tags, referral sources, etc.
● Consistent branding and stunning form design
● 2 60-min video calls: Workflow Strategy & Handover
● Step-by-step guidance from a Dubsado specialist throughout the process
● Client Library video training, so you can confidently use your new system solo
● 2 weeks of post-setup email support as long as Client Library video training is completed prior to account completion
● Suggestions to increase conversion, simplify onboarding, improve client experience, & set boundaries.
● Strategies to streamline your client management system, so you have fewer manual tasks
● Seamless flow between Dubsado and the other tools you use, so your entire service delivery process is a breeze.
● Option to connect Dubsado with other software using Zippier
This is up to a 2 hr process mapping session where we visually spell out your client experience and workflow via Zoom. I want to understand how your business functions in its entirety so that I can make sure to build a system that works FOR you I’M READY TO STREAMLINE!