Custom Dubsado Setup
Streamline Your Systems for a More Efficient and Elevated Client Experience
What's Included
- 1.5 - 2 hr Zoom Process Mapping Call
- High touch, all pieces of Dubsado specified exactly to your business’ needs
- Branded Customization of all of your forms created in Dubsado such as proposals, questionnaires, contract and portal.
- Creation of scheduler templates for your various calls
- Build Workflows for your entire process with all necessary components
- Email content input
- Email and Loom Videos to keep you up to date throughout your project
- 1 off boarding call
- Access to our Dubsado Training Videos Library
- 1 month of support via email
WHAT TO EXPECT
01
FREE DISCOVERY CALL
30 min call to answer any questions
02
PROCESS MAPPING CALL
1.5 – 2 hour deep dive into your client experience
03
SIGN CONTRACT
50% due at signing, remaining 50% due by start date
04
CONTENT CREATION
Create & compile all pieces of process
05
IMPLEMENTATION
Setup takes 14 business days
06
SUPPORT PHASE
Recorded Walkthrough Video, Questions call, Video Resource Library, 30 Day Email Support
