Dubsado
services
What we do
Business automation can take the time consuming tasks freeing up your time to focus on your genius zone and the things you love.
This can relieve pressure for your team as well as efficiencies and reducing your costs.
Why is Dubsado a great CRM ?
Dubsado is your one stop shop for all your requirements when it comes to client management systems. by implementing Dubsado you can automate and standardise many parts of your business. This includes:
- Lead capture forms
- Workflows to automate clients through processes
- Email management
- Invoicing – Connects to square and stripe payment systems
- categorised clients to monitor ROI
- Calendar integration
- Scheduler – customised per appointment types
Dubsado is compared to hubspot and honeybook but it is a very different system that automates.
We can remove the stress and overwhelm of learning a new system.
Save your time and have an expert set it up for you while you focus on the areas of your genius zone.
Dubsado Training
There is nothing more frustrating than having a system but you don’t know how to use it.
Dubsado Set Up Service
Don’t have time to spend setting up your new CRM for your business? No problem. We can do it for you.
Why we are different
We geniunely invest into your business. Your customer experience is important to us.
Automating any business functionality can be done however your customer journey needs to be 5 star otherwise the workflow is useless as you will lose clients.
We offer difference packages to suit your needs, whether you want to do it yourself or if you want to do it yourself.
How much is the support and what is included?
Dubsado Training
1:1 Support- 99 minute 1:1 Training Session with you and up to one person in your team
- Personalised strategy and implementation plan
- Audit of your current Dubsado Set Up
Dubsado Set Up
Let's get you started- 45 Minute consultation & Mapping call
- Up to 3 workflows
- Customised Client Portals
- Branded Forms, canned emails and packages uploaded
- 2 x contracts
- 2 x professional and branded proposals
60 minute training including the recording and provided to you
5 week turnaround
Dubsado Accelerator
Express Set Up- 60 minute consultation & mapping calls
- up to 3 workflows
- cusomised client portal
- branded forms, canned emails and packages uploaded
- 2 contracts uploaded (provided by you)
- 2 professional and branded proposals
- 60 minutes 1:1 training including recorded and provided to you
- 2 week turnaround
What others have said about Dubsado
When I contacted Jess I knew I wanted someone to complete the Dubsado set up for me, and ensure everything was in place to grow my business. Throughout the project, Jess delivered high quality work, with excellent communication, and in a very short time frame. I would highly recommend Jess for all your Dubsado set up needs. I now have a system that is easy to use, and ensures an excellent experience for my clients. Thanks Jess.
Precise & Professional care.
Excellent communication and service.
My business needed help and I was extremely happy with the results.
