Dubsado Set Up
YOU DESERVE A STREAMLINED WORKFLOW. YOU DESERVE EFFICIENT AUTOMATION.
YOU DESERVE THIS!
Working with me gets you away from your desk. You’ll no longer be tied to your keyboard by manually sending documentation to clients.
Automation and workflows will save you time and money.
Tell Me More!
Package includes implementing forms, workflows, contracts, emails, payment schedules, and email signature designed to match your brand. We’ll have strategy jam sessions to map out the perfect workflow(s) for your business PLUS a getting-to-know your Dubsado once the project is complete.
The Finer Details
Package includes:
- 15 forms (lead generation, questionnaires, etc.)
- 2 contracts + 2 subcontracts
- import of 50 contacts + manual addition of 50 contacts
- 5 workflows
(4-6 weeks implementation)
tOTAL INVESTMENT: $6,500
ADDITIONAL FORMS: $25 EACH
ADDITIONAL WORKFLOWS: $50 EACH
ADDITIONAL CONTACTS: $30 PER 25
Add Some Personality
$300+
Already established on Dubsado but feel your automations and forms could use some sparkle? This is for you! Let’s add some branding and custom coding so you’ll stand out among the crowd.
Package includes:
Embedded lead capture
Custom coded proposal
On-boarding form
DUBSADO MANAGEMENT
$600/mo.
This is for you if you’re already using Dubsado but need additional support for invoicing, workflow management and general CRM needs.