Submit a breakdown of your entire client process so that we can review each step and make sure it's a good fit for the setup service before you invest. If you have more than one process, we'll provide a custom quote.
During our 45 minute consultation, we'll go over your process in detail and ensure that it's structured the best way for Dubsado and your business.
We'll provide you with a list of content (i.e. forms, emails, etc.) needed for your workflow. You'll have the choice of setting up these templates in your account on your own or adding on template setup as an a la carte service.
Once we have all of the content from you, we'll get to work on the setup in your account. Your workflows will be hand-built and tested by the Dubsado pros!
We'll finish up with a 1:1 follow up call to walk you through how to implement your new workflow in your business so you can bring in new clients with confidence!
Send us up to 10 of your existing contracts, questionnaires, pricing guides, etc. and we'll re-create them in your Dubsado account for FREE!
Send in PDF or Word format to email@example.com.
Use the form below to request an à la carte services proposal where you can submit your additional forms along with canned emails and packages!
This is great if you're coming over from another CRM or if you have your packages and emails written up outside of Dubsado.
Please note: If you are booking a Setup Service, you do not need to request an à La Carte order form separately.