Why would I need this?
You want to keep track of your leads, your clients, create workflows and automations to save time, and stay on top of your business finances? Okay dokay – then we need to get you set up with Dubsado.
It’s a great program that helps you work even while you’re sleeping or, you know, having an actual life. People are able to book appointments with you, fill out proposals, and invoices just get sent out automatically.
Need less stress? Then Dubsado is for you.
This is right for you if…
You’ve looked a Dubsado and other CRMs before but felt like they were too complicated. How do you EVEN start to use them?
You don’t have 5-20 hours to start setting it up (that’s not even including the learning time) but you know that you NEED more systems, workflows, and procedures going on in your business.
Client Relationship Management Sytems are important to any business. Particularly, if you’re building up long term connections with your clients.
Having a CRM allows you to maintain those meaningful client relationships without forgetting to follow up or send out another email.
How this works:
We’ll have a 2-hour strategy session to establish what your key goals are for your business. What do you need to happen in your workflows?
Together we’ll tweak and streamline one service or product; setting up questionnaires, payment schedules, workflows, lead magnets, client portals, and appointment calendars. This also includes a training handoff to make sure you can actually use the system in your daily operations.
Starting at $500