Website Revival
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dive deeper into the automations of dubsado with a
make your crm work for your business
workflow strategy session
don't stress out, time to phone a friend!
.... you have tried to build you first one using the templates already on Dubsado, but it's just not clicking
... you have a lead workflow that is simple but nothing else, and you want more
... the workflows you have are overly complicated or just not how you business process is anymore
Picture this: You are DIY'ing your way thru getting your business set up in Dubsado. Everything is going great, you have your emails added, forms built, branding colors set-up and packages priced out.... not to put it all together - with workflows....
break the cycle of manual tasks and let's automate your Business And work it for you
certified dubsado specialist
A Certified Dubsado Specialist is someone who has taken Dubsado’s accreditation exam and passed with flying colors (passing requires a minimum 85% score — and the questions aren’t easy!). Not only that, Certified Specialists must re-sit the exam each year to show that they’re up-to-date with the latest features.
Going with a Certified Dubsado Specialist for your Workflow Strategy session needs gives you the peace of mind of knowing that you’ve hired someone who knows all the ins and outs of Dubsado intimately. A large part of being a specialist is workflow automations and troubleshooting all the things I mentioned above.
get automated today!
why you should hire a
workflow strategy session
what is in cluded in a
2 hour video call to brainstorm and map your ideal workflows (or treak/update the ones youu have)
A copy of your new workflows so you can input them into Dubsado right away (From triggers, actions, and all the settings in between, I will leave you with plug and play workflows)
An asset list: The list of every email, form, project status, scheduler, etc. that you need to have in place in order to create your workflows
Implementation guide: A comprehensive guide showing you exactly what to build and in what order so you can get your new workflows up and running
Access to video vault for dubsado how-to tutorials and help videos
let's do this!
investment $375
We have 2 hours to go through as much as possible. Before our call, I'll send you a questionnaire where you will need to tell me a bit about your services so I can come to the call as prepared as possible, as well as telling me which one is the most important to you.
During the call, we will move from the most important to the least, so even if we can't get all of them done, at least the most critical ones will be taken care of.
If there is something that doesn't translate perfectly, it's my job to find workarounds and to give you options on how we can switch it up a bit to fit the system.
So I would find some workaround options, ask you which one works best for you, and we will continue down that route.
No worries! After our strategy session, I will send you a custom quote in case you'd like to delegate the implementation to me.
The quote will have the cost of the strategy call already deducted from the price.
If you have more questions, click the button below to message me them, and I'll answer them 🙂
I still have questions
If you have more questions, click the button below to message me them, and I'll answer them 🙂
No worries! After our strategy session, I will send you a custom quote in case you'd like to delegate the implementation to me.
The quote will have the cost of the strategy call already deducted from the price.
Can you set it up for me?
If there is something that doesn't translate perfectly, it's my job to find workarounds and to give you options on how we can switch it up a bit to fit the system.
So I would find some workaround options, ask you which one works best for you, and we will continue down that route.
how much automation?
We have 2 hours to go through as much as possible. Before our call, I'll send you a questionnaire where you will need to tell me a bit about your services so I can come to the call as prepared as possible, as well as telling me which one is the most important to you.
During the call, we will move from the most important to the least, so even if we can't get all of them done, at least the most critical ones will be taken care of.
is 2 hours necessary?
Frequently asked questions
book your strategy session
Schedule your call today!
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