As a business owner, being organized is key to success. Manage your entire business all from ONE platform - Dubsado. My services offer a customized experience to streamline your business services, create automations to free up time, and best of all, match your brand aesthetics.
As the best platform on the market, Dubsado is an absolute beast when it comes to automatons, and form building - two things that will save you hours and hours of time with client communication and information gathering. So skip the stress and let us set up an amazing system that actually works for your business while still being custom to your brand and client experience.
why hire a 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 Dubsado setup gives you the peace of mind of knowing that you’ve hired someone who knows all the ins and outs of Dubsado intimately, and will never leave you in the lurch with half-built workflows or a system that doesn’t quite work.
schedule your discovery call
dubsado setup services
Are you ready to reclaim you work-life balance and refocus on your clients and family?
I WANT SANITY!
for photographers + designers
(I am so glad you asked!)
WOW your clients and leads with contracts, lead capture forms, questionnaires and proposal that match your brand and can be completed on any mobile device.
Never worry about how your clients will pay you, with fast sending invoices that work on a mobile device, and you can even automate reminders or add auto-pay so they never miss a due date!
Automate all the back-end work and little email 'office-work' that takes up your previous time using customizable workflows and sending appointment schedulers, all without sounding like a robot.
Instead of a string of email links, give your clients the freedom to access project details, view forms, pay invoices and so much more on your own branded client portal for them. Keep things all in one place and secure!
Need to set up a Zoom Call or schedule photography mini sessions? Customize and tailor your schedulers to what ever your needs are, completed with adding an invoice and a form to spend less time playing email/phone tag.
After our discovery call, I will send a list of how to get your Dubsado account set up. After adding me as an admin, and we can begin the white label-ing process.
I’ll guide you through a deep dive into your customer journey, mapping out every step and making sure we know exactly what’s required to make the whole process smooth as silk.
I'll create the design and layout of your Dubsado forms, aligned with your branding, and we check in and make any adjustments based on your feedback.
I’ll send you a document containing all the email templates which will be stored in Dubsado. You review the templates and make any required edits. Also copy for the forms will be worked on.
I’ll set up all your content — email templates, contract, packages, questionnaires, proposals, and other forms — in Dubsado, and show you a preview.
I’ll create automations to ensure that the wheels of your business keep turning, with everything going out to your clients in a timely manner. Then we test out the final workflows and I hand everything over to you.
I'll check in with you and see how things are running 30 days post launch; this is a short 30 minute call to chat and see how you are settling in.
I'm ready for a dubsado setup
I'll check in with you and see how things are running 30 days post launch; this is a short 30 minute call to chat and see how you are settling in.
I'm ready for a dubsado setup
I’ll set up all your content — email templates, contract, packages, questionnaires, proposals, and other forms — in Dubsado, and show you a preview.
I’ll send you a document containing all the email templates which will be stored in Dubsado. You review the templates and make any required edits. Also copy for the forms will be worked on.
I'll create the design and layout of your Dubsado forms, aligned with your branding, and we check in and make any adjustments based on your feedback.
I’ll guide you through a deep dive into your customer journey, mapping out every step and making sure we know exactly what’s required to make the whole process smooth as silk.
After our discovery call, I will send a list of how to get your Dubsado account set up. After adding me as an admin, and we can begin the white label-ing process.
I’ll create automations to ensure that the wheels of your business keep turning, with everything going out to your clients in a timely manner. Then we test out the final workflows and I hand everything over to you.
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