This package is for you if:
You've worked with serveral clients and have a good idea of the processes behind your business.
You have your contracts, forms, and service packages outlined, but they aren't managed in one place yet.
You're ready to elevate your client's experience by infusing your brand through each step of the process.
Ready to have a platform to manage all of your clients in *one* place?
We'll Setup Your Dubsado Account To Get Started
Our team will set up everything you need to get started using Dubsado with confidence. If you're not currently using a CRM or you're not using a CRM to its full potential, this package is for you. Our goal is to help you feel less overwhelmed with fielding inquiries and managing clients!
Investment: $2,000 USD
CLIENT PORTAL + EMAIL SUPPORT
You'll have access to a client portal to organize all of our project details with email support throughout!
SETUP PORTAL FOR YOUR CLIENTS
We'll customize your portal to allow your clients access all of their forms, emails, and invoices in one place.
We'll help you connect your email account so any outgoing emails from Dubsado come from your email.
FORMS, CONTRACTS, & PROPOSALS
We'll import and format all of your forms so that they are optimized and branded in Dubsado.
PAYMENT PLANS + REMINDERS
We'll help you set up payment plans so you can add installments,and send follow-up payment reminders.
We'll upload your logo, update your brand color, and add your contact information.
We'll help you connect your payment processor(s) so clients can pay your invoices.
We'll help you connect an external calendar to import and export appointments and events.
SCHEDULER + REMINDERS
We'll help you set up your scheduler so you can set up appointments with your clients.
2-HOUR DEMO CALL + Q&A
We'll have a one-on-one demo call to go over all aspect of your CRM that will be needed moving forward.
We'll connect your domain, so that your Dubsado links will be customized to your brand.
We'll help you connect a video conferencing platform so meeting links are auto generated.
PROJECT STATUSES & TAGS
We'll organize your projects by phases and ategorize your projects for quick identification and filtering.
We'll help you set up package templates based on the services you sell frequently.