Save time and money?
There’s an automation for that
Here’s how I can help you get hours back in your day with Dubsado
Workflow strategy sessions
Perfect for the Dubsado DIY’ers
We’ll map out the perfect client journey for your business which can be built out in Dubsado.
You’ll get a:
Pre-session questionnaire to complete
90 minute workflow strategy session to map out your ideal client experience
Recording of our session so you don’t miss any of the juicy bits
PDF copy of all workflows mapped out in our session
Comprehensive content directory so you know what to implement in Dubsado
The cost of this session will be deducted from the done for you package if you upgrade.
Investment A$397
Dubsado done for you
Perfect for you if you want it done right the first time
Setting up Dubsado in all its glory can take hours, especially when you don’t know what you’re doing - leave the complicated setup to the professional and stop wasting more of your precious time.
You’ll get a:
2 hour workflow strategy session to map out your ideal client experience
Beautiful branded form design (including lead captures, proposals, questionnaires, contracts & agreements)
Input of your email templates for each step of the process & content creation to fill in the gaps
Setup of appointment schedulers, service packages, payments plans, chart of accounts, project status, project tags & custom project mapped fields
Setup of client portal with branded portal banner so your clients feel right at home
Implementation & testing of all workflows discussed during our strategy session
1:1 call to walkthrough your new system setup & a recording to refer back to
PDF copy of all workflows
Next steps guide to help you navigate Dubsado with ease
30 days of email access to me after handover for troubleshooting & questions
Investment starting from A$2,500
Dubsado account audit
Perfect for you if your Dubsado feels a little clunky
Get a detailed review of your account to identify its strengths & weaknesses.
You’ll get a:
Pre-audit questionnaire to complete
Detailed review of your account identifying its strengths & weaknesses
Comprehensive report detailing recommended improvements to use Dubsado to its full potential
Investment A$347
Use my affiliate code keltyvirtualservices at the checkout for 30% off your first month or year.
Please note that I will receive a payment or commission as a result of subscribing and utilising Dubsado using my affiliate code.
Let’s crunch the numbers and see how much time, money & effort a professionally set up Dubsado automated workflow can save you
Being a mum in business myself, I know how it feels to want to try and do all. the. things yourself. Meanwhile, your third coffee’s gone cold, you haven’t followed up your outstanding invoices in weeks and those new client enquiries you got? Yeh… you haven't even looked at them.
So let’s run the numbers, based on a totally doable (you got this Mumma) 6 new clients a month.
Let’s say it takes you 15-20 minutes each to draft your response and book in a meeting to chat about what they need and whether you’re the right person for them
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Thats around 1-2 hours a month of your life you’ll never get back
BOOM - meeting goes well, you were a real hit! Drafting your proposal, preparing invoices and the dreaded follow up emails, that could take 30-45 minutes from scratch
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That’s at least another 2.5 hours a month you’ll never get back
Lucky you, 3 clients decided you were the person for them. Now you have to onboard them which could take up to an hour or so
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That’s another 3 hours a month you’ll never get back
Keeping track of their projects? Revisions, back and forth emails, and then the offboarding, final invoices & feedback requests. Surely another hour
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Add another 3 hours a month and we’re easily up to a minimum of 10 hours a MONTH
Imagine what you could do with that…
