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dubsado setup

Save time & overwhelm by handing over your account setup to a Dubsado pro

With so many features, it's not surprising that learning how to use Dubsado is a big learning curve.

And setting up your Dubsado account fully, so you're maximising its capabilities for your business, takes time.

The alternative to spending hours trying to figure it out as you go is to have your Dubsado account setup by me, a Dubsado Certified Specialist, who really knows her stuff.

Dubsado Setup

Full setup of your Dubsado account

Setup of your account settings, branding, contracts, creation of forms & questionnaires, proposals, canned emails, invoicing, appointment scheduler, lead capture forms, packages, payment schedules, client portal and workflows

It's important you're aware that there is a lot of information I'll need from you in order set up your account. All of the details I need are requested via comprehensive onboarding questionnaires and a workflow mapping session on Zoom

Allow around 3-4 weeks from start to finish of the setup process

Once your Dubsado account is fully setup, we'll finish with a handover call where I'll walk you through your workflows

You'll have 30 days of Slack support after your setup plus access to my video training library

What's Involved?

the cost - £2000

the first step: book a call