NEVER LOSE A PROSPECTIVE CLIENT OR LEAD AGAIN!
Get confident with Dubsado, streamline the way you do business, work less and start earning more!
You could free up more time in your life and business by automating your entire customer journey?
You never had to worry about waking up at 3am in the morning again realising you’d forgotten to send that proposal.
You never had to chase up invoices again. (Yes, really).
Turning leads into clients happened in the background.
You could increase the chance of people buying your services by making it as simple as a few clicks of a button.
WELL YOU CAN NOW!
Say goodbye to the never-ending cycle of trying to book discovery calls, contacting leads, sending out proposals, chasing invoices & booking in work time. Life is too short!
Let me guess, all of that extra admin work means you’re either dropping the ball and not getting back to prospective clients in time, because you’re busy trying to serve your existing clients.
Or worse still, it’s eating into your precious free time and that’s driving you, your partner and your family up the wall.
And you’re worried you’re at risk of burning out.
What even is Dubsado?
It's an online client management system that helps you organise, streamline and automate your entire client process.
You can use Dubsado to do things like email your clients, capture leads, send invoices, contracts, proposals, questionnaires and so much more. Plus you hardly need to touch your laptop as automating is the key!
You can sitting on a beach sipping cocktails and your leads are still being dealt with and emails are still going out!
Dubsado is designed to work with ANY service based provider - my client have included Baby sleep consultants, publishers, accountants, Magician, Landscape gardener and so many more!
Running a business by yourself can be exhausting....but it doesn't have to be!
By the end of the programme, you will have:
⇨ Streamlined your client journey, so it doesn’t overwhelm you or your clients.
⇨ The whole system will be branded, emails linked and calendars synched so everything looks and feels like it’s coming direct from your inbox.
⇨ Lead capturing that will feel like a breeze whilst automated emails will be taking your prospective clients on a journey in the background.
⇨ Contracts, proposals, packages & invoices set up and ready to go.
⇨ A system that sends out invoice reminders for you, increasing clients paying on time by a hundred fold.
⇨ The option to make life so much easier for your clients by allowing them to book appointments, select the services they want, sign contracts, accept proposals and pay, all with a few clicks of a button.
THIS IS NOT 'POINT AND CLICK' TRAINING
I’m doing it with you, showing you everything I know to build a SIMPLE and bespoke on-boarding process for your clients and your business.
The system is built with you, in front of you and then you’re given homework each week to pad out the processes as we move through the programme.
Your tasks/actions are given to you in a simple task board inside your client portal so you can check it off as you go and you have access to virtual support in between each session if you get stuck.
We’ll go through your onboarding and offboarding processes step by step for each package you have.
We’ll also streamline those processes to make them as slick as possible. If you’re doing something you don’t have to, I will help you to refine it.
PROGRAMME STRUCTURE #1
Pre-work where I set up some of the basic settings you’ll need in your Dubsado account and get rid of the standard templates you don’t need