VIP Day

September 17, 2020

VIP DAY      PUT YOUR CLIENT EXPERIENCE ON AUTOPILOT Complete Dubsado Buildout with all the branding elements included Signature Workflow Buildout complete with the appropriate forms, canned emails, scheduler, etc Designing and Branding of 4 forms, per workflow, including proposal, contract, questionnaire, and lead capture form with a canned email accompanying them at each […]

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VIP DAY

  


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PUT YOUR CLIENT EXPERIENCE ON AUTOPILOT

  • Complete Dubsado Buildout with all the branding elements included

  • Signature Workflow Buildout complete with the appropriate forms, canned emails, scheduler, etc

  • Designing and Branding of 4 forms, per workflow, including proposal, contract, questionnaire, and lead capture form with a canned email accompanying them at each step in the workflow.

  • Set up + organize scheduler and connect calendar

  • Client Portal Setup

  • Import your current leads and clients

  • A complete walkthrough of your new setup as well as the platform itself.

  • Mini pre-recorded videos for you to have to refer back to in case you ever struggle with using Dubsado. (ie how to use forms, how to use the scheduler, etc)

  • 1 month of Voxer support following our completion

Investment: 2 payments of $1,000

Time frame: 6 Hours

  

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