Tackling your DIY Dubsado doubts head-on with Onboard Like A Pro
Feel like you need a tech degree to DIY your Dubsado setup? The sheer amount of options, features, and steps can make your head spin, especially if systems like this aren’t your thing.
And if you’re a solopreneur already juggling a million tasks, dedicating time to figuring out Dubsado might seem impossible.
Enter Onboard Like A Pro.
This course breaks down the complexities of Dubsado into easy, actionable steps for tech-shy service pros who want to set up their onboarding system. It’s packed with jargon-free tutorials and practical tools that make setup a breeze, including:
- No-Fuss Video Tutorials: Zero in on exactly what you need to know.
- Click-and-Go Templates: Skip the hassle of building forms from scratch.
- Step-by-Step Guides: Get set up in just one week with simplified lessons.
From creating client forms to automating your emails, we cover it all. By the end of this course, you’ll not only have a fully operational Dubsado setup but you’ll also gain the confidence to tweak it to your heart’s content.
Still on the fence about Onboard Like A Pro? Then let’s go over some of the most common concerns about investing in this course.
I’m not a tech whiz – can I handle DIYing my Dubsado onboarding setup on my own?
Definitely! Look, I was once in your shoes trying to figure out Dubsado from scratch. But now that I’m a Certified Dubsado Pro, I’m here to pass on the tricks of the trade.
Let’s tackle the most intimidating parts first: forms and workflows.
My one-click forms mean you can forget about the hassle of creating from scratch – they’re ready to go and easy to tweak to fit your brand. And workflows? They’re really just checklists. I’ll show you how to lay out your workflows with my no-fluff video tutorials and step-by-step guides.
With these tips and tools, you’ll zip through your onboarding process setup before you know it!
My Dubsado setup sort of works – will this course make a difference?
So, your Dubsado setup ‘sort of works’—but let’s be honest. ‘Sort of’ isn’t good enough when your business starts growing, right? If you find yourself rewriting emails for every new inquiry, manually creating proposals, or double-checking whether your forms have gone out, it’s time for an update.
Onboard Like A Pro takes you through every step of your onboarding process, from that first ‘hello’ all the way through to getting clients settled into their projects. It’s about making sure what’s working for you now doesn’t turn into a bottleneck when your business grows and more leads roll in.
I’m already so busy – how much time does setting up my onboarding process take?
Think setting up your onboarding process in a week is a stretch? Not at all! With the right approach and some smart tools, you can absolutely do it.
Onboard Like A Pro runs on the ASAP method — a tried and true approach I’ve honed during my one-on-one client projects. It keeps you focused and stops you from bouncing around between tasks. Here’s how it works:
Audit your current process to see what’s working and what’s not.
Set up the necessary extras like emails, schedulers, and templates.
Automate your inquiry, booking, and onboarding workflows.
Perfect your workflows by testing and fine-tuning.
Then I top the course off with one-click forms, plug-and-play emails, and a slew of Canva templates that will have you breezing through the setup process. Come Friday, you’ll have a fully operational, smooth-running onboarding system!
I know there are emails and forms in Dubsado – do you make that easy too?
Absolutely! Emails and forms are a huge part of setting up Dubsado, and yes, I make it super easy.
In Onboard Like A Pro, you’ll get access to over 30 canned emails for important onboarding communications like responding to inquiries, scheduling meetings, and sending proposals. (Bonus: need a few canned emails for tricky client scenarios? Then take a peek at this blog post!)
On top of that, you’ll receive the William Luxury Template Bundle which includes six different Dubsado forms for you from lead capture to proposals to questionnaires. Each one is customizable and takes only one click to upload.
Plus, the Canva Template Library is packed with everything you need to make those forms your own including templates for your client portal, logo, and preview images. Just add in your branding and upload. No more messing around with confusing size requirements.
Forget the tech headache. These ready-to-use forms and canned emails make tailoring your Dubsado setup easy as pie.
What about the active and offboarding phases in Dubsado – do you teach me how to DIY those?
Sure, the main focus in Onboard Like A Pro is the onboarding phase. But the great news is that everything you learn during this course will apply to your active project and offboarding stages too.
You’ll get hands-on experience mapping out your processes, creating helpful emails, and setting up your workflows. And your template bundle includes a revision questionnaire and testimonial survey – perfect for those later stages.
Of course, if you decide DIYing the onboarding process is enough for you and you want an expert to do the rest…I’m right here for you with my VIP Experiences!
I’m going completely solo on this – is there support if I get stuck?
Going solo doesn’t mean you’re alone! With my new summer bonus, you’ll have two week of Voxer support at your fingertips. Got a quick question or hit a snag? Just send a message and get real-time help.
And there’s more—if you’re quick and among the first 10 to purchase, you’ll get an exclusive 30-minute one-on-one call with me. Perfect for sorting out those trickier issues.
Take control of your client onboarding with Onboard Like A Pro and gain access to step-by-step guides, a library of easy-to-use templates, and even direct support to guide you through any hiccups. This course is perfect for the busy solopreneur ready to upgrade their client experience without a tech headache.
