Here is how we'll do it!
Booking
LET’S GET STARTED! Hop on a Discovery Call so we can chat all about your business, your system needs and validate that the Done-With-You Dubsado Setup is the best solution for you.
Once you’ve decided to move forward with this offer, all you need to do is complete the proposal, sign the contract and pay 100% of your invoice to get started.
Your time investment:
20 minutes
20 minutes
Kick-Off
Once you’re officially booked, you’ll schedule your 1:1 Process Mapping Workflow Session where we will create your DREAM client experience! You’ll walk away with a detailed roadmap specific to YOUR business.
Once the call is scheduled, you’ll receive a detailed Onboarding Questionnaire and videos instructions for your prep work to make sure you get the MOST out of our time together!
Once the call is scheduled, you’ll receive a detailed Onboarding Questionnaire and videos instructions for your prep work to make sure you get the MOST out of our time together!
Your time investment:
90 minute call
2-3 hours of prep-work
90 minute call
2-3 hours of prep-work
WEEK 1
During your first week, You’ll tackle account organization, packages, payment plans, creating a tailored canned email library, and more nitty gritty details that need to be done before getting into the core of the setup!
I walk you through every step and provide over X canned email templates, Form templates, Canva templates, and more!
VOXER SUPPORT STARTS HERE
I walk you through every step and provide over X canned email templates, Form templates, Canva templates, and more!
VOXER SUPPORT STARTS HERE
Your time investment:
5 hours
5 hours
Week 2
Week 2 is all about FORMS! You’ll create and design your forms inside Dubsado. To make this as easy as possible, I’ve provided you with X beautiful one-click templates to start from and customize!
You’ll be working on both design and content. By the end of the week, they’ll be jaw-dropping!
You’ll be working on both design and content. By the end of the week, they’ll be jaw-dropping!
Your time investment:
8 hours
Week 3
Bringing it all together in Week 3.
With all the content and elements you’ve created, it’s time to actually pull everything together and create your workflows.
Don’t worry this will be easy! All you have to do is read the roadmap we’ve created together in our Process Mapping Workflow Session. It’s just plug-and-play.
Don’t worry this will be easy! All you have to do is read the roadmap we’ve created together in our Process Mapping Workflow Session. It’s just plug-and-play.
Your time investment:
3 hours
3 hours
Week 4
CONGRATS, you’ve made it! You’ve implemented everything. Now it’s time to test to
(1) LEARN how it all works together
(2) to make sure everything is right, and
(3) make needed changes.
Once the testing is complete, you can GO LIVE!
VOXER SUPPORT ENDS HERE
Your time investment:
3+ hours
3+ hours
When you FINALLY get this project checked off your to-do list, you can enjoy some well-deserved time away from your laptop.
Total project time investment: 25+ hours over 4 weeks