Are you looking for a specialist opinion about your Dubsado setup?
Does this sound familiar? Have you been using Dubsado for some time, but still feel like you are missing out on so many features? Or maybe you’ve done your Dubsado setup by yourself, you think you did it right but you would like a second opinion?
A Streamlined by Martine Dubsado audit is designed to evaluate what you already have in place and help guide you so that you can unlock Dubsado’s amazing potential. Upon completion of your Dubsado audit, you will not only feel confident about how to improve your system and processes, but you will have a clear vision about next steps.
Who is the Dubsado Audit for?
- Your processes are setup in Dubsado.
- Your are familiar with how Dubsado works.
- You feel like your automation or process is not setup correctly or efficiently.
- You want to make sure your are utilizing Dubsado to its full potential.
- You feel something is just not quite working for you and your business.
The Dubsado Audit
Package includes:
A detailed questionnaire that will help me get a full understanding of your business process and the services you offer. It is important for me to have a sense of what you’re trying to achieve before doing the Dubsado audit..
A thorough review of your account and processes will be performed in order to analyze every aspect of your Dubsado setup.
The Dubsado audit includes a complete report detailing the 85+ criteria that were evaluated in your account. These criteria help determine whether you are leveraging Dubsado’s features to their fullest value or not.
A 45 minutes 1:1 Dubsado Audit call to discuss my findings and how to improve your current setup or what to fix. I will also provide suggestions on any missing content that should be created.
You Will walk away with:
- A video recording of our call which includes tips & tricks and next steps.
- Feeling confident knowing how you should improve your system.
- A clear vision about the next steps you need to take.
* Please note that no actual work or changes will be completed on your Dubsado account.
The Process
Booking
First, schedule your Dubsado Audit call. Note that this is when we will review my findings.
Then, complete the registration form and pay the invoice to book your spot.
Questionnaire
Sign your contract & complete a questionnaire with specific details about your business. This will provide information to better understand your needs and what you are trying to achieve.
Audit & Report
I will perform a thorough review of your Dubsado account & setup. I will evaluate 85+ criteria in order to provide a detailed Report. It will include what to improve and provide suggestions on any missing content.
The Call
Once I completed my work, we will hop on a 45 minutes one-on-one call to discuss my findings, answer your questions and guide you on how to improve your current setup or what to fix.
Book now!
Select a date in my calendar below to book your Dubsado Audit. Then, complete the registration form and pay the invoice to secure your spot.
Payment in full for the Dubsado Audit is due at the time of scheduling.
