Now Booking for January & February 2025 – Get in Touch
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.
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:
* Please note that no actual work or changes will be completed on your Dubsado account.
Martine can help you take your processes to the next level!
Even if you think you have an okay-good handle on Dubsado, Martine can help you take your processes to the next level to ensure your clients have the best experience and you don't need to stress about every behind-the-scenes step surrounding emails, invoicing, contracting, proposals, and schedules.
Booking
First, complete the inquiry form below. I'll review the form and send over the invoice to book your Dubsado Audit with me.
Questionnaire
Sign your contract & complete a questionnaire with specific details about your business.
Audit & Report
I will perform a thorough review of your account. I will provide a detailed Report which will include what to improve and suggestions on any missing content.
The Call
Once I completed my work, we will hop on a 45 minutes 1:1 call to discuss my findings, answer your questions and guide you on how to improve your current setup
Complete the Dubsado Audit Application below
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