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Dubsado Audit

Get a Dubsado Audit & improve your processes

Find out your systems health

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 set up your Dubsado account 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?

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:

$ 350 CAD

 

* 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.

Isobel Griffin Copywriter
    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.

    Let's get started!
    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.

    Let’s connect