Not one stitched together from freebies, Youtube tutorials, and ‘what if I try this?’ attempts.
The truth is, you’d love to DIY your Dubsado…but you aren’t entirely sure what you’re supposed to be DIYing. Workflows? To-Dos? Schedulers? It’s enough to give anyone a migraine.
What you do know is you want to:
A self-paced Dubsado course teaching you how to set up and automate your entire onboarding experience in one weekend.
From the first moment a client inquires about working with you to their project-specific proposal to scheduling your first kickoff call, it’s all right here for $425.
Adding beautifully-branded and mobile-optimized forms to your Dubsado is as
easy as clicking one, single button.
Included in Onboard Like A Pro are the following professionally-designed, completely-customizable, one-click forms:
All this for one payment of $425 CDN!
(that approximatively $315 USD)
Yes! This course makes setting up your Dubsado simple and completely doable in one weekend with:
While creating your content and building your workflows may feel complicated or time-consuming, Onboard Like A Pro gives you easy-to-follow videos, step-by-step instructions, and customizable templates to save you time and energy!
To complete all the steps, workflows, and schedulers Onboard Like A Pro teaches, you need a Premium Dubsado Plan (not a Starter). If you haven’t bought a Premium plan yet, use my affiliate code MARTINE30 to save 30%!
On top of your Dubsado plan, if your goal is to complete the course in one weekend, it’s best that you have branding materials (images, colors) and a solid idea about your service offerings before starting.
No! While a website serves your business in so many ways, this course streamlines your inquiries and onboarding whether it’s through your website, social media DMs, or with a link in bio.
It’s not enough to have professional forms, you want them to reflect your brand! Don’t worry. I’ll give you tips, tricks, and Canva templates to easily customize the Dubsado forms for your brand.
Since contracts should be custom to your business process, location, and service, I do not provide a contract.
If you do not have a contract, then take a look at The Legal Paige for contract templates specific to your creative industry!
This course is designed for online service providers working in creative industries like:
This course does not work for businesses that are event-specific like wedding photographers and event planners.
This course only covers the onboarding phase (inquiry, booking, and onboarding) of a project because the active project phases can be extremely individualized.
If you would like me to set up your active or offboarding phases, please inquire about a VIP week. Special return client rates are available for course participants.