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:
Introducting
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 $400.
INQUIRY
Lead Capture and scheduling of a Discovery Call
booking
Proposal, contract, and invoice to confirm the project
onboarding
Scheduling a kickoff call and sending an intake questionnaire
Seamless Inquiries
With an automated onboarding process, your new inquiries are taken care of without you lifting a finger (or clicking a button).
Delighted Clients
Thanks to effortless, fluid, and clear communication, your clients feel supported the entire time they work with you.
Marketing Analytics
Tracking where your new clients come from and your most successful lead-generating initiatives is easy with Dubsado.
More Cash Flow
Enjoy more financial security by confidently raising your rates and booking more projects with your elevated client experience.
Time To Unwind
Book new clients and schedule Discovery Calls without being tied to your laptop with automated workflows.
Space To Focus
Stop wasting mental energy on administrative tasks and instead focus on your own creative work and business goals.
module 1
Introduction
Learn the course structure and get into the right mindset to set up your Dubsado onboarding experience in just one weekend.
What’s included:
module 2
THE FOUNDATION
module 3
THE CONTENT
module 4
automations & Workflows
module 5
testing Workflows
module 6
making your dubsado live
Plus, all the plug-and-play canned emails you need!
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:
lead capture
proposal
contract
questionnaire
All this for one payment of $425 CDN!
*Join before June 1st and save $100
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!
I’ve heard directly from small business owners that they want to automate, streamline, and elevate their client onboarding experience with Dubsado. Yet, they’re stuck piecing together workflows, canned emails, and to-do’s based on Youtube tutorials and downloadable freebies.
After working with dozens of entrepreneurs across industries, I realized the onboarding process for most online service providers follows a similar pattern.
I know any business owner can set up this onboarding experience for themselves as long as a Dubsado Specialist shows them how.
Enter: Onboard Like A Pro
✓ You’re an online service provider longing for a professional onboarding process. ✓ You’re not ready to invest in a done-for-you service, but you’re tired of wasting hours watching Youtube tutorials. ✓ You’re able to dedicate a weekend to diving into your onboarding process and setting up your Dubsado. ✓ You need one central place to manage all your emails, calendar schedulers, invoices, and contracts. ✓ You want to book more clients without working more hours. |
✓ You work in an industry that depends on precise date events (like weddings).
✓ You don’t have your services figured out just yet or aren’t sure how you want to communicate with leads.
✓ You don’t want to spend time playing around in Dubsado, testing workflows, and pulling all the elements together.
✓ You don’t want to take payments, send forms, or schedule meetings with Dubsado’s tools.
✓ You’re happy creating every form, contract, and email from scratch.
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.
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