Dubsado onboarding Course
Onboard Like A Pro
Automate your entire onboarding process using Dubsado — even if you’re not tech savvy, are kind of new to Dubsado, or have no idea what your onboarding process should look like.
Your website is live and you’re eager to start booking clients, now what’s next?
If you think that the next thing you have to go is navigate discovery call request from new clients, wasting precious hours rewriting emails to multiple potential clients, and pulling your hair out trying to create professional-looking proposals… I want to let know you there’s an easier way.
You’ve heard of automating before and you know that automating your onboarding process is a crucial step in achieving greater efficiency and growth
BUT…
YOU’VE RECENTLY STARTED YOUR BUSINESS AND IT SEEMS LIKE AUTOMATION MIGHT NOT QUITE BE YOUR NEXT BEST STEP BECAUSE OF MULTIPLE FACTORS.
The truth is, we all know running a creative business is: hard
Exciting, yes! But, still—hard.
You’re spending more time on admin tasks than actually working on client project. It’s overwhelming and exhausting, and it’s not why you built your business.
You want more time in your day so you can close your laptop early, enjoy a nice evening of family time – instead of tracking unpaid invoices and onboarding new clients.
You’re passionate about helping your clients – but the constant admin burden is making it hard to focus on projects and deliver your best work.
And if you’re really honest with yourself (and me!), you know you want to implement automation in your creative business to solve all those challenges. And then some.
You deserve a Dubsado system that actually works for your business.
- Book more clients without wasting hours customizing proposals
- Proudly share beautifully-branded forms, questionnaires, and proposals
- Give your clients all the information they need to work with you
- Stop writing and rewriting every single email you send out
- Leave your phone in your hotel room and enjoy your family beach vacation
Most of all, you want your onboarding experience automated in one weekend (without the VIP setup price tag).
Let's take a look at what’s holding you back, shall we?
Big Doubt #1: My process won’t be personalized to each client
After years of setup Dubsado, here is what I know to be true…
Dubsado’s robust features actually enhance your ability to tailor your services to individual needs.
With custom workflows, personalized questionnaires, and specific email templates, you can ensure that each client receives a unique and tailored experience.
Dubsado allows you to set up automated triggers that deliver content and responses based on each client’s specific actions and milestones and I teach you how to set up all of this inside of my course.
Big Doubt #2: The workflows seem complicated to set up
Okay, this one’s gotta go! Because actually, building the workflows is the easiest part.
The most comment issue why people find building workflows complicated because; A)they don’t have a process map to follow and B) they don’t have all their content created.
My signature process helps you uncover every step of your client experience so that you can easily create the necessary content to build your workflows.
Big Doubt #3: I’ve got a manual system that works
Let’s flip the script here. What will happens when you client base grows?
Seriously. You’re manual system might be working now, but it will quickly become unmanageable.
And it’s not when you’ve got multiple clients, that your business is scaling that you’ll have the time to automate your onboarding process.
You need to be ahead of the curve and have the right foundations in place from the start in order to create a sustainable model for your creative business.
Now, slow your scroll for a sec.
Seamless Inquiries
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 admin tasks and instead focus on your own creative work and business goals.
Sound too good to be true?
It's not.
And I can’t wait to show YOU how to do it too.
Now, I am so excited to start a customer down the journey we've created! I can get my clients onboarded in a fraction of the time that it took me before."
But wait, have we officially met?
Meet Your Dubsado Course Guide, Martine
I’m a mom of three, a travel enthusiast, enneagram 3, swim-training lover, and an entrepreneur who loves to help others be more efficient.
And as a Certified Dubsado Specialist who helps entrepreneurs streamline and automate their business processes, I’m here to simplify the heck our of setting up your Dubsado.
Because, on a real note, I have helped over 50+ business owners set up their Dubsado and enhance their client experience.
But let’s rewind the tape real quick because it’s important to note it wasn’t always streamlined processes and automated backend over here.
When I started my first consulting job, I was working around the clock to answer emails, follow-up on missing documents, tracking payments… it was a total nightmare.
I could have never imagined I’d do a 180 with my business, start implementing Dubsado, and grow it into something I LOVE.
After learning the ins-and-outs of Dubsado the hard way, tweaking my process, and seeing how I could transform other business owners’ lives – I was hooked.
From there, I’ve helped business owners in all types of industry automate their backend so they can spend less time tied to their laptop.
Sometimes when I’m hanging by the pool watching my kids do cannonballs into the deep end after school, I stop and think:
THIS is what I was after all those years ago when I decided to stop doing everything manually in my business and hone in on automation.
Getting to be more present at home, have chill work days doing something I love, and creating the family-work balance I’ve always dreamed of. And being able to take those laptop free vacations 2-3 times a year.
’m dedicated not only to helping you add automation to your coaching business…
But to helping you create a client experience that nurtures your leads and converts clients on repeat so you’re business (and life) can look dramatically different a lot sooner than you think
Enter: Onboard Like A Pro Dubsado Course
Aka the exact framework + plug-and-play tools + expert support (from meee!) to take you from burnt-out business owner to thriving entrepreneur with an automated onboarding process.
welcome to…
The Onboard Like A Pro
Dubsado Course
A complete, step-by-step course that teaches you how to automate your onboarding process using Dubsado so you can better serve your clients, earn more money, and have more freedom.
The secret sauce behind Onboard Like A Pro?
It’s the A.S.A.P. Method where we streamline your process and create your content before you ever touch the workflow section.
AUDIT: Review you current onboarding process, assess on what’s working and areas of improvement.
SETUP: Create all the necessary content that will be use to automate your onboarding process such as emails, form templates, schedulers and much more.
AUTOMATE: Build the 3 main workflows that are included in your onboarding process: Inquiry, Booking and Onboarding.
PERFECT: Test your workflows and make tweaks to ensure a white glove experience each and every time.
WANT A PEEK AT YOUR PATH TO AUTOMATING YOUR ONBOARDING PROCESS?
Here's what's waiting for you inside Onboard Like A Pro ...
Onboard Like A Pro teaches you how to automate your:
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
What you’ll learn inside the
Onboard Like A Pro
Dubsado Course
GET STARTED
The Foundations
Learn the course structure and get into the right mindset to set up your Dubsado for your coaching business.
Once you lay a strong foundation, the big blue sky (with a lake boat under it) is the limit.
Things like…
- Mindset of a successful Dubsado setup to help you avoid common mistakes that cause errors in your workflows.
- Understand how to make the most out of this course
- Identifying roadblocks in your client experience and how to overcome them.
BY THE END OF THE MODULE YOU’LL WALK AWAY WITH:
The mindset of an automation specialist and the ability to identify roadblocks in your current client experience.
MODULE ONE
Dubsado Essentials
Learn all the tips & tricks to brand your Dubsado to your business. We’ll ensure that your branding is front and centre in every single piece of content that you send your clients.
We‘ll take care of hings like…
- Prepare Canva & Dubsado
- Brand Your Canva Designs
- Create Your Email Signature
- Implement External Integrations
- Customize Dubsado Settings
BY THE END OF MODULE ONE YOU’LL WALK AWAY WITH:
A fully organized and branded Dubsado you’ll be excited to show your new leads.
MODULE TWO
The Content
This is where the fun beginnings, you‘ll be adding your offers and payment plans to your Dubsado in order to book new clients.
You‘ll also be drafting the emails that will be included in your client experience. Don‘t worry, I‘m providing easy-to-follow worksheets and templates.
It’s all about:
- Adding Your Packages & Payment Plans
- Write all your canned emails
- Inputting the systems emails
- Create the appointment schedulers
BY THE END OF MODULE TWO YOU’LL WALK AWAY WITH:
The nurturing content that will convert leads into paying clients.
MODULE THREE
Form Design
Next, you’ll design all the beautiful forms you’ll be sending your clients through their coaching experience with you.
It‘s all about providing the necessary information in a concise way while keeping everything on brand.
You’ll be designing
- Lead Capture
- Proposal
- Contract
- Questionnaires
All using highly customizable templates.
BY THE END OF MODULE ONE YOU’LL WALK AWAY WITH:
A beautifully design forms that showcase your work and that are cohesive with your website and branding.
MODULE FOUR
The Workflows
Workflows are the WHOLE POINT of the work you’ve been doing so far.
Workflows include a series of automated steps, like sending emails and forms. Each time you’ll apply those workflow to a project, Dubsado will automatically run each step for you!
You’ll learn how to build you inquiry, booking and onboarding workflows with all the content you’ve previously created in order to setup all the automations you need for your creative business.
BY THE END OF MODULE TWO YOU’LL WALK AWAY WITH:
Automated workflows that take care of all your onboarding admin tasks so you can focus on your client projects.
MODULE FIVE
Taking it live!
I’m a BIG believer that no matter your level of expertise at building Dubsado setups, you alwayssss need to test your workflows before going live.
You’ll learn to trust the process and the automation as you get a better understanding of what your client will experience when they work with you.
BY THE END OF MODULE ONE YOU’LL WALK AWAY WITH:
The confidence that every single workflow in Dubsado works correctly and that your clients are receiving an outstanding client experience.
Don’t forget the actual Dubsado forms you’ll send your clients.
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 $297!
Here’s what a professional Dubsado onboarding experience gives you:
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.
Martines course helps you get set up and walks you through step by step. I'm so happy to have elevated my client experience and gotten way more clear on my processes.
You taugh me so much that I never know before. Thank you!!
get ready to start the car
Looooove a good bonus stack? Me too.
Get instant access to over $1,200 in course bonuses to make automating your onboarding process easier than ever
Canned Emails + Swipe Files
$297 VALUE
It’s no secret. A wow-worthy client experience needs incredible emails.
I’m handing over my pre-written, plug-and-play email templates and a bunch of other “swipe files” (ie. things you can copy/paste) inside the course.
Get 30+ emails that will nurture your clients throughout their experience with you.
Canva Template Library
$197 VALUE
Inside the Canva Template Library, we have everything—and I do mean *everything*—you need to create gorgeous designs.
Assets including:
✓ Logo templates
✓ Client Portal templates
✓ Favicon templates
✓ Preview Images templates
✓ Dubsado Image Templates
(No graphic design skills necessary!)
William Template Bundle
$297 VALUE
I know design forms inside of Dubsado is not for everyone – and can be very time consuming.
You’ll have access to my William Luxury Collection Bundle which includes 6 beautiful, highly customizable Dubsado forms and walkthrough videos to help you update the templates with ease.
Forms included:
✓ Lead Capture
✓ Proposal
✓ Contract (no legal terms)
✓ Onboarding Questionnaire
✓ Revision Questionnaire
✓ Testimonial Survey
All downloadable to your Dubsado in just one-click.
And you'll be supported every step of the way ...
Special Bonus
Two week of Voxer support
$450 VALUE
Got questions along the way? (Of course you do!). That’s where my Voxer support comes in.
You’ll be able to ask all your questions live as you’re building your onboarding process in Dubsado.
It’s like having me on speed dial!
For 10 first people to join!
30-minute 1:1 Call with me
$150 VALUE
You’ll have 30-minutes to take the floor and ask me anything. We can review your setup, tweak some workflows to fit a specific need in your business, strategize on how to include more automation, and so much more.
WITH THE CURRICULUM, COACHING AND BONUSES,
The total value of this program is well over $2,500
(IN TRUE, NON-INFLATED PRICES…)
But right now, you get everything for
Payment Options
Can I really automate my entire client onboarding experience in one week?
Yes! This course makes setting up your Dubsado simple and completely doable in one weekend with:
- Easy-to-follow video tutorials
- One-click inquiry forms, proposals, contracts, and questionnaires
- Plug and play canned email templates
- Step-by-step guides to creating your workflows
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!
FAQs About The Dubsado Course: Onboard Like A Pro
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.
The course content itself is recorded so you can learn at your own pace. You’ll get instant access toall the modules with all the workbooks, tools, templates, and bonuses!
You’ll also get one week of Voxer support where you have access to me to ask all your questions as you’re building your onboarding process inside Dubsado.
OK I get this, big time. I have three young kids, a business, and a ton of passion projects! So, you can believe me when I say… I understand.
It should take you approximately 10-15 hours to set everything up.
But when it comes to your business, what if you DIDN’T have to wear that busy badge?
What if you had automation that where taking care of all your admin tasks?
Because that is what automation your onboarding process using Dubsado is all about. You don’t have to be doing everything manually. If you build strong foundations for your processes, you won’t need to be wearing all the hats and you’ll be able to scale your business sustainably.
So, yes! You are busy. But Onboard Like A Pro is your ticket out of that constant busy-ness.
As soon as you enroll, you’ll be sent a welcome email with your username and password to access the Onboard Like A Pro Course. Then, everything will be available & you can get started right away!
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.
This course is designed for online service providers working in creative industries like:
- Copywriting
- Website design
- Virtual assistance
- Pinterest marketing
- Coaching
This course does not work for businesses that are event-specific like wedding photographers and event planners.
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 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 Experiences. Special return client rates are available for course participants.
Are you ready to automate your onboarding experience, gain back more free time, and finally (finally!) feel confident in your Dubsado setup?
Still here? Oh, good!
I made you a little something...
ONBOARD LIKE A PRO DUBSADO COURSE IS A GREAT MATCH FOR YOU, IF…
✓ 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 week 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. |
This isn't the course for you, if...
You don’t want to use Dubsado or don’t want to set it up yourself.
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 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.
You work in an industry that depends on precise date events (like weddings).
Payment Options
See you on the inside!
