Now Booking for March & April 2023 – Get in Touch

Ready to DIY your Dubsado but crave more than cookie-cutter generic templates?

You want to build your own systems, but don’t know how to get started. With the Dubsado Roadmap Experience, you get personalized support and a custom-tailored step-by-step guide for properly setting up your services inside Dubsado. 

You need the Roadmap Experience if:

  • You like to DIY. You’re keen to learn how to do your own Dubsado build out, you have the time to do it yourself, and you’re not in a rush.
  • You have processes. You have a streamlined client experience BUT, you just don’t know how to make everything work inside Dubsado.
  • You want customized instructions. You don’t want to waste your time mining through generic Youtube tutorial videos.
  • You want to get it right the first time. You don’t want to play the guessing game of what you need to create to build working workflows tailored to your business.
  • You’ve started creating forms, schedulers, canned emails, you tried building workflows but… it’s just not working.
  • You’ve been sending everything manually …. And you want to start automating –  you’re ready to start saving time by using Dubsado to its full potential.

It’s time to ditch the Dubsado overwhelm and start building workflows that actually work.

introducing

The Dubsado Roadmap Experience

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The Experience

$425 CAD

• 2 hours to deep dive into each phase of your services (Inquiry, booking, onboarding, active work & offboarding) 

• By the end of our call, you have a custom tailored roadmap that will help you automate your business and effortlessly transform leads into satisfied customer.

*Taxes will apply on the package presented above.

The Process

How does the Dubsado Roadmap Experience work?

01

strategy call

A 1:1 call where we will create a customized detailed plan for your Dubsado build out to set up each one of your services so you can refine, streamline and automate your current client experience.

02

roadmap of your business

We will be creating  step-by-step guide so you can successfully build workflows that are tailored to your needs.

03

content directory

A list of ALL the content you will need to create inside Dubsado – forms, emails, schedulers and much more. No more playing the guessing game of what you need to build your workflows.

04

next step guide

I will provide a next step guide laying out the steps you need to take moving forward to implement the roadmap inside Dubsado.

setting up your own dubsado is easy when you have a plan

Together, let’s build a custom dubsado roadmap for your business.

Here is what the Roadmap Experience can do for your creative business

  • Having a properly set up CRM is going to make your life so much easier as a creative business owner. Not pulling your hair out trying to figure out Dubsado.
  • Having a clear plan that’s easy to implement.You will feel relieved knowing exactly what you have to create and how to implement it inside Dubsado. No more guesswork, to make your Dubsado run smoothly.
  • Building workflows the right way, the first time around… You will feel confident that your Dubsado will be working like a well-oiled machine at the end of your build.
  • Being more efficient & profitable. You will be spending more time focusing on actual money making work – your client project. THE reason why you started your business in the first place.

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Here is how we'll do it!

Booking

First, schedule your Roadmap Experience. Then, complete the registration form and pay the invoice to book your spot.

Pre-work

Once you sign your contract, I‘ll send out  intake questionnaire for you to complete containing specific details about your business.

Roadmap Call

During our 2 hours call, we will create a step-by-step guide so you can successfully build workflows that are tailored to your needs.

Post-Call

You will walk away with a Roadmap, a Content list and all the Next step you need to take to implement the roadmap.
Dubsado certified specialist Leaning agains a wall

No problem! You can send me and email at hello@streamlinedbymartine.com and I will be happy to answer them.

Brand designers, Website designers, Copywriters and Coaches that are or want to DIY their Dubsado setup but just need a boost on how to tailor their setup to their business needs.
To book a Roadmap Session, you need to pay in full to get on my schedule.
I’m here to help if you don’t want to set it up yourself. Dubsado is my zone of genius. I offer VIP days and VIP week where I take care of everything. You can see all the details here. 
You can do this yourself but as I see time and time again from past clients, signing up for the Roadmap Experience can:
  • Save you time.
  •  Get it right the first time.
  • Get access to a list of what you meed to create for your specific business.
  • Having a Dubsado built efficiently.

what are you waiting for?

Book your Dubsado Roadmap Experience

An ipad with a beige vase on a table.

Set up automated responses to inquiries

So your leads can book a discovery call while you’re out for dinner with your friends.