Essential Tools in my business
After our first call, I’ll send over an onboarding questionnaire to provide all your branding details. Then, two weeks before our VIP Week, we’ll have a 90-minute call where we’ll deep dive into your client experience and map out your
After our Process Mapping Session, I’ll send over an implementation questionnaire to provide me with the content you’re currently using. Then, while you’re off working on your client projects, I get to work on your client experience & workflows.
Through our time together, I’ll reach out to you by email with any questions I’ve encountered along the way. You’ll get to review your canned emails & your forms to make sure everything is on point.
Once our time is up, we’ll complete (2) 45-minute calls to walk-through your new system. This is also where you’ll watch all the tailored workflow videos I created to make sure you understand your setup.
You will receive 4 weeks of email support where I can answer any additional questions and help you with any problems you might have. And,
A Dubsado setup is a collaborative process so you can