You need to manage leads and on-board customers….
Get Dubsado Done for you
Dubsado is a great Customer Relationship Management (CRM) Software, especially for service-based businesses looking to have an elegant automated process for booking leads, triggering calls, and delivering branded proposals, questionnaires, contracts, and invoices.
I handle the setup, you get the benefits. This service includes:
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3 meetings – initial and interim to discuss progress and gain resolution to questions.
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Set-up – Brand Settings, Payment Processor, Email and Calendar connectivity
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Set-up Forms – 2 contracts, 3 proposals, 2 questionnaires, 2 lead capture form
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Update Canned Emails – Better copy for all canned system emails and up to 3 extra custom emails (such as, set up discovery or kick-off calls, reminders to your clients to complete thing you requested, etc.)
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Set-up 2 payment schedules – single payment, 50% upfront / 50% at the end, recurring invoices, etc.
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Set-up up to 3 workflows
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Coordinate import of contacts from current system/source
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60-min training on how to use Dubsado after this work is done.
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NOTE: You can mix up the number of each form / element to better suit your needs as long as it adds up to 17 total.
Price: $747
To get started, you simply need to fill out the form below to get a proposal for this service. Once you accept the proposal, I will send you an email to book a 30-60 minute video call to discuss your needs, what I need from you to get started, and how we will manage this project.
