Client Relationship Management
From “new lead” to “offboarding,” this service is designed to smooth out your client management system from head-to-toe with the help of Dubsado. I create a systems where:
- Payment, appointment, and homework reminders run on autopilot.
- You’ll be able to escape your inbox, book clients more quickly, and have space to make progress in your business.
- Boundaries and client expectations are clearly communicated, so projects stay on schedule and within scope.
- Dubsado’s potential is optimized to serve your unique needs with organization, templates, and workflow automation.
- And so much more.
- 2 workflows (additional workflows can be added-on)
- Setup of workflows’ components: Form / email / scheduler / package templates, statuses, tags, referral sources, etc.
- Consistent branding and stunning form design
- 2 60-min video calls: Workflow Strategy & Handover
- Step-by-step guidance from a Dubsado specialist throughout the process
- Client Library video training, so you can confidently use your new system solo
- 2 weeks of post-setup email support as long as Client Library video training is completed prior to account completion
- Suggestions to increase conversion, simplify onboarding, improve client experience, & set boundaries
- Strategies to streamline your client management system, so you have fewer manual tasks
- Seamless flow between Dubsado and the other tools you use, so your entire service delivery process is a breeze
- Option to connect Dubsado with other software using Zapier
$850 for 2 workflows; $100 per additional workflow
50% deposit to secure booking, 50% at the beginning of Step 3
Each service you offer will typically becomes its own workflow. Keep in mind, 1 service can have multiple packages (ex: Branding & Web Design are different services, but each service has Silver and Gold package options). Even if 2 services have similar steps, different templates will be needed. Additional workflows can be added on later if needed.