Dubsado Systems
How tech can assist you
Dubsado Set-up
Automate your workflows, onboarding, and much more with Dubsado.
You know that your business could be more efficient and streamlined, but don’t have the time or energy to put anything in place. Spending hours sending contracts, creating proposals and your sequence of emails manually? Dubsado is the perfect solution. It’s an all-in-one business management tool that allows you to manage everything from ONE app.
Our expert Dubsado VAs take the initial setup and frustration off your hands, creating a customised, seamless end result.
Reduce admins and tools
Streamlines your client onboarding, project management and workflow processes. It takes you away from the tedious admin tasks and allows you to provide quality value to your clients but also allows you to step away and use this time else where.
A seamless automated process
By creating workflows you become consistent. Not only can you create custom workflows for each of your services but you can also create touchpoints, tasks, schedule consultations and more.
Dubsado Review
If your Dubsado is already set up, but you have a few problem areas that just don’t seem to work, or you’re having to manually make adjustments.- 60-minute call via Zoom, to answer your technical questions around your Dubsado set-up whilst you work through the improvements.
- Professional advice for improvements on your set-up.
- Keep the recording of our call for future reference
- 1 Week support via WhatsApp for any questions and whilst you work through the improvements
Dubsado Set-up
You’ve realised you’re ready to level up! You’re ready to stop chasing invoices, delivering a clunky on-boarding process – you’re ready to automate.- Up to 90-minute Workflow strategy call
- 1 x workflow set up including accompanying emails
- 1 x Proposal, contract and questionnaire set up
- Lead capture creation
- 1 service scheduler set up
- 1 service package creation
- Recorded ‘wrap-up’ to walk you through your new platform
- 1 Week support via WhatsApp for any questions and whilst you work through the improvements
Dubsado Extra
You’re ready to jump in and automate ALL areas of your business – from initial contact, to proposals and contracts, to asking for feedback.- Up to 3 hour Workflow strategy call
- 3 x workflow set up including accompanying emails
- 3 x Proposal, contract and questionnaire set up
- Custom branded proposal and questionnaire
- Custom branded client portal
- Lead capture creation
- 3 x services scheduler set up
- 3 x services package creation
- Recorded ‘wrap-up’ to walk you through your new platform
- 1 Week support via WhatsApp for any questions and whilst you work through the improvements
Want To Know What We Can Do For You?
Let’s discuss your workload over a cup of coffee!
