VIP DUBSADO SETUP
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About this service
Summary
Let me support your business and make sure it has systems built in that optimize & automate everything!
The primary goal is to create a streamlined and automated lead-to-client workflow (lead capture form, onboarding, off-boarding, feedback, canned emails for communication pre/pos service, and invoice payment system), so no longer need to invest time over and over again to perform repetitive tasks! I can also support you with tech setup for a lead magnet page and email funnel, in order to create a top-level connection with your leads and nurture about your services!
What's included
Streamlined and Automated Lead-Client Workflow
Strategy call for client journey mapping & workflow strategy, Creation of custom email templates for workflows, Setup & testing of up to 7 workflows, Setup of custom form templates for each of types of Dubsado forms, Creation of forms, call types, payment plans, demo call & test drive
Example projects
Skills and tools
Systems Engineer
Operations Manager
Project Manager
Airtable
Asana
G Suite
Slack
Work with me