What if you could onboard a new client stress free and with ease?
Are you wasting time trying to put together a contract and Welcome email when onboarding a new client?
Does this sound like you, “Well, I signed up with Dubsado last year,
but I haven’t really had the time to figure it out yet” ?
Are you already swamped with a ton of things on your to do list with no time to even learn how to get started with setting it up?
Do you feel overwhelmed or even lost by all of the tech when it comes to getting into the details of Dubsado?
Are you wasting time
“re-inventing the wheel” writing new emails every time you get a new client?
So, what if I told you that you could get it done
in just ONE day and there’s no reason for you to keep
procrastinating and wasting time?
That’s exactly why I created the Dubs in a Day mini course.
I want to guide you through getting your onboarding
system set up in Dubsado in a way that isn’t so
overwhelming so that you’ll finally GET IT DONE!
Hi there! I’m Lynda Carlini, the creator of the Dubs in a Day mini course.
I am an Online Business Manager and Expert Dubsado Consultant. I specialize in setting up and streamlining systems for service based entrepreneurs to help them get back to loving their businesses.
A majority of my work is partnering with clients to set up their Dubsado system in the most effective and efficient way. I have found that many business owners have been using Dubsado for months or even years, but they weren’t even using any workflows yet. Workflows are a big piece of what Dubsado has to offer and I felt like they were missing out on experiencing the real awesomeness of Dubsado.
I decided that it would be super helpful if someone could just “plug and play” an onboarding workflow into Dubsado. The first impression a client gets of what its like to work with you is during the onboarding process, so why not make it an amazing start to your business relationship!?
Achieve a streamlined onboarding system in Dubsado in just ONE day
by signing up for my mini course Dubs in a Day.
With this Dubs in a Day mini course, there’s no need to keep “re-inventing the wheel” every time you onboard a new client.
You’ll learn how to get your onboarding workflow set up in Dubsado in just ONE day.
I’ve included every detail of the process to make sure you don’t get stuck!
What's Included
Don’t worry about trying to figure out what you need to go into your onboarding workflow… I’ve got all of the pieces ready for you to “plug into” Dubsado.
Struggling with “HOW do I do this??” I’ve got you covered! I understand that knowing what to do in Dubsado can be daunting, so I’ve walked you through each step with my Training Videos.
I’ve included an easy to follow workbook, Trello board, and spreadsheet to outline each of the steps that I’ll go through while getting everything set up.
Imagine if you could onboard a new client
with the simple click of a button.
Just think of how much time you would save!
INTRODUCING
The Dubs in a Day mini course….
Ready to get a client onboarding workflow set up in Dubsado?
With this course, I give you all of the pieces to build a client workflow…. as well as Training Videos to walk you through each step of the process.
5 Modules to get you set up AND done in just ONE day!
WHAT’S INCLUDED
Video Training
You will get a step by step series of videos to guide you through the process of not only building the workflow in Dubsado, but also creating all of the pieces of the workflow as well. It’s like I’m right there working with you.
($297 Value)
Email Templates
I provide all of the email templates for you to copy into Dubsado so you don’t have to think of what needs to go into each email.
($69 Value)
Wow Your Client Welcome Packet
You’ll get a Welcome Packet Template in Canva to customize with your details and brand colors.
($37 Value)
Workflow Planning Board
I provide a detailed Trello Project Board to account for each step of setting up your workflow.
($45 Value)
Handy Project Workbook
You’ll get a Project Workbook that includes email templates and the complete workflow set up process steps for you to follow.
($56 Value)
Workflow Design Spreadsheet
I’ve created an easy to follow Google Sheet for outlining the details of the workflow set up within Dubsado.
($35 Value)
I'll give you all of the pieces to set up your client onboarding system, then I'll SHOW you how to get it done with ease!
Grab Dubs in a Day Now for a limited time at only $47...
I want you to stop procrastinating and get your client onboarding workflow set up TODAY!
To get you moving… I’m only offer this at such a low cost for just a short time.
Don’t continue putting off what you can get done today. Let’s get your onboarding workflow set up!
What you'll get with Dubs in a Day
.01
You will get a step by step series of videos to guide you through the process of not only building the workflow in Dubsado, but also creating all of the pieces of the workflow as well. It’s like I’m right there working with you.
.02
I provide all of the email templates for you to copy into Dubsado so you don’t have to think of what needs to go into each email.
.03
You’ll get a Welcome Packet Template in Canva to customize with your details and brand colors.
.04
I provide a detailed Trello Project Board to account for each step of setting up your workflow.
.05
You’ll get a Project Workbook that includes email templates and the complete workflow set up process steps for you to follow.
.06
I’ve created an easy to follow Google Sheet for outlining the details of the workflow set up within Dubsado.
You’ll also get my Dubs Quick Start Guide….
If you don’t already have all of the initial set up complete in Dubsado, this guide
will help you get set up quickly and effectively.
Imagine where you could be in just 24 hours from now…
– You could have more time to focus on your clients projects instead of onboarding them.
– You could be sitting by the pool or relaxing with your favorite book while your new client gets onboarded with you.
– You could breathe a sigh of relief knowing that you finally have your onboarding system in place and that the next time you sign a new client, everything will be easy peasy!
Don’t miss this Special Introductory Offer!
Dubs in a Day
Get your client onboarding workflow set up within Dubsado in just ONE day.
Video Training: . . . . . . . . . . . . . . . . . . . . . . . . . (Value $297)
Email Templates . . . ….. . . . . . . . . . . . . . . . . . (Value $69)
Wow Your Client Welcome Packet . . . . . (Value $37)
Workflow Planning Board . . . . . . . . . . . . . . (Value $45)
Handy Project Workbook. . . . . . . . . . . . . . . (Value $56)
Workflow Design Spreedsheet. . . . . . . . . (Value $35)
BONUS: Dubs Quick Start Guide. . . . . . . . (Value $75)
FREQUENTLY ASKED QUESTIONS
Nope, I lay it all out for you with a Google Sheet and a Video to walk you through every step of building the workflow.
I’ve got you covered. I have created step by step videos to walk you through every piece of the process. It’s like having me right there with you.
Absolutely! Since I have already created the emails and the workflow, all you need to do is “plug and play”. It takes less than 60 min. to watch all of the videos.
Definitely. This course is meant to guide you, so that you don’t have to worry about what to do first. I’ve also outlined each step on my Trello Project Board and in my Workbook.
No worries! I created this course for someone just like you. Not only do I provide all of the email templates, I’ve also created a Welcome Packet that you will customize to reflect you and your brand… It will be sure to impress and set you off on a great start with your new client.
Due to the quick nature of this course, I chose not to include creating and sending a proposal. Quite a bit more work goes into creating a proposal. This course is just for onboarding a client that has already agreed to a price and they’re ready to pay and sign the contract.
Considering the digital nature of our product and the fact that all of this course can be consumed in the matter of a couple of hours, I do not offer refunds.
Most Service Providers will benefit from getting a client onboarding workflow set up in Dubsado. If you’ve got a contract to sign and an invoice to pay, then this workflow is meant to streamline that process. Once you’ve got it set up, when you sign a new client, all you’ll need to do is create the invoice and approve a step. It will leave you wondering why you waited so long!
HERE’S HOW THIS WORKS
1) Sign up for your Dubs in a Day mini course.
2) Get immediate access to log in on the confirmation page,
as well as a confirmation email.
3) Follow the step by step process to “plug and play” the
pieces of your client onboarding workflow into Dubsado.
Now is the time to take ACTION!
Get the Dubs in a Day mini course while it’s available at this
super low introductory price!
With Dubs in a Day…
You’ll get your client onboarding system set up
in Dubsado in just ONE day!
With this mini course, there’s no need to keep “re-inventing the wheel” every time you onboard a new client.
You’ll learn how to get your onboarding workflow
set up in Dubsado in just ONE day.
Dubs in a Day
Get your client onboarding workflow set up within Dubsado in just ONE day.
Video Training: . . . . . . . . . . . . . . . . . . . . . . . . . (Value $297)
5 Email Templates . . . . . . . . . . . . . . . . . . . . . (Value $69)
Wow Your Client Welcome Packet . . . . . (Value $37)
Workflow Planning Board . . . . . . . . . . . . . . (Value $45)
Handy Project Workbook. . . . . . . . . . . . . . . (Value $56)
Workflow Design Spreedsheet. . . . . . . . . (Value $35)
BONUS: Dubs Quick Start Guide. . . . . . . . (Value $75)