Dubsado Set Up
Have your CRM System, Dubsado fully set up for you!
What is Dubsado?
Dubsado is a robust CRM system that allows business owners to onboard and manage their clients with ease. Dubsado allows you to save time by automating all those admin tasks that eat up all-time in your day! If you wish you can send emails automatically, design on brand forms, track leads with ease and schedule appointments with automatic confirmation/reminder emails, Dubsado is for you!
What makes Dubsado so great?
Dubsado is the go to CRM system for so many online business owners because of its automation potential allowing you to save hours each week in your business! Dubsado is an all in one business management system that allows you to turn leads into clients effortlessly and give them a professional onboarding experience you are not embarrassed about!
The reason you have not set up your Dubsado yet:
You are confused about all the features and capabilities that Dubsado offers
Not sure how to optimize Dubsado and how to integrate it with other systems in order to automate your business
You feel you won’t get the full benefit from Dubsado because you are so overwhelmed trying to set it up
Everyone talks about the actions you need to be taking on the front end of your business (like how to structure a sales call or how to communicate in the DM’s) - but no one ever talks about how to set up the back end of your operations and what systems you need to work smarter not harder
You are afraid of the learning curve of a new system and how much of your time it is going to take up
Tried a CRM system before but did not work for you
Have your Dubsado fullly set up!
Have your Dubsado completely set up for you so you don't need to feel overwhelmed trying to find the time to set it up. With your Dubsado set up, all the hard work is done for you:
The setting up of canned emails, forms, proposals, scheduler and more
The mapping out of crucial workflows to automate your operations
The set up of settings to ensure your Dubsado workspace is optimized
With your Dubsado fully set up your operations can look like…
It has a solid backbone that you can operate from easily and stress-free!
Your onboarding process is smooth and takes up a quarter of the time it did before for you
Your clients are impressed and a little jealous of your on brand and sophisticated onboarding and offboarding process
You can launch your next service or program knowing that all the moving parts in the back end are taken care off
Know in a matter of seconds exactly how many leads you have in your business and know who you should be following up
Have a consistent and automated process to follow when managing your clients
Download the Service Guide to find out more details
In this guide, you will find my current rates and a link to book a Discovery Call to see if we are a good fit!
Why am I an expert?
Not long after launching Miss Samantha Elizabeth I was introduced to Dubsado and very quickly fell in love with the automation it offered in the back end of my business and now I could never imagine running my business without the help of Dubsado.
When I first started out in the online world, I tried my best to keep costs low and not sign up for every shiny system I saw. For that reason, I pushed away setting up my Dubsado for a long time, until I became so overwhelmed (and super regretful I did not set it up sooner).
Finally, I decided to carve out some time to learn the ins and outs of Dubsado and set it up to start using it fully in my business! And boy oh boy was I ever pleased once I had it set up because it SAVED ME SO MUCH TIME. It helped me to automate my onboarding and offboarding of my clients allowing me to use the time I saved to hop on more Discovery Calls or film an extra IGTV for the week.
I started telling clients and connections about how much I loved Dubsado that people started to ask me to set up their Dubsado for them! One thing led to another and now I am here offering Dubsado Set Up as an official service and I can not be more excited!