
LET US TAKE YOU FROM:
NO WAY!
TO OMG:
OH YEAH!


HERE’S HOW THIS WORKS…
Onboarding
After we decide we will work together, you will get a custom proposal, sign the contract and pay the first invoice, and we are all set to get started!
Pre-Strategy Homework
We know, homework doesn’t sound sexy. But this is a super easy-to-fill questionnaire with some of your business basics, so we hit the ground running on the strategy call. This needs to be completed before our call.
Strategy Session
Here is where the (first step of) the magic happens. During this 2-hour call, we will map out your service’s workflows and how they will be create in Dubsado.
Asset Gathering
After our strategy call, we will send you a (very long, we’re sorry!) questionnaire where we will gather all the details and assets in order to start your setup. This is a form that is created for YOUR processes. Even though it might take a bit to complete, it is critical because we cannot begin the setup until we have everything we need from you. But good news, it’s the last thing we’ll ask of you! From now on, things start getting fun.
Chill And Build
(You chill, we build)
At this point, we will have everything we need from you. It’s time for you to relax and we will dive into Dubsado and work our magic. From creating all your packages, emails, payments schedules, forms, and more… to building and testing your powerful workflows. At this point, you’ll get your second invoice to pay your balance.
Offboarding
Your Dubsado setup is complete! We’ll have an offboarding call where we will walk you through your new workflows (or send you pre-recorded videos, whatever your preference is).
We will also give you access to a library of how-to Dubs videos by yours truly that you can always go back and refer to.
We will be available for you for 30 days after our offboarding call for any minor updates and to answer any questions!
And here’s what it includes:
Got questions? We’ve got answers.
How long does the entire setup take?
It takes approximately one week from the time we receive your Implementation Questionnaire completed. If you are able to provide everything within the established timeline, the entire process lasts about 2 weeks.
How much time do I need to invest?
Here is what is needed from you throughout our time working together to ensure everything goes as smoothly as possible…
- Fill out your Onboarding Questionnaire prior to our Process Mapping Session (1 hour)
- Commit to a process Mapping Session call where you will come prepared with your ideal client process written (2 hours)
- Fill out the Implementation Questionnaire within one week after the Process Mapping Session. This is REQUIRED in order for us to finish the project on time! (3 hours)
- Provide your full attention at our Offboarding Call (1 hour)
- Follow all steps provided in the Next Steps Guide and spend time intentionally learning the system during the one-month follow-up support period (5+ hours)