Dubsado audit
optimize and maximize.
HAVE YOU BEEN USING DUBSADO...
BUT YOU'RE UNSURE IF IT'S SETUP PROPERLY WITH BRANDING, SETTINGS, AND CONNECTIONS?
WITH EMAILS, PROPOSALS, CONTRACTS OR FORMS EACH TIME YOU NEED TO SEND ONE TO A CLIENT OR LEAD?
ENOUGH IN THEIR SETUP TO ACTUALLY USE THEM, SO THEY'RE JUST SITTING THERE COLLECTING DUST?
do you need this?
ARE YOU STILL RECREATING THE WHEEL...
you have workflows but aren't confident...
YES, YOU NEED THIS!
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FREE DISCOVERY CALL
*Notice*
That reads "discovery call", not sales call.
This call is held simply so I can learn about your business and get an idea of where you are with Dubsado and how comfortable you are in the system.
OR - skip this and go directly to book it!
THE investment: $297
BOOK MY AUDIT!
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SCHEDULE YOUR AUDIT
Provide a bit of info, agree to the terms and make payment. You'll receive an email with a full questionnaire so that I can collect more info about your pain points and experiences in Dubsado.
THE investment: $297
BOOK MY AUDIT!
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PROCESS DETAILS FORM
Through this lengthy questionnaire, I will gain an insiders view of your business and any processes you already have in place.
Tools you're using.
Signature service offerings.
And some other nitty gritty details...
While I follow a standard audit checklist, having this information helps to guide me through some of the workflows to check for holes and roadblocks and give suggestions for improvement and efficiency.
THE investment: $297
BOOK MY AUDIT!
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This is when the magic happens!
You will add me as a user on your Dubsado account so that I can log-in and snoop around.
Within 10 days of submitting the Details Form, you will receive a comprehensive checklist and report outlining findings. The report will indicate what is setup properly, areas for improvement and areas of key concern. Where applicable, you may receive up to 3 video tutorials on making updates to key areas.
MISSION: AUDIT
