Perfect for those doing DIY setups or someone who just wants to figure out the best experience they can offer their client while also saving time!
During our call we will talk through your business process from lead management to client close out with the goal of identify areas to streamline and elevate.
Afterwards I will provide you a custom map of your exact process so you easily begin to implement automation, assign sections to team members and have a clear road map to follow for all future clients.
Let me take a stroll through your DIY setup and provide you areas in which you can optimize the system to get the most use out of it and double check your work to ensure that we catch all possible glitches rather than with a client!
I will first conduct an assessment of your setup using my custom audit, and then we will grab a time to chat through all the details and next steps! Following the meeting I will provide you a copy of the audit.
Perfect for those doing DIY setups and are wanting a professional set of eyes to do a once over before going live.
Are you stuck with your DIY Dubsado Setup? Wishing you could just run a quick question by a Dubsado Pro? Looking for some 1:1 training on a specific area?
Grab a spot on my calendar and let's run through as many questions as we can in the timeframe allotted, I am all ears!