Course Description

Wanna setup your client onboarding to run on autopilot with Dubsado?

Stop with the Hellosign + Paypal shenanigans - let us show you the way!

DO YOU...

Know that Dubsado is supposed to make your life easier, but how, sway?

Struggle to create workflows in Dubsado for your onboarding, management, and offboarding?

Or use HelloSign for contracts, Google Forms for your questionnaire, schedule your calls manually, etc...?

Well, take a look at our Dubsado Maximizer pack below!

Head Honcho

Jordan Gill

Operations Consultant, Founder and Host of the Systems Saved Me Podcast, Jordan Gill takes pride in saving hours (even days) around time-sucking technology decisions and an untrained team.She has been on the stages of She's Building Her Empire, Creative CEO Conference, Success Without Sacrifice, Blog Like a Boss Brunch, and Vision Casting while also being featured in Belong Magazine!Jordan is known for her buzzworthy client onboarding experience for service-based business owners that only takes 5 minutes!She also teaches her P.R.E. process for onboarding team members to set your team up for success in 30 minutes. No more bad hires!Jordan lives in Dallas and loves to indulge in some true southern bbq.Learn more about Jordan at www.systemssavedme.com

Course curriculum

  • 1

    WELCOME!

    • Video Coming Soon!
  • 2

    DUBSADO BUNDLE

    • 1.1 Dubsado Settings Walkthrough

    • 1.2 Dubsado Sidebar Walkthrough

    • 2.1 Determine Client Management Workflow

    • 2.2 Worksheet

    • 3.1 Contracts + Sub-Agreements

    • 3.2 Need a contract?

    • 4.1 Questionnaires

    • 4.2 Don't want to write all of your emails yourself?

    • 5.1 Canned Emails

    • 6.1 Payment Schedules

    • 7.1 Workflows

    • 8.1 When a Client Comes Along
  • 3

    BONUSES

    • Lead Automation Capture

    • Dubsado Portal

    • Intensive Package Example

    • Ongoing/Retainer Package Example

    • Project Based Package Example

    • Project Based Package Example