About the instructor
Operations Consultant 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, Is This Mic On? and Blog Like a Boss Brunch while also being featured in Belong Magazine!
Jordan lives in Dallas with her sweet cavapoo Vivienne.
Wanna setup your client onboarding to run on autopilot with Dubsado?
Stop with the Hellosign + Paypal shenanigans - let us show you the way!
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!
- 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