Done in A Day

Are you ready to automate your workflows and improve your client experience?

Your business will not grow to new heights unless you learn to stop wearing all the hats and step into the CEO role that you rightfully deserve. Set up your CRM system to do the heavy lifting for you so you can return to flourishing in your zone of genius.

Introducing the Dubsado Done in a Day VIP Day!

Imagine If You Could...

Save time by not having to figure out what you need to know on your own, learning it while running your business, and then attempting to put what you’ve learned into action.

Maintain a central location for client information, forms, contracts, and questionnaires, that is also easily accessible for clients.

Spend more time on tasks that directly benefit your clients rather than on time-consuming administrative aspects of your business.

Be more productive because you’re not writing each email from scratch, creating customized proposals for each new lead, and then manually sending each piece of your onboarding process.

Who is this for?

This VIP Day is perfect for you if you are a booked & busy service provider, coach, consultant or freelancer but:

  • You’re ready to set up systems that will allow your business to serve leads and clients as efficiently as possible.
  • You find yourself drowning in backend tasks instead of focusing on what generates revenue.
  • You want to automate and streamline your workflows, but you don’t know where to begin.

What Is Included?

Dubsado Done in a Day is designed to customize your Dubsado to meet the needs of your business in order for it to scale and grow. You will walk away with a CRM structured to elevate your client journey, eliminate manual steps that slow you down and streamline your processes to make your business more efficient. 

System Settings:

  • Email Integration 
  • Payment Processor Integration 
  • Tags & Statuses
  • Custom Client Mapped Fields (15)
Customized Forms, Questionnaires & Canned Emails:
  • 2 Lead Capture Forms
  • 5 Questionnaires 
  • 2 Contracts
  • 2 Sub Agreements
  • 15 Canned Emails
Customized Workflows:
  • 3 Workflows Built
  • Testing Of Workflows
  • Documentation of Workflows
  • 3 Scheduler Appointment Types
  • Calendar Integration
Customized Proposals, Packages & Payment Plans:
  • 3 Proposal Templates
  • 3 Payment Schedules 
  • 5 Packages
Client Portal Setup:
  • Mobile & Desktop Banner 
  • Branded Client Portal Explanation Guide
  • Section Headers 
  • Canned Email To Clients

Investment: $2500
Payment plans available 

What's the Process?

Dubsado Done in a Day is designed to be as simple and efficient as possible.

Following our discovery call, you will choose a date for your VIP day. Pay in full or make a 50% deposit to reserve your spot. Keep in mind that, while we will not be on Zoom all day, you will need to be available virtually to answer clarifying questions. You will be given your official VIP Welcome Kit, which will include important information about scheduling your day and prework that must be completed.

You’ll have 2 prework assignments before our VIP Day: a questionnaire about your company and what your Dubsado currently looks like, as well as a checklist to ensure that all necessary content is available and ready to use on your VIP day. Your completed prework assignments are due 5 days before your VIP day in order for our VIP Day to be a success.

Your VIP Day will begin with a strategy session to map out your ideal workflows, which will automate tasks and save you and your clients time, confusion, and frustration. You will have complete control over what is done automatically and what requires your approval within the workflows. For the remainder of the day, I will create and test all of the workflows and assets, as well as customize all of the best features in Dubsado to work for your business.

Once the setup is complete, we’ll spend an hour doing a live walkthrough and you can ask any questions you have. After your day is finished, I’ll send the recorded walkthrough video of your new system so you can review as needed, as well as a link to all of your uploaded assets. You’ll have 14 days of ongoing support after your VIP day. Please feel free to ask any questions you have about your new system so that I can assist you in becoming more acquainted.

What Is Not Included?

The following services are NOT included in the VIP Day:
  • Copywriting services
  • Legal counseling for any contracts or sub-agreements.
*If you need support in any of these areas, please feel free to reach out to hello@bloombusinessmanagement.com and I will be more than happy to refer you to an expert within my network!

Are you ready to have your CRM transformed in mere hours instead of weeks or months.....without having to do it yourself?

Investment: $2500
Payment plans available 

If you have questions, click here to book a Clarity Call.