Custom Dubsado Set Up Services
How’s that to-do list looking? Never-ending, right?
Do you have it broken down into categories like Client Work, Marketing, Social Media, Blogging, and Business?
Or is it just a never-ending laundry list of individual tasks a la: Shoot John’s session, send follow up email to Sally, send the contract to Peter, review finances for October, collect balance payment from Jill, file taxes for Q3, and on, and on, and on….?
How about this – you’ve been paying for Dubsado for the last 6 months and every time you try to sit down and set it up, you freeze at the complexity and mountain of work before thinking, “I’ll do this later” and jump to another activity?
You know Dubsado could help your business if only you could get it set up.
Hi, I’m Mike and I’m a certified nerd who loves systems, processes and making life easier through automation.
“MIKE IS A DUBSADO WIZARD! I WAS STRUGGLING FOR MONTHS TRYING TO UNDERSTAND HOW DUBSADO WORKED AND HOW TO SET EVERYTHING UP FOR MY COMPLICATED WORKFLOWS… BUT I COULD NEVER PULL THE TRIGGER ON ACTUALLY PUTTING CLIENTS THROUGH IT BECAUSE I DIDN’T WANT TO LOSE CLIENTS BECAUSE OF A POOR EXPERIENCE. MIKE CAME IN AND CREATED MY WORKFLOWS, FORMS, AND SCHEDULERS IN A WAY THAT MADE COMPLETE SENSE (AND ACTUALLY LOOKS A LOT BETTER DESIGN-WISE THAN WHAT I HAD ATTEMPTED TO DO ON MY OWN).
HE ALSO KNEW ALL THE DUBSADO TIPS AND TRICKS TO GET ME EXACTLY THE AUTOMATIONS I WANTED. NEVER COULD HAVE DONE THIS ON MY OWN. ADVICE FOR ALL BUSINESS OWNERS: DON’T WASTE YOUR TIME TRYING TO DIY. IT’LL TAKE FOREVER AND PROBABLY BE WRONG. JUST HIRE MIKE AND BREATHE A SIGH OF RELIEF.”
You’ve already invested in Dubsado so you know the value of automation and organization. But you’re holding back, you haven’t dug in and done the work to set it up. Why? Wouldn’t it be better to get your Dubsado up and running now instead of 6 months down the road? Which you’ll probably put off again….
Maybe it’s because you don’t have time, you think your business is too unique, or it’s just too overwhelming to figure out. Either way, it’s taking time away from helping your clients and you’re paying for a system that you’re not even using to its fullest capabilities.
Is a Dubsado Set-Up Service right for me?
- Losing time working with clients because of back-office tasks
- Tired of writing the same 5 emails over and over again
- Struggling to provide a consistent client experience
- Wanting to automate appointment reminders, invoice payment requests, and lead tracking
- Suffering non-stop anxiety that you’re forgetting something client related
- Dreaming of a system that will automatically welcome a new lead, schedule a meeting and take a downpayment
- Excited to have a system that will take your clients through a workflow with minimal input so you can have a life outside of the office
Then yes. It’s time you invested in automating your life.
“I HAD A LOVE & HATE RELATIONSHIP AFTER TWO YEARS OF USING DUBSADO IN MY BUSINESS. NOTHING WAS AUTOMATED AND I WAS FUMBLING THROUGH THE CLIENT PROCESS AS I DIDN’T HAVE A FULL UNDERSTANDING OF HOW TO AUTOMATE OR SET UP MY WORKFLOW. ENTER MIKE GLATZER! HE NOT ONLY HELPED ME SET UP AUTOMATED EMAILS AND MY WORKFLOW, HE ALSO WALKED ME THROUGH HOW EVERYTHING WORKS TOGETHER.
I’M NO LONGER WASTING TIME REWRITING THE SAME EMAILS, WONDERING WHEN TO REMIND CLIENTS THEIR PAYMENTS ARE DUE, GOING BACK AND FORTH TO SCHEDULE APPOINTMENTS, ETC. IT’S BEEN A GAME CHANGER & MY ONLY REGRET IS NOT SITTING DOWN WITH HIM 2 YEARS AGO!”
Dubsado Set Up Pricing
One Full Workflow
Let the automation commence! We’ll work together to build your first fully-featured workflow in all its glory. I’ll do all the setup work, building all the pieces needed for one workflow so you can start taking clients through your process.
You’ll need to provide the content for the emails, forms, and packages but I’ll do all the heaving lifting of making them live in Dubsado.
-Lead capture (1)
-Questionnaires (up to 3)
-Subcontracts (up to 2)
-Payment schedule (1)
-Scheduler (up to 2)
-Video recording of all work performed
I’ll get you started by building out a workflow with placeholders for all the necessary forms, emails, and such. Once I’ve got the skeleton built, you can finish it up by adding content to all the pieces. Then BOOM – you’re off and running.
You’ll need to have your client process described prior to starting this work.
-Build placeholders for: Canned Emails, Lead capture, Questionnaires, Proposal, Contract, Subcontracts, & Schedulers
-Video recording of all work performed
Got your Dubsado already built and running but not sure if it’s set up optimally? Your Dubsado works, but you haven’t dug in to all the features and possibilities – and maybe you need a second opinion?
I can do an audit of your Dubsado to help you find areas to improve or features/tools to implement to further help your business and your client experience.
I provide a comprehensive list & Zoom walkthrough of:
-Great stuff you’re doing
-Tweaks I’d recommend
-Helpful features you may not be using
-Integrations you may find useful
-Discount of $100 on my workflow services if you hire me after the audit
A La Carte
$5/each with 10 minimum
EACH ITEM INCLUDES VIDEO RECORDINGS OF ALL WORK PERFORMED
Here’s How this Works
We hop on a quick call and get to know each other. We discuss your business, your processes, how many workflows you’ll need, and how I can best serve your needs. Cheers!
Next step this way
2. Contracts & Content
I send you a proposal, and if all looks good, you sign a contract with some obnoxious lawyer speak (sorry, gotta do it), and pay a deposit to lock in my services.
Then I’ll assign you some homework to create and gather any materials and content I’ll need to do the work.
Stop. Hammer Time
I get caffeinated and start building out your Dubsado elements. I’ll do a rough draft of everything to give us a strong starting point.
You’ll get video recordings of all my work so you can keep track of my progress and learn how to do it yourself!
All the little details
4. Edits & Delivery
We’ll do a walkthrough of all the work with explanations of each step. We’ll also make live tweaks and adjustments to the content and workflows so your system works for you!
Let’s get your time back
You are kicking butt at work and you’re working hard to do so. You deserve to enjoy all your success.
Don’t you want to spend it doing what you love with the people you care about?
Let’s get your Dubsado in shape and you out of the office.