Kathleen Rass
 

DUBSADO
SETUP AND SUPPORT

 
 
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System Setup and Implementation

 
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You’re ready to start using Dubsado to make managing your clients easier, but you need some help getting things setup.

Maybe you’re migrating from another software/system or Dubsado is the first client management system you’ve signed up for.

Either way, if you’re looking for someone who can take a look at your business and make a well-informed assessment on how to use Dubsado to make working with your clients and your team easier and more efficient…

THEN ACTUALLY SET EVERYTHING UP FOR YOU.

You’re in the right place.

 
 

HOW I CAN HELP

 
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SETUP

Forms
Proposal Templates
Contract Templates
Workflows
New Projects
Packages
Canned Emails
Scheduler

MIGRATE

Existing Projects
Client Data
Invoices and Expenses
Signed Contracts
Payment Schedules
Appointment Types
Scheduler Forms

INTEGRATE

Email
Quickbooks
Payment Processors
Zapier
Calendar

 
 

SUPPORT OPTIONS

QUICK SETUP

60-minutes of software setup support in the next week.

STRATEGY + IMPLEMENTATION

Dubsado planning/strategy session + a dedicated 1/2 or full day of software setup.

 
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QUICK SETUP - HOW IT WORKS

 
 

YOU’VE GOT THE INFORMATION YOU NEED TO BE SETUP, MIGRATED, OR INTEGRATED IN DUBSADO READY TO GO…

YOU JUST NEED A LITTLE HELP TO GET IT DONE. YESTERDAY.

With the Quick Setup/Implementation session, you can simply share what you’d like help with, and I’ll spend and hour (usually within the week) setting it up in your Dubsado system.

 
 

STEP #1

You’ll pick a time that works for you from the scheduler.

 
 

STEP #2

You’ll share the information you need setup.

 
 

STEP #3

I’ll spend the hour setting up your Dubsado system for you.

 
 

Your investment is $125.

 
 

STRATEGY + IMPLEMENTATION

HOW IT WORKS

 
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Step #1
MAKE A PLAN

Before your implementation day, we’ll schedule a 30-min call to map out the information I'll need from you and exactly what needs to be accomplished, so the 1/2 or full day session is completely dedicated to getting the software setup for you.

 
 
 

Step #2
IMPLEMENT

Based on what is mapped out in our call, I’ll spend and entire 1/2 or full day setting up your Dubsado system for you.

 
 
 

Step #3
DELIVER

Finally, I’ll record a video walkthrough of your Dubsado with instructions and best practices for how you can get the most out of your newly setup system.

 
 

WHAT TO EXPECT

 
  • A questionnaire before the call so I can learn more about you, your team, and your business and what you're looking to accomplish in Dubsado

  • A 30-minute planning/strategy session to map out a list of tasks and setup that we'll tackle during your 1/2 or full day implementation session

  • A dedicated 1/2 or full day to complete the setup and implementation of your Dubsado system

  • A Recorded training on how to use your newly setup Dubsado system

  • 1 week of email support to answer any follow-up questions you may have

Investment starts at $375 USD for a 1/2 day implementation session.

 
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Dubsado is an all-in-one business management suite for business owners like designers, developers, coaches, copywriters, strategists, consultants, and more.

If you would like 20% off of your first month or year, you can sign up with the code SIMPLEOPS or follow this affiliate link.


In case you missed it...

Two of our brand values here at Simple Ops are Transparency and Trust. So, in case you missed these offers on the Dubsado website, we want to let you know that Dubsado offers free 20-minute support calls to answer questions and help you get your account setup. Additionally, if you have a paid account, they offer a free white glove migration service to help their customers move certain data and information from your existing CRM into Dubsado.

If you are looking for more assistance with getting your account up and running or just like our style, Simple Ops would love to work with you! Reach out to us here to book a consult call.


 
 
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"I'm an idea person and have a million of them... Kathleen is the one who actually masterminds all of my ideas and helps me bring them to life!

Breaking down large projects into manageable pieces was daunting along with the technology curve I faced when taking my business online. There were challenges I would have never made it through without having her on my team, and having someone to call on for help and to keep my business moving forward is my favorite thing about working with her. The amount of time she saves me so that I can focus on what I do best is invaluable!"

Anita Nall Richesson
Health & Wellness Coach for Teen Athletes and Corporate High-Performers
anitanall.com

 
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"If you need someone to help you organize the chaos of launching a new project, Kathleen is your girl.

When I launched my new service, I wanted to do everything in my power to ensure the right people found it, but I struggled to prioritize #allthethings. I didn't know where to focus my time and energy.

Kathleen created a blueprint for my launch which helped me know exactly what I needed to prepare ahead of time so I wasn't creating new content while I was launching. I was able to book 10 of the 12 spots I opened up for my new service!

If you need someone to help you organize the chaos of launching a new project, Kathleen is your girl. She simplifies every part of the process, including the little details like what to write in each email and which tags to create to keep track of who's interested along the way."

Devan Danielle
Brand Strategist
devandanielle.com