Kathleen Rass
Kathleen Rass
Project + Operations Management
 

DUBSADO

Implementation and Support

 
 
dubsado-setup-support.jpg
 

Setup and Implementation

 
Blue separation line
 

You don’t need a one-size fits all solution.

You need someone to 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.

 
 

HOW I CAN HELP

 
Blue separation line
 
 

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

Client management strategy session + a dedicated 1/2 or full day of software setup and strategy implementation.

 
bg-solid-light_gray.png
 

QUICK SETUP - HOW IT WORKS

 
 

You’ve got the information you need setup, migrated, or integrated ready to go, you just need a little help to get it done.

With the Quick Setup/Implementation session, you can send this information over to me and I’ll spend and hour getting it all setup for you.

 
 

STEP #1

Pick a time that works for you from the scheduler.

 
 

STEP #2

Share the information you need setup with me.

 
 

STEP #3

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

 
 

Your investment is $75.

 
 

STRATEGY + IMPLEMENTATION

HOW IT WORKS

 
line-horizontal-periwinkle.png
 
 

Step #1
MAKE A PLAN

During this 30-minute session, we’ll talk through what you would like to be setup in Dubsado and make a plan of action to implement.

 
 
 

Step #2
IMPLEMENT

Next up, based on the scope of work outlined in the planning and strategy session, we'll book a dedicated half or full day session to implement the outlined plan.

 
 
 

Step #3
DELIVER

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

 
 

WHAT TO EXPECT

 
  • 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

  • 30 minute planning and strategy session to create a blueprint of the tasks and setup that we'll tackle during your half or full day implementation session

  • Dedicated half or full day to complete the setup and implementation of your Dubsado system as outlined in your planning and strategy session

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

  • 1 week of email support to answer any questions about your new system

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

 
bg-solid-light_gray.png
 
 
Dubsado_New_Logo1+_Wordmark2_(Transparent_bg).png
 

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.