Setup and Implementation
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
Invoices and Expenses
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.
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.
Pick a time that works for you from the scheduler.
Share the information you need setup with me.
I’ll spend the hour setting up your Dubsado system.
Your investment is $75.
STRATEGY + IMPLEMENTATION
HOW IT WORKS
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.
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.
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.
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.