System Setup and Implementation
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
Invoices and Expenses
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.
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.
You’ll pick a time that works for you from the scheduler.
You’ll share the information you need setup.
I’ll spend the hour setting up your Dubsado system for you.
Your investment is $125.
STRATEGY + IMPLEMENTATION
HOW IT WORKS
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.
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.
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.
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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