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This course is a BEAST, but it is created in a way for you to get your Dubsado set up and usable in just a matter of minutes.
These 18 videos are intended to give you the most useful information in the fastest way possible, with zero fluff. I educate you on 100% of the features and functions of Dubsado that I personally use. I teach you my time saving tips and tricks so that you can get rolling right away.
I also teach you some of my trade secrets on some functionality of the program that you may not have thought to use!
The 18 videos include:
- How to set up an Inquiry Workflow
- How to create a Lead Capture Form and install it in your website
- How to Organize Jobs and Leads
- Creating Packages, Session Fees, Discounts, ETC
- How to create and use questionnaires and proposals
- How to create Contracts and Sub-Contracts
- How to create and use your Booked Client Workflow
- How to create and use Canned Email Responses
- How to Remove, Force, and Edit active workflows
- How to use Lead Capture Forms for Model Calls
- How to use Lead Capture Forms for Sales & Promos
- How I use Square for Payment Plans and how to integrate in Dubsado (Bonus Content)
- A breakdown of the Client Interface and how to best utilize
- Advanced info on using Proposals
- How to edit and use the Client Portal
This video does NOT include the CRM Workflow Guide, but you 100% will thank me for having both! You can get the CRM Workflow Guide here first: https://kelliconnor.podia.com/full-crm-workflow
I also highly recommend having the Pre Session Payment Plan Guide as well, so you can get that set up and going too! Get that guide here: https://kelliconnor.podia.com/pre-session-payment-plan-guide
Don’t forget to join our Spin-Off Group once you purchase so we can help each other! You’ll just need your order number for access. Dubsado for Dummies
*please note: this video does not teach on the scheduler or recurring payments in Dubsado because I do not personally use those features. I do explain why I don’t use them in the videos and I do talk about why I use other programs like Square and Acuity for those.
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Charlotte (verified owner) –
Answered all my questions perfectly.
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