Kelli Marie Connor – Dubsado for Dummies
The Dubsado for Dummies: A Genius Guide for Efficient Set Up is officially live and ready for you!
I also teach you some of my trade secrets on some functionality of the program that you may not have thought to use!
- 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
Contents
Intro.mov
Inquiry Workflow Part 1.mov
Lead Capture Form Part 1.mov
Organizing Leads & Jobs.mov
Creating Packages, Session Fees, & Discounts.mov
Questionaires & Proposals.mov
Contracts & Sub-Contracts.mov
Booked Workflow Part 1.mov
Booked Workflow Part 2.mov
Canned Emails.mov
Remove, Force, and Editing Active Workflows.mov
Lead Capture Form Part 2 – Model Call.mov
Lead Capture Form Part 3 – Sales.mov
Client Interface.mov
Payment Plans in Square.mov
Advanced – Proposals.mov
Client Portal.mov
Conclusion!.mov


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