Dubsado VIP Day

A dedicated day that focuses 100% on YOU — to get your specific Dubsado project done.

Does this sound familiar?

Your business is growing - you've launched new services, updated your branding, and fine-tuned your processes. It has become more complex and you find yourself spending hours in Dubsado every day, manually editing forms, writing emails, and tracking invoices.

You're struggling with the workload, and are experiencing bottlenecks and inefficiencies in your business operations. But you're way too close to what's going on to see what could be running more effectively. You need an expert's eye!

Let's get more done in less time with a Dubsado VIP Day.

The benefits of working this way?

Faster turn-around-time (usually a day!), because I’m hyper-focused on your project

You get to participate in a collaborative process to make sure everything is meeting your expectations

How does it work?

MY 5-STEP CUSTOM PROCESS THAT DELIVERS RESULT

LET'S DO THIS

1. Discovery Call and Audit

We meet to understand your requirements, and to get you a custom quote.

In some cases like workflows update, I may recommend booking a Dubsado Audit first to analyze the system health and identify the best solution before quoting you a custom fee.

2. Onboarding and Homework

You make a deposit to officially book a spot on my calendar based on our mutual availability.

Once onboarded, I ask you to answer an Onboarding Questionanire that I prepare based on your project requirements.

3. Booking VIP Day

You pick a date for VIP Day from my calendar after completing the homework.

In the days leading up to our VIP Day, I do my homework to prepare for our call.

4. VIP Day

We kick off our VIP Day with a 1-hour strategy call and then I get to work to get your Dubsado ready by end of the day.

Though I don't usually need you to be available all day long, we'll have a few check-ins throughout the day to be on track and get any approvals, if needed.

5. Handover and Support

I hand you over the deliverables, related resources, and a recorded walk-through the next day.

I then stay with you for next 3 days over emails, to answer any questions or help you with doubts, while you master your Dubsado system.

This is for you if...

you already are using Dubsado built by a professional, and want to add new service(s)

you already have Dubsado up and running but your processes have changed, and you need a workflow revamp

you've DIYed your setup and want a specific section of Dubsado to be built by an expert

you want to DIY your setup and need help with Process mapping, client experience, and workflow mapping

This is not for you if...

you are a new Dubsado user and need a complete system setup (check my signature DFY Dubsado setup service for this)

you are facing problems but are not sure if it's your Dubsado that needs fixing, and prefer a system audit to identify the issue(s) first

What can I get done in 1 VIP Day?

Add a new service, that includes:
- workflow mapping
- creating respective assets like forms (from existing form templates), emails, packages, payment plans, schedulers, etc.
- workflow automation; or

Update existing workflows for 2-3 services (based on process complexity); or

Redesign 3-5 forms from existing form template (proposals, questionnaires, contracts, etc.); or

Design 3 new forms from scratch (proposals, questionnaires, contracts, etc.); or

Train your team, answer your questions/doubts

Have a custom requirement? Book a discovery call to chat!

Your Investment

Package price starts at $1,500 USD

Payment plans available, at no extra cost

100% upfront
2 equal payment

I AM READY

FAQs

What parts of my business can I take up and automate in Dubsado?

Dubsado can streamline and automate a lot of your business processes like: Lead Capture + Follow-Ups Sending Proposals + Contracts with Digital Signatures Invoicing (including recurring invoices) New Client Onboarding Sending Email Communications, Confirmations & Reminders Handover and Offboarding New Team Member Onboarding Calendar Management Bookkeeping Data tracking and analysis
Will this automate 100% of my workflows?

Dubsado has the capability to streamline and automate 100% of your workflows, however, there are certain steps which business owners prefer to take control of (for example, approving a lead). These steps, however, are very quick and can be completed under 2 minutes.
How long does the complete Dubsado Setup take?

After I have received the resources from the client, the complete Dubsado Setup usually takes around 2 weeks (depending upon the number of services and the complexity of the workflows).
What would I be helped with during the 30-days support period?

During the support support period, I hang around and assist you with any technical hiccups, answering questions related to workflows, actions, forms, etc., training you on things you need further support with. The aim of the Live Handover and Extended Support Period is to help you become a PRO yourself for your Dubsado system!
What are the Pre-Requisites before Dubsado Setup?

A functional Dubsado Account Clearly defined services, packages and prices A basic picture of what your current client journey is and how you wish it to look like. In case you don't have a Dubsado account yet, you can avail 20% discount using my affiliate code: SAINI
What would be the mode of payment?

For easy and quick online payments, I offer 3 payment modes: Stripe (default), Wise and Bank Transfer.
Can I make more changes/updates after Workflow Mapping Call?

ONE workflow mapping call (2-3 hours long) is complimentary and sufficient to convey your business process, audit, prepare the roadmap and fill in the gaps. However, if you decide to change the business process/roadmap AFTER our call, we can schedule another PAID Workflow Mapping Call to fit in the new requirements. I suggest coming in prepared and fully participating during our call to avoid re-work .