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Kelli Marie Connor – Dubsado for Dummies

00124

$117.00

A Genius Guide for Efficient Set Up is officially live and ready for you!

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Kelli Marie Connor – Dubsado for Dummies

Name: Kelli Marie Connor – Dubsado for Dummies
SKU: 00124
Price: 117 USD
Availability: InStock

The Dubsado for Dummies: A Genius Guide for Efficient Set Up is officially live and ready for you!

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.

Intro.mov

8 mins

Inquiry Workflow Part 1.mov

9 mins

Lead Capture Form Part 1.mov

18 mins

Organizing Leads & Jobs.mov

18 mins

Creating Packages, Session Fees, & Discounts.mov

23 mins

Questionaires & Proposals.mov

39 mins

Contracts & Sub-Contracts.mov

12 mins

Booked Workflow Part 1.mov

25 mins

Booked Workflow Part 2.mov

13 mins

Canned Emails.mov

20 mins

Remove, Force, and Editing Active Workflows.mov

15 mins

Lead Capture Form Part 2 – Model Call.mov

12 mins

Lead Capture Form Part 3 – Sales.mov

10 mins

Client Interface.mov

10 mins

Payment Plans in Square.mov

11 mins

Advanced – Proposals.mov

14 mins

Client Portal.mov

11 mins

Conclusion!.mov

6 mins

All sales are final, no refunds or exchanges. Please review all items in detail before purchase.

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Kelli Marie Connor – Dubsado for Dummies

Kelli Marie Connor – Dubsado for Dummies

The Dubsado for Dummies: A Genius Guide for Efficient Set Up is officially live and ready for you!

Contents

DOWNLOAD COURSE

DOWNLOAD COURSE

Kelli Marie Connor – Dubsado for Dummies

Kelli Marie Connor – Dubsado for Dummies

The Dubsado for Dummies: A Genius Guide for Efficient Set Up is officially live and ready for you!

Contents

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