Elevate your client workflow with Dubsado Training

£50.00

In an industry where everyone seems to be competing for the same high-budget clients who value your experience, processes and input, an elevated client experience is your best marketing.

Besides that, you do need to stop writing that same email again and again...

That's where Elevate your Client Workflows with Dubsado comes in.

Here's what you'll get your hands on:

  • 4.5 hours of video recordings from the live workshops held in February 2024 

  • 20 email templates designed specifically for use in Dubsado 

  • A Notion Board featuring a step-by-step Dubsado setup guide 

Get immediate access to this training in 3 easy steps:

1. Click the button below.

2. You'll go to a new page where you can add your details and make your payment.

3. Once the payment is received you’ll get an email with the access details to the recordings and resources.

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  • I get it, you’re wondering if this will work for you. While the workshop will be aimed at designers, if you're a service-based business like a copywriter who needs to guide their client through the process, needs input from clients before a project can start, or needs to request feedback then this can also work for you.

  • The workshop is specifically created to empower you with the skills and strategies needed to get (re)started with your Dubsado setup so that yo can elevate your client workflows.

    Throughout the three-part workshop, we will:

    • Map out workflows: Together, we'll map out your inquiry, onboarding, and offboarding process and translate these into Dubsado workflows. After the workshop, you’ll be able to built these into your Dubsado.

    • Understand Dubsado features: We'll dive into Dubsado's features, breaking down what it can and cannot do for your design studio. This understanding is key to leveraging the platform effectively for an elevated client experience.

    • Discuss a step-by-step plan: You'll gain insights into a step-by-step plan designed to guide you through the Dubsado setup process. This plan eliminates overwhelm and trial-and-error struggles, providing you with a clear path to implementation.

    By the end of the workshops, you'll not only have a solid understanding of Dubsado's capabilities but also possess the foundational skills and knowledge needed to confidently optimise your client workflows and built them into your Dubsado

  • Participating in the workshop is designed to be hassle-free, and you won't need any specialised materials or tools. Here's what you'll need:

    Device: A computer, laptop, or tablet (using a mobile phone is not advised) with internet access is all you need to connect to the sessions.

    Notepad and Pen: While not mandatory, having a notepad and pen can be helpful for jotting down key takeaways, personalized notes, or questions you might want to bring up during the Q&A section.

    Dubsado Account (Optional): If you already have a Dubsado account, it might be beneficial to have it open during the workshop for practical demonstrations. However, this is entirely optional, and I'll ensure that the workshop content is accessible to everyone, regardless of their current Dubsado setup.

    That's it! I've intentionally kept the requirements minimal to make the workshop accessible and straightforward for all participants.

  • Want to see the full training sales page ➝ Head here to get all the details

  • No prior experience with Dubsado is required to join the workshop. Whether you're a complete beginner or have some familiarity with the platform, the workshop is designed to cater to a range of skill levels. We'll start with the basics and progressively delve into more advanced topics, ensuring that everyone, regardless of their Dubsado experience, gains valuable insights and practical skills.

  • Don’t have a Dubsado account or subscription yet? Get 20% off your first year or month. Click here for your discount.

  • If you need more support with your Dubsado setup, have a look at my Done with You Dubsado setup Program



Just want to get your heads on the step-by-step setup guide? Just click the image below