The Complete Dubsado Course
A COMPLETE TRAINING TO HELP YOU LEARN HOW TO USE DUBSADO FOR YOUR BUSINESS AND FIND CONFIDENCE MANAGING CLIENTS IN IT.
Join me as we go through all the features of Dubsado and how to apply them to YOUR business. I’ll be sharing examples of how to apply each feature to different industries throughout the course. And I highly encourage you to build out your Dubsado account alongside me.
By the end of the course, your Dubsado will up and running, you’ll finally feel like you understand how Dubsado works, and you’ll be confident about managing your clients in Dubsado.
We’ll be going through EVERYTHING Dubsado has to offer and how you can use it in your business, including:
The basics of how Dubsado works + Branding & Settings
Agreements, Sub-Agreements, Packages, & Payment Plans
Lead Capture Forms, Proposals, Questionnaires, and Client Projects
Canned Emails, Scheduler, and Invoices
Accounting & Tasks
We’ll be covering all the ins-and-outs of Dubsado and I’ll be walking you through setting up your account using the exact method I use with my clients.
You CAN take on more clients while working less.
And Dubsado is the tool to get you there.
HOW IT WORKS
After you sign up, you’ll have immediate access to the entire course.
Go through each module at your own pace or “choose your own adventure” and jump around to the areas you need help with.
Either way, I suggest starting with the “Pre-work” module, where you’ll find a checklist of documents to gather before you get started.
10 Modules to guide you through all of the features of Dubsado and how to use them.
Regular updates to include new features released
Email support for any questions you have!
BONUS - access to a discounted Strategy Session with me.
Dubsado just released a new feature - will this course include it?
Absolutely! I update this course periodically (since Dubsado is always introducing new features) and you’ll have access to those new modules too! I do my best to get a video uploaded within a few days of the feature release.