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A comprehensive workflow outline to help streamline your inquiry & follow up process, and help you feel like a Dubsado Master while you're at it.
✔ An info-packed 8 page PDF guide
✔ Step-by-step instructions
✔ A list of all the content you'll need
✔ Related Dubsado resources if you get stuck
You know you need to leverage Dubsado’s workflow capabilities, but have no idea where to start. Or...
You have attempted to leverage Dubsado’s workflows before, but they either didn’t work correctly or they gave you a tension headache from trying to understand how it all works. (hair pulling anxiety spiral anyone?)
You want something more cost effective than a done-for-you service, but something that’s still hefty enough to put a dent in your project management overwhelm.
Watching YouTube tutorials and scouring Google for tips
Doing it yourself without any assistance (aka ‘winging it’)
Reading Dubsado help article after article, trying to parse out how all the workflow features work
Crowdsourcing FB groups for help and lamenting about how freakin’ HARD Dubsado workflows are to build
I taught myself to build my entire 50+ step workflow from scratch (x3 workflows), becoming a systems expert in the process (and an actual Certified Dubsado Specialist). I've also built dozens of customized, 75+ step automations for other entrepreneurs to allow them to scale their business to the next level. I've freed up thousands of hours of their time while their Dubsado robo-assistant flawlessly handles their client experience in the background.
This bite-sized template allows you to dial in one section of your process, which will free up brain space (and time) to figure out what you want the rest of your workflow to look like.
Setting up workflows like this can feel pretty intimidating, even with an answer key in front of you. That's why you'll have an included list of all the available help articles that are directly relevant to this template.
Inside this guide is not only the workflow actions themselves, but also the items of content* you'll need prepared ahead of time in order to build it: your emails, project statuses, forms, and appointment schedulers.
Every single step in this guide is written in the precise way you'll see it when you build your workflow, so you'll have total confidence when you get started replicating this in your Dubsado account.
I designed this PDF guide in a way that ensured you would have every possible answer at hand to successfully automate your inquiry consult process and not leave you wondering, "Okay, but what about...?"
*NOTE: this guide does not contain email copy/scheduler design/etc; it provides only a list of necessary content.
It will get you back a dozen hours of time every month by allowing you to automate most of your consult inquiry and follow up process.
It will allow you to quit wasting your time trying to figure out which client needs a follow up nudge and where they are in that process.
It will give you the tools to understand how to use the most important part of Dubsado (I said what I said 😂), and get you on track to utilizing it to the capability you know it has.