The Virtual Monday
The Virtual Monday
client experience support for coaches & online service providers
dubsado set up
Dubsado is a game-changing client relationship management (CRM) software that allows you to organize your clients and manage core aspects of business all in one place. Schedule calls, package your services, send proposals, contracts, and invoices, and more all without ever leaving Dubsado!
From discovery call to offboarding, get ready to transform and automate your workflows, elevate your business, and deliver a winning client experience.
what's included:
- 60-minute workflow strategy call
- Client migration & import from old system
- Fully tested workflow creation for lead capture/onboarding process + 1 signature service
- Customized client portal
- Invoice and payment schedule set up
- Input of necessary canned emails
- Scheduler set up for 1 signature appointment
- Up to 5 custom branded forms (includes contracts, questionnaires, proposals, and lead capture forms)
- 60-minute recorded training and demo session
- 14 days of Dubsado support via with video record responses
Investment:
+ $250 per additional workflow
Don't see what you're looking for?
Let’s talk! Send us a message using this form and we’ll see how we can help.
let's talk!
Are you ready to take your business to the next level?
Schedule your free discovery call today!
During our call, you’ll learn more about The Virtual Monday and how we work. We’ll talk about your business, your goals and pain points, and decide if we’re a good fit to work together. If you’re new to outsourcing, this is also great chance to ask any questions you have about remote business support.
