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A podcast where you join me (Colie) as I chat about what it takes to grow a sustainable + profitable business.
CRM Guru, Family Filmmaker, and Host of the Business-First Creatives podcast. I help creative service providers grow and streamline their businesses using Dubsado.
You know why I love automating your onboarding stage? I can be riding Dumbo at Disney without a business care in the world. I don’t have to micro-manage my leads because any new inquiries will be automatically taken care of with my workflows.
It is an AMAZING feeling to enjoy a peace-of-mind knowing there is not a sense of urgency to response to inquiries.
Hey guys, five steps to have a completely automated onboarding system in Dubsado for your clients.
All five of these steps can be automated or not using Dubsado.
We have only scratched the surface of what you can implement in Dubsado. If you know you want an expert to help you automate your onboarding process and more, let’s chat about my Dubsado VIP Experience. You could have a completely customized for you setup, which is created and tested my an expert, in a matter of days.
Ready to jump into Dubsado? You can get 30% off your first payment (year or month) using the code COLIEJAMES