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ATTENTION SERVICE-BASED CREATIVES...

Learn How to Set Up Your Dubsado

 

with this step-by-step guide

It's time to create a referral-worthy client experience that saves you 5+ hours a week without being chained to your inbox...

You know you need to uplevel your client experience, but you have no idea how...

 

Sound familiar?

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Can you imagine...

     Have a fully automated process which onboards your leads

     whilst you sleep.

 

     Charge more because of how professional and streamlined

     your process is.

 

     Have a constant stream of new leads coming from your

     happy clients who are constantly shouting about how

     amazing it was to work with you.

 

     Actually step away from your laptop and not fear you're going

     to miss a lead from a potential client.

That's why I can't wait to introduce you to

Automate & Amaze with Dubsado

If you're ready to achieve something,

YOU'RE IN THE RIGHT PLACE

Trust me when I say I've been where you are now, and there were no courses, or Dubsado Pro's out there to help me when I first set up my Dubsado. So, I did it the hard (and long) way.

That's why I wanted to create this resource, because I know so many people end up not using their Dubsado account simply because of the fact it's not the easiest to set up.

Don't let that stop you from getting your client processes automated and actually start gaining some precious hours back from all the admin that piles onto you on a daily basis.

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I took all my expertise and knowledge and wrapped it all up in a bite-sized program for you!

If you're ready to go from an overwhelmed, overworked business owner to having a streamlined, automated client process, but you need someone who's been there done that to guide the way...

I created Automate & Amaze for you!

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So, what is Automate & Amaze anyways?

Automate & Amaze uses a step by step by step method that I have created from working 1:1 with with clients from a multitude of industries. Over time this method has been refined to be the most efficient possible, making sure the setup takes the least amount of time possible. Simplicity and efficiency are key here!

By the end of the program you'll...

Have mapped out your workflows for each service you offer. No more winging it every time you start working with a new client.

Have a branded client portal you're proud to show off to your clients. Client portal...sounds fancy, hey?!

Have everything (absolutely everything) set up to make your Dubsado run exactly how you want it to. Probably not the sexiest part of Dubsado, but the foundations are so important.

Have beautifully branded forms, proposals, questionnaires that will wow your clients.

Have everything built out in automated workflows that will cut down your admin time and create a consistent streamlined experience for your clients.

Have clients that are sooooooo super impressed with working with you that they yell about you to anyone that will listen!

No more struggling. No more overwhelm. No more wasting time.

Here's how the program breaks down...

MODULE ONE

Mapping Your Workflows

You can't set up your Dubsado account to give you the full effects if you don't have a clue what your workflows are going to be. 

In this module you're going to learn...

     What the different stages of the client experience are and why

     it's important

     How to add in the magic touches to keep your clients happy

     The 4 step process to map out your workflows.

MODULE TWO

Laying the Foundations

Not to most exciting of all the modules, but this is one of the most important ones to make sure you have completed. 

In this module you're going to learn...

     How to make sure you have all your general settings set up to

     make sure your Dubsado is going to run smoothly

     How to brand your client portal to make you look super

     impressive to your clients.

MODULE THREE

All Things Money

Because I'm guessing you're not working for free, this module is all about setting things up to make it super easy to get paid.

In this module you're going to learn...

     How to create and organise your packages

     What are payment schedules and how to use them

MODULE FOUR

Time to Get Creative!

This is where the fun starts....it's time to start creating those forms and truly wowing your clients with your super professional, fully branded forms!

In this module you're going to learn...

     What all the different features are within each form, making it

     easy to know what form you need to be using

     How to actually design a form using those features - including

     lots of special tips that don't include any coding knowledge at

     all!

MODULE FIVE

Creating Emails that Convert

It's time to create a lovely template library of every email you send out within your workflows. 

In this module you're going to learn...

     How to create canned emails, making it so simple (and quick) if

     you ever need to send an email manually

     How to create an email signature

     How to organise your emails using numerical references

MODULE SIX

Schedule with Ease

Now it's all about setting up your schedulers to help your clients book appointments with you.

In this module you're going to learn...

     The many different uses of schedulers

     How to set them up correctly to make sure you're never

     double-booked!

     How to make scheduler groups and when to use them

MODULE SEVEN

Let's Put it All Together...

This is where it all comes together and everything you have just created is made into a workflow.

In this module you're going to learn...

     All about the different workflow actions

     All about the different workflow triggers

     How to put it all into a workflow

MODULE EIGHT

Test Test Test

Once you've got everything built out in your lovely new Dubsado account, it's time to test everything. Don't skip this module!

In this module you're going to learn...

     Why you need to test your workflows

     How to test your workflows

MODULE NINE

Getting Started

 

Don't worry, I won't leave you stranded...you'll get a whole module on what to do now you're actually using your Dubsado with your clients.

In this module you're going to learn...

     How to embed your lead capture form on your website to start

     getting leads into your Dubsado

     How to manage workflows in a client's project

     How to manually send emails, forms, contracts, invoices etc.

USE CODE BETALAUNCH20 TO GET 50% OFF THE PAY IN FULL COURSE PRICE WHILST THIS IS IN BETA TESTING
Enroll in Automate & Amaze today!
Choose the best plan for you...

Includes:

A program that follows my signature method...The Streamlined Method

A roadmap to take you through the program

Stay organised with my project management templates with ALL the tasks you need to complete

Step-by-step strategies on how to implement the changes needed within Dubsado

Bonuses:

Bonus Module - The Happiness Factor which teaches you all about the client experience and the types of things you need to include to keep your clients (and you) happy

PAY IN FULL

£397

3 EASY PAYMENTS OF

£137

 
The Automate & Amaze Guarantee
We're behind you 100%

I want you to know, I do have a 14-day money-back guarantee because I want you to feel confident when you join Automate & Amaze, I know you'll get the result when you work through the program. 

 

I believe in this system so much and I want you to believe in this system as much as me, and that's why I have a 14-day money-back guarantee. If you do not get results and you do all the work in 14-days I will give you your money back.

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Are you a perfect fit?

     You're currently working ALL the hours under the sun and 

     spending way too much of your 'spare' time on admin

 

     You're doing everything manually, creating every email and

     invoice from scratch every time

 

     You might have even heard all about the amazingness of 

     Dubsado, signed up and then have left it sitting for months

     because it's way too overwhelming to set up

 

     You desperately want a streamlined, automated client

     process that saves you 5+ hours every week without you

     being chained to your inbox

If any of these sound like you, keep reading, because you're exactly where you need to be.

I can't wait to welcome you into Automate & Amaze!

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HAVE WE MET YET?
I'm Laura...

I'm a Systems Specialist, and a few years ago I was in the same position you are in now. My Virtual Assistant business was starting to grow and I realised I had absolutely no systems in place. I was doing everything manually, creating every email, proposal, invoice from scratch. It took me over 3 hours to onboard a new client. (probably a lot more than that if I was really honest with myself!)

The backend of my business was a mess. I knew I couldn’t keep going like this as I simply didn’t have the time to do the client work AND the admin as well.

So I started looking for ways to automate things.

 

That’s when I came across Dubsado. The answer to all my problems.

But just like you, I realised how difficult it was going to be to learn how to set this up. My stubbornness set in, and I spent hours and hours (more like days and days) reading everything I could, watching all the videos, and making all the mistakes.

 

When I realised just how amazing Dubsado was for me and my business I knew I had to tell EVERYONE else about it, because I didn’t want to see people struggle so much when I knew there was a simple answer.

 

That’s when I started offering setup packages to clients, but I quickly realised that not everyone was lucky enough to be able to hire someone to help them, so Automate & Amaze was born!

If you're still reading, there's something holding you back...

You may be asking yourself...

Is it drip fed?


Nope, all the content is there for you to work through as quickly (or slowly) as you want. You could get your Dubsado set up in a weekend, if you wanted to....granted, there might not be a lot of sleeping going on, but it is possible!




How do I know if I'm a right fit for your program?


Hey, listen, you might not be! If you are not someone who is going to join this program and take action, I don't know if you're a good fit because you're not going to get the result. So if you're saying yes I need an automated client experience. Yes, I need more time in my day. Then you need to sign up right now and I want you to block off your calendar for when you're going to go through the lessons. If you have any questions that I haven't covered here, please email me at hello@thestreamlinedcompany.co.uk or dm me on Instagram @thestreamlinedco and we can chat more.




Do I get lifetime access?


Yes, as long as Dubsado is around (and I am still running this business) you will have lifetime access to it. As Dubsado likes to release lots of little updates on a regular basis, I will be updating the content every 6-months with all the new releases - every January and July.





Will I be able to ask you questions if I need extra support?


If you would like some 1:1 guidance Please email me at hello@thestreamlinedcompany.co.uk and we can book you in for a Power Hour (£97) some extra help. If you upgrade to the VIP Option (soon to be released) Once the VIP option has been released, there is a private group for members only where you'll be able to ask for advice and share your progress. We will also be hosting bi-weekly group coaching calls where you can submit your questions for Laura to answer on the coaching call.




What is the refund policy?


I want you to know, I do have a 14-day money-back guarantee because I want you to feel confident when you join Automate & Amaze, I know you'll get the result when you work through the program. I believe in this system so much and I want you to believe in this system as much as me, and that's why I have a 14-day money-back guarantee. If you do not get results and you do all the work in 14-days I will give you your money back.




Do I need to be a service-based business?


Yes, Dubsado is aimed at service-based businesses. That's not to say you can't sell products through it, but this software is specifically for service-based businesses.





Enroll in Automate & Amaze today!
Choose the best plan for you...

Includes:

A program that follows my signature method...The Streamlined Method

A roadmap to take you through the program

Stay organised with my project management templates with ALL the tasks you need to complete

Step-by-step strategies on how to implement the changes needed within Dubsado

Bonuses:

Bonus Module - The Happiness Factor which teaches you all about the client experience and the types of things you need to include to keep your clients (and you) happy

PAY IN FULL

£397

3 EASY PAYMENTS OF

£137

USE CODE BETALAUNCH20 TO GET 50% OFF THE PAY IN FULL COURSE PRICE WHILST THIS IS IN BETA TESTING
Not sure if you might need some extra help...
Don't worry, I've got a 1:1 package just for you!

DONE-FOR-YOU

Dubsado Setup VIP Day

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