What's Included:

Customisable Workflow Library

- Video tutorial walking you through how to best use this library. 

- Client experience map template to outline your workflow. 

- Customisable workflow templates: 

• Leads workflow 
• Proposal and onboarding workflow 
• Offboarding workflow 
• Recurring client offboarding workflow 
• Mini service workflow 
• First draft workflow 
• Second draft workflow

Dubsado Setup Checklists

- Video tutorial walking you through how to best use this resource. 

- The Dubsado Setup Checklist: 

• Editable ClickUp and PDF versions 
• Workflow planning 
• Account setup basics 
• Forms and templates to create 
• Building and testing workflows 
• Dubsado launch prep