Kelli Marie Connor – Dubsado for Dummies

Description

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Kelli Marie Connor – Dubsado for Dummies

This course is a BEAST, but it is created in a way for you to get your Dubsado set up and usable in just a matter of minutes.

These 18 videos are intended to give you the most useful information in the fastest way possible, with zero fluff. I educate you on 100% of the features and functions of Dubsado that I personally use. I teach you my time saving tips and tricks so that you can get rolling right away.

I also teach you some of my trade secrets on some functionality of the program that you may not have thought to use!

The 18 videos include:

• How to set up an Inquiry Workflow
• How to create a Lead Capture Form and install it in your website
• How to Organize Jobs and Leads
• Creating Packages, Session Fees, Discounts, ETC
• How to create and use questionnaires and proposals
• How to create Contracts and Sub-Contracts
• How to create and use your Booked Client Workflow
• How to create and use Canned Email Responses
• How to Remove, Force, and Edit active workflows
• How to use Lead Capture Forms for Model Calls
• How to use Lead Capture Forms for Sales & Promos
• How I use Square for Payment Plans and how to integrate in Dubsado (Bonus Content)
• A breakdown of the Client Interface and how to best utilize
• Advanced info on using Proposals
• How to edit and use the Client Portal

*please note: this video does not teach on the scheduler or recurring payments in Dubsado because I do not personally use those features. I do explain why I don’t use them in the videos and I do talk about why I use other programs like Square and Acuity for those.

Contents

• Intro.mov8 mins
• Inquiry Workflow Part 1.mov9 mins
• Lead Capture Form Part 1.mov18 mins
• Organizing Leads & Jobs.mov18 mins
• Creating Packages, Session Fees, & Discounts.mov23 mins
• Questionaires & Proposals.mov39 mins
• Contracts & Sub-Contracts.mov12 mins
• Booked Workflow Part 1.mov25 mins
• Booked Workflow Part 2.mov13 mins
• Canned Emails.mov20 mins
• Remove, Force, and Editing Active Workflows.mov15 mins
• Lead Capture Form Part 2 – Model Call.mov12 mins
• Lead Capture Form Part 3 – Sales.mov10 mins
• Client Interface.mov10 mins
• Payment Plans in Dubsado3 mins
• Payment Plans in Square.mov11 mins
• Advanced – Proposals.mov14 mins
• Client Portal.mov11 mins
• Conclusion!.mov6 mins

All sales are final, no refunds or exchanges. Please review all items in detail before purchase.

Frequently Asked Questions:

1. Innovative Business Model:
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   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
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   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

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Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

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