Full Set Up & Copywriting

Using your branding and “paper work” of your business, we make a ready-to-go system for you. When we’re done you can start using your new CRM right away.  This package is up to 16 hours of services, and is more than enough for a full set up!

Included

CLIENT MIGRATION

Migration of clients if you have been using another CRM (17Hats, etc.)

FORMS

Unlimited implementation of all your documents (contracts, questionnaires, proposals, sub agreements and lead capture forms for your website). I design all of your forms!

CANNED EMAILS

Input all of your canned emails

INVOICING AND PAYMENTS

Input of all service/product packages, tax items, invoice customization + payment schedules. Integration of QBO included if applicable

WORKFLOWS + AUTOMATION

Implementation and automation of your workflows.

CLIENT PORTAL

Client Portal Customization (including banner design for desktop and mobile)

SCHEDULER
Remaking of your scheduler into Dubsado if you use an external scheduler or implementing the scheduler into your workflow for the first time!
20 WRITTEN DOCUMENTS

20 custom written docments suited to your business needs. You have a choice been contracts, questionnaires, proposals + emails! 

And more of the amazing features that Dubsado comes out with!

Ready to get automated

Full set ups cost $1500 USD without a payment plan!

Would you like to…?

Use the Divi Builder…

to design your pop-up!

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