You will get customized Dubsado setup complete with workflows
Project details
If you recently started using Dubsado and have no clue where to start, this package is for you! I will be your guide to help you setup your Dubsado account and automate workflows. I will streamline your business so clients have an effortless experience working with you.
Inclusions:
-Questionnaire to get started
-Initial call to map workflows and procedures
-Brand settings
-Portal with customized banner
-Unlimited canned emails
-Up to 4 workflows
-Up to 7 forms (2 questionnaires, 2 proposal, 2 contracts, 1 lead capture form)
-Final call to review and make live edits
Inclusions:
-Questionnaire to get started
-Initial call to map workflows and procedures
-Brand settings
-Portal with customized banner
-Unlimited canned emails
-Up to 4 workflows
-Up to 7 forms (2 questionnaires, 2 proposal, 2 contracts, 1 lead capture form)
-Final call to review and make live edits
Purpose
BusinessIndustry
Architecture & Interior Design, Business Services & Consulting, Events Planning, Lifestyle, Photography, Travel & Tourism, WellnessLanguage
EnglishWhat's included $650
These options are included with the project scope.
$650
- Delivery Time 20 days
- Number of Revisions 1
About Chloe
Virtual Assistant
Orlando, United States - 7:47 am local time
Administrative:
-Email management
-Calendar management
-Call scheduling
-Invoicing
Operations:
-Creating and setting up workflows
-File organization
-Formatting proposals/contracts
Planning:
-Event planning
-Travel booking
-Creating budgets and itineraries
Steps for completing your project
After purchasing the project, send requirements so Chloe can start the project.
Delivery time starts when Chloe receives requirements from you.
Chloe works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Call
We will walkthrough your business processes in order to map your workflows.
Final Call
We will review together and I will answer any questions and make final edits.