Constantly flipping back and forth between proposals, packages, forms, etc.?
Wondering how to best tackle Dubsado?
Tired of spending valuable time trying to figure it all out?
I get it -- I've been there, too.
It really doesn't have to be that way.
You can be organized & get your CRM up and running in a flash without skipping a beat.
You just need a plan!
Whether you're a first-timer, advanced user, or a virtual assistant who offers Dubsado setup, The Dubsado Setup Plan is strategically designed to:
And The Plan is a template, so you can reuse it every time you add a new service to your business!
Use Asana or Trello for project management? Perfect. The Dubsado Setup Plan has a version for each.
Use another PM tool or none at all? No problem -- The Plan comes in an Word version, too.
Dubsado has so many different sections that even as someone who's pretty tech savvy, it was really overwhelming to figure out where to begin. Rae's plan means I can stop getting stuck, backtracking, and redoing things because I don't understand them! Thaaaanks girl!
-- Brittany Berger; BrittanyBerger.com
When you first look at Dubsado, the first question you ask yourself is, "How do I eat this elephant?!" The Dubsado Setup Plan helps break down the Dubsado behemouth into bite-sized chunks, in a clear order that simply makes sense.
-- Mike Glatzer; Mike Glatzer Photography
Say "goodbye" to haphazardly setting up your account and "hello" to an organized plan of attack.
Accelerate your setup with The Dubsado Setup Plan now.
The Dubsado Setup Plan is designed to be your master checklist for Dubsado setup: your game plan.
Dubsado can do a lot, therefore, has a lot of moving parts. The Plan was developed to make things simple, keep you organized, and make sure you complete every single piece of the setup pie.
It's given in a specific order to make your setup as straight-forward as possible.
That's no problem at all: The Word version is meant for you.
Don't use Excel either? The Word version works in Google Docs, too.
The Dubsado Setup Plan comes with several how-to videos and links to articles / resources for using Dubsado. However, it's not a course on how to use Dubsado. If you'd like help with that, check out my consulting services or sign up for my Dubsado setup course waitlist.
The Dubsado Setup Plan is project plan: A comprehensive checklist of all the tasks you need to complete for a fully functional account. The Plan is given to you in a specific order that will simplify and streamline setup.
The Dubsado Setup Plan is based on the free download, The Dubsado Blueprint. However, The Blueprint is an overview of setup, while The Plan is a comprehensive to-do list.
The Plan includes every tiny step involved, provides more Dubsado resources, and is formatted to fit the project management tool of your choice: Asana, Trello, or Word.
