Course Overview:

Welcome to the Dubsado Mastery course, where you will gain proficiency in utilizing Dubsado’s robust features to streamline your client management processes and enhance your business operations. Throughout this comprehensive one-day, 2-hour Zoom session, you’ll delve into the intricacies of Dubsado, empowering you to optimize your workflow and elevate your client experience. Upon registration, you’ll receive an email containing a Zoom link to access your class.

Course Outline:

1. Introduction to Dubsado (15 minutes)

• Overview of Dubsado’s interface and key features
• Understanding the client management dashboard
• Customizing your workspace for maximum productivity

2. Client Management Essentials (20 minutes)

• Creating and managing client profiles
• Setting up contracts, invoices, and forms
• Automating client communication with workflows and email templates

3. Project and Workflow Setup (20 minutes)

• Establishing project pipelines and workflows
• Utilizing project templates for efficiency
• Integrating scheduling tools for appointment management

4. Advanced Features and Integrations (20 minutes)

• Harnessing the power of Dubsado’s automation features
• Integrating Dubsado with other platforms (e.g., Stripe, Zapier)
• Customizing lead capture forms and proposals

5. Collaboration and Communication (15 minutes)

• Engaging clients through the client portal’s communication tools
• Collaborating with team members through comments and internal notes
• Utilizing Dubsado’s messaging feature for Real-time Communication

6. Reporting and Analytics (15 minutes)

• Generating insights with Dubsado’s reporting tools
• Tracking project progress, payments, and client interactions
• Analyzing data to optimize business processes

7. Q&A Session (15 minutes)

• Addressing specific inquiries and challenges
• Troubleshooting common issues and roadblocks
• Recommending additional resources for ongoing learning and support

Upon completing the Dubsado Mastery Course, you’ll possess the expertise to manage client relationships effectively, automate workflows, and grow your business confidently. Join us for this transformative learning experience and unlock Dubsado’s full potential in just two hours.