I get asked all the time “Kayleigh, can I *REALLY* automate my onboarding tasks with Dubsado?”
And the answer is yes!
Watch this quick video where I show how I created a one-click automation for a 3 month coaching package that automatically:
- Created the 3 month contract
- Emailed the contract to the client to be signed
- Create 3 individual invoices
- Sent invoices to the client and set up payment reminder emails
- Created the client portal and emailed the link to the client so they can easily keep track of their contract and invoices
If you want to see the power of Dubsado and find out how it can help streamline and automate YOUR client management, CLICK HERE to save your seat at my free workshop where you can Steal My Client Onboarding Workflow in Dubsado.
At the workshop, you’ll learn:
- How to eliminate 95% of your onboarding tasks without hiring a VA
- My exact automated client onboarding process I use to turn over 90% of inquiries into paying clients
- 3 onboarding Mistakes that are costing you hours of your time each week
