A high-touch service where you get our undivided focus and attention on YOUR business for a few days, where we’ll set up the systems and tech to automate your onboarding and streamline your client work.
This service was designed for YOU, the OVERWHELMED BOOKKEEPER or ACCOUNTANT who is ready to scale their business and reclaim your freedom using Dubsado and ClickUp. You’ve hustled long enough, and now you’re ready to systemize and automate without the time-consuming hassle of setting up these tool on your own.
Ready to systemize your business in a day?
Save yourself HOURS of time it would take for you to learn the system and get it all set up on your own.
Hit the ground running with your VIP Day offer by having it set up and ready to go in less than a week!
Work directly with Corinne and the her team, so you know it will be done RIGHT!
We go through all of your account settings and make sure your account is set up correctly and reflects your business branding.
We setup the Dubsado Scheduler so you can book appointments with ease. No more appointment go-fish. If you already have a scheduler like Acuity or Calendly, you can continue to use it or cancel your subscription. #OPEX 🙂
We will create a total of 6 forms using CSS coding to really increase that WOW factor for potential clients. The 6 forms included in this service are:
-New Inquiry Form
-Diagnostic Review Form
-Engagement Letter with ACH Information
-New Client Onboarding Form
Of course you cannot send all of these forms to your clients with just the link. You will need professional emails to deliver these forms for you. We write approximately 20 emails to deliver the above listed forms.
Now that we have all of the pieces, we will put them together by creating 6 workflows that will automate your client process. The 6 included workflows are:
-New Qualified Inquiry to Discovery Call
-New Non-Qualified Inquiry Follow Up Sequence
-Discovery Call to Diagnostic Review
-Discovery Call to Not Moving Forward (Follow Up)
-Diagnostic Review to Ongoing Services
-New Client Onboarding
Lean on Corinne’s expertise and experience in setting up Dubsado specifically for Bookkeepers and Accountants.
Use this support period to ask us anything about your day rate installation, setup and tech. This support period does not include additional work or changes.
That’s right, you’ll all so receive access to our Dubsado for Bookkeepers companion course. We want you and your team to feel confident using your new system.
We’re pretty damn proud of the support system we’ve built, for our System Setup Clients! You’ll receive 6 months of access to our support ticket system. You can submit an unlimited number of support tickets and will receive a response from us in 24 hours.