Dubsado In A Day

DO YOU WANT TO GET MORE CLIENTS BUT DON'T HAVE TIME TO WASTE ON...

LET THIS BE THE NUDGE YOU NEED TO FINALLY GAIN CONTROL OF YOUR TIME, ADD MORE CLIENTS TO YOUR BUSINESS AND MAKE MORE MONEY!

Enter the Systems In A Day Service!

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 Time

Save yourself HOURS of time it would take for you to learn the system and get it all set up on your own.

Fast Track

Hit the ground running with your VIP Day offer by having it set up and ready to go in less than a week!

Expertise

Work directly with Corinne and the her team, so you know it will be done RIGHT!

What's Included?

Review Dubsado Settings


We go through all of your account settings and make sure your account is set up correctly and reflects your business branding.

Scheduler Setup

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 🙂

Beautiful Form Creation

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
-Proposal
-Engagement Letter with ACH Information
-New Client Onboarding Form
-Testimonial/Feedback Request

20+ Canned Emails:

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.

Workflow Creation:

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

WHAT ELSE IS INCLUDED?

In addition to your VIP Days, you’ll also get:

One hour strategy call with Corinne:

Lean on Corinne’s expertise and experience in setting up Dubsado specifically for Bookkeepers and Accountants.

30 days of post-intensive support:

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.

Access to Systems In A Day Companion Course:

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.  

6 Months Subscription to Maintenance Mode:

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.

SO HOW DOES IT WORK?

We like to keep things simple and efficient!

Select your date from the calendar below, keeping in mind you’ll need to be virtually available to us on the entire day(s) of the intensive. We’ll also need to fit in a kick-off call and time to complete your prep-work prior to your day(s), so keep that in mind as well. Book with a 50% deposit.

After scheduling, check your email, where you’ll be receiving your official welcome kit. This email will contain IMPORTANT information about scheduling a kick-off call, as well as your prep-work. All of these things MUST be completed ASAP in order for our day together to be a success.

Your Dubsado Setup Day has finally arrived! We will get to work setting up and customizing your personalized system. You’ll be involved in the process, by giving us feedback and input throughout the day, but for the most part, you can finally sit back while we handle all the heavy lifting.

Once the work is over, we won’t leave you hanging. Upon completion, we include 30 days of email support where you can ask any questions about the work we have completed for you, plus you’ll receive your own custom support vault with short video tutorials that explain how to use your new system.

LET THIS BE THE NUDGE YOU NEED TO FINALLY SAY GOODBYE TO OVERWHELM.

Ready to systemize your business in a day?