Take the guess work out of creating your workflow in Dubsado! With our flowchart of how to set up your Dubsado along with suggested forms to create, you can now tailor your client experience for your Bookkeeping Clients.
- Flowchart of Lead Process (Initial Contact to Proposal Sending)
- Flowchart of Client Management (Onboarding Email through End Of Project)
- Step by step guide to how the workflow is compiled in Dubsado (in list form)
The workflows will address both project based and ongoing clients.