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 Wedding Planning Clients.
- Flowchart of Lead Process (Initial Contact to Proposal Sending)
- Flowchart of Client Management (Onboarding Email through End Of Wedding)
- Components Needed to Complete Workflow (Questionnaires, Proposals, Packages)
- Pre-Made Forms + Workflows will be available for sale in January 2019!
Process is for both full planning and day of clients – you can modify to fit your needs!