Due to the nature of this product, no refunds, exchanges, or replacements will be given. If you have questions on products, please contact us.
What is Included in the Product?
Included in the Templates are the following templates transferred into your account. Process can take up to 48 business hours once templates are live.
3 Proposal Templates (Pick a Package, Single Package, Custom Package)
1 Intake Lead Capture
1 Pre-Booking Questionnaire
1 Onboarding Form Template
1 Contract Template (NOT full boilerplate, you will need a contract from an attorney - this is a template to map information you already gathered from the clients)
1 Intake Questionnaire
1 Request for Review Template
1 General Service Workflow
1 Consulting Workflow
1 Lead Workflow
Canned Emails for each workflow and decision points
The templates also include a series of videos to help you connect the dots to complete your Dubsado setup.
How Complete Will This Make My Dubsado?
These templates will take you 80% of the way to getting your Dubsado set up. You will need to add in your business branding, complete your settings, and customize pricing and specifics. You will also need your own contract terms, they are not provided in the product. The videos will walk you through completing your setup and customizing your forms.
Jen Rudd, PMP
Systems Implementation Expert and Business Consultant