Streamlined Systems Setup

Streamlined Systems Setup




What’s Included: 

  • Dubsado or ClickUp Setup (Bundle Available)
  • Brand Designed Proposals, Lead Captures, & Questionnaires
  • Customized Web-Designed Dubsado form (view here)
  • Integrated Appointment Scheduler
  • Creation of Personalized Internal + Client Dashboards
  • Canned Email Templates
  • Workflow Optimization
  • Zapier integrations & process automation
  • Complete Walkthrough
  • Offered Support Hours
  • Documented Processes – SOPs (recorded & written)
  • Access to Client SOP Library


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