Kelli Marie Connor – Dubsado for Dummies

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Exploring the Essential Features of “Kelli Marie Connor – Dubsado for Dummies”

The Dubsado for Dummies: A Genius Guide for Efficient Set Up is officially live and ready for you!

This course is a BEAST, but it is created in a way for you to get your Dubsado set up and usable in just a matter of minutes.

These 18 videos are intended to give you the most useful information in the fastest way possible, with zero fluff. I educate you on 100% of the features and functions of Dubsado that I personally use. I teach you my time saving tips and tricks so that you can get rolling right away.

I also teach you some of my trade secrets on some functionality of the program that you may not have thought to use!

The 18 videos include:

• How to set up an Inquiry Workflow
• How to create a Lead Capture Form and install it in your website
• How to Organize Jobs and Leads
• Creating Packages, Session Fees, Discounts, ETC
• How to create and use questionnaires and proposals
• How to create Contracts and Sub-Contracts
• How to create and use your Booked Client Workflow
• How to create and use Canned Email Responses
• How to Remove, Force, and Edit active workflows
• How to use Lead Capture Forms for Model Calls
• How to use Lead Capture Forms for Sales & Promos
• How I use Square for Payment Plans and how to integrate in Dubsado (Bonus Content)
• A breakdown of the Client Interface and how to best utilize
• Advanced info on using Proposals
• How to edit and use the Client Portal

*please note: this video does not teach on the scheduler or recurring payments in Dubsado because I do not personally use those features. I do explain why I don’t use them in the videos and I do talk about why I use other programs like Square and Acuity for those.

Contents

• Intro.mov8 mins
• Inquiry Workflow Part 1.mov9 mins
• Lead Capture Form Part 1.mov18 mins
• Organizing Leads & Jobs.mov18 mins
• Creating Packages, Session Fees, & Discounts.mov23 mins
• Questionaires & Proposals.mov39 mins
• Contracts & Sub-Contracts.mov12 mins
• Booked Workflow Part 1.mov25 mins
• Booked Workflow Part 2.mov13 mins
• Canned Emails.mov20 mins
• Remove, Force, and Editing Active Workflows.mov15 mins
• Lead Capture Form Part 2 – Model Call.mov12 mins
• Lead Capture Form Part 3 – Sales.mov10 mins
• Client Interface.mov10 mins
• Payment Plans in Dubsado3 mins
• Payment Plans in Square.mov11 mins
• Advanced – Proposals.mov14 mins
• Client Portal.mov11 mins
• Conclusion!.mov6 mins

All sales are final, no refunds or exchanges. Please review all items in detail before purchase. 

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