Struggling to Setup Your Dubsado?
Imagine having your workflows perfectly crafted without the headache of figuring it all out yourself...
You're a social media manager with a growing list of clients
You know Dubsado can streamline your processes, but who has the time to learn every detail?
You're sick of watching YouTube videos about Dubsado Workflows
Say Hello To The Dubsado Workflow Strategy Session!
I understand the pressures of your business. You want to be efficient, but learning Dubsado is just another task on an already full plate. That's where I come in!
​
Imagine having more time to focus on client strategies, content creation, and building your brand, rather than getting bogged down in administrative tasks. With a tailored Dubsado workflow, you can achieve greater efficiency and provide an even better service to your clients.
​You created a Dubsado account, took one look and slammed the laptop shut…
Hi, I'm Betsan!
.png)
I'm a mum of 2 boys, from Wales (UK). If I'm not running to and from football games, I'm diving into the back end of your systems, taking you from overwhelmed and confused to using Dubsado with ease!
​
My speciality lies in creating client experiences that not only make your life easier but creates a seamless experience for your clients!
​
I understand first hand what it’s like feeling like your business is running you, being a one (wo)man band, trying to juggle all the things, the kids, growing your business and still having a life! It's overwhelming! That's when I discovered Dubsado.
​
I have been a Dubsado Certified Specialist for 3 years and helped women in business to save hours of struggling with the behind-the-scenes tech so they can focus fully on working on their business not in their business!
Why The Dubsado Workflow Strategy is Right for You
You don't have the time or the headspace to get bogged down in the complexities of figuring out your Dubsado Workflows. This service will do it for you and give you your time back.
You Need To Save Time
No generic templates here. Your workflow will be uniquely tailored to fit your business model and client interactions, ensuring it meets your specific needs and helps you achieve your goals.
You Need A Personalised Strategy
You Need Ongoing Support
Have a Dubsado expert on hand to answer your questions and help you navigate and challenges that come up when you're setting up your Dubsado Workflows.
The Process
I know that setting up Dubsado can feel overwhelming, especially when you're busy managing social media for your clients. That's why I've created a simple, supportive process to make things easier for you. My Dubsado Workflow Strategy is all about providing a personalised, step-by-step approach to help streamline your business. From an in-depth strategy session to ongoing support, I'm here to ensure your workflow is efficient and tailored to your unique needs. Here's what you can look forward to:
Client Questionnaire
After you’ve completed your payment, you’ll receive an in-depth questionnaire designed to help me understand your business and its unique processes. Please submit this questionnaire at least three days before the project start date to ensure we’re fully prepared to dive in.
2-Hour Strategy Session on Zoom
We'll start with an in-depth strategy session via Zoom, tailored specifically for social media managers. During this session, we'll dive deep into your business processes, discussing everything from client onboarding to project completion. Together, we'll map out your client journey in detail, identifying key touchpoints and areas where Dubsado can make a difference. This isn't just about setting up a software; it's about creating a streamlined, efficient workflow that saves you time and helps you deliver exceptional service to your clients.
Detailed Dubsado Workflow Plan
Following our session, I will take all the insights and information we've gathered and create a comprehensive, step-by-step Dubsado workflow plan. This plan will be customised to your specific needs, ensuring it aligns perfectly with how you run your business. I'll break down each step in a clear and concise manner, so all you have to do is copy the steps into your Dubsado account. No guesswork, no stress—just a straightforward path to a more organised business.
2 Weeks of Slack Support
Setting up your workflow is just the beginning. As you start to implement your new processes, questions may arise, or you might need adjustments to fine-tune your workflow. That's why I offer two weeks of ongoing support via Slack. During this period, you can reach out with any questions, concerns, or requests for tweaks, and I'll be there to assist you. My goal is to ensure you feel confident and supported as you transition to your new, efficient workflow.
Stop spending hours trying to figure out Dubsado on your own. Let's create a workflow that works for you, so you can get back to what you do best—managing your clients and growing your business.
