"3 Days to Paid" Bootcamp I Dubsado Webinar Series
3 videos • 151 views • by Dubsado CRM New to Dubsado, or want to see exactly how we recommend you set up your account? 🙋♀️ Check out our 3 Days to Paid webinar series, where we set up a brand new Dubsado account on-screen for you to watch and follow along. If you’re just trying to work out the basics while getting comfortable with a new system, this is PERFECT for you. 🫶 Here’s a full rundown of the series: 💸 DAY 1 We’ll cover your Essential Settings (like setting up your payment processor & email), break down projects and clients, and lastly, we will get your services and products into Dubsado! 💸 DAY 2 Next, we’ll do a deep dive into forms and contracts. By the end of this session, you will have your proposal and contract ready to send out to a new lead. 💸 DAY 3 In our final session, we’ll put everything we learned together. We will talk about combining a proposal, contract & invoice together and discuss different methods on sending it them out to your leads.