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Dubsado Pre-Work

System Access
 

I recommend using Lastpass to share access for me to get into your Dubsado account. 

This platform is great for sharing access without sharing password details.

 

To do this- sign up to Lastpass for free and share access with info@janeetalley.com

 

Please share access to Dubsado & Canva.

Choose your pizza toppings:
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Branding Features


This section is all about understanding your brand! 

 

In order for me to build out your forms and emails in a way that looks and feels like your business, I want you to share as much as possible about your branding and communication style.

Communication Style

This section allows me to understand how you speak to your clients through email form.

Please use the file uploader to share any templates or previous email formats and forms that you wish to upgrade or use within your new system build-out. 

Do you use emojis? If so, please tick your most common choices.
Do you require a new customized email signature for your brand?
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Your Packages

This section allows me to create the packages to be added to your proposals. Please share the package details to be included and pricing information. If you need more space please upload an additional file.

Package 1

Is this a recurring payment package?

Package 3

Is this a recurring payment package?

Package 2

Is this a recurring payment package?

Package 4

Is this a recurring payment package?
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Payment Schedules

Let's understand how your payments work if you offer payment plans for clients. Please complete the details in this section.

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Call Schedule Templates

Let's organize how you set up your clients' calls and ensure you have the right calls in place for your clients.


If you use a scheduler outside of Dubsado i.e. Acuity or Calendly - please share the title of the call types that should be linked within your process.

Call Template #1

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Do you charge for this call?

Call Template #3

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Do you charge for this call?

Call Template #2

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Do you charge for this call?

Call Template #4

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Do you charge for this call?

Thank you! We’ll get back to you soon.

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