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.
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.
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.
Let's understand how your payments work if you offer payment plans for clients. Please complete the details in this section.
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.
Thank you! We’ll get back to you soon.