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Dubsado Pre-Work

Client Forms

Below is a breakdown of the most common client processes involved for business owners.


Please walk me through what these processes look like in your business right now.

Please share the tools you use to manage these areas. Also, share anywhere you or your clients experience blocks or issues along the way.

 

These insights allow me to build a picture of what is needed.

Lead Capture/Inquiry Form #1

Should this be linked to a scheduler template?

Lead Capture/Inquiry Form #2

Should this be linked to a scheduler template?

Proposal #1

Will an invoice be attached to this proposal?
Will this proposal be public?

Proposal #2

Will an invoice be attached to this proposal?
Will this proposal be public?

Contract

Questionnaire #1

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Should this be linked to a scheduler template?

Questionnaire #2

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Should this be linked to a scheduler template?
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Thank you! We’ll get back to you soon.

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