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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.

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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

Should this be linked to a scheduler template?

Questionnaire #2

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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