Join me virtually as I host a training to walk you step-by-step through how to set up workflows in Dubsado for your stationery business. In our 90 minutes together we go over the ins and out of what workflows are and detailed training on setting up two onboarding workflows (save the date and invitations) and a day of stationery workflow.
The three main workflows we will walk through during our time together:
Save the Date OnBoarding
Wedding Invitation OnBoarding
Day of Stationery
*By purchasing this workshop, you are agreeing to our course terms and conditions.
This training is perfect for you if you are already somewhat using Dubsado or are familiar with it and really want to capitalize on its automated features to help alleviate some of the mundane manual tasks you are having to do in your stationery business with each of your clients.
Dubsado is changing my life! I was out of the office all last week and two leads were converted to jobs while I was GONE! I have no idea how I was functioning before. I can't thank you enough for your insight and for laying the groundwork for me to succeed. I now get excited when a new inquiry comes in, rather than dreading the hours of quoting that I used to do by hand!! Thank you for equipping me and helping me with such an integral piece that I didn't even know I was missing. My business will never be the same!!
I am implementing some really great things now to protect my business and provide a better and even higher level customer experience, like refining the proofing processes and mockups, and streamlining my workflow to uplevel my client experience and justify higher prices. Chatting with you during our coaching call was invaluable, plus all of your canned emails were a great resource as well! The course was very well put together and very thorough leaving no stone unturned.
Yes! This workshop is specific to Dubsado workflows. While other CRM platforms may have workflow capabilities, I do not know how theirs may compare to Dubsados.
The three main workflows we are going to work through are save the dates, invitations and day of stationery. This could pertain to both custom and semi-custom. These workflows do best serve stationers who sell invitations.
Yes! A replay will be emailed out after the live training so you can re-watch if needed.
While it would be beneficial to attend live so you can ask questions along the way and during our FAQ at the end, it is not required. A replay will be emailed out to everyone who signed up, whether they are there live or not.
The workflows feature is part of the PREMIER plan for Dubsado. The STARTER plan does not include workflow capabilities. If you are still on the trial/free plan while you are setting everything up and testing it, workflows ARE included on the trial, you would just have to sign up for the premier plan to continue using them after your trial.