Projects is one of the places you'll spend most of your time when in Dubsado, once you have everything setup and working for you efficiently.
Learn how to manage your LEAD, to ACTIVE CLIENTS, to OFFBOARDING and how you can customise your statuses and tags to work for you manually and automatically.
As long as you have your processes in place, creating them in Dubsado should be relatively straight-forward. If you need support with your processes, grab my FREE guide on the website; "Your Client Onboarding Processes" https://lee-annebrown.com/resources
There are lots of other Dubsado walkthrough areas on this channel so go ahead and make use of the support, if you need it.
If you're keen to get more help with setting up, perhaps the "Dubsado Lab" DIY course is for you. More details on the website if and when you're ready.
👉 PS. Dubsado is great for managing your time more efficiently if you use it in the best way for you AND gives your client a VIP experience!
👉 PPS. ARE YOU READY FOR A DUBSADO DIY COURSE?
Dubsado Lab is aimed at Coaches and yet, other service-based business owners will hugely benefit too! The course will teach you how to setup your own Dubsado account and learn how to maintain it going forward in your coaching business.
Of course you can get someone to set it up for you and teach you how to do it, however if you have the time and motivation you can do it yourself with an online DIY course!
Register your name to hear more about Dubsado Lab right here: https://lee-annebrown.activehosted.co...
The FREE community for YOU is right here: / courageousgoals
Read more about what I do: https://lee-annebrown.com/