Onboard and Manage Your Clients with Dubsado

Duration: 5.9 hours

Dubsado is a powerful client intake and management software that has completely simplified and streamlined the process of onboarding clients into your business. In this course, you will learn how to set up your CRM to track new leads and clients, create client proposals, agreements and intake forms and set up effective portals for managing your client’s projects and activities.This course will save you tons of time in managing your client relationships!
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Course curriculum

  • 1
    INTRODUCTION
    • Course Introduction
  • 2
    MODULE ONE - Intro to Managing Clients with Dubsado
    • Download Module One Handout
    • LESSON 1A: Intro to Client Management Part One
    • LESSON 1B: Intro to Client Management Part Two
    • LESSON 2A: Intro to Dubsado Part 1
    • LESSON 2B: Intro to Dubsado Part 2
    • LESSON 3: Getting Started - The Basics
    • Module One Worksheet
  • 3
    MODULE TWO - Client Intake System
    • Download Module Two Handout
    • LESSON 4: Adding a Client
    • LESSON 5A: Set Up Client Projects
    • LESSON 5B: Client Projects Tutorial
    • LESSON 6A: Set Up Packages
    • LESSON 6B: Set Up Payment Schedules
    • LESSON 6C: Set Up Categories Chart of Account
    • LESSON 6D: Financial Indicators
    • LESSON 7A: Working with Documents Part 1
    • LESSON 7B: Working with Documents Part 2
    • LESSON 7C: Working with Documents Part 3
    • Module Two Worksheet
  • 4
    MODULE THREE: Client Management System
    • Download Module Three Handout
    • LESSON 8A: Client Communication Part 1
    • LESSON 8B: Client Communication Part 2
    • LESSON 8C: Client Communication Part 3
    • LESSON 8D: Client Communication Part 4
    • Dubsado Mod3 Les9 Vid1
    • LESSON 9B: Working with Proposals Tutorial
    • LESSON 9C: Working with Contracts
    • LESSON 9D: Tasks and Task Boards
    • LESSON 10A: Client Invoicing
    • LESSON 10B: Invoicing Tutorial
    • LESSON 11: Reporting
    • Module Three Worksheet
  • 5
    MODULE FOUR: Automate Your Client's Processes
    • Dubsado Module Four Handout
    • LESSON 12A: Appointment Scheduler
    • LESSON 12B: Appointment Scheduler Tutorial
    • LESSON 13: Setting Up a Client's Portal
    • LESSON 14A: Automate with Workflows
    • LESSON 14B: Automate with Workflows Tutorial
    • LESSON 15: Automate Lead Capture
    • Dubsado Module Four Worksheet
  • 6
    MODULE FIVE: Wrap-Up
    • Course Wrap-Up

Instructor

  • Susan Weeks

    Susan Weeks

    Technology Instructor

    Susan Weeks wears several online hats. Online marketing & content marketing consultant, podcast host of the Stitchery Stories podcast, podcast producer, mentor, and technical training.She started her professional career as a mainframe computer programmer, working in the automotive industry and international banking, whilst living in the North of England. An opportunity to study for a Training & Development qualification whilst at Nissan laid a strong foundation which paved the way for a major opportunity at her next corporate job. Susan developed and delivered technical training programmes to enable the company to expand with a pipeline of experienced and trained staff ready to work with international banking clients. This grew into establishing a training department and managing and growing a team of trainers to serve the rapidly expanding and successful organization.Fast forward a few years and a few unexpected life experiences. Her online career developed whilst living in France, when her son was old enough to go to school, so Susan set about finding a way to take the best of her professional IT career and earn a living in rural France. She discovered VAClassroom in 2008 and has been a part of the community since those early days.Imagine her delight at this latest evolution of her career.... Creating technical training for VAClassroom University. She gets to combine her love of training and helping people to be the best they can be, with her love of learning, her technical IT skills, and an interesting online business. Susan is delighted that these strands have come together. She hopes you will be equally delighted with learning new skills and growing your business around them. Let's get started!

Course Reviews

  • Managing Clients with Dubsado

    Linda Nelson, CMP

    Well presented and easy to follow. Thank you Sue Weeks!!

    Well presented and easy to follow. Thank you Sue Weeks!!

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  • Intro to Managing Clients with Dubsado

    Deborah Lofton

    Great Training

    Great Training

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  • Valuable resource

    Elena Milano

    I felt like Susan was taking me by the hand every step of the way. There was so much information! Well laid out! This will be the course I come to when I ...

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    I felt like Susan was taking me by the hand every step of the way. There was so much information! Well laid out! This will be the course I come to when I get my Dubsado up and runny. You Rock Susan!

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  • Managing Clients with Dubsado

    Claudia White

    Very well put together course to highlight all the key features of this software.

    Very well put together course to highlight all the key features of this software.

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  • Extremely Thorough and Practical

    Paula Holsberry

    This course was a lifesaver when I wanted to start using Dubsado in my business. It was broken down into bite-sized chunks that were easy to digest and apply...

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    This course was a lifesaver when I wanted to start using Dubsado in my business. It was broken down into bite-sized chunks that were easy to digest and apply. This is definitely a 5-star course.

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  • The title fits the mod well. It speaks to what was taught

    Aaron Cretzman

    The course was well presented and touched a lot of areas. It's always good to be able to go back for review - this is what I love about Freelance U.

    The course was well presented and touched a lot of areas. It's always good to be able to go back for review - this is what I love about Freelance U.

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  • Great in depth course

    Adam Smith

    Very in depth and gives you a great foundation to get started using Dubsado with confidence

    Very in depth and gives you a great foundation to get started using Dubsado with confidence

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  • Excellent introductory course

    Annette Larwood

    I was feeling overwhelmed with Dubsado, so this course has enabled me to get more perspective, ideas and confidence to go at it!

    I was feeling overwhelmed with Dubsado, so this course has enabled me to get more perspective, ideas and confidence to go at it!

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