Course curriculum

Locked until two weeks after purchase

Course curriculum in progress

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About this course

  • $297.00
  • Email Templates
  • Form Templates
  • Workflow Instructions

What's Included

All of the necessary pieces to create a seamless, automated workflow

  • FORM TEMPLATES - Referral Partner Invitation, Referral Program agreements, Partner Resource Page

  • EMAIL TEMPLATES - Invitation email, Welcome email, Resource delivery copy, Gratitude/thank you email

  • WORKFLOW - Step-by-step guide on which actions to assign based on the triggers available inside of Dubsado and links to tutorials for added support

Pre-Order Now

Create your elevated client experience and automated client enrollment today!