The Easy Systems Toolkit: Referral Partner Program
For those who want to build a referral program on auto-pilot. Simply invite someone and allow them to accept the invitation and receive all of your program assets.
Locked until two weeks after purchase
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
Create your elevated client experience and automated client enrollment today!