The Easy Systems Toolkit: Retainer Client Onboarding for Service Providers

For online service providers like VA's, OBM's, Brand Designers, SMM's that want an elevated and low-lift onboarding experience for their clients.

Course curriculum

Locked until two weeks after purchase

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

FORM TEMPLATES - Application (lead capture), Booking Packet, Intake Questionnaire, Check-In forms, Exit Form
EMAIL TEMPLATES - Call confirmation & reminder emails, Acceptance email, “Not a good fit” email, Invitation to book, Welcome email (onboarding), Check-in email, Testimonial request email, off-boarding email suggestions
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!

Buy this toolkit