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
Course curriculum in progress
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About this course
- $897.00
- Email Templates
- Form Templates
- Workflow Instructions
What's Included
All of the necessary pieces to create a seamless, automated workflow
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FORM TEMPLATES - Application (lead capture), Booking Packet, Intake Questionnaire, Check-In forms, Exit Form
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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
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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!