Course curriculum

    1. Meet Your Instructor, Deanna!

    2. Course Overview: Why Systems Matter In Your Business

      FREE PREVIEW

    3. Client Experience + Workflows

    4. Defining Workflows + Automation

    5. Making the Switch to Dubsado from Honeybook (or another CRM)

    6. Dubsado Checklist

    7. Goal Setting

    1. Test your learning

    2. Dubsado Overview

    3. Account Settings

    4. Optional: Client Portal Setup

    5. Optional: White Labeling Domain

    1. READ FIRST

    2. Mapping Out the Client Journey: Workflow Building

    3. DOWNLOAD: WORKFLOW RESOURCES

    4. BONUS DOWNLOAD: Welcome & Onboarding Packet

    5. BONUS: Phase-Based Planning Process

    1. Template Setup

    2. Canned Emails

    3. Forms & Questionnaires

    4. Contracts and sub-agreements

    5. Packages and Discounts

    6. Payment Plans and Invoicing

    7. Configuring packages in proposals

    8. Connecting Proposals, Contracts, and Invoices All-In-One

    9. Lead Capture Form

    10. Scheduler Setup + Videoconferencing Integration

    1. Intro to Workflows

    2. Action Items & Triggers

    3. Workflow: Pre-Booking

    4. Workflow: Onboarding

    5. Workflow: Planning

    6. Workflow Build: Post-Wedding

    7. Project statuses and tags

    8. Testing, testing!

    9. Setting up your Lead Inquiry Form

    10. Optional: Advanced Integrations with Zapier

    11. Dubsado Checklist Before Launch

    12. How to Update and Maintain Workflows as Your Business Grows

    13. Upgrade Dubsado Account

    1. A few more resources for you!

    2. Before you go...

    3. YOU DID IT!

About this course

  • $497.00
  • 43 lessons
  • 2.5 hours of video content

Say goodbye to chaos and embrace a well-organized, efficient business that empowers you to focus on your core strength – creating unforgettable weddings.

Join us!