sYSTEM SETUPS

Dubsado

WHAT’S DUBSADO?
It’s the all-inclusive system we use to set up everything you need from proposals to contracts and even automatic workflows. We use Dubsado to automate your business with a personal touch. (If you haven’t signed up yet, feel free to use our code, “mydubs” for 20% off.)

 

WHO THIS IS FOR?
Small business owners with 2-3 years of experience who:

  • Have established processes that work (but require too much time in the inbox).
  • Already have a strong visual brand presence, but need consistency in the back-end from inquiry to final invoice payment.

 

WHAT CAN BE AUTOMATED?  
Every single piece of client admin work can be automated. Scheduling appointments, sending emails, requesting payment, getting contracts signed… every single part can be seamlessly integrated.

 

A FEW BONUSES WE INCLUDE…

  1. On-brand designs. We’re certified by Dub-ins to create custom coded forms. This ensures that everything in your back-end is on par with the distinct brand you’ve worked hard to create. 

  2. Strategic client processes. Most Dubsado setup services consist of simply creating an automatic version of what you already have in place. Here at Indigo Tide Market, we’ll create a strategic client process that alleviates any pain points you’re currently dealing with (late payments, clients losing track of the timeline, etc.). We’ll take the time to collaborate with you, creating an automatic system that’s better than what you’re already doing manually (strategy is one of the most important parts of your setup). 

  3. Email templates. A key part of automation is creating emails for you to use throughout the client experience. Our custom setup includes email templates for every step in your workflow. 

COMPLETE DUBSADO SETUP starts at $1750 and includes:

Complimentary basic setup of the Dubsado platform

Custom branded portal for clients

Upload contracts

Set up custom coded, on-brand client forms

Create custom appointment schedulers that integrate with your calendar

Setup product or service packages

Create payment schedules

One workflow automation

Workflow video training

Dubsado 101 training course (coming soon)

Post setup support

HONEYBOOK

WHAT’S HONEYBOOK?
CRM system were you can keep track of your clients, projects, schedule appointments, send forms, etc. (If you haven’t signed up yet, feel free to use our code, “myhoneybook” for 50% off.)

 

 

WHO THIS IS FOR?
Small online service based business owners.

COMPLETE HONEYBOOK SETUP starts at $950 and includes:

Business mapping strategy session to make sure you have a proven process for your clients

Complimentary basic setup of the Honeybook platform

Custom branded portal for clients

Upload contracts

Set up client forms

Calendar implementation

Setup product or service packages

Create payment schedules

Basic automations

Video training

Post setup support

Service 2

A short description of your service. Lorem ipsm dolor amet, consec tetur adipis cing elit, sed do eiusmod tempor incid idunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exer citation ullamco la enim lorem isae ni.