Course curriculum

    1. Welcome to TSC (WATCH ME)

    2. Join the Exclusive Slack Channel

    3. Step-By-Step Guide to Account Creation + Brand Settings

    4. How to Stay in Sync with Calendar Integrations

    5. Control Communication with Email Connection

    6. Harness the Power of Video Integration

    7. Powerfully Brand Your System: Custom URL

    8. Module Takeaways + HOMEWORK

    1. Before you begin... WATCH ME

    2. Mastering the Basics of Your New CRM

    3. Regain Control of Every Project in the Pipeline

    4. Clients, Projects, and Invoices OH MY!

    5. FEATURE UPDATE: New Payment Plans (Sept. 2021)

    6. How to Create Dynamic Forms, Contracts, and Questionnaires

    7. FEATURE UPDATE: New Form Builder (July 2022)

    8. Fast Track Efficiency with Dubsado Utilities & Reporting

    9. TRAINING: How to Set Up a Self-Booking Scheduler

    10. Module Takeaways + HOMEWORK

    1. Demystifying Workflows & Automation

    2. Effortlessly Create Your Workflows with Our 3-Part Formula

    3. How to Optimize Your Brilliant Flows in Dubsado

    4. Your Client Workflow Gameplan

    5. Maximize Efficiency with These Workflow Maintenance Tips

    6. MASTERCLASS REPLAY: How to Build an Automated Workflow from Scratch

    7. Module Takeaways & HOMEWORK

    1. How to Create a Powerful Inquiry Process that Wows

    2. Fast Track Client Bookings with Effortless Scheduling

    3. The Playbook Framework: Our Proven Formula for High-Converting Proposals

    4. Elevate Your Onboarding In 3 Simple Steps

    5. Surefire Strategies to Offboard with Intention

    6. The 3 Layers of Client Experience

    7. BONUS: Our Secret Sauce to Enticing Proposals

    8. Module 4 Takeaways + HOMEWORK

    1. DFY Proposal: Our Signature Proposal Template

    2. DFY Questionnaires & Forms

    3. DFY Canned Emails

    4. DFY Workflows

    5. DFY Graphics + Extras

    6. BONUS: Client Welcome Guide Template

About this course

  • $497.00
  • 39 lessons
  • 6.5 hours of video content