Dubsado...

Everyone is raving about it but you're still stuck.

Either you already bought it and it's just been sitting there, collecting digital dust, mocking you...

Or you haven't bought it yet because it feels so itimidating and you just don't have time to figure it out...

Here's the Truth...

There are lots of Dubsado resources out there...
But most of them aren't made specifically for birth professionals. Or if they are, they get way too complicated too quickly.
You're totally capable of being a dubsado ninja, you just need help....
You need the starter version of Dubsado set up. Not the advanced version. Not the fluff version. Just the explain-it-to-me-like-I'm-a-2nd-grader version.
Dubsado should make your life easier, not more complicated...
When you are just starting out on a new platform, you don't need all the bells & whistles. You need simple. You need someone to tell you exactly what to do and what order to do it in.
You Can Get  Dubsado Set Up
without
wasted time....
without
wasted money....
without
frustration....
introducing
Get your birth business organized and automated for 2020!
You Will Learn...
Your Basic Settings...
Don't go down the rabbit hole and start setting up advanced features. We're going for speed so you'll learn the 5 critical sections and exactly what to do with them.
Organizing Your Project Screen...
Dubsado is supposed to work FOR you. So we need to get that overall client view set up clean and tidy. That way you always have a birds eye view of your leads and your clients.
Setting Up Packages...
Get your pricing into the system and arranged correctly so your forms will work perfectly. You'll make sure your packages are laid out just right.
Payment Schedules...
Getting paid is a good thing. Dubsado will handle payments and invoices like a breeze. You'll even have automated payment reminders after this set up.
Lead Form Creation...
Customers should be able to contact you easily on your website. You'll set up your lead form right the FIRST time and properly map the fields so that all your client data is recorded neatly.
Your First Contract...
Nothing happens until you get that contract signed. I'll show you exactly what to put in your contracts on Dubsado (and what you shouldn't put on them). Getting those signatures will be a piece of cake now!
Proposal Basics...
The Dubsado Proposal forms are the thing that ties EVERYTHING together, so you want it done the right way. You'll learn how to configure the proposal so that your contract and invoice are attached. We'll also cover offering multiple packages and upgrades on one form.
Canned Email Secrets...
If you are ready to really shortcut your daily workload, you will love the canned email feature. You'll learn how to input all those emails you have to copy and paste repeatedly. No more! Now they will be just a click away any time you need them.
Client Management Hacks...
Now that your basic set up is up and rolling, you can learn how to apply proposals, contracts and invoices to clients. You'll also get a sneak peak at the internal emailing system and the client portal.

By the End of This Class You Will Have....

  • A fully functioning lead form ready to put on your website.
  • Your three step client on-boarding process ready to go: proposal, contract & invoice.
  • A bank of canned emails, ready to use whenever you need them.
  • ​Your client portal set up and your payment processor hooked up.
  • ​In short... you'll be fully ready to bring clients through your Dubsado system. 
This is for you if...
  • You are a non-HIPAA compliant birth professional such as a placenta specialist, birth doula or postpartum doula.
  • You haven't purchased Dubsado yet but plan to.
  • You have purchased Dubsado but are still a newbie and don't have much set up.
This is NOT for you if...
  • You are a HIPAA compliant birth professional such as a midwife or lactation consultant.
  • You have no interest in Dubsado.
  • You have Dubsado and are already a pro.
  • ​You only want to learn about Dubsado workflows, schedulers and other advanced features.

What You Are Going to Get

Peek Over My Shoulder Video Training (Value $197)
Watch as I baby step you right through Dubsado! No theory or guesswork. This is a live walkthrough of exactly what to do.

Full Transcript of the Training (Value $47)
Just want to read what to do? You'll get the full transcript. Bonus... the video is fully subtitled so you can watch on mute.

Dubsado Set Up Checklist (Value $17)
Sometimes you just need to get the satisfaction of crossing something off a printed to-do list. I got you covered!
BONUS: Two Form Swipes (Value $97)
Want shortcuts? I'm giving you my Lead Form and my Doula Proposal as a special bonus. You get the full text, screenshots of the form and screenshots of the settings. All you need to do is copy and paste!

BONUS: Live Dubsado Q&A Recording (Value $57)
Watch while I coach doulas live on their questions regarding Dubsado set up.
Total Value = $442
TODAY'S PRICE = $37

Meet Your Mentor

Doula. Childbirth Educator. Placenta Specialist. Massage Therapist. Brand Stylist. SEO Ninja. Website Whisperer. Marketing Maven. Homeschooling Mom. Amateur Irish Fiddler.

My name is Emily Fontes and I've been on this crazy entrepreneurial journey since 2003 when I opened my very own doula business. I'm a self-taught graphic & web designer which I've been doing since my first "real job" at a website design company in 2001. Basically, I'm a total tech geek, code is my second language and marketing is my gift. I've personally mentored hundreds of birth professionals on how to build a sustainable & profitable business that they LOVE.
FREQUENTLY ASKED QUESTIONS
How quickly do I get access?
Immediately. You could have your Dubsado set up by the END OF TODAY! The total video training is about 1 hour long. I would estimate you can get Dubsado set up in 3 hours or less!
What if I need extra help?
There are always going to be hiccups in getting new things set up. So, you're normal! Lucky for you Dubsado has some of the best customer support I've ever seen and their chat is just one click away. They also have a thorough documentation area.
I'm not tech savvy, can I do this?
You don't need to be tech savvy, you just need to be willing to try. The good news is... you don't even have to pay for Dubsado to get started, you can complete the entire course in their free Trial Mode and then if you like Dubsado you can start your membership! This training is a screencapture that way you SEE exactly what you need to do, you can pause the video, do it and then move one. Easy!
Do you offer a guarantee?
No, as this is a digital product, all sales are final. BUT, I will also tell you that I'm obsessed with perfecting what I do. If it doesn't meet your expectations, I want to know about it so I can make it better.

What You Are Going to Get

Peek Over My Shoulder Video Training (Value $197)
Watch as I baby step you right through Dubsado! No theory or guesswork. This is a live walkthrough of exactly what to do.

Full Transcript of the Training (Value $47)
Just want to read what to do? You'll get the full transcript. Bonus... the video is fully subtitled so you can watch on mute.

Dubsado Set Up Checklist (Value $17)
Sometimes you just need to get the satisfaction of crossing something off a printed to-do list. I got you covered!
BONUS: Two Form Swipes (Value $97)
Want shortcuts? I'm giving you my Lead Form and my Doula Proposal as a special bonus. You get the full text, screenshots of the form and screenshots of the settings. All you need to do is copy and paste!

BONUS: Live Dubsado Q&A Recording (Value $57)
Watch while I coach doulas live on their questions regarding Dubsado set up.
Total Value = $442
TODAY'S PRICE = $37
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