Dubsado Workflow Workshop Series - Session 1: Plan It

In our first session of the Workflow Workshop Series, we will explore how to properly plan out your workflow process beginning. In Dubsado, it’s important to identify where your “entry points” are located throughout the spaces you market your product/service. We will also discuss the different combinations of methods new leads can come into your Dubsado brand.

0:00 - Introduction
5:52 - The Sales Funnel Model
9:42 - Project Creation in Dubsado
22:24 - Project Generation Methods
39:13 - Identifying Entry Points

[Astclaire]

You're an incredible teacher! I swear I didn't think I would make it through a 45-minute video and here I am with all my workflows worked out😅. Thank you!

[meredithwhite]

This is unbelievably good. I've had dubsado for more than a year and I've been manually entering all projects the whole time 😭. I've been intimidated but decided it was time and I'm kicking myself for not starting sooner because these lessons are SO easy to follow and make so much sense. Fantastic teaching!!

[SunshineQun]

12 minutes in and I need to see that this video is gold ! Thanks so much !

[teridawnmarshall]

This is AWESOME! I appreciate the time you put into making this process much easier. I am looking forward to the next video. Now I feel more confident in putting Dubsado into full action in my business. Thanks so much!!!

[emilywisch]

This was super helpful, thank you! :)

[kwazimajozi-kfrica]

The Handout Link doesn't work? What do I do?

[sonakshibahl]

@dubsado - what's the difference between this one and your last series on workflow planning?