Start Generating, Automating, & Converting
Your Leads Today
We set up your Dubsado and get it up and running in a snap so you can stay on top of every lead with minimal effort.
Does this sound like you...
You're using different websites/systems for capturing leads, sending contracts, sending invoices, scheduling, etc.
You're doing so much manual work when it comes to leads and onboarding/offboarding clients.
You have no real way of tracking your leads.
Your time is being taken up by the small tasks that you can't be innovative in your industry.
You're in dire need of elevating your lead to client experience.
You're ready to finally own the CEO inside of you.
But what if I told you
it didn't have to be like this ...
Hey, I'm Nicole!
The face of The Nicole Collective and your Dubado-Set Up Expert. Here at The Nicole Collective and as women entrepreneurs ourselves, we understand the pride you take in your business.
Delegating important business tasks is not always your first choice, even down to streamlining and automating your systems. Our Dubsado Set- Up service is designed to make that choice easier. Because we share your vision and ambition we guarantee a seamless experience.
What Does Dubsado Do?
Dubsado helps you create lead capture points and easily integrate them into your landing page.
Dubsado features a task board that drives your sales force towards the desired goal. It gives your staff a clear idea of each lead status to anticipate the steps required.
Dubsado boosts productivity through effective, centralized communications. It unifies all communications in one place and helps your staff stay focused and organized.
Simplify Your Lead Capture Process
Keeps Your Team Organized
Dubsado lets you create automated workflows that do the heavy lifting for you. It contacts your leads and sends auto-responses and sales letters to convert them for you.
No need to use third parties to send contracts and accept digital signatures, Dubsado takes care of all the paperwork in-house.
Dubsado allows you to create client portals for your customers to log in, approve delivery, and pay you.
Contracts, Invoices, Proposals
Personalized Customer Experience
What You'll Get
Business set up in Dubsado
Set up business under other platforms/tools as needed
Dubsado branded (colors, signature, etc.)
3 Signature Workflows. Additional fee for more.
Client migration (contracts, invoices, important information)
Payment set up (Paypal, Stripe, Square)
Voxer support 14 days post job completion
Here's What They're Saying
Working with Nicole was amazing! As a recent business owner, I didn't quite know what assistance I needed; I just knew that I needed help before I became too overwhelmed. My previous process for onboarding clients was labor-intensive: clients downloaded contracts and intake forms, then had to scan and email them back to me. A week after Nicole set up my client relationship management system, I onboarded two clients. The same day I sent the contract and intake forms, my clients returned them AND paid their invoices. That never happened!
I know have more time to focus on my "zone of genius"- building my business by coaching my clients. I no longer have to worry about the cumbersome invoicing/intake process. It's now done at the click of a button thanks to Nicole!
Nicole was thorough, organized, ahead of schedule and available to support me while learning the new system. Plus, it was also just fun working with her!
Nicole was a referral from a business friend. I never knew there was a system out there that would put my lead forms, contracts, invoices, payment plans, into one place. Nicole made this process seamless and easy for me. She has answered any questions I had about Dubsado promptly and with enthusiasm. I really do appreciate what Nicole has done as I have now been able to track all of my lead and clients in one place as well as automate my processes. Amazing experience.
You've got questions, We've got answers...
Do I Need To Have A Dubsado Account?
No you don't. If you don't have a Dubsado account, we can create one together.
What Information Would You Need From Me?
It is great to have
- Brand Guide/Brand Colors
- Lead Form Questions
- Signature Offers
- General Welcome Packet Information
We go over everything more in detail during our virtual meeting, but these are generally things you'll want to have in place prior to setting up your Dubsado System.
I'm Not Good With Tech Stuff, How Will I Work This After Initial Set Up?
No worries, a lot of our past clients aren't tech savvy. A Loom video recording will be recorded and available for a lifetime for your review.
We also do a walkthrough together after setting up your Dubsado. You will also have 14 days of Voxer support to ask me any questions.
What Is The Process Of Working Together?
Fill out an application to work together
If it seems we'd be a good fit, a 30 minute virtual call will be set up.
If we decide that we mutually want to work together, the online onboarding process begins. This involves signing your contract, invoice, welcome packet, etc.
A 60-90 minute onboarding call will be scheduled
Once the onboarding call is complete, work begins!