The Dubsado Workflow Blueprint is a 33 page blueprint that walks you through everything you need to know in order to create your enquiry, onboarding and offboarding workflows within Dubsado! 

This Blueprint is broken down into each of those three workflows. 

 SO WHAT IS INCLUDED IN EACH SECTION?

• A breakdown of all the templates we’ll need in order for the workflow to work. 
•  An in-depth to-do list of how to set up those templates and in what order to ensure everything can be pieced together seamlessly. 
• All the emails you will need throughout the workflow, written and ready, so all you need to do is copy and paste. 
• Copy to add into your To-Do sections - also ready for you to just copy and paste! 
• A detailed flowchart showing you how the workflow will work: showing you what actions you, your client and Dubsado will be taking. 
• The workflow mocked up in Dubsado so that you can double-triple check it’s correct before testing and see exactly what it should look like.