The Dubsado Account Audit Template will save you time and headache in figuring out how to standardize the evaluation of Dubsado accounts when every single business is so freaking different! This template gives you the exact list of 88 things you should look for in an account and a solid way to rate those items, PLUS it all autogenerates into a beautiful report you can give your client. This audit will help you give your customers an awesome deliverable while also easily allowing you to upsell your services!
A template to use as you do Dubsado Audits that will tell you exactly what to evaluate and help you sell additional services.
You will receive the link to a Google Spreadsheet that you can copy to your account and personalize before using for each client!