The best way to serve your clients is to be thoughtful about the ways you collect information from them.
What should be in a questionnaire vs. in a conversation? What’s the right time in the process to ask those questions? This questionnaire covers everything that you should ask after your onboarding meeting, especially helpful for the form design phase!
After your onboarding meeting, you’ll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
Doing a Dubsado Setup requires the transfer of a RIDICULOUS amount of information from your client, to you, so that you can get set up the back end of their business in a way that’s perfect for THEM. The best way to transfer ridiculous amounts of information is to be really super clear about the information that you need for every single teeny tiny item. That’s where the genius of the Implementation Kit comes in.
THIS KIT GIVES YOU:
- 2 formats of the Implementation Questionnaire which covers nitty gritty information about all of the teeny tiny details that you need to know for every single asset you’re going to create for the client including forms, emails, schedulers, and odds & ends
- Format 1: An actual Dubsado Questionnaire that can be beautifully designed and customized to your brand. An extremely easy experience for the client, with a little work on the back end for you. This includes. Video walkthrough of questionnaire and how I build it, which provides detailed insight into how I structure my own process!
- Format 2: An AUTOGENERATING version of the questionnaire created in Google Sheets. If you have the Workflow Builder, it connects directly there, which means that the entirety of the questionnaire generates AUTOMATICALLY!! This literally saves you HOURS *PER CLIENT*. You also receive a Dubsado Questionnaire to be used for sending the Google Sheet Worksheet, so that you can still automate reminders and a completion alert.
- An email series designed to keep your client informed of where you are in the process so that they feel confident that their project is moving and never have to wonder whether you’ve forgotten about them!
- Cait’s exact DFY Implementation Workflow, which is designed to come after the DFY Onboarding workflow but before the DFY Offboarding workflow, providing you with the missing link between onboarding and project completion!
WHY YOU’LL LOVE IT:
Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!
You will receive:
- 2 one-click copy Dubsado Questionnaires
- A one-click copy Google Sheet
- A one-click copy Google Doc with the email series that you can copy to your account to personalize before pasting into Dubsado
- A one-click copy Google Spreadsheet detailing my exact Implementation workflow
Due to limitations in Dubsado’s functionality, you will NOT be able to download the form as a PDF. Instead, you’re purchasing access to the form content which you can copy and modify to fit your business as you manually recreate the form in your own Dubsado account. YOU ARE PURCHASING CONTENT ONLY FOR ALL OF THE ABOVE ITEMS. You WILL be able to one-click copy the form into your account without ANY design elements. The ONLY content that will copy is actual form content, NO design!
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Get the Onboarding Questionnaire, Implementation Questionnaire, and Offboarding Kit with a special discount!