1 Welcome! What Now?

1 Structuring the Offer(s) 2 Pricing Your Service 3 Create a Project Tracker 4 Mapping Your 5 Star Client Experience 5 VIP Day Mini Lesson

1 Anatomy of a Discovery Call 2 Anatomy of the Proposal 3 Anatomy of a Workflow Mapping Meeting 4 Anatomy of Offboarding 5 Anatomy of Follow Up Support 6 What happens after Follow Up Support? 7 BONUS: See a Strategy Session!

1 Create a Training Hub 2 Workflow Templates 3 Pre-Written Client Email Bank Structure 4 Code-Free Form Design 5 CSS Form Design 6 Conditional Logic in Forms

1 Finalizing Your Client Experience 2 Write Your Emails 3 Implement Your Plan: Emails, Forms, & Workflows, oh my! 4 Will you or won't you? Dubsado Certification

1 Power of Positioning by Loran Elise Collective 2 Website Walkthrough 3 Growing Your Email List 4 Plan your Branding Session 5 Re-engaging Past Clients

1 Establishing Boundaries & Working with Difficult Clients 2 Saving Your ClickUp Board as a Template 3 Planning Your Project Availability 4 Mini Lesson! What is a CEO Day? 5 Sharing your LucidChart Flowcharts with Clients 6 My favorite Zaps! 7 Canva Organization 8 How I Use Airtable to Uplevel My Biz 9 Text Replacement 10 Get your FREE Dubsado Client Portal Guide!!

1 Automatic Scheduler Follow Ups 2 Sending Form Reminders 3 PDFs in Workflows 4 Using an Outside Scheduler in Dubsado 5 Scheduler & Invoice Combo: Workflows Part A & Part B 6 Automatically Creating Sub-Projects | Case Study: Engagement Sessions 7 Using Custom Mapped Fields as Link URLs

1 Affiliate Links!