1 Welcome

1 Onboarding Worksheet 2 Prepare Canva & Dubsado 3 Week 1 Canva Design 4 Create your Email Signature 5 Integrations 6 Settings 7 1:1 Process Mapping Session with Cait

1 Set Office Hours 2 Project Sources (Project Referral Sources) 3 Create Project Statuses & Tags 4 Create Custom Mapped Fields 5 Chart of Accounts 6 Create Your Packages & Discounts 7 Invoice / Payment Plan Email Templates 8 System Email Templates 9 Payment Plans 10 Create any outside links/materials needed 11 Write Canned Emails

1 Form Creation Overview 2 Input Contracts 3 Input Subagreements 4 Create your Lead Capture(s) 5 Proposal Design & Input 6 Public Proposals 7 Canva Resources for Forms 8 Input your Questionnaire(s)

1 Schedulers 2 Scheduler Groups 3 Create All Workflows 4 Hook Up Workflows

1 Testing 2 Account Cleanup 3 Taking Your Workflows Live

1 Check out your new Post-Setup training! 2 Leave Feedback