Industry Kit: Dubsado for Social Media Managers

Calling all Social Media Managers!

Are you sick of the constant admin hustle of booking clients and managing your near CONSTANT communication with them? Then let me introduce you to the Dubsado for Social Media Managers Kit, to help you assemble a LUXURY client experience in a fraction of them time. This thing is PACKED with easy-to-understand directions, templates galore, and literal form designs to help you get all of the necessary elements set up within your account so that you can FINALLY start using workflows to spoil your clients and claim back time in your life!

What you get:

  • EVEN complete workflows, booking to monthly management and beyond! PLUS, they’re delivered in a mini version of my own signature Workflow Builder, which means you can CUSTOMIZE the workflows to suit your business! (Value: $4497). Workflows include:
    • New Lead
    • Not a Good Fit
    • Proposal
    • Main Onboarding Workflow - OPTION 1
    • Main Onboarding Workflow - OPTION 2
    • Weekly Posts
    • Offboarding
  • BONUS Process Mapping Session with industry leader Social Savvy so that you fully understand how to choose which workflow set is right for you!
  • A complete course on implementing these Dubsado workflows
    • Module 1: Understanding YOUR Client Journey
    • Module 2: General Account Setup
    • Module 3: Creating Custom Content
    • Module 4: Workflows
    • Module 5: Maintaining Your Dubsado & Managing Your Projects moving forward
  • 6 form templates with a beautiful design and all the content you need to use in your workflows
    • Website Lead Capture
    • Social Media Management Dubsado Proposal
    • Social Media Management Dubsado Contract
    • Dubsado Client Portal Guide
    • Dubsado Social Media Onboarding Questionnaire
    • Dubsado Social Media Post Approvals Form
    • BONUS lesson on creating and using conditional logic in your Dubsado forms
    • BONUS testimonial form content for outside form provider
  • 28+ personality-filled canned email templates with Dubsado smart fields included to guide your client through the process while building relationship with them (Value: $117)
  • 2 Payment Plan templates to help you make sure you get paid on time, every time
  • BONUS workbook on crafting the perfect social media package from Social Savvy

Total value: $4,997

You'll leave with: 

Dubsado FINALLY set up to run your Social Media Management business, WITHOUT needing to invest thousands in a specialist.

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You will receive:

  • A Google Sheet of your workflows & canned email templates for customization
  • Links to copy your form templates (located within the same Google Sheet above)
  • An interactive training library to tell you what order to do everything in and how to do each step
  • BONUS Canva workbook on crafting the perfect social media package from Social Savvy



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