Automating Your Creator Workflow Using Dubsado

Award-winning business expansion coach Gabrielle Leonard broke down each lesson into small steps to help busy creators of all skill levels leverage this B2B online platform.
Discover how to create a client questionnaire form, build a customized proposal that helps you stand out from your competition, and create contracts and invoices. After a client has signed a contract and paid the invoice, learn how to set the right tone for your new working relationship by assembling a welcome email and/or packet and creating a hub where new clients can communicate, organize documents, and more. Plus, learn how to build a client offboarding process that meets the goals you have for your business.
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