Automating Your Creator Workflow Using Dubsado
With Gabrielle Leonard
Liked by 19 users
Duration: 46m
Skill level: Beginner
Released: 8/8/2023
Course details
Much of a creator’s job is distinctly uncreative: drawing up contracts, emailing clients, creating proposals, etc. In this course, learn how to reclaim some of your time—and work with potential clients and partners in a more professional manner—by automating workflows with 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.
Skills you’ll gain
Earn a sharable certificate
Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
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Showcase on your LinkedIn profile under “Licenses and Certificate” section
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Download or print out as PDF to share with others
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Share as image online to demonstrate your skill
Meet the instructor
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Contents
What’s included
- Learn on the go Access on tablet and phone
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