Monthly Dubsado Support is EXACTLY what it sounds like - rather than me doing a one-off project and handing off the reins for you to handle it from there, *I* take care of ALL of it.
Kick-Off Meeting to review current processes, what's working well, what's not, and where you need support.
Dubsado maintenance: each (week)day I'll log in to your Dubsado to make sure no workflows have paused unexpectedly, all clients have been serviced as needed by the workflows, and to ensure there are no other areas of concern.
Form content updates as needed: effective forms are the backbone of effective information collection that allows you to do your job best.
Create new tutorials & trainings as needed for the pieces of the system that you or your team are responsible for so that there is more and more expertise living inside your own brain!
Monthly Check-In Meeting to go over upcoming priorities and pain points.
Slack support so that you can get your questions answered quickly and conveniently!
Free to focus on the things you love knowing that your system is in the BEST hands.
This package is NOT a system-setup package. It is intended to help you manage a system that has already been strategically designed to serve your business.
That means that in order to get monthly system support, your Dubsado Setup will need to have been completed. If you had a Done-For-You setup, then you're good to go and can get started right away!
If you had a Done-With-You Setup OR DIY'd it, then we will start with a Dubsado Audit to identify any required updates or changes to your setup. You will then be provided with a quote for any required updates, changes, or fixes. If all is running well, then you'll be able to head straight into Dubsado Monthly Support!
On public launch, pricing will be at least $797 per month. Billed monthly, no commitment required.
Not at this time. The discount being offered currently is for past Cait Potter clients only to serve as beta testers for the service. This means that things will be modified as we go to make sure that the package is serving both of our needs. This is your chance to help shape the package into exactly what you need!
If your Dubsado is currently running perfectly and you're not spending a bunch of time or frustration in there, you probably don't need this service right now. If we get started and find that it's running well, then that's where I'll still be logging in each day to look for EXCEPTIONS where things may have gone awry, and I'll be paying special attention to how it's all working with your team and whether there are ways to improve, plus you'll have access to me for that custom support!