A Strategy Session is a meeting with the client where you go over the steps of their process and map it into the Dubsado universe. The service provider does not actually enter or touch the client’s Dubsado account during this, just simply translates their real-world desires into Dubsado’s functionality, discussing with them workarounds and pros and cons of each. At the end of a Strategy Session, the service provider has/provides a map of everything that needs to be done in the client’s setup. From here, this can either lead to the client contracting the service provider to do the rest of the build, or they can take it as their own to-do list of content they need to create.
Strategy Sessions are a great way to easily convert leads to paying clients, and to warm them up to encourage them to purchase a full DFY service from you. Strategy Sessions should be easy bookings that don’t take a ton of your time, but still show off the amazing client experience that you offer should they decide to work with you on a full project. That’s why I took the guesswork out of creating this process by writing up these client-wowing emails that correspond perfectly to the provided workflow.
This will help you launch or up-level your Strategy Session experience in minutes instead of weeks! You’ll be on your way to making quick cash and WOWing your clients, helping convert them to high paying DFY clients!
You will have access to all updates at the live link and may receive email notifications about these updates periodically.
YOU ARE PURCHASING CONTENT ONLY FOR ALL OF THE ABOVE ITEMS. You WILL be able to one-click copy the forms into your account without ANY design elements. The ONLY content that will copy is actual form content, NO design!
Note that these are for PERSONAL USE. NO COMMERCIAL LICENSE. This means that you may not share this template with other Dubsado pros and you may not resell it. Due to the nature of digital products, there are NO REFUNDS.
All products are meant to be used inside your own business and it is illegal to use them with other accounts, share, or redistribute them.