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I will do dubsado setup dubsado workflow lead capture form proposal contract dubsado
Apollo Setup Lead Data Enrichment and Dubsado CRM Specialist
I help small sales teams find the right people and follow up, all done in writing. Apollo.io searches, lists and sequences built for you, verified mobile and email enrichment without recycled Apollo d...
About this Gig
Inquiries come in from LinkedIn, email and your website. You copy them into Dubsado by hand, proposals go out late and follow ups slip through the cracks.
Insider detail: Dubsado workflows only start from a trigger like a form being submitted or a contract being signed. Leads that never pass through a lead capture form sit outside every workflow. I route LinkedIn and email leads in through Zapier so they all get followed up.
Built for coaches, consultants, speakers and service businesses.
What you get:
- Lead capture form on your site
- Lead statuses that match your sales steps
- Proposal, contract and invoice templates
- Follow up and onboarding workflows
- Online booking form for new clients
- Written step by step guide
Before ordering, tell me your services, how leads reach you and which templates you already have.
Software:
Dubsado
Industry:
Business services & consulting
•
E-Commerce
FAQ
Do I need a paid Dubsado plan?
Yes, workflows and branding need an active plan.
Can you move me from HoneyBook?
Yes. I rebuild your forms and templates in Dubsado.
Do you write my contract?
I set up the template. Your wording should come from you or your lawyer.
Can LinkedIn leads go into Dubsado?
Yes, through Zapier from your prospecting tool or a form.
Will you need my password?
No. Add me as a team member with the right permissions.
