Dubsado Workflow - Onboarding Template
This template gives you all the triggers and instructions to build your Dubsado onboarding workflow so you can welcome your clients in stress free.
You'll find a video explaining how to start the workflow and instructions about how to use the template. A flow of the process I use in Dubsado to start my projects, what triggers to use, forms/schedulers to send and an idea of the email that can accompany the actions.
Please note this download doesn't include canned emails, you will need to create your own templates. But it does give you an idea of the content of each email and any important custom fields to include.
This template gives you all the triggers and instructions to build your Dubsado onboarding workflow so you can welcome your clients in stress free.
You'll find a video explaining how to start the workflow and instructions about how to use the template. A flow of the process I use in Dubsado to start my projects, what triggers to use, forms/schedulers to send and an idea of the email that can accompany the actions.
Please note this download doesn't include canned emails, you will need to create your own templates. But it does give you an idea of the content of each email and any important custom fields to include.
This template gives you all the triggers and instructions to build your Dubsado onboarding workflow so you can welcome your clients in stress free.
You'll find a video explaining how to start the workflow and instructions about how to use the template. A flow of the process I use in Dubsado to start my projects, what triggers to use, forms/schedulers to send and an idea of the email that can accompany the actions.
Please note this download doesn't include canned emails, you will need to create your own templates. But it does give you an idea of the content of each email and any important custom fields to include.