Course curriculum
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1. Onboarding Workflow Training
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2. Set Up Your Inquiry Form
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3a. Create Discovery Call
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3b. Send Email to Book Discovery Call
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4. Create + Send Contracts
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Pre-Requisite: Set Up Payment Integrations
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5a. Creating Invoices + Workflow for a Recurring Service
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5b. Create Invoice + Workflow for One-Time Payment
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5c. Create Invoices + Workflow for Payment Plan
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6. Track Leads in Dubsado
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About this course
- Free
- 13 lessons
- 0 hours of video content