Course curriculum

    1. 1. Onboarding Workflow Training

    1. 2. Set Up Your Inquiry Form

    1. 3a. Create Discovery Call

    2. 3b. Send Email to Book Discovery Call

    1. 4. Create + Send Contracts

    1. Pre-Requisite: Set Up Payment Integrations

    2. 5a. Creating Invoices + Workflow for a Recurring Service

    3. 5b. Create Invoice + Workflow for One-Time Payment

    4. 5c. Create Invoices + Workflow for Payment Plan

    1. 6. Track Leads in Dubsado

About this course

  • Free
  • 13 lessons
  • 0 hours of video content