Peterson Virtual Assistant
Virtual Assistant Services

Client Management Setup: Dubsado

automate your service-based business:

no more emailing out contracts, invoices, questionnaires, etc

 

STEP 1:

We schedule a free, 30 minute virtual consultation & discuss your current client onboarding & management process. I assess your current processes & illustrate how I can streamline these processes to work efficiently & seamlessly.



Step 2:

I send you my questionnaire & contract via Dubsado (yes I use it and swear by it!) so you can see how this awesome automated system works! And so I can learn all the details of your service.

At this time, you also email me your contracts, questionnaires, collateral, etc. so I can incorporate it into your automated system. I create canned emails (generic emails that will accompany your questionnaires/contracts when they get sent to your clients) based upon your usual email responses to your clients



Step 3:

We have one more 30 minute virtual “date” so I can teach you all about how to use the workflows I created. Once my setup job is complete, it really is as simple as inputting your new client’s information & pressing a button! :)


 

Helen completed a task I had on my own to-do list for months that I knew I would probably never get to. Now I have some automation built into my process that is saving me time which is my most valuable asset at this point! Hiring her was money well invested for my business!
— Jenna Johnson, Owner of White & Salt