Feeling like your onboarding could use some streamlining?
Onboarding on Autopilot™
A step-by-step mini-course that will show you how to set your systems up to onboard your new clients while you sleep.
Imagine dramatically reducing the time it takes you to onboard a new client, while making an extraordinary first impression.
The perfect solution for new and experienced bookkeepers, full-time or part-time, solo bookkeepers and firm owners alike.
You’ll learn how to utilize Dubsado™, a program that costs $35/month to...
- Capture leads
- Schedule discovery calls
- Send beautiful proposals
- Get engagement letter signed
- And 1st invoice paid
...all while you sleep!
How freakin awesome would that be?!
Our Bookkeeper’s Guarantee
If you’re not 100% satisfied with the course, the templates, or the extras within 7 days, I will offer you a full refund, for any reason.
That means you can enroll today, and you don’t even have to decide if you’re in for good! Take the full 7 days to explore the course and materials then make a decision using the information you have, rather than the information you don’t.
What it’s costing you to not take action...
Each time you send a proposal, you have to keep track of when you sent it and follow up with the prospect until they sign it. Lost time you could be spending with other clients.
Each time you onboard a client and you feel like you’re recreating the wheel, more list time.
When you have an inconsistent process, it’s hard to scale.
What's Inside Onboarding on Autopilot™?
Lesson 1: Setting up your packages in Dubsado—Learn how to set up your service offerings as packages in Dubsado
Lesson 2: Setting up Engagement Letters in Dubsado—Learn how to set up your engagement letters in Dubsado
Lesson 3: Proposal Setup in Dubsado—Learn the two ways you can set up proposals in Dubsado
Lesson 4: New Client Welcome Sequence—Learn the process of setting up an email sequence so that your work flow begins automatically
Lesson 5: Funnels, Tags, Address Book—Learn a few helpful tips and tricks to maximize your dubsado experience
Demo: Lead Capture with Acuity & Booking a Discovery Call—In this video I walk through how a client will book a discovery call via my website & fill out the pre-call questionnaire. Then the lead info is fed over to my Dubsado address book via Zapier
Demo: Creating & Sending a Proposal - In this video I demo how to edit and send a proposal using a template you’ve already created.
BONUS: Acuity to Dubsado Zap!—Learn how to setup this free zap with Zapier
BONUSES: With Kendra, the Dubsado Pro—Learn how to setup Lead Capture Forms, Embed them on your website, set up your scheduler and create a workflow to tie them all together.
BONUS: Sample Engagement Letters—You get access to a couple of engagement letter templates we use
BONUS: Beautiful Canva Templates—You get access to some Canva templates to use in your Dubsado Proposals
BONUS: All the email templates—We’re giving you a swipe file of all the email templates we use for our onboarding sequence!
How fast can I expect to see results?
I don’t have a bookkeeping or accounting business. Can I still benefit from this?
Do I need a special program to access the materials?
Does Dubsado cost me anything?
Do you offer a money back guarantee?
Does this course include what to do with clients once you onboard them?
ONBOARDING ON AUTOPILOT™
Here's the Truth...
Sure, you could struggle through all of this on your own. But why? So many have gone before you, and surely you’re ready to turn your accounting background into a money-making side-hustle, add a little to the family income, or even replace your full-time income and never return to work after maternity leave. This onboarding process will help you scale.Sign Up Now