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I'M JENNIFER

Online Business Manager & Project Planner helping service-based CEOs achieve more confident workdays in their business.


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How To Use Dubsado As A Business-To-Business Agency

Business systems

September 11, 2023

In this webinar, Jennifer explains how to use Dubsado as a business-to-business agency.

WEBINAR CONTENT

You’ll learn how to streamline your client Intake process to ensure no lead goes without a response, how to prepare proposals, contracts, and packages ahead of time, how to assign client projects to team members, and how to off-board your clients with ease.

WEBINAR LINKS

Watch The Webinar Replay

Access The Webinar Slides

Download The Client Process Map

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