how to onboard freelance clients with dubsado (for free + step-by-step set-up!)

Onboarding clients via Dubsado? Let me walk you through how I would create a client onboarding workflow in Dubsado (for free)! This video is part of my Digital Business Manager Project-in-the-Life series where I show you examples of projects I got paid to do as a DBM for my clients. This is one example of a service you can offer as a DBM - to set up onboarding workflows for clients! 👉 MY NEW & FREE SERIES: How I Turned My Love of Planning into a 6-Figure Freelance Career:  https://dbmbootcamp.com/free-series/ 📱 SAY HI: Instagram: https://www.instagram.com/mynameisdeya Tiktok: https://www.tiktok.com/@mynameisdeya_ 🎞️ IN THIS VIDEO: [00:00] Intro to client onboarding [01:39] step 1: map out your client onboarding process [05:03] step 2: create or gather your onboarding assets + necessities [06:21] step 3: setting up the basics in dubsado [21:08] step 4: make the onboarding workflow in dubsado with me [28:33] step 5: test + make sure your workflow is ok 🔗 DUBSADO 20% OFF FIRST MONTH AFFILIATE LINK: https://www.dubsado.com/?c=deya ⚡JOIN THE FREE A-TEAM COLLECTIVE FACEBOOK COMMUNITY: For aspiring VAs, DBMs, OBMs, Integrators & Digital COOs https://www.facebook.com/groups/theateamcollective 🎙DEAR BIZ BESTIE FREE PRIVATE PODCAST: 5-min chats, behind-the-scenes musings, tips & strategies about the good, the bad, and the weird to building your too-good-to-be-true dream life. https://dbmbootcamp.com/biz-bestie-podcast/ ✨And as always, thanks for hanging with me today. If you want to be one of the 1,000 that we help work from anywhere, subscribe to this channel for new videos every week! ---- Video Editor: Matilda @jarvimatilda: https://www.youtube.com/c/jarvimatilda