Dubsado Proposal Template for Ongoing Services in Neutral Floral Shadows - Streamline Client Onboarding

Upgrade your client onboarding process with our Dubsado Proposal Template designed specifically for service-based businesses. This digital download includes a meticulously crafted proposal to streamline your client sign-up for ongoing services.

Ideal for service-based business owners offering an ongoing service to clients virtually or in person, including Virtual Assistants, Online Business Managers, and more, this template is your go-to solution for presenting professional, visually appealing proposals to potential clients.

Say goodbye to manual client onboarding hassles. This Dubsado Proposal Template automates the workflow, allowing you to showcase your rates, obtain signatures (optional), and facilitate payments (optional) seamlessly. Be transparent, professional, and efficient in securing new clients.

Perfect for business owners seeking a comprehensive proposal to present to leads that communicate:

> Welcome and introduction

> How you operate as a service provider including communication protocols

> Service overview outlines how tasks are assigned and password sharing

> Share past client testimonials

> Invoicing details and how you receive payment

> Outline the next steps for your lead

> Collect lead details and preferred package

*Please note the above are the included sections in the Dubsado proposal, all can be customized or removed completely.

This Proposal is built with text in brackets that outlines what you should communicate in each section. I include sample text below as an example, that you are welcome to use, customize or delete.

How to Access:

Upon purchase, you'll receive a link to effortlessly copy the proposal into your Dubsado account in 1 click. You will also get access to a Canva template to customize background assets if you wish to change them.

FAQs:

> Made in a neutral-colored background with floral shadow accents. The background colour can be changed easily in Dubsado, all you need is the HEX code of the colour you want to change it to (video provided on how to do so in your PDF download). Light colours work best for this design. The floral shadow backgrounds are created in Canva. You will get access to this file in your PDF download if you wish to change or adjust them.

> This template is built out with some text in it that you can leave once you finish customizing. However, most of it is instructional text that needs to be edited and is used to help direct you as to what to fill in certain sections based on your business.

> This template is built out to give you a structure for your Dubsado Proopasl that you can plug in your own text too and is built to be versatile to a variety of service-based businesses.

> Testimonials used in the template are placeholder testimonials generated by AI.

> The walkthrough video will give you a brief overview of how to edit the proposal. Dubsado knowledge is needed to edit, as in-depth guidance on Dubsado editing features is not given in the video.

> A basic Dubsado knowledge is required to use this Dubsado Proposal template.

> The entire Dubsado Proposal is customizable to match your unique brand and needs.

> A walkthrough video will be provided to explain how the Dubsado Proposal template is set up.

> Ideal for solo or small-team service providers in various service-based professions. Such as, System Implementors, Copywriter, Web Designer, Graphic Designer, Coaches, Dietitians and more.

> You can have this Dubsado Proposal template installed in under 5 minutes and then depending on your customization that is up to you.

> If you do not have a Dubsado account you can sign up here and save 20% off your first month of year: https://www.dubsado.com/?c=samantha20

> No refunds will be offered due to the nature of this product.

> Purchasing implies your consent to be added to my email list which you can unsubscribe from at any time. You must remain on the list to get notified of any updates to this product.

> Purchasing implies that you have read the listing thoroughly and have reviewed the graphic to gain a clear understanding of what is included. If you are unclear about what is included or the extent of any features, before purchasing, please message me if purchasing on Etsy or by email at hello@misssamanthaelizabeth.com. I will get back to you between M-F 9:00am-5:00pm.

> For personal use only and are not for any commercial use.

> Can't be resold as is or altered on its own.

> You can not share, resell or redistribute any products sold on this shop.

> Be aware Canva elements used in templates may change to a pro feature within Canva after being built out and you will be required to upgrade your account to use or pay for the element.