Social Media Manager Flow Kit

Keep your flows on track!

Social Media Manager Flow Kit

Are you sick of the constant admin hustle of booking clients and managing your near CONSTANT communication with them? Then let me introduce you to the Social Media Manager Flow Kit, to help you assemble a LUXURY client experience in a fraction of them time. This thing is PACKED with easy-to-understand directions, templates galore, and literal form designs to help you get all of the necessary elements set up within your account so that you can FINALLY start using workflows to spoil your clients and claim back time in your life!

Forms & Flows offers beautiful Dubsado templates
that will help you get your client experience on brand easily and quickly.

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Best-Practice Informed

We aren't just throwing noodles at the wall here, we partner with an expert in the industry to ensure that our workflows and templates are supporting you in delivering best-practice aligned services for YOUR niche.

Easy to Use and Customize

All of the templates that come with your Kit can be customized before entering, from canned emails to code-free forms. If you need help customizing your payment plans or workflows, we have a special offer just for you inside the product!

Packed with Video & Text Trainings

Our Dubsado templates come with short, easy-to-follow written and video tutorials to suit everyone's learning styles. We tell you only exactly what you need to know; no more and no less, so you're never overwhelmed or left confused.

Finishing your Dubsado setup doesn’t have to be painful.

Our custom designed Dubsado templates are created to work in tandem with your brand to help convert your leads into paying customers. You didn’t start your business to spend hours trying to get your proposals on brand or fighting with workflows sending erroneous emails. With our custom Flow Kit, you can easily get all of the templates and education you need to get your Dubsado account off the ground and saving you time!

WHAT YOU GET

8 Workflows

Dubsado's Workflows automate repetitive tasks like sending emails, creating projects, and generating invoices. Streamline your business processes by setting triggers and actions, ensuring that everything runs smoothly, saving you time to focus on growth.

6 Code-Free Form Templates

Customize Branding in Dubsado to reflect your business’s style with branded proposals, forms, and portals. Without any coding, you can create polished, professional client experiences that showcase your brand.

28+ Personality-Filled Canned Emails

These email templates come equipped with Dubsado smart fields to effortlessly guide your client through the process while building relationship with them! You'll be automating welcome messages, follow-ups, reminders, & more to ensure a consistent client experience!

Client Onboarding

With Client Onboarding, automate sending contracts, questionnaires, and welcome emails in just one click. Deliver a seamless client experience from the start while freeing up time for more important tasks.

Schedule Appointments

Automate your booking process with Schedule Appointments in Dubsado. Integrate your calendar and let clients pick times, receive confirmations, and reminders—all without manual coordination. This Kit tells you all of the appointment schedulers you need to make to save you hours per year.

2 Payment Plans

With Dubsado's Payments feature, automate invoices, payment plans, and reminders, ensuring clients can pay easily and on time. Integrated payment solutions mean you get paid faster and stay organized without the hassle. This kit includes 2 Payment Plan templates to help you make sure you get paid on time, every time.

Detailed Dubsado Implementation Course

This kit doesn't just give you all the content you need, but it walks you through all of the steps you need to go through in order to implement your final workflows. All you have to do is plug and play!

BONUS! Process Mapping Session

Watch a Process Mapping Session with industry leader Jess Sheehy from Social Savvy so that you can hear about recommended best practices and understand why you may want to make certain choices in your workflow.

BONUS! Extra Resources

From Pretty PDF Guides to a workbook on crafting the perfect social media package! This kit has
E V E R Y T H I N G
you need to get this Dubsado Setup done!

You'll Leave With:

Dubsado FINALLY set up to run your Social Media Management business, WITHOUT needing to invest thousands in a specialist.

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8
WORKFLOWS INCLUDED

34
TEMPLATES INCLUDED

309
HOURS SAVED PER YEAR

7725
DOLLARS SAVED PER YEAR

Frequently Asked Questions

You get 8 workflow templates with this kit! Including:

New Lead
Not a Good Fit
Proposal
Main Onboarding Workflow - OPTION 1
Instagram Onboarding - FOR OPTION 1 - DUPLICATABLE FOR EACH PLATFORM
Main Onboarding Workflow - OPTION 2
Weekly Posts
Offboarding

You get 6 form templates with this kit! Including:

Website Lead Capture
Social Media Management Dubsado Proposal
Social Media Management Dubsado Contract
Dubsado Client Portal Guide
Dubsado Social Media Onboarding Questionnaire
Dubsado Social Media Post Approvals Form

BONUS lesson on creating and using conditional logic in your Dubsado forms
BONUS testimonial form content for outside form provider

Contract template *NOT* included

You should plan to spend at least a few hours going through all of the content and tutorials on installation. The time will increase as you focus more on customizing your form designs and client experience. It's wayyyyyyy faster than trying to figure it out on your own!

The form templates have been built so that they are robust and flexible. You can add and remove elements as you please. This means you're able to make it look completely your own! The workflows are built to function as-is based on recommended best practices in your industry! If you want to customize the workflows, you'll have an opportunity to book a discounted Strategy Session so that they can be tweaked to your exact needs.

All of our templates have the option to purchase a Commercial license. With that license, you can use them with as many clients as you like, however you may not resell them in any capacity and support is limited to personal use.

If you encounter any issues or errors at all with installing the template, you'll be able to reach out to our team directly! We do not offer additional support for customizations or the creation of new workflows.

Nope! The form templates included are code-free, and none of the other templates require any CSS or coding at all. It will all be as simply as copy & paste!

Due to the instant nature of digital products, refunds are not available.

FORMAT

You will receive:

A Google Sheet of your workflows & canned email templates for customization
Links to copy your form templates (located within the same Google Sheet above)
An interactive training library to tell you what order to do everything in and how to do each step
BONUS Canva workbook on crafting the perfect social media package from Social Savvy

UNDERSTANDING YOUR LICENSE

Limited Personal Use License

If you purchase the limited personal use license (AKA, you spend less!), that means that you have license to use your Flow Kit in your own Dubsado account, and for no other purposes. You may not resell or redistribute the template(s). You may not share the template(s) with anyone else. For full details on this license, read this.

Limited Commercial Use License

If you purchase the limited commercial use license (AKA, you spend more!), that means that you have license to use this kit in your own Dubsado account AND in the accounts of your clients. You may not resell the template(s). You may not share the template(s) with anyone else. For full details on this license, read this.

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