Bonus: Proposify training from Estelle Fallon

 

Powerful Proposals: Dubsado & QWILR Demonstrations

Joey from Dubsado

  • 00 Dubsado dashboard
  • 00 Dubsado client legal documents and feedback forms
  • 7:30 Dubsado lead capture form
  • 30 Dubsado forms
  • 20 Dubsado billing
  • 45 Dubsado time tracking
  • 45 Dubsado calendar
  • 15 Dubsado scheduling
  • 40 Dubsado timezones and bookings
  • 20 Dubsado workflows
  • 30 Dubsado capture page
  • 45 Dubsado free trial
  • 05 Question Lilani Goonesena – Dubsado auto email sequence
  • 55 Question Lilani Goonesena – Seeing sent mail/read receipts
  • 30 Question Lilani Goonesena – At which stage does Dubsado get involved with software integrations such as Quickbooks?
  • 40 Dubsado Facebook community

27.50 Anna Rogan – QWILR demo

  • 30 – Anna Rogan intro
  • 29:20 – Q intro
  • 00 – Copywriting proposal
  • 52 – Integration with Stripe
  • 05 – Design options
  • 00 – Process blocks for different types of projects
  • 45 – Adding in blocks for additional services
  • 00 – Dubsado/Basecamp comparison
  • 45 – Presenting client with different options
  • 10 – Using Loom
  • 50 Question – Michelle Hubbard – does a client have to download Q to read your proposal?
  • 40 Question – Kate Toon – How much per month (approx. $40)
  • 00 –Why clients love Q
  • 30 Question – Kate Toon – Are there multiple template options?
  • 00 Question – Kate Toon – What is better about this than Canva? What will it integrate with? (eg Xero, Stripe)
  • 30 Zaps (pre-set rules)
  • 40 – Dubsado rates $35USD/month
  • 25 – Why Q is better than Canva
  • 50 – Comment – Estelle Fallon – Is currently using Proposify
  • 45 – Kate Toon – working bee at end of month – proposals, Canva templates, investigating proposal software
  • 00 Q free trial (see link below)

Anna’s link for QWILR signup: https://qwilr.com/?r=jIUHWrNrT9w

 

Categories: Process, Tools and Software

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