Hey friends! If you subscribe to Moxie Assist elsewhere, then you may have already heard about Customizing your Client Portal —woohoo! Either way, I wanted to formally introduce it to you all here on the blog. I’m really excited about this, y’all! Learn to use your Dubsado account to create a custom client portal with this new mini course.
Back when I was trying to decide what kind of course to create, I sent out a survey to my email subscribers and posted stories to my Instagram account, asking what they were having trouble with. More than anything, it seemed like my inbox besties were struggling with finding simple ways to manage their CRM’s and making them look custom to their brand. They didn’t love that most of them all feel generic and impersonal, so I set out to figure out just how to uplevel their client experience.
So, when it came time to decide what kind of eCourse I’d create, I knew that a course about using Dubsado to customize your client portal, invoices, banners, and mobile graphics is just what my people needed.
I’ve figured out how to use Dubsado to get maximum results in as little time as possible. Actually, using the strategies that I’ve put into this course, I’m able to spend less than an hour on Dubsado each week, yet my automations are always firing in the background.
Customizing your Dubsado Client Portal isn’t just about getting a pretty banner on your site. *waves finger menacingly* Nope! It’s about getting the right marketing in the right place. — the kind that makes an impact and truly uplevels your client’s experience with you.
You can check out everything that’s in the course (including all the bonuses!) right here.