crm club

Wild veil photo

Sarah is a former Honeybook user who was ready to migrate to Dubsado, so we did a full audit of what she had on Honeybook and what would come over vs. what would stay where it was.

Her deliverables included:

Migration & organization of canned e-mails amongst her three different wedding types.

A branded signature that is included on all of her outgoing e-mails that includes her new headshots.

Creation of headers for a desktop and matching mobile Dubsado client portal. (pictured to the left)

An initial inquiry workflow with follow-up sequences, workflows per wedding type and offboarding automations.