In our first session of the Workflow Workshop Series, we will explore how to properly plan out your workflow process beginning. In Dubsado, it’s important to identify where your “entry points” are located throughout the spaces you market your product/service. We will also discuss the different combinations of methods new leads can come into your Dubsado brand.

Download the handout here: https://drive.google.com/file/d/1krpt...

0:00 - Introduction
5:52 - The Sales Funnel Model
9:42 - Project Creation in Dubsado
22:24 - Project Generation Methods
39:13 - Identifying Entry Points