Automating your process with workflows can seem daunting, but with this series of webinars, we'll give you the knowledge you need to be successful!

In our first session of the Workflow Workshop Series, we will explore how to properly plan out how your workflow process will begin. 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.

In our second session of the Workflow Workshop Series, we will discuss the most efficient way to write out your business process. Understanding what you are going to build before going in and getting things set up is a very important step that often gets overlooked. We will also discuss some practical tips you can use while writing out your workflow steps.

In our third session of the Workflow Workshop Series, we will discuss how to properly translate what you have written down as workflow steps, and turn into “Dubsado Language” that you can understand! By learning to translate your process into workflow actions and triggers, you make the workflow setup process much more clear.

In our fourth session of the Workflow Workshop Series, we will demonstrate exactly how to take your business process that you have written and translated into Dubsado language, and put it all together. This is a hands-on, interactive look at how to build out a workflow from paper.

In our final session of the Workflow Workshop Series, we will talk about taking the workflow that you have built in your account and adding some features to it that will help you keep your clients and projects organized when working in Dubsado on a day-to-day basis!