Dubsado Buildout once of project

About us:
Jessica Conner is a consulting business in Australia that supports overwhelmed business owners with a range of services, from Online Business Management, Retail Support, Virtual Assistant Services and Business Consulting, with the mission to help business owners create space to breathe.

Job Description:
We are seeking an experienced Dubsado Specialist to assist in the one-off project of building out our CRM system on Dubsado. You will be responsible for setting up and optimising our customer journey, creating branded forms, integrating payment gateways, and establishing a seamless connection with our project management tool, ClickUp.

Responsibilities:
1. Customer Journey Optimisation:
– Strategise and implement an efficient customer journey within Dubsado.
– Ensure a white-glove customer service experience aligned with our brand and tone of voice.

2. Form Creation and Branding:
– Develop and customise forms in Dubsado, ensuring they are branded to reflect our business identity.
– Implement necessary fields and information capture points for streamlined customer interaction.

3. Payment Gateway Integration:
– Integrate payment gateways seamlessly within Dubsado to facilitate smooth and secure transactions.

4. File Management:
– Organise and structure files effectively within Dubsado for easy accessibility and management.

5. Integration with ClickUp:
– Establish a robust connection between Dubsado and ClickUp to ensure a synchronised workflow.

6. Efficiency and Flow Suggestions:
– Propose and implement workflow improvements to enhance overall efficiency.
– Provide recommendations on optimising Dubsado features for our specific business needs.

7. Documentation and Training:
– Develop Standard Operating Procedures (SOPs) for the implemented system.
– Create a comprehensive handbook outlining how our customised Dubsado system operates.
– Conduct training sessions to ensure our team is proficient in utilising the new system.

Qualifications:
1. Dubsado Expertise:
– Minimum of two years of hands-on experience in building out Dubsado.
– Proven track record of successful CRM customisation and optimisation.

2. Portfolio Showcase:
– Showcase a portfolio of previous Dubsado buildout projects, emphasising the ability to incorporate branding and tailor solutions to unique business needs.

3. Strategic Thinker:
– Demonstrate the ability to strategise and implement the correct flow for business processes within Dubsado.

4. Effective Communication:
– Strong communication skills to collaborate with our team and understand the specific requirements of our business.

5. Documentation Skills:
– Ability to create clear, concise SOPs and a comprehensive handbook for the customised Dubsado system.

Budget:
The allocated budget for this project is $1000-$2000 AUD.

Application Process:
If you are a Dubsado Specialist passionate about creating exceptional customer experiences and possess the necessary skills to strategies, please respond with your resume and a portfolio of your Dubsado buildout projects. Include a brief overview of your strategy in customising Dubsado to meet unique business needs.

Timeline:
The selected candidate should be available to start the project week commencing February 12th and complete it in a timely manner.

We look forward to reviewing your applications and working with a talented individual who can elevate our CRM experience on Dubsado while ensuring thorough documentation for a smooth handover experience.

Jessica Conner