<aside> 💡 Make sure to include - WHAT you are doing, WHEN it's happening, and WHICH piece of content is going out.

</aside>

<aside> ✏️ Guidelines: (1) If you are emailing a PROPOSAL, QUESTIONNAIRE or SUB-AGREEMENT - use “Send Form”. (2) If you are emailing a SCHEDULER TEMPLATE - use “Send Appointment Scheduler” (3) If you are sending an email with no Dubsado templates - use “Send Email” (4) Only one FORM or one SCHEDULER per automated email. (5) Use the most specific trigger possible - if nothing fits - use “After All Previous Actions Complete.”

</aside>

🥊 Round 1: Write Out Your Process

Steps

🥊 Round 2: Highlight Your Content

RED - Canned Emails

ORANGE - Scheduler Templates

BLUE - Forms

GREEN - Tasks

PINK - Payment Plan

<aside> 🎨 Highlighting your content will help you develop a comprehensive list of what content you need IN Dubsado before you start building your workflow!

</aside>

🥊 Round 3: Collect Your Content

Go through your written out process and gather a list of what needs to be built in the system!

FORMS

• [ ] Discovery Call questionnaire
• [ ] Proposal
• [ ] Contract
• [ ] Welcome packet
• [ ] Client Portal guide
• [ ] Review questionnaire
• [ ] Wedding Timeline

SCHEDULER TEMPLATES

• [ ] Discovery call
• [ ] Kickoff Meeting
• [ ] 2-Month Check-In

CANNED EMAILS

• [ ] Discovery call invitation
• [ ] Appointment confirmation
• [ ] Appointment reminder
• [ ] Discovery call questionnaire
• [ ] Discovery call questionnaire reminder
• [ ] Proposal email
• [ ] Proposal reminder email
• [ ] Proposal reminder email #2
• [ ] Client portal email
• [ ] 3-Month check-in
• [ ] 2-Month scheduler invitation
• [ ] 1-Month check-in
• [ ] Review questionnaire
• [ ] Anniversary

PAYMENT PLAN

• [ ] 50/50 payment plan

<aside> 📌 Don't forget that scheduler templates may need 3 emails - Invitation, Confirmation & Notification (Reminders)

</aside>