-
Scripts for:
Nitty gritty/tough but common Faqs
Custom onboarding/scoping
Canned onboarding:
Canned - During the process/business as usual
Project reminders
Offboarding
-
This product comes with a simple PDF to copy and paste from as well as a Notion template you can add to your dashboard for easy access and editing :)
Smart fields are Dubsado-specific but you can swap them out with ease to any CRM you are currently using (or just manually type them if you don't use a CRM).
-
1 x 48 page PDF
37 scripts in total
1 x Notion dashboard of scripts
1 x lead capture form idea
5 x Nitty Gritty scripts/hard questions
5 x customised onboarding scripts
8 x canned onboarding scripts
13 x business as usual scripts
4 x offboarding scripts
2 x swipe file copy scripts
BONUS - Constructive Feedback scripts
-
x An editable Indesign version
x Instructions on how to add to your CRM/email account specifically (it does have info on how to copy + paste as well as formatting tips)
-
Adobe Acrobat or any PDF reader
And/or Notion account
-
Simply download after purchase and either open up the PDF to begin copying and pasting scripts or access the Notion template and add to your account. Copy and paste from there.
Copy and paste the scripts from the PDF into your CRM or email account and edit from there.
If copying from Notion, you can edit the scripts within the dashboard once you’ve saved it to your account.
This is a flattened PDF file, no editable template is included.