Need to track your leads? Tired of trying to extract information from several places to keep track of where your business is? Want a little automation in your life?
Check out my Business Management Template! This is a worksheet designed to help you keep track of leads, payments, contracts and finances. And the best part is: I have a video with a step by step guide on how to integrate Dubsado, Google Sheets (what the template is built on) and your booking software using the power of Zapier. It is a step by step video along with the worksheet you can tailor for your business.
You will need:
- Dubsado Account (use this link to save 30% off your first month or year if you are not already a subscriber)
- Paid Zapier Account (~$25/month)
- Scheduler (Acuity/Calendly – must be paid accounts. You can omit this portion if you like)
- Google Drive account (free!)
- Roughly 30 minutes to complete the zaps yourself!
Price is $24.99, hours saved in business = priceless!