Nicky is a wedding and event florist so she wanted me to set up her dubsado account fully for her business which means i am setting up her packages, invoice, emails, contact form, contract, scheduler, workflow and so on...

You can check her website below in case you are in need of her service in UK

I started with her packages which you can see below

I designed her contact form which you can check out here.
Anyone that fills the contact form will get the automated series I set up for here

This is the workflow which consist of appointment first which they get via an email immediately the inquiry form is filled.

4 days after the call has been made, she will be notified to approve the proposal so that it can be sent to the lead. She needed approval because she wanted to add some custom fees before it gets sent hence the approval.

Here is the scheduler which i set up for her

Here is the proposal that has the packages, invoice and contract all together in one file

In this proposal lies the contract but you can see the contract below

Immediately retainer has been paid and contract signed, the client gets a welcome email and sends a questionnaire 4 weeks before the event date which you can see below

I automated her entire onboarding process for her so she does not have to manually repeat the process for every client she has. This is one of the emails below

If you are in need of a platform like this where you have everything needed, you can check out Dubsado and I can also assist in setting this up for you,

You can find nicky's review below

Feel free to message me. Regards