how to onboard freelance clients with dubsado (for free + step-by-step set-up!)

Onboarding clients via Dubsado? Let me walk you through how I would create a client onboarding workflow in Dubsado (for free)! This video is part of my Digital Business Manager Project-in-the-Life series where I show you examples of projects I got paid to do as a DBM for my clients. This is one example of a service you can offer as a DBM - to set up onboarding workflows for clients!

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🎞️ IN THIS VIDEO:
[00:00] Intro to client onboarding
[01:39] step 1: ma…