Offering Coffee Chats Through Dubsado

If Dubsado still feels scary to you, you'll love this guide! You'll feel fully supported throughout the entire process and the super detailed instructions will give you the confidence to know "I can't screw this up!"

Your One Day Workflow for Offering Coffee Chats Through Dubsado includes:

  • A visual workflow flowchart to give you a bird's eye view of the process
  • Step-by-step instructions & video tutorials for how to create every piece of content in Dubsado (including workflows!)
  • Checklists and swipe copy so you never miss a detail
  • Bonus tips and tricks for staying organized


Basic Workflow Overview

  1. Potential networking partners or business colleagues will be able to access a live view of your calendar availability and choose a date and time that works for them to meet with you
  2. Once they've submitted their appointment details, they'll receive automated confirmation and reminder emails and you'll be notified by Dubsado to prepare for your meeting
  3. After your meeting ends, Dubsado will prompt you to send a recap/follow-up email with additional options for staying in touch long after the call has ended!


Estimated Time to Complete
: 2 hours


10 Modules

Modules for this one day workflow template 10
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Personal Information

Payment Options

 Offering Coffee Chats
 $7.00 USD

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All contents of this product are the copyrighted and legal intellectual property of Daybook Solutions, LLC (dba Sarah Leigh Day) and may not be copied, distributed, used, or sold without the express, written consent of the owner. All content provided in this product is provided as information only and Daybook Solutions, LLC does not accept any liability whatsoever for the way that it is used by any party. Texas state and local sales and use tax is included in the sales price.

By submitting your name and email address and remitting payment, you grant Daybook Solutions, LLC (dba Sarah Leigh Day) permission to share your name, email address, and payment status information related to this purchase directly to Dubsado as evidence of your purchase. Dubsado will never contact you regarding this transaction; however, Dubsado does require all Certified Dubsado Specialists to verify services rendered on an annual basis. For more information about these requirements, please visit https://www.dubsado.com/certified-dubsado-specialist.

*Free Dubsado trial accounts will allow you to create all of the templates and workflows you'll need to build this workflow. However, in order to fully execute this workflow for your business you will need to purchase a Premier Plan subscription in order to activate the scheduling and automation features. Use my affiliate link https://www.dubsado.com/?c=sarahleighday or enter coupon code sarahleighday at checkout to get an extra 30% off your first month or year.

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