Dubsado workflow template
Mobile Bar Flow Kit
Running a mobile bar means juggling inquiries, contracts, and event logistics—all while delivering an exceptional client experience. The Mobile Bar Flow Kit, designed to work alongside E-Cinch, automates bookings, payments, and follow-ups, so you can stay organized and focus on crafting unforgettable drinks.
$347-$447
What's Inside
6 Workflow templates
4 Form templates
21 Email templates
Step-by-step workflow implementation training
Live Chat Support
1 Payment Plan
Commercial License Available
Seamless Workflows for Effortless Mobile Bar Management
Clients can inquire, book, and finalize event details with ease.
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Seamless client Experience
Workflows handle follow-ups, contracts, and invoices while you focus on events.
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Stress-free automation
A structured process designed to increase bookings and eliminate bottlenecks.
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revenue-boosting efficiency
Managing a mobile bar involves multiple steps, from handling new inquiries to securing contracts and finalizing event details. The Mobile Bar Flow Kit streamlines every stage with pre-built workflows, automated emails, and easy-to-use forms, ensuring a polished and professional experience from inquiry to event day.
Automate client inquiries, contracts, and event coordination—so you can focus on delivering top-tier service, not paperwork.
Perfect for Mobile Bar Owners Who Want To:
Automate client communication, from inquiry to post-event follow-ups.
Simplify event coordination with structured workflows and easy-to-use forms.
Deliver a seamless, high-end client experience.
Reduce admin time and focus on running events.
Maximize bookings with a system that keeps leads moving through the pipeline.
WHY YOU'LL LOVE IT
Strategically Designed and Done for You
This isn’t just another workflow kit—Cait Potter, a Dubsado expert, partnered with Sarah Murphy, owner of Mobile Bev Pros, to ensure the Mobile Bar Flow Kit is built with real industry expertise. Designed specifically for mobile bar businesses, this kit helps streamline your operations, optimize your bookings, and deliver a smooth, high-end client experience. Plus, it’s built to work seamlessly with E-Cinch, helping you manage your events with even greater ease.
Hours saved per year
Dollars saved per year
This kit's Average return-on-investment
223
$6,684
158367%
6 workflow templates
Dubsado Workflows automate emails, projects, and invoices. Our pre-built templates streamline your process, saving time and ensuring a seamless client experience.
1 Payment Plan template
Automate invoices, payment plans, and reminders with Dubsado’s Payments feature. This kit includes one Payment Plan template to keep payments seamless, organized, and on time.
4 Form Templates
Create a polished, on-brand proposal & contract in Dubsado—no coding needed. Customize effortlessly for a seamless, professional client experience.
dubsado scheduler Guidance
Streamline your booking process with Dubsado’s scheduling tools. This kit provides clear guidance on setting up the right appointment schedulers, saving you hours of manual coordination every year.
21 Email templates
Automate welcome messages, follow-ups, and reminders with these Dubsado smart field-powered email templates—ensuring a seamless, personalized client experience.
implementation course
This kit doesn't just give you all the content you need, but it walks you through all of the steps you need to go through in order to implement your final workflows. All you have to do is plug and play!
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what You Get
Learn the client journey
Understand all the best practices of the client experience, from inquiry to final delivery. Mapping out the journey ensures a seamless, professional process that keeps clients informed and engaged.
create content
Use the provided templates to quickly craft polished emails, forms, and communication pieces that reflect your brand while streamlining your workflow.
create workflows
Build structured, automated workflows that handle bookings, contracts, and follow-ups—giving you more time to focus on photography, not admin tasks.
test to learn
Run your workflows in a test environment to fine-tune automation, identify gaps, and ensure everything runs smoothly before launching.
go live
With everything set, launch your new workflow and enjoy a seamless, stress-free client experience while your systems do the heavy lifting for you.
The Flow Kit Process
- New Lead
- Proposal for events more than 90 days out
- Proposal for events less than 90 days out
- Booked sequence for events more than 90 days out
- Booked sequence for events less than 90 days out
- Not Available
- Website Lead Capture
- Mobile Bar Service Agreement from Mobile Bev Pros
- Book your Mobile Bar! Proposal (Rosemary Design)
- Mobile Bar Owner Pre-Event Questionnaire from Mobile Bev Pros
- The form templates have been built so that they are robust and flexible. You can add and remove elements as you please. This means you're able to make it look completely your own!
- The workflows are built to function as-is based on recommended best practices in your industry! If you want to customize the workflows, you'll have an opportunity to book a discounted Strategy Session so that they can be tweaked to your exact needs.
Limited Personal Use License
Ideal for business owners ready to streamline and elevate their Dubsado systems. This license grants you exclusive rights to use the included forms, emails, workflows, and payment plans within your own Dubsado account, creating a seamless and professional client experience. Designed for personal use only—redistribution, resale, or sharing is not permitted.
Read the full license details here.
Limited Commercial Use License
Perfect for service providers, designers, and consultants who set up Dubsado for clients. This license allows you to use the included forms, emails, workflows, and payment plans in both your own account and your clients’ accounts, ensuring a polished, streamlined experience. While resale and redistribution are not permitted, this license empowers you to create high-quality, automated systems across multiple accounts.
Read the full license details here.
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