Dubsado has been my go to tool for keeping my admin and onboarding organized for the last 6+ years. So much so that I became a Certified Dubsado Specialist.
Whether you're going to DIY your setup or hire someone to do it for you, this Systems Clinic is going to walk you through components you'll need to get prepared.
Please note that this product includes affiliate links for suggested products - that I also use - where I am compensated if you click and/or purchase something at destination URL. It also includes discount codes for some products.
For the purposes of prep and setup, your content refers to description of your services, sales pitch, business info, brand images and images for forms and the client portal. This is something you can start working on now, but keep in mind that it can all be edited. Let's just start with something.