Dubsado Setup Services
A CUSTOM SYSTEM THAT WORKS AS HARD AS YOU DO
A CUSTOM SYSTEM THAT WORKS AS HARD AS YOU DO
What’s Included?
✔ Strategy Session – We’ll map out your client journey and identify opportunities to automate and simplify.
✔ Custom Forms – Proposals, contracts, questionnaires, and lead captures designed to match your brand.
Tired of piecing your client process together with random tools, manual follow-ups, and never-ending admin?
Let’s fix that.
Dubsado is a powerful CRM—and when it’s set up intentionally, it becomes the backbone of your business. From inquiry to invoice, you’ll have a streamlined, automated system that keeps clients moving and your brain uncluttered.
A Dubsado setup is perfect if:
✔ You’re tired of manually sending every email and form to your clients.
✔ You’re juggling different tools and want everything in one place.
✔ You’ve tried DIYing your setup and hit a wall (or several).
✔ You want to deliver a polished client experience that feels seamless.
✔ You’re ready to grow—and need systems that can grow with you.
Is This Right for You?
✔ Scheduler Setup – Seamless booking for discovery calls, consultations, or any kind of session.
✔ Canned Emails – Pre-written messages tailored to each stage of your process so you never start from scratch again.
✔ Workflows & Automations – We’ll build smart workflows that send emails, assign tasks, trigger forms, and keep the ball rolling.
✔ Packages & Payment Plans – Set up with clarity so clients know what they’re getting—and how to pay.
✔ Client Portal Customization – Branded and easy-to-navigate, giving clients everything they need in one place.
✔ Testing + Final Walkthrough – We’ll review the entire setup together and make sure you feel confident using it.
✔ 30 Days of Support – So you’re never left guessing once you're live.
How It Works
1.
Discovery Call
A quick chat to get to know your business and make sure this is the right fit.
2.
Sign Up
If we’re aligned, you’ll receive a proposal, contract, and invoice (50% deposit required).
3.
Strategy Session
Together, we’ll map out the full client experience you want.
4.
Dubsado Setup
I’ll handle all the setup, with a turnaround of about two to three weeks.
5.
Final Walkthrough & Support
We’ll walk through your system together. Then you’ll have 30 days of support as you start using it.
Your Investment
Starting at $1200 USD per setup
