My signature, industry-leading Done-For-You Dubsado Setup experience is designed for those who want to hand the reigns over to an expert to design their perfect system setup.

Let Me Handle the Hard Stuff for You

Are you stuck in admin overwhelm, spending more time on repetitive tasks than on the work you actually care about? My Done-for-You Dubsado Setup service is here to save the day. I’ll take care of the nitty-gritty so you can focus on your genius zone while your business runs like clockwork in the background.

Why Choose Done-for-You?

If you don’t have the time, patience, or desire to wrestle with setting up Dubsado, this service is your shortcut to sanity. With Done-for-You Dubsado Setup, you’ll get:

• Custom Workflows: Streamlined processes tailored to your unique business needs.

• Polished Templates: Professionally designed emails, forms, and proposals.
• Automations That Work: Automate repetitive tasks so you can reclaim your time.
• Seamless Integration: Your Dubsado will be set up to work harmoniously with your other tools.

Say goodbye to admin chaos & hello to a business that practically runs itself.

The Done-For-You Dubsado Setup includes:

• Client Experience Process Mapping Session where I help you determine the best possible experience for your clients AND YOURSELF as you deliver your cutting edge services. 
• Beautiful code-free form design (check out my portfolio page to see examples!)
• Copywriting for all of your missing canned emails as identified in the working mapping session! 
• Package entry so you can easily sell all of your services over and over again, saving you time and headache.
• Client portal design that is customized to your business so that the client portal feels like an extension of your website, and your clients feel at home there. 
• Scheduler creation so you can stop all the back & forth with scheduling key events with your clients. 
• Payment Plan advice and creation so that you get paid on time, every time, effortlessly. 
• Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows! 
• Support or implementation of up to 3 Zaps to help automate your process OUTSIDE of Dubsado.
• Live 1:1 recorded Offboarding call where you will learn the ins and outs of your system and can watch over and over again, or share with your team.
• 30 days of follow-up Slack support & access to an exclusive Dubsado Next Steps Guide & training library to help you learn while you are getting the hang of things

Timeline: 4 Weeks

You’ll Leave with:

A completely implemented Dubsado system with built-in automation!

Average DONE-FOR-YOU Dubsado Setup investment:

$4497

Frequently Asked Questions

How long does a setup take?

Assuming that you complete your questionnaires on time, your build will be complete within 4 weeks after your Process Mapping Session.

If you do not complete your questionnaires on time, your completion date may be pushed back, and additional fees will apply. On the flip side, if you’re on top of your stuff, you could see it even sooner!

How much training do you provide?

It’s ON YOU to learn the system for your own use of it! I do my part to set you up for success by:
✔️ Talking with you extensively about which Dubsado features we’ll be using in your build, 
✔️ Showing you every step of every workflow I’ve created for you,
✔️ Providing a detailed Next Steps Guide AND a video training library to help you learn some key features.
✔️ You are still highly encouraged to complete Dubsado’s education in order to be proficient.

Do you recommend this for new businesses?

A Done-For-You Dubsado Setup will work best for businesses who already have a rock solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it.

The businesses who get the most value out of the service have likely been in business for at least a year and have a steady stream of clients coming in. There are exceptions to every rule though, this is just the norm!