You have a passion for systems in a way that others just don’t. You are ready to offer a luxury, business-to-business service, helping entrepreneurs set up the back end of their business in Dubsado; giving them their life back and allowing them to focus on the craft they love. You’re a Dubsado Setup Pro.

This may not be what you were expecting to find in your Workflow Pro’s blog posts, but if you don’t read any of the other resources I’ve created for you, please read this. It’s so important for me to explain how I view my relationship with my clients. After working with a few clients, I started looking for more. I loved the results I was creating but I knew there was something missing.

Dubsado provides TONS of free tools to get started, but it is so difficult to comprehend how everything fits together in the beginning. I work with so many clients who get completely overwhelmed by how to get started, so I wanted to share my perspective/thought process on how to get all the pieces and put them together!

Meet Your Not-So-Secret Weapon
In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.
You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts - and where smart systems actually work.
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