Dubsado Specialist Edition
Process Pro Playbook
Struggling to deliver premium Dubsado setups without drowning in manual work?
Introducing the Ultimate Dubsado Setup Playbook—your all-in-one toolkit to streamline workflows, deliver flawless setups, and position yourself as the go-to expert in the industry.
This isn’t just a bundle of tools—it’s an expertly crafted, all-in-one system for Dubsado Certified Specialists, Setup Pros, Implementors, Systems Integrators, and Tech VAs who want to deliver flawless setups, faster.
Does this sound familiar?
save me now
- You’re spending way too much time piecing together workflows manually.
- You’re reinventing the wheel every time you do a setup instead of following a proven process.
- Your Dubsado setups are good—but you want to make them irresistibly high-end so you can charge premium prices.
- You feel like you’re one step away from scaling but don’t have the right systems in place.
Here’s the truth:
The pros who charge $5K+ for Dubsado setups aren’t working harder than you… they’re using smarter systems.
And that’s exactly what this Playbook gives you.
This Playbook is Perfect For You If…
- You’re a current or aspiring Dubsado Certified Specialist, Setup Pro, or Systems Expert ready to take your services to the next level.
- You want to stop custom-building workflows from scratch and start using proven, plug-and-play systems.
- You’re scaling your setup services and need a rock-solid process to support more clients (without more stress).
- You’re sick of charging too little and want the confidence to raise your prices without hesitation.
- You love Dubsado, but you’re done with the trial-and-error—you want to follow a proven system that works.
SIGN ME UP!
it's built for you.
by an expert, for experts
🚀 What Makes This Playbook Different?
Whether you’re a Dubsado Certified Specialist, Setup Pro, or Systems Expert, this playbook elevates your services, increases your efficiency, and helps you scale like a true CEO.
All-in-One & Effortless
No more cobbling together random resources—this is a fully integrated system designed to streamline every setup, start to finish.
Battle-Tested & Proven
Built from years of real-world experience with high-level clients—optimized for maximum efficiency, flawless execution, and premium results.
INTRODUCING the
Every single item in this playbook is strategically designed to save you hours of work, streamline every Dubsado setup, and help you scale like a pro.
process pro playbook: dubsado
🏁 PLAY 1: The Winning Strategy – Setting Up for Success
These foundational tools ensure you’re set up for high-end, repeatable success before you ever touch a workflow.
Dubsado Setup Execution Blueprint
Your Complete System for Running Seamless Dubsado Setups – The backbone of a flawless, high-end Dubsado setup is organization and efficiency. This done-for-you ClickUp system keeps your entire process streamlined, automated, and 100% client-ready.
The Dubsado Success Formula
This step-by-step training walks you through seamless Dubsado setups, from workflow mapping to flawless execution. If you’ve ever felt like you’re reinventing the wheel with every new client—this is your ultimate shortcut.
Dubsado Revenue & Pricing Calculator
Stop Undervaluing Your Work—Charge With Confidence – Set profitable, competitive prices with a plug-and-play calculator that takes the guesswork out of pricing. Never wonder “Am I charging enough?” again.
🔑 PLAY 2: The Pro Play – Onboarding & Client Experience
ensure clients get onboarded smoothly so projects never stall.
Client Boundary Email Vault
Handle Tricky Client Situations Like a Pro – Get 25+ pre-written email templates to handle scope creep, late payments, missed deadlines, and more—so you never have to write these from scratch again.
System Strategist contract kit tm
Protect Your Business, Stay Legally Covered – This attorney-created contract template is custom-built for Dubsado specialists, so you can lock in airtight agreements with zero stress.
Dubsado Pro Onboarding System
Eliminate Client Confusion & Gather Everything You Need—Fast – With ready-to-use onboarding forms & email templates, you’ll never waste time chasing client details again.
🗺️ PLAY 3: The Workflow Game Plan – Mapping, Building & Approving
it’s time to map, build, and approve client workflows with efficiency.
Dubsado Content Approval System
The Ultimate Time-Saving Client Questionnaire – This auto-generating intake system collects all content, form details, and approvals upfront—saving 3+ hours per setup by eliminating manual questionnaire building.
Dubsado Workflow Mapping System
Map Workflows in Half the Time – Use this visual, drag-and-drop system to optimize automation and build workflows efficiently.
Dubsado Email Essentials Pack
Speed Up Your Client Setups With Ready-to-Use Email Templates – Stop staring at a blank screen trying to write setup emails from scratch. This pack of templates makes drafting onboarding, training, and support emails lightning-fast.
🚀 PLAY 4: The Final Play – Handoffs & Long-Term Success
Your setup is built, approved, and launched—now it’s time to ensure your clients stay empowered, happy, and coming back for more.
Dubsado Workflow Visualizer
Turn Complex Workflows into Stunning Client-Ready PDFs – A workflow documentation tool that helps clients visually understand their system for seamless implementation.
Empowered Client Handoff System
Turn One-Time Clients into Repeat Customers – This plug-and-play client handoff system ensures they understand their workflows, feel confident using Dubsado, and stay retained long-term.
what's inside the Process pro playbook: dubsado edition?
if you want to uplevel your Dubsado Setup services, grab these templates!
Girl, if you want to uplevel your Dubsado Setup services (or even get inspo for your own service offering workflows), grab these templates! You will save yourself HOURS and Cait included things I would have never even thought of on my own. I now feel super confident that I have all of the pieces I need to give an amazing experience to my own clients! She is so detailed and thoughtful with her insights and I am grateful to learn from such an amazing industry leader!
-Angela
Angela munoz co
get started!
- Dubsado Success Formula training with lessons on service creation, lead funnels, pricing, discovery calls, proposals, contracts, workflow mapping, offboarding, client retention, and mastering Dubsado’s mechanics.
- Bonus training on finding leads, re-engaging past clients, setting boundaries, Dubsado certification advice, and Cait’s recommended business tools.
- Revenue & Pricing Calculator with expense estimating, custom pricing inputs for operations professionals, an automatic quote generator, suggested pricing for various Dubsado services, and an analysis dashboard for tracking profitability.
- Dubsado Setup Execution Blueprint, a ClickUp board template with 40+ setup steps, task sequencing, time estimates, tagging for relevant forms, outsourcing indicators, and efficiency tips.
- System Strategist Contract Kit with an US attorney-drafted scope of services, client responsibility clauses, artistic style protections, harassment and confidentiality policies, and ownership guidelines for forms and emails.
- Dubsado Pro Onboarding System including a client intake questionnaire, an onboarding email series, and Cait’s pre-built onboarding workflow.
- Client Boundary Email Vault™, a library of 25+ pre-written emails for managing leads, onboarding, implementation, offboarding, follow-up support, and general client communications.
- Dubsado Workflow Mapping System to visually plan workflows, track required assets, auto-generate content directories, store payment schedule templates, and access three pre-built lead workflows.
- Email Essentials Pack with 25+ pre-written templates for lead inquiries, invoices, onboarding, offboarding, and system-triggered emails.
- Content Approval System, featuring two implementation questionnaire formats (Dubsado questionnaire + auto-generating Google Sheet), a client progress email series, and Cait’s implementation workflow.
- Workflow Visualizer™, an Airtable-based tool that generates PDF workflow visuals, complete with a formatted base, a customizable Canva template, and a step-by-step setup guide.
- Empowered Client Handoff System with a next-steps guide, a follow-up support email series, a bonus Canva design, and Cait’s offboarding workflow.
includes:
🚀 The ultimate Dubsado setup toolkit for scaling your Dubsado services efficiently and profitably!
That’s less than what you’d charge for ONE Dubsado setup—yet it gives you every system, template, and tool you’ll ever need.
$2497
your investment today
I WANT IN!
This workflow builder!! I thought I was quick with building workflows in diagram form then putting in Dubsado but this literally just chopped my entire process in half! My VIP Days are about to be even more lit! 🔥🔥
Archie steward
crowned enterprises
I LOVE how easy this makes things and how simply it breaks down all of the different pieces parts! I also love how I can use this tool to DELEGATE more also and really get more hands OFF in the build itself and be more like a CEO :) I've been able to map out the workflows for several clients now AND deliver a beautifully laid out "sop" for them to know what things are where and how it all works.
Samantha Jaras
Purposefully Productive
I am obsessed with Cait’s [ClickUp] board. I have used it for all my new setups and it has simplified everything! Especially combined with her forms bundle it has given me such a streamlined setup process!
Amy Hart
hart virtual services
Why Learn From cait?
Hi, I’m Cait Potter—a Dubsado Certified Specialist and Systems Strategist who’s helped hundreds of creative entrepreneurs streamline their businesses with high-converting, seamlessly optimized Dubsado setups. But I don’t just focus on getting the tech right—I’m here to help you build scalable, client-friendly systems that make your business more efficient, profitable, and stress-free.
With years of hands-on experience in workflow automation, CRM implementation, and operations strategy, I’ve developed proven frameworks that help Dubsado pros confidently deliver premium setups. Now, I’m handing over everything I’ve learned inside this playbook—so you can ditch the guesswork, streamline your process, and fast-track your success. 🚀
xo, Cait
Everything inside this playbook is battle-tested, refined, and actively used in my own business. These aren’t just theories or nice ideas—they’re the exact strategies, workflows, and systems I rely on every day to run high-end, profitable Dubsado setups. Now, I’m handing them over to you so you can skip the struggle and start working smarter, faster, and with total confidence. 🚀
But you don’t have to.
I’ve been exactly where you are—figuring it all out the hard way, making mistakes, and learning through trial & error.
frequently asked questions
Will this help me price my services?
Yes! The Revenue & Pricing Calculator inside the playbook takes the guesswork out of pricing by helping you calculate your rates based on your workload, experience, and service complexity. It also includes an automatic quote generator to ensure your pricing stays profitable and aligned with the value you provide.
Does this teach me how to use Dubsado?
In short, NO. This playbook is designed for those who already have at least a basic understanding of Dubsado. If you’re brand new to the platform, I highly recommend getting comfortable with Dubsado’s interface and core features before diving into this playbook. That said, this DOES include exercises to help you refine your skills, strengthen your setup process, and practice workflow automation.
Who is this playbook for?
How is this different from other Dubsado templates or courses?
Unlike generic templates or training, this playbook is a comprehensive, done-for-you system that includes pre-built workflows, pricing calculators, client email vaults, onboarding and offboarding templates, contract frameworks, and workflow visualizers. It’s not just a guide—it’s a full suite of tools designed to help you streamline, scale, and sell your Dubsado services with confidence.
Is this a one-time purchase, or will I get updates?
This is a one-time purchase, and you’ll receive any updates or refinements made to the included tools! As Dubsado evolves, I’ll keep improving the workflows, templates, and calculators, so you’ll always have the most efficient and optimized systems available. 🚀
I already have a workflow for my setups—do I still need this?
How long will it take me to go through this playbook?
This depends on your current level of experience and how deeply you engage with the materials. You can start implementing pricing strategies and workflows immediately, but mastering all of the tools and refining your setup process may take a few weeks. The playbook is designed so you can work at your own pace and revisit sections as needed.
Can I use this to train my team or assistant?
Yes! If you have a VA or team member helping with Dubsado setups, they can follow the workflow blueprints, email templates, and onboarding systems inside the playbook. This makes it easier to standardize your setup process and delegate tasks more effectively. However, this is for your business use only—redistribution or reselling the materials is not permitted.
Can I use this for HoneyBook or other CRMs?
That said, you can check out the other playbooks we have available here!