Let’s stop overthinking and start overhauling.
You’re already doing the work — but deep down, you know it could be smoother, smarter, and a whole lot more scalable. Maybe you’re stuck charging less than you’re worth, juggling too many custom builds, or second-guessing your process every step of the way. This Playbook is here to change all that. Built for specialists, strategists, tech VAs, and setup pros who are ready to lead with confidence and finally own their expert title.
You're booked, busy, and burnt out — this is your shortcut to working smarter.
Plug-and-play workflows so you never start from scratch again
What’s waiting inside for you:
The pros who charge $3K+ for Dubsado setups aren’t working harder than you… they’re using smarter systems.
If you’ve been spinning your wheels trying to deliver “premium” setups without the backend structure to support your brilliance—pause right here. The Process Pro Playbook: Dubsado Edition is your all-in-one answer. This isn’t a random grab bag of resources. It’s a fully integrated, ready-to-implement business backend built specifically for Dubsado strategists, tech VAs, and system-loving service pros who are DONE reinventing the wheel.
This playbook gives you everything you need to deliver polished, profitable, stress-free Dubsado setups without burning yourself out. We’re talking real tools, proven frameworks, and scalable systems—so you can confidently raise your rates, wow your clients, and deliver every setup like the expert you already are.
The secret isn’t working harder. It’s working smarter with expert-backed systems that do the heavy lifting for you.
The Process Pro Playbook:
dubsado Specialist Edition
Cait’s personal process blueprints so you can scale like a pro, faster
Pre-written client emails that set boundaries, boost confidence, and save HOURS
A pricing calculator that actually shows you how to charge more and profit more
Step-by-step workflow mapping tools that simplify even the most complex client journey
Project management systems that keep you organized and impressively efficient
Client-ready docs for onboarding, offboarding, and every moment in between
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.
by an expert, for experts
Built from years of real-world experience with high-level clients—optimized for maximum efficiency, flawless execution, and premium results.
Battle-Tested & Proven
No more cobbling together random resources—this is a fully integrated system designed to streamline every setup, start to finish.
All-in-One & Effortless
this playbook was built for you.
These foundational tools ensure you’re set up for high-end, repeatable success before you ever touch a workflow.
Setting up for success
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.
ensure clients get onboarded smoothly so projects never stall.
Onboarding & client experience
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.
it’s time to map, build, and approve client workflows with efficiency.
mapping, building, approving
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.
Your setup is built, approved, and launched—now it’s time to ensure your clients stay empowered, happy, and coming back for more.
Handoff & Aftercare
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.
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!
Angela Muñoz, Angela Muñoz Co
Girl, if you want to uplevel your Dubsado Setup services, 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!
Archie Stewart, Crowned Enterprises
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! 🔥🔥
Samantha Jaras, Purposefully Productive
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.
Amy Hart, Hart Virtual Services
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!
You’ve built the workflows. You’ve color-coded the chaos. You’ve been the Zapier fairy godmother, the Dubsado whisperer, the ClickUp queen. You are the reason half the internet’s client experience actually works. Now it’s time to do the same for yours.
I’m Cait — systems strategist for the strategists. With 10+ years in ops and 150+ businesses streamlined, I’m here to help you tighten your ops, level up your offers, and automate your way to authority.
Because always the workflow builder, never the workflow user?
Not on my watch.
Let's do another system setup... but this time, it's yours.
Meet the Strategist for System Strategists
I'm Cait — educator for system & operations pros ready to lead, not chase.
xo, Cait
& answers
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!
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