When you've done a bunch of Dubsado setup work and just need help with your workflows (and FAST), this is the service for you.

this is the very simple solution you've been searching for.

You fill out a questionnaire to tell me your process for ONE service

I get back to you within 7 calendar days with custom Dubsado workflow(s) for that service!

BONUS: Expert mapping of one payment plan to make sure you get paid when and how you want for this service!

BONUS: Implementation Guide- key directions on WTF to do with your new workflows

BONUS: Discount on my signature Dubsado Setup Course to get more help and direction on HOW to set up the workflow I've given you. 

You'll Leave with:

Strategically planned Dubsado workflow(s) for your service, ready for you to setup!

- it's a no brainer -

get your workflow(s) for one service for just:

$297

uh, duh!

168

hours saved annually per service automated on average

2007%

average return on investment in first year of use (keeps growing after that!)

87%

client experience Tasks automated on average

$4,040

SAVED ANNUALLY per service BY AUTOMATING INSTEAD OF HIRING on average

mY dubsado clients experience

why work with me?

i can take the mess and turn it into (auto) magic

Listen, I have spent YYEEARRSS learning all the ins and outs of Dubsado! When you work with me, you benefit from my tried-and-true, consistent, and wow-worthy approach that allows you to skip the overwhelm of Dubsado and get right to the good stuff... automated tasks that save you from hours of busywork!

xo, Cait

let's work together

wait wait wait, i gotta question.

how many workflows do I get?

You  don't just get one workflow with this package- you get the number of workflows you NEED for your service. Generally the following workflows will be included, but this is just a guideline and is subject to change based on your service:
  1. Inquiry
  2. Proposal
  3. Onboarding
  4. Booked
  5. Offboarding
No minimum number of workflows is guaranteed, and there's no maximum limit. It's all based around what will serve you best.

what will my workflow look like?

You will receive multiple formats of your workflow so that no matter your preference, you've got the information you need.
You will receive:
  1. A Google Sheet with your workflow(s) in spreadsheet format
  2. A beautiful PDF that shows what each workflow step will look like INSIDE Dubsado
  3. A video walk-through of your workflows so that you get audio commentary to go along with each step

what counts as a "service"?

A "service" is each TYPE of thing you sell. So for a photographer, each of the following would be considered individual services: Maternity, Portrait, Wedding, Minis. If there are different packages within these categories that have different package inclusions that would affect the client experience process, then each PACKAGE would be a service. If your services strongly intersect, such as with Brand & Web Designers, you would be better off booking a Strategy Session so that we can talk through and map to account for those variations.

what do I do with my workflow?

You IMPLEMENT it! I really don't believe in giving end-products that leave you thinking, "???".

SO, I give you a handy written Implementation Guide that provides guidance on what to do with your newly mapped workflows and how to get them all entered into Dubsado. You'll also be given the opportunity to purchase my Dubsado Setup Course at a discounted rate- which is basically the Implementation Guide on STEROIDS with step-by-step directions you can follow for implementation.

there's no excuse not to say yes to this.

let's go

if you want good workflows FAST, this is your chance.

need more than just a workflow?

here are your options

done-for-you Dubsado setup

No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!

learn more

done-with-you dubsado setup

Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!

learn more

strategy
session

Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!

learn more

done-for-you system setup

No time (or DESIRE) to work on your system setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!

learn more

tech stack consulting

I’m here to analyze your biz needs, thoroughly research and vet the best tools on the market, and then provide you with a comprehensive recommendation report!

learn more

custom dashboard & ops tools creation

Sick of checking a million places to figure out what's going on? Let's build tools that work together to take a load off your plate & finally get you that bird’s eye view of your biz.

learn more

other

k;dfja;fj;alef

learn more

done-for-you system setup

No time (or DESIRE) to work on your system setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!

learn more

done-with-you dubsado setup

Want to be hands-on during your Dubsado setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!

learn more

done-for-you Dubsado setup

No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!

learn more

done-with-you dubsado setup

Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!

learn more

dubsado workflow express

Get strategically designed Dubsado workflows for one service custom mapped for you in just THREE business days! You give me the vision, I give you the key to implementation.

learn more

done-for-you Dubsado setup

No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!

learn more

done-with-you dubsado setup

Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!

learn more

do-it-yourself dubsado course

Learning all the ins and outs of Dubsado is time-consuming, but strategically finishing your setup doesn't have to take years. I'll put together the plan so you can DIY this in no time.

learn more

done-for-you Dubsado setup

No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!

learn more

done-with-you dubsado setup

Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!

learn more

do-it-yourself dubsado course

Learning all the ins and outs of Dubsado is time-consuming, but strategically finishing your setup doesn't have to take years. I'll put together the plan so you can DIY this in no time.

learn more

Strategy
session

Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!

learn more

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