A ClickUp board template you can copy to your own account and customize as you need
Over FORTY steps (plus subtasks!) that I complete for EVERY SINGLE setup, from Discovery Call to end of Follow Up Support
All steps are perfectly sequenced to ensure a timely and efficient setup
Packed with TONS of extra time-saving tips, tricks, and hacks
And so much more!
Dubsado Setup ClickUp Project Tracker
this tracker is packed with:
The literal key to implementing your dream luxury business setup service for your clients; bringing value to your package and taking hours off your setup time.
You will leave with:
This is the LIFE BLOOD of my business. This ClickUp board has taken me YEARS to hone, craft, and PERFECT through countless Dubsado clients. Through it all, this project tracking board ensures an equal level of luxury service for EVERY client, in the most time-saving order, and keeps you on track for FAST setup completion.
My system does NOT automatically send invoices for your purchases, but I'm happy to send them if you need. You can request an invoice through the Product Support item located in your product portal.
NO. Due to the nature of digital & service products, no refunds will be given. I welcome your private questions and feedback. You may send your feedback & requests in through the Product Support item located in your portal.
The automation fairies will email you access to your products within about 15 minutes of your purchase. You'll login to your personal portal where you can see everything you've purchased from me.
"cait is seriously such a bad ass. the shop is wonderful,
And very easy to use.
the content is very accessible for dubsado dummies like myself.
"Girl, if you want to uplevel your Dubsado setup services (or even get inspo for your own service offering workflow), grab these templates! You will save yourself hours and Cait included things I would have never even thought of on my own."
"i'm in the early stages of my dubsado setup offering, still getting my process down, figuring out my pricing, etc. and i just wanted to say that i'm blown away by all of these amazing resources.