If you’re ready to level up with more customization, automation, and powerful workflows, Dubsado is the tool you need. Plus, with HoneyBook’s recent price increase, it’s the perfect time to switch to a platform that delivers more value. But making the move from HoneyBook to Dubsado might feel overwhelming—how do you ensure everything transitions smoothly without disrupting your client experience?

I’ve got you covered with this step-by-step roadmap. Follow these key steps to start your migration, and sign up below to access the full guide for a seamless transition!

Why Dubsado is Worth the Switch

With Dubsado, you’re not just getting a CRM—you’re getting a powerhouse for your business. From smart fields to automated workflows, you’ll save hours of time and create a customized experience that clients will rave about.

Step 1: Prepare for the Move

The key to a successful switch starts with preparation:

1. Export Your Data: Download all your client contacts, project details, and financial records from HoneyBook into CSV files.
2. Save Templates: Copy canned emails, proposals, contracts, and questionnaires into Word or Google Docs for easy reference during setup.
3. Audit Your Workflows: Identify the automations you want to recreate in Dubsado. This step helps you map out your processes and optimize them for even better results.

Step 2: Set Up Dubsado Basics

Before diving into templates and workflows, lay the groundwork:

1. Brand Your Dubsado Account: Upload your logo, set your brand colors, and customize your email signature under Templates > Emails.
2. Import Contacts: Upload the CSV file you exported from HoneyBook into Dubsado’s Address Book.
3. Organize Services: Add your offerings under Templates > Packages to make it easy to build client proposals.💡 Pro Tip: This foundation ensures the rest of your setup process goes smoothly—don’t skip it!

What Comes Next?

Now that your basics are in place, it’s time to dig into the good stuff:

1. Rebuild your templates with Dubsado’s customizable forms, emails, and contracts.
2. Design workflows that automate client touchpoints, payments, and scheduling.
3. Migrate your active projects without missing a beat.

Want the full breakdown of these steps and all the insider tips to make your switch seamless? Sign up below to access the complete guide!

Simplify Your Switch Today

Switching platforms doesn’t have to be stressful. With a little preparation and the right roadmap, you’ll be up and running in Dubsado in no time—saving hours and delighting your clients with a more personalized experience.

Sign Up to Get the Full Guide!

Ready to streamline your workflows and scale your business with Dubsado? Enter your email below to access the complete step-by-step guide and make your switch stress-free!

Final Thoughts

Dubsado’s flexibility and automation tools make it a game-changer for small business owners. Whether you’re looking to save time, provide a better client experience, or grow your business, switching from HoneyBook to Dubsado is a smart move. Don’t let the transition overwhelm you—get the full guide and simplify your switch today!