Sophie King

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Dubsado Account Audit Kit

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So, another lead has come to you asking you to check over their Dubsado account to tell them what they’re doing well and what they could be doing to better utilize all of Dubsado’s powerful features. Their account is so different from your last client who requested this, and it’s going to take HOURS to go through their account and identify everything they could be doing better.


Every client who comes to you for an audit should receive the SAME experience, the same level of quality, the same deliverable that helps them identify how to move forward. And every client who comes to you for an audit should feel clear on what they would gain by working with you on a full DFY Setup, rather than trying to continue DIYing it.

The Dubsado Account Audit Template helps you accomplish both of these goals: giving your clients a thorough review their account with insights on how to move forward while also helping you sell your biggest and best offer!

This Dubsado Account Audit Template:

  • Gives you a list of EIGHTY EIGHT (88) criteria on which to judge your client’s account
  • Provides you with an easy rubric on which to gauge the 88 criteria above, AND comes with a description of what each score means for each criteria (that’s 250+ descriptions of what an account might look like)
  • Tells you what questions you should ask on a questionnaire PRIOR to your audit so that you can evaluate the criteria correctly, PLUS it’s easy to add more!
  • Autogenerates a score for the client account and provides information on what the client’s next steps should be if they score a particular grade
  • Autogenerates a beautiful report that you can export to PDF to provide your client with their summary AND their detailed audit

Check out the video below to see the template and learn everything you need to know before buying!


  • A series of 6 emails designed to walk your client through the process step-by-step in a clear, digestible manner so that they are 100% on the same page with you and have clear expectations.
  • Cait’s exact Dubsado Account Audit workflow so that you can get a peek behind the curtain at the process that builds a 5-star client experience!
  • Account Audit Questionnaire which asks only what you need to know in order to complete the Account Audit. Remember that if you add any custom criteria to the Audit Template, you may need to add additional questions to this form!
  • A beautiful, customizable Audit Template that covers 88+ criteria (and is customizable with more) so that you can quickly complete a run through of client accounts and show them why they need you for more help!

You’ll leave with:

A template that you can customize once and then use for EVERY client who ever books an audit with you moving forward! Saving you hours and ensuring consistent quality delivery.


  • A one-click copy Google Doc with email series that you can copy to your account to personalize before pasting into Dubsado
  • A one-click copy Google Spreadsheet detailing my exact workflow
  • A one-click copy Dubsado Questionnaire: Account Audit Questionnaire
  • A Google spreadsheet that you will be able to copy into your account and duplicate for each of your clients.
  • Tutorial video explaining how to use and customize the Account Audit Template!

Terms & Conditions

Note that these are for PERSONAL USE. NO COMMERCIAL LICENSE. This means that you may not share this template with other Dubsado pros and you may not resell it. Due to the nature of digital products, there are NO REFUNDS.

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Strategy Session Kit

All products are meant to be used inside your own business and it is illegal to use them with other accounts, share, or redistribute them.

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