Sophie King

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Must Have: Dubsado Workflow Builder

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Do you have a solid process for mapping your Dubsado Setup clients’ workflows? Are you spending hours building the checklist of content to create after you workflow map (what I lovingly call, the “Content Directory”)? Do you find yourself missing critical pieces or steps as you begin implementation after workflow mapping? Sounds like you need my signature Dubsado Workflow Builder!

After years of Dubsado Setups, I’ve identified a highly efficient system of tools that allows me to run my own business with operational excellence. With the Signature Dubsado Workflow Builder, I no longer need to worry about asking clients for materials in the middle of a project because using this tool, I can be confident that I’m getting everything I need from them from the start.

Since I started using this tool, gone are the days when I:

  • Realize after a call that I forgot to ask if a client wanted scheduler reminders and when.
  • Was assembling a workflow and realized I forgot to write an email to send a particular form.
  • Spent HOURS PER CLIENT making the detailed checklist of all of the content to create. This spreadsheet makes it a no brainer and does it ALL FOR ME!


  • Highlight all of the items/elements you need for each type of action and trigger in Dubsado. No more forgetting scheduler reminders (for example)!
  • AUTOMATICALLY CREATE YOUR CONTENT DIRECTORY! This spreadsheet is smart enough to pull all of the individual emails and forms you need across ALL workflows and condense them into 1 list of unduplicated resources you need to create. This will majorly speed up your process and help you ensure that your Implementation Questionnaire is customized perfectly.
  • Help you create a bank of your commonly used payment schedules to make it easier for you to create template emails that go along with them
  • Give you my signature 3 lead workflows that I can start from for ANY client! They are fully customizable for you to change as needed for your individual client, without having to start from scratch every time.

Click the images below to see the builder!

Want to see more? Check out this video on why my Workflow Builder is AWESOME!


A new method of workflow mapping that ensures you get all needed content, saving you HOURS on EVERY client!



    • 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 the Workflow Builder!


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.

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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