Service Provided

Done-For-You Dubsado Setup

About the Client

Nikki is a copywriter who helps you unapologetically be you and sell your shit. Her brand is loud in the best way, showing you that your brand deserves to be heard too. Her work is bold, personality-packed, and in-demand across global markets.

When she came to me, she was mid-rebrand, refining her offers, and ready to level up her client experience to match the premium results she delivered. That meant automating more, customizing smarter, and handling the complexity of multi-currency clients across multiple Dubsado brands – without losing the personality her brand is known for.

Nikki’s Must Haves

• Automate the full client journey – from inquiry to completion
• Manage 2 Dubsado brands for multi-currency billing
• Centralize project management under one roof
• Build forms and materials that reflect her bold rebrand

My Solution

Being based in the UK meant that Nikki needed to be able to serve clients all over the world, which meant she needed a detailed, customized solution. Dubsado does not allow you to invoice clients in multiple currencies within one brand, so Nikki needed 2 brands- one for euros and one for US Dollars.

Introducing 2 brands into the mix means duplicating EVERYTHING- it means that workflows, forms, emails, packages, EVERYTHING, needs to be created in BOTH brands. Not only is this tedious to set up, but it can quickly become a pain to manage- updating a workflow or form in one brand means it must also be updated in a second brand. Clients are now living in multiple spaces, which contradicts the whole idea of a CRM that brings everything into one place together.

So to combat these challenges, both brands were setup with materials and workflows for LEADS, so when someone is inquiring, they use one of two inquiry forms based on their location, which enters them into the correct currency brand on the back end. Once a client books, Nikki fills out a short, simple, internal Lead Capture form so that they are entered into her MAIN brand, which kicks off the appropriate workflow and allows her to manage all of her active projects from one single brand.

Multi-Brand Setup with One Delivery Hub

We created two brands in Dubsado: one for GBP and one for USD. Each had:

• Custom lead capture forms
• Unique workflows
• Branded proposals, contracts, and emails

When a lead inquired, they were routed to the appropriate brand (based on location/currency). But once booked, Nikki used a short internal lead form to trigger the main brand’s workflow – so all project management stayed centralized.

This kept billing clear and let her manage all active work in one dashboard.

10 Workflows Built to Scale

We built workflows that could flex around her evolving offers – including VIP Days, copy audits, and launch packages. Each workflow included:

• Automated emails
• Scheduled follow-ups
• Smart reminders
• Integrated scheduling links

On-Brand Materials That Convert

Proposals, contracts, and feedback forms were redesigned to align with Nikki’s bold, unapologetic voice – no sterile templates here. Every touchpoint screamed premium copywriter energy.

Why This Setup Worked

This wasn’t about “just” setting up forms or workflows. Nikki’s setup worked because we:

• Built dual-brand intake that feels seamless for clients
• Created a single-brand delivery hub so Nikki never has to jump between accounts
• Designed smart workflows with modular logic for flexible services
• Matched the visual and verbal brand at every touchpoint

No more back-and-forth. No more currency headaches. Just high-converting client experiences on autopilot.

Client Love Note

“Cait is a bloomin’ wizard when it comes to Dubsado! She thought of EVERYTHING. My setup was complex as I work across multiple currencies – Cait made it work so I never miss an enquiry while working across multiple brands in Dubsado. She thought about my setup from both the client and my perspective so our lives will be as easy as possible. The value added by Cait is huge – my client experience is going to make upping my prices easy.
Already recommended Cait to all my copywriter pals and will continue to do so. I’m so happy with everything. Plus, she’s so lovely to work with :)”

-Nikki Trailor

Smart Dubsado Tips for Copywriters

Only use dual brands when necessary. Currency constraints might require it – but simplify wherever you can. Use internal lead capture forms to merge project delivery into one dashboard.

Build modular proposals Create one proposal with optional services using conditional logic. This keeps things flexible without rebuilding from scratch.

Automate with voice. Use smart fields and brand-aligned language in follow-ups, reminders, and onboarding emails – so automation still feels human.

Design for global scale. Pair multi-currency setup with contract templates and timezone-friendly scheduling to make your biz easy to hire, no matter where your clients are.

Want a system that runs like this?

Let’s create a Dubsado setup that supports your brand, automates your admin, and makes scaling feel easy.