A Done-For-You Dubsado Setup built to save you time, wow your clients, and scale your business — without the tech headaches.

Get a Fully Built, Fully Strategic Dubsado Setup

You’ve got a business to run — not forms to troubleshoot or workflows to second-guess. With a Done-For-You Dubsado setup, I build everything for you, based on your real process, your client journey, and your growth goals. No templates. No overwhelm. Just a streamlined system that does the heavy lifting while you stay in your zone of genius.

What’s Included in a Done-For-You Dubsado Setup?

This isn’t a starter kit or a slapped-together workflow. This is a fully custom, operations-backed Dubsado build designed to give your business structure and breathing room.

Your DFY Dubsado setup includes:

• Branded proposals, contracts, and schedulers
• Seamless workflows that handle lead capture, onboarding, fulfillment, and offboarding
• Automations that reduce admin and improve consistency
• Email templates that sound like you (and save you hours)
• Smart package and payment plan setups
• Custom forms and client communication flows
• A final walkthrough + video training library to help you feel confident using it all

🔧 The Done-For-You Dubsado Setup Process

Because great systems don’t happen by accident — they happen by design. Here’s how we build yours from the ground up.

1. Strategy First

We kick things off with a deep-dive Process Mapping Session. This is where we untangle your current workflows, identify gaps, and design a smooth, scalable client experience that fits your business — not some template.

2. Build + Automate

Then I get to work. Inside Dubsado, I build out your custom workflows, emails, forms, schedulers, and everything in between. Every automation is intentional, every detail dialed in. You don’t have to lift a finger.

3. Review + Refine

Once your setup is built, we’ll walk through it together. You’ll get a live demo of your system in action, plus a Next Steps Guide and training videos so you know exactly how to use it — and how to own it like the pro you are.

4. Launch With Confidence

You go live with a polished, automated system that works behind the scenes so you can stay front and center. No tech headaches. No second-guessing. Just seamless, scalable operations from first inquiry to final send-off.

Why Automate with Dubsado?

Dubsado is built for service providers — photographers, designers, coaches, planners, strategists — anyone who wants to stop juggling systems and start serving smarter. A strategic Dubsado setup can help you:

• Save 300+ hours of admin a year
• Eliminate back-and-forth emails
• Get paid faster, with less follow-up
• Deliver a next-level client experience
• Finally feel like your business runs without you micromanaging every step

How much does a Dubsado Setup cost?

Average DONE-FOR-YOU Dubsado Setup investment:

$4497

Why Work with Me on Your Dubsado Setup?

I’ve spent 10+ years building scalable systems for creative entrepreneurs, and I’ve streamlined Dubsado setups for over 150 businesses. I know how to take your client experience and turn it into a system that works like magic — even when you’re offline.

When we work together, you’re not just getting a tech setup. You’re getting real operational strategy, built around how you work best — with no guesswork, no generic workflows, and no fluff.

FAQs About DFY Dubsado Setups

How long does the setup take?

Most setups are completed within 4–5 weeks, depending on your onboarding prep and response time. I’ll keep you in the loop with progress updates throughout.

What platform features do you use?

Every setup is tailored to your business needs — including proposals, schedulers, forms, workflows, payment plans, and email templates. I’ll walk you through what we’re using and why during your kickoff.

Do I need to know how to use Dubsado?

Nope — that’s what I’m here for. I’ll give you a full walkthrough and a custom Next Steps Guide to help you learn how to use your new system with confidence.

Let’s Build the System You’ve Been Wishing For

If your client process is clunky, chaotic, or constantly being duct-taped back together — it’s time for something smarter. A Done-For-You Dubsado setup will streamline your operations, elevate your client experience, and give you the space to focus on what you do best.