Do What You Love, Automate the Rest
Welcome to a more efficient and personalized way of managing your client interactions. With Dubsado, you can automate your workflows, create beautiful proposals, and manage projects effortlessly. Whether you choose a comprehensive setup or a focused VIP Day, I’ve got you covered!
Some Benefits of Using Dubsado
Maximize Efficiency and Streamline Your Business with Dubsado: Key Benefits
Time Saving Automation
Automate repetitive tasks like sending invoices, follow-up emails, and appointment
Professionalism
Impress your client with beautifully branded forms, proposals and contracts
Peace of Mind
keep that your business processes are running smoothly, even when you’re not actively managing them
Client Experience
Provide a seemless and personalized experience for your project client, from enquiry to project completion
Introducing: Dubsado VIP Day and Setup Packages
While prices are listed to provide transparency, I understand that every business has unique needs. Pricing can be customized to suit your specific requirements, ensuring you get the best value for your investment.
Dubsado Setup Packages
What people are saying
Mo was an absolute pleasure to work with!! She went above and beyond to make sure my workflows in Dubsado worked well and completed the project ahead of schedule. She offered so many helpful tips along the way to improve my business and was extremely patient. I would most definitely recommend her services and I am 100% certain I will be hiring her again soon. Hands down THE BEST I've worked with
Tish, Tish Consults
You Will Walk Away With
System Setup
Solid client workflows that are easy for you and your clients
Automation
Automation that do the heavy lifting for you
Support Materials
Proposals, contracts, forms, emails, scheduling, client information, invoicing and more!
Resources
A "Now What?" guide with the next steps to get you up and running with your new Dubsado account
Basic Dubsado Setup Package - $800
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Scheduler setup
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Payment plans
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Lead workflow
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Onboarding workflow
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Offboarding workflows
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One service workflow
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Lead forms, Questionnaires, and Feedback forms setup
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Duration 2 weeks
1
Premium Dubsado Setup Package - $1600
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Scheduler setup
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Branding setup
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Payment plan
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Lead workflow
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Onboarding workflow
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Offboarding workflows
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Up to 5 service workflows
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Lead forms, Questionnaires, and Feedback forms setup
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Simple proposal, and contract setup
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A personalized video for you on how to use Dubsado effectively
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30 days of post-setup support to ensure a smooth transition
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Duration 3-4 weeks
3
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Scheduler setup
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Payment plans
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Lead workflow
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Onboarding workflow
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Offboarding workflows
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Three service workflows
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Lead forms, Questionnaires, and Feedback forms setup
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Duration 2 weeks
Basic Dubsado Setup Package - $1200
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A thorough review of your existing Dubsado setup
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Expert recommendations for optimization
Dubsado Audit & Recommendations Package - $500
4
Is Client Management Draining Your Time?
Maybe you...
* Are spending too much time on emails, forms, and chasing down clients.
* Know that systems could support you but don’t have the time to set them up.
* Feel overwhelmed by the numerous tech solutions out there.
After your Dubsado VIP Day or Setup Package, you will be able to...
* Have a seamless, automated onboarding and offboarding process.
* Automate client emails, contracts, proposals, scheduling, intake forms, and more.
* Provide a consistent and professional client experience.
* Gain more time to focus on what you love doing—working with your clients!
* Feel confident and relaxed about your systems
FAQs
Are you ready to streamline your business operations and enhance your client management processes in just one day?
This package is designed for clients who need more extensive customization and training to fully leverage Dubsado’s capabilities.
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Workflow Mapping
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All setups
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Creating Assets (up to 5 forms from existing templates or 3 new forms from scratch)
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Workflow Automation
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Update Existing Workflows (up to 3 services) & 4 New Workflows
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Redesign Forms (3-5 existing forms)
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Video Trainings and Support via Slack (One month post VIP DAY)
VIP Day Package 2: Advanced Customization - $2500
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VIP Day Package 1: Essential Setup and Optimization - $1800
Are you ready to streamline your business operations and enhance your client management processes in just one day? This package focuses on setting up and optimizing Dubsado workflows and assets to ensure your business operations run smoothly and efficiently.
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Workflow Mapping
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All setups
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Creating Assets (up to 3 forms)
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Workflow Automation
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Update Existing Workflows (up to 2 services) & 2 New Workflows
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Video Training
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Support via Slack (2 weeks post VIP DAY)
Dubsado VIP Day Packages
1
What is Dubsado?
Dubsado is a comprehensive client management system designed to help you automate your workflows, manage client relationships, and keep all your business operations organized in one place. It allows you to streamline tasks such as sending invoices, follow-up emails, and appointment reminders, enabling you to focus more on growing your business.
What are VIP Days?
VIP Days are intensive, one-day setups where we focus on optimizing your Dubsado workflows and assets to ensure your business operations run smoothly and efficiently. There are two packages:
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Essential Setup and Optimization: Includes workflow mapping, creating up to 3 forms, workflow automation, updating existing workflows (up to 2 services), video training, and 2 weeks of post-VIP Day support via Slack.
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Advanced Customization: Includes everything in the Essential package plus creating up to 5 forms from existing templates or 3 new forms from scratch, redesigning 3-5 existing forms, and one month of post-VIP Day support via Slack
Can I customize the services based on my specific needs?
Absolutely! We pride ourselves on our personalized approach. All our services are customizable to fit your unique business requirements and goals. We work closely with you to ensure that our solutions align perfectly with your business needs
How do I get started?
Simply click on any of the buttons above to get started.
What do I need to provide for the setup?
You will need to provide access to your Dubsado account, as well as any existing forms, templates, contracts, workflows, and branding materials. I will guide you through the process to ensure we have everything needed to customize your setup to your business needs.
What happens during a VIP Day?
During a VIP Day, we will work intensively on your Dubsado setup, focusing on optimizing workflows and creating necessary assets. The day includes workflow mapping, creating and updating forms, and automation. We also provide video training and post-day support to ensure you are comfortable using Dubsado.
What if I need additional support after the setup?
All our packages include post-setup support to help you get the most out of Dubsado. The Basic package includes 30 days of support, while the VIP Day packages offer support via Slack for 2 weeks or one month, depending on the package. If you need further assistance beyond this, we can discuss additional support options tailored to your needs.
How long does the setup process take?
The onboarding process can take up to a week and this is because you will have some homework to do (sending over documents e,t,c, getting on a call to map out your processes, and more) The actual setup is one day for VIP DAY. The basic setup packages takes 2 to 4 weeks.