Dubsado Workflow Strategy Session
Map out your services, client journey, and workflows so Dubsado actually works for your business
You know your services.
You know how you want your client journey to feel.
You know Dubsado should be making life easier.
But turning all of that into actual workflows inside the system?
That’s where things get messy.
This 90-minute 1:1 strategy session is designed to help you map out your services and build the workflow logic behind them, so you walk away with a clear plan for what needs to happen inside Dubsado.
your workflow strategy done for you
When you signed up for Dubsado you thought “I mean how hard can this be”?
But instead, it’s ended up looking a bit more like this:
You’ve got the ideas.
You just need help translating them into a setup that makes sense.
And that’s exactly what this workflow strategy session is for.
If this is sounding like I’ve got a secret camera aimed at your office, watching you pull your hair out over your workflows, don’t worry, I don’t.
Feel confident that your Dubsado workflows are working for you and not against you
Your Dubsado fixer-upper package
Dubsado Workflow Strategy Session
During your 90-minute 1:1 online workflow strategy session, we’ll map out your services in real time and break down exactly how they should function inside Dubsado.
This isn’t just a chat and a vague “hope that helped.”
90-minute 1:1 strategy call
Your services and workflows mapped out in real time
Google Sheet document with your workflows clearly laid out
Workflow foundations you can implement in your system after the call
You’ll come away from our call with your workflows mapped out for you to implement.
Recording of the session to refer back to
Our workflow strategy call is recorded so you can revert back to this at anytime.
Investment: Only £550*
*This investment is only pay in full before booking your 90 minute workflow strategy session!
Real stories from real people
Best decision
Sarah took a business that felt messy and manual and turned it into a streamlined, beautiful Dubsado setup that completely changed the client experience.
Emily
Huge time saver
The setup was fast, efficient, and saved a huge amount of time, while still feeling polished and perfectly aligned with the client’s brand.
Lisa Hunter
Made it simple
After struggling with Dubsado for over a year, this client said Sarah made the whole process feel simple and created a polished system that saved hours of admin.
Sarah Lewis
Game changer
Sarah’s workflow automation saved countless hours, mapped out the full client journey, and delivered a more seamless experience from start to finish.
Chandler Nelsen
Peace of mind
With a tailored Dubsado workflow in place, this client felt confident going into launch knowing inquiries, scheduling, contracts, and payments would all flow smoothly.
Jennifer Krause
My go-to
Sarah handled the full setup in a way that felt organised, efficient, and professional, saving time and automating parts of the business straight away.
Jennifer Graham
Workflow Audit vs Workflow Strategy Session
A workflow audit is all about reviewing what’s already in place.
This is ideal if you already have workflows built inside Dubsado, but something feels off. Maybe emails are sending at the wrong time, actions are duplicated, things are missing, or your setup just feels clunky and harder to use than it should be.
With an audit, the focus is on:
reviewing your existing workflows
identifying what’s not working properly
This is ideal if you’re starting from scratch, creating new services, changing your offers, or you know how you want your client journey to feel but need help turning that into an actual workflow structure inside Dubsado.
With a strategy session, the focus is on:
mapping your services and client journey
What’s the Workflow Strategy process?
It’s super simple, let me break it down.
Book your session
Fill out your questionnaire
Join your strategy call
Setups so good I’ll have you moaning DubsadOOOOH
Snag your 20 FREE Dubsado Client Portal Banners
Give your Dubsado Portal a makeover with our easy to use Canva Templates that you can add your branding, logos & photography.
All your Dubsado questions answered
and if they’re not you can always just pop me an email – just saying 🙂
Do you have a Dubsado discount code?
Hell yea I do. I’m a Dubsado Certifed Specialist so I can get you a whooping 30% off your WHOLE YEAR.
How long is the workflow strategy session?
Is this for people who already use Dubsado?
Will you implement the workflows for me?
What is Dubsado?
In case you aren’t familiar with it, Dubsado is a Client Project Management tool for individual client projects (not to be mixed up with email marketing platforms).
It keeps all your clients (known as projects) in one place so you can streamline onboarding & offboarding processes. This includes booking in consultations, sending call reminder emails, sending contracts, invoices, proposals, recurring payments and more.
Why should I use Dubsado over other CRMs?
Dubsado is the system where: Payment reminders, appointments, and lead captures run on autopilot. With this full dubsado setup, you’ll be able to escape your inbox, book clients more quickly, have more free time and have space to make progress in your business process. You want to provide an elevated client experience and have a system that discreetly keeps clients on schedule.
My Dubsado setup allows you to create the perfect client experience while saving time, by not having to repeat processes every time a new client buys from you.
Do you provide Dubsado Templates?
YES! I have some awesome Dubsado templates in my shop and also, my shop is growing keep your eyes peeled.
Do I need a website for Dubsado to work?
Hell no sista (mr)!! The best thing about Dubsado is you can use their proposal template section and lead capture forms as separate landing pages SO that means you don’t even need a website…
Also the website designer in me is screaming – “you need a website, please please sort this out” but that’s a story for another day – or click here to find out why.
What do I need before booking?
How do I know if Dubsado is right for me and my business?
Well firstly can you answer me a few of thes questions?
- Are you a service based busines owner?
- Are you working 1:1 with clients?
- Are you interested in using all of Dubsado’s native features (e.g scheduler, payment integrations, forms etc)
If you answered yes to the above then you’re 100% a good fit & if you are still unsure, hop on a free call with my to talk it through
Check out my other Dubsado services
Full Dubsado Setup
Dubsado Strategy Session
Dubsado Workflow Audit
Not quite yet ready to dive into the depths of hiring a Dubsado Specalist?
If you’d rather DIY your Dubsado setup than hire me to do it for you, then allow me to usher you over to my blog, where I’ve got loads of helpful step-by-step guides, videos and all sorts.
Ready to get your services mapped out and your workflows sorted?
Complete the process below by selecting your time, completing the form and paying the invoice in full.