Streamline your workflows, level up your onboarding & save time by automating your business.

Dubsado setup is for you if…

You’re using more than one tool or app to track your client projects, schedule bookings and send out contracts and invoices.
You’re writing the same emails over and over again for different clients or copying and pasting from a google doc.
For every new client that inquires, you have to manually take them through the client experience.
You’re forgetting to chase up on invoices until you realise in a panic that you haven’t been paid yet.
Your onboarding and offboarding process is a mess of links, google docs, spreadsheets and sticky notes.
If you where nodding your head to any of these points then it’s time to streamline your client journey with Dubsado
Free Dubsado Client Portal Banner Templates

Download your 20 Free Dubsado Portal Templates

20 free templates to stay on brand & WOW your clients – it really does add to that 5* client experience.

the perfect client experience

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.

The Soultion

Why Dubsado?

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 discretely 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.

No more spending extra hours chasing up on invoices…

  • Forgetting to send out emails
  • Manually sending questionnaires and contracts having to triple check if it’s the right one
  • Back and forth to schedule meetings and send reminders
  • Going to Canva to tweak proposals to resave and reupload each time
  • Reinventing the wheel every time a new client comes onboard 

We’ll create a workflow that is specific to your business needs, with stunning custom-coded proposals, a streamlined process for all your packages, triggers for each package & each individual workflow. 

Sit back and have the system do everything for you, as we automate your emails and ensure that each client is getting the same, high level experience.

Once it’s set up, all you have to do is click a button.

the Dubsado Proposal Templates

Quit stressing about having to design a new proposal for every new client. Seriously, it’s a no brainer.

I challenge you to try to (finally) design a proposal in Dubsado today using this proposal template.

Grab your template. Clear your morning. Get to customising with your branding.

dusbado proposal template


Grace Dubsado Proposal Template scaled

dusbado proposal template


Lola Dubsado Proposal Template scaled

dusbado proposal template


Chloe Dubsado Proposal Template scaled
automate your business


Automate 88% of your business workflow strategy (defined as your ideal client experience) with the complete Dubsado Setup. It allows you to create proposals, send contracts, collect invoice payments, and automate many of the tedious administrative tasks to keep your business running. No more chasing invoices, manually sending contracts, questionnaires & inputting clients into your CRM system.
WOW, your new clients with the highest customer experience:

Packages / products built-in
Custom Payment Plans
All forms are custom coded with your branding, so they will look exactly like your website
All canned emails written for you
1 service included with the initial package with option to add additional services
Unlimited forms, schedulers, packages, payment plans
Client portal / branding setup
A comprehensive 1:1 tutorial where I teach you how to use your new system
30 days support as you acclimate to your new CRM
Recorded offboarding tutorial and offboarding questionnaire
Chloe | Dubsado Proposal Template

The Dubsado Makeover

You’ve DIY-ed your Dubsado forms & they aren’t on brand or are feeling flat. It’s time to give them the professional makeover they deserve. 

With custom-coded forms, branded proposals and ready-to-use contracts, not only can we make sure you’re at ease using your system, but also that your clients are receiving an immediate WOW factor.

Dubsado Onboarding Questionnaire - to gather all the information
Content Workbook
Custom Coded On Brand Forms
1x round of edits to your proposal design
Offboarding call to handover your new forms
CSS Tutorial Video
Dubsado Strategy

Workflow Strategy

Strategy Workflow 1-1 is perfect for the creative service-based business owner that has been DIY-ing their workflow and needs their business systems streamlined. 

You will leave the call with your onboarding and offboarding processes mapped out & know-how to implement them in Dubsado.

1-1 90 Min Strategy Call
Strategy Questionnaire
Workflow Mapping Sheet
Recorded workflow session

My Process For Building Your Dubsado

Frequently Asked Questions


How long does it take to setup Dubsado?

This package usually takes 3-4 weeks, depending on whether you have provided me with all the information prior to the Workflow Mapping Meeting. Form design takes up to 3 days after the onboarding form is complete.

Do you offer payment plans?

Yes. Apart from paying in full, I also offer a 50/50 plan, where 50% is due upon booking to secure your spot on my calendar, and the remaining is due 1 day before our offboarding call. Form design is paid 100% up front before work commences.

Is support provided after the project is finished?

Yes! With my Dubsado setup service, I remain available for 30 days of support to tweak any workflow, forms, packages etc. I want to make sure everything is working the way you hope in practice so if anything needs to be changed or tweaked within those 30 days, then we will get it done!

How do I start Dubsado setup?

We’ll begin by going through all your services, payment plans, contracts, questionnaires and proposals, so you’ll need to provide me with all of these so that we can map out separate workflows that work for your business. If you don’t want certain parts automated, no worries! We will customise your Dubsado to your business.

BUT you have to note that this service also means you have to put in the work to make the system work well for you and your business. I cannot do it alone!

Do I need a website?

No. You can collect leads in Dubsado without a website.

I do however advise that you at least buy a domain and custom email domain if you’re just getting started or rebranding your business.

Ready to Get Started with Dubsado?

If you’re ready to automate your processes and save time in your business using Dubsado, book a call today to learn more about my Dubsado Setup Services.

Let me help you set up your Dubsado account quickly and easily so that you can focus on growing your business!

Download now

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