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Ready to Automate?

Is a Dubsado set up service right for me?

If you are losing the time you have to work with clients because you are lost in admin work…
If you are constantly writing the same email over and over…
If you want to automate your systems to provide a VIP client experience but don’t have the time…
If you are looking for a system that will take your clients through a workflow while you have a coffee…

Then YES… a Dubsado Set Up Service is right for you!

Done For You - Signature Service

Investment starts at $1550

What is included:

We will work together on a Zoom call to build out your  Signature Service workflow.  You will need to provide some content for the emails, forms and questionnaires and packages, but I will brand them, unique to you and will make your workflow come to life. 

A La Carte Services

Investment starts at $300.00

What is included:

If you aren’t looking for a full set-up, I can help you with form design, workflows and more.  This is a $300.00 package for 5 hours or $65.00 per hour if less than 5 hours.

Timeline 2 to 5 weeks

Week 1: Strategy

Workflow call (each service you offer will usually become its own workflow)
Questionnaire
Planning session and process mapping
Finalize and approve workflows

Week 2: Prep

Access to your accounts (if needed)
Pre-work checklist
Gather templated information


Week 3: Set-Up

Creation of canned emails
Workflow set up and tests
Creation of all forms, questionnaires, contracts and proposals


Week 4 – 5: Finalize

60-minute handover call
Minor revisions
BONUS – 2 weeks email support*



* if amount paid in full upfront
Payment Plans available

Click to use my Dubsado Coupon Code

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