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Dubsado Setup Services (CRM Automation)

Does this sound familiar?

…”I want to set up an automated system, but I don’t have time to set it up.”

…”I don’t have the time to take on more clients because I spend so much time going back and form with leads and clients on the same questions/emails/contracts (insert item here).”

…”I need a system that does it all in the background so I have time for other things.”

…”It’d be nice to not have to recreate the wheel every time I have a new lead or client.”

What you get with a Dubsado Setup Strategist & Automation Expert:

  1. Time: You’re busy meeting with clients, so let me take care of automating your business so you can meet with more.
  2. Reduced Stress: If you don’t geek out over organizing, setting up systems and automating processes, you may not have the energy or desire to learn all the nuances of setting up an automated system on your own. I love setting up systems and processes and you get the benefit of reduced stress!
  3. Support more Clients: With an automated lead process, client process, event registration process and more you can support more clients and reduce your paperwork!
  4. Increased Revenue: Having space and time for more clients means more income. Who doesn’t love more income?
  5. No Training or Taxes: By outsourcing your system automation, you won’t have to pay any employee-related costs. You also won’t have to spend any time training me for the job. I already know how to get it done for you.

What’s Included

  • 2 workflows (additional workflows can be added-on)
  • Setup of workflows’ components: Form / email / scheduler / package templates, statuses, tags, referral sources, etc.
  • Consistent branding and stunning form design
  • 2 60-min video calls: Workflow Strategy & Handover
  • Step-by-step guidance from a Dubsado specialist throughout the process
  • Client Library video training, so you can confidently use your new system solo
  • 2 weeks of post-setup email support as long as Client Library video training is completed prior to account completion
  • Suggestions to increase conversion, simplify on-boarding, improve client experience, & set boundaries
  • Strategies to streamline your client management system, so you have fewer manual tasks
  • Seamless flow between Dubsado and the other tools you use, so your entire service delivery process is a breeze
  • Option to connect Dubsado with other software using Zapier


$950 for 2 workflows; $250 per additional workflow
50% deposit to secure booking, 50% at the beginning of Step 3

Each service you offer will typically become its own workflow. Keep in mind, 1 service can have multiple packages (ex: Branding & Web Design are different services, but each service has Silver and Gold package options). Even if 2 services have similar steps, different templates will be needed. Additional workflows can be added on later if needed.

Need a Dubsado Account? Sign-up here and receive 20% off your purchase: 

Dubsado Strategy Session

Strategy Session Investment $175

2 Hour strategy and exploration session includes:

  • Discussing Strategy for using Dubsado with your business
    • Create basic workflow outlining what is needed to create the process
    • Develop processes to increase leads and profits while decreasing stress and time
  • After the discussion you will receive an outline of strategies, processes, and workflows we discussed during our strategy session. Use the outline to DIY Dubsado, or continue with Dubsado Setup.
  • Copy of recording of exploration session

Why Automate Your Business?

Automation allows businesses to run without having to manage the back and forth of emails, scheduling, contracts etc., saving you time, energy and allowing you to take on more clients!

Dubsado is a business management solution designed to cut out the busywork that many coaches, and creatives get caught up in (sending info, questionnaires, contracts and scheduling meetings). With Dubsado you can quickly build relationships, schedule appointments, and create workflows to streamline your clients/workshops/events from start to finish. With Dubsado you can easily

🖋️ Book Clients
💸 Get paid Quickly
📅 Schedule Appointments
📄 Create branded documents (sign-able contracts, questionnaires, proposals, etc.)
📒 Access Accounting and reporting
✉️ Build relationships with clients

My clients use Dubsado in a variety of ways including (but not limited to):

  • Creating leads
  • Automating entire processes from coaching lead to coaching client (including the sending of questionnaires, schedulers, proposals, contracts and sub-contracts). All in your branding.
  • Automating projects, workshop registration, events, etc.
  • Sending questionnaires, contracts,and information
  • Automatically send invoices and receive payments
  • Payment, appointment, and homework reminders run on autopilot.
  • Boundaries and client expectations are clearly communicated, so projects stay on schedule and within scope.
  • Dubsado’s potential is optimized to serve your unique needs with organization, templates, and workflow automation.

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