Dubsado Setup Service
Streamline your workflows, Level up your onboarding & save time by automating your design business.
What is the Dubsado setup service?
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 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 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
With this done for you Dubsado setup, you’ve got a one stop system that lets you do everything easily and focus on what you do best, being the absolute boss of your business.
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.
