Dubsado Set up (CRM)

Client Relationship Management

From “new lead” to “offboarding,” this service is designed to smooth out your client management system from head-to-toe with the help of Dubsado. I create a systems where:

  • Payment, appointment, and homework reminders run on autopilot.
  • You’ll be able to escape your inbox, book clients more quickly, and have space to make progress in your business.
  • 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.
  • And so much more.

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 onboarding, 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


$850 for 2 workflows; $100 per additional workflow

50% deposit to secure booking, 50% at the beginning of Step 3

Each service you offer will typically becomes 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.

Schedule a free 30-minute consultation today! 

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