Finally Get Your Dubsado Set Up and Running

Tired of juggling spreadsheets, emails, and invoices? I get it. A streamlined client process can feel like a distant dream when you're buried in administrative tasks. With my Dubsado Setup Service, we’ll get your business running smoothly so you can get back to doing what you love.

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What is Dubsado?

Dubsado is a powerful client relationship management (CRM) tool designed to handle the backend of your business. It's a one-stop-shop for sending proposals, signing contracts, collecting payments, and automating your entire client journey. Think of it as your personal virtual assistant, working tirelessly behind the scenes.

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How Dubsado Can Transform Your Business

Dubsado is the go-to CRM system for so many online business owners because of its automation potential, allowing you to save hours each week in your business! Dubsado is an all-in-one business management system that allows you to turn leads into clients effortlessly and give them a professional onboarding experience you are not embarrassed about!

A well-configured Dubsado account can revolutionize the way you work. It's perfect for a wide range of service-based entrepreneurs, including:

  • Photographers

  • Designers

  • Coaches

  • Virtual Assistants

  • Copywriters

Imagine a world where you're not constantly chasing payments or manually sending reminders. That's the power of Dubsado.

The reason you have not set up your Dubsado yet:

  1. You are confused about all the features and capabilities that Dubsado offers

  2. Not sure how to optimize Dubsado and how to integrate it with other systems in order to automate your business

  3. You feel you won’t get the full benefit from Dubsado because you are so overwhelmed trying to set it up

  4. Everyone talks about the actions you need to be taking on the front end of your business (like how to structure a sales call or how to communicate in the DM’s) - but no one ever talks about how to set up the back end of your operations and what systems you need to work smarter not harder

  5. You are afraid of the learning curve of a new system and how much of your time it is going to take up

  6. Tried a CRM system before but did not work for you

Sound Familiar?

Before I embraced Dubsado, my days were a chaotic mess of administrative tasks. I was overwhelmed and dropping the ball on important follow-ups. I knew there had to be a better way to manage my client relationships without sacrificing my sanity.

That's when I discovered the magic of Dubsado. It took me from feeling like a scattered mess to a savvy business owner.

With your Dubsado set up, your operations can look like…

It has a solid backbone that you can operate from easily and stress-free!

Your onboarding process is smooth and takes up a quarter of the time it did before you

Your clients are impressed and a little jealous of your on-brand and sophisticated onboarding process

You can launch your next service knowing that all the moving parts in the back end are taken care of

Know in a matter of seconds exactly how many leads you have and who you should be following up with

Have a consistent and automated process to follow when managing your clients

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Introducing My Done-For-You Dubsado Setup Service

My Dubsado Setup Service is designed to give you a fully customized and automated system that works for your unique business needs. What is included is intended for 1 service on a single payment plan. If you have multiple services you want set up or multiple payment plans, this may result in a higher quote.

Here’s what’s included:

Onboarding & Offboarding Call

We'll have two calls, up to 90 minutes each, to map out your ideal client journey. You'll receive recordings of both calls.

Package & Payment Plans

We’ll set up your packages and payment plans to make invoicing a breeze.

Workflow Setup

I'll build out a seamless workflow to automate your client process from start to finish.

Scheduler Setup

Say goodbye to the back-and-forth of scheduling with a fully integrated appointment scheduler.

Client Portal

Give your clients a professional and organized experience with a branded client portal where they can access all their documents and communications.

Zapier

We'll connect Dubsado to your other favorite tools to create a fully integrated system (you must have a Zapier account)

Forms & Emails

All the necessary forms and email templates have been uploaded to your account. Email copy is to be provided by the client. If copy is not provided, this will result in a higher quote.

Support

You’ll have direct access to me for four weeks to ask any questions and get the support you need.

Who This Service Is Perfect For

This service is for you if you'd rather be working with clients and growing your business, not figuring out tech. It’s for the creative entrepreneur who is ready to invest in a system that will save them time and streamline their operations.

The Dubsado Setup Process

I've broken down the process into four simple stages to ensure a smooth and stress-free experience:

  • Once you book, you'll receive an intake form to help me understand your business and processes. You'll also need to connect your calendar, email, and payment processor to Dubsado.

  • We'll have a kick-off call to review your intake form and map out your perfect client workflow.

  • This is where the magic happens! I'll get to work building out your custom Dubsado setup.

  • We'll have a final call to walk through your new system. You'll also receive four weeks of Slack support for any questions that come up.

Investment

My Dubsado Setup Service starts at $2,500 USD. For more detailed pricing information, I invite you to download my service guide below.

Download the Service Guide to find out more details

In this guide, you will find my current rates and a link to book a Discovery Call to see if we are a good fit!

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    Not long after launching Miss Samantha Elizabeth I was introduced to Dubsado and very quickly fell in love with the automation it offered in the back end of my business and now I could never imagine running my business without the help of Dubsado. 

    When I first started out in the online world, I tried my best to keep costs low and not sign up for every shiny system I saw. For that reason, I pushed away setting up my Dubsado for a long time, until I became so overwhelmed (and super regretful I did not set it up sooner).

    Finally, I decided to carve out some time to learn the ins and outs of Dubsado and set it up to start using it fully in my business! And boy oh boy was I ever pleased once I had it set up because it SAVED ME SO MUCH TIME. It helped me to automate my onboarding and offboarding of my clients allowing me to use the time I saved to hop on more Discovery Calls or film an extra IGTV for the week.

    I started telling clients and connections about how much I loved Dubsado that people started to ask me to set up their Dubsado for them! One thing led to another and now I am here offering Dubsado Set Up as an official service and I can not be more excited!

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    Why am I a Dubsado Specialist?

    Dubsado Setup FAQ

    • Expect the process to take approximately 4 weeks. This timeline is dependent on receiving all necessary assets and timely responses to any questions.

    • I can write the copy for your emails and forms based on my templates and experience. However, please note that I am not a professional copywriter, so the copy will not be as creative or strategy-focused. If you do not provide the copy, it will result in a higher quote.

    • You'll need to set aside about an hour to complete the initial intake form. Throughout the setup process, I'll need you to be responsive to any questions I may have. You will also need to be available for a one-hour kick-off call and a one-hour offboarding call.

    • Yes, I can certainly help with any ad hoc work. Please reach out for a custom quote.

    • CSS styling can be included for an additional fee, which will result in a higher quote.

    Have your Dubsado fully set up!

    Have your Dubsado completely set up for you so you don't need to feel overwhelmed trying to find the time to set it up. With your Dubsado set up, all the hard work is done for you:

    The setting up of canned emails, forms, proposals, scheduler and more

    The mapping out of crucial workflows to automate your operations

    The set up of settings to ensure your Dubsado workspace is optimized

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    Download the Service Guide to find out more details

    In this guide, you will find my current rates and a link to book a Discovery Call to see if we are a good fit!