Dubsado Project Proposal Template

Streamline your client onboarding with this Dubsado proposal template. A customizable template designed to give you professional and impressive proposals to send to your clients.

Black circular badge with white text that reads "Certified Dubsado Specialist" around the perimeter, and a centered Dubsado logo with a pink checkmark.

Get your Dubsado Proposal Template

    Ideal for service-based business owners offering a project-based service to clients virtually or in person, including one-time system setups, copywriting, branding, web design projects and more. This template is your go-to solution for presenting professional, visually appealing proposals to potential clients.

    Say goodbye to manual client onboarding hassles. This Dubsado Proposal Template automates the workflow, allowing you to showcase your rates, obtain signatures (optional), and facilitate payments (optional) seamlessly. Be transparent, professional, and efficient in securing new clients.

    Perfect for business owners seeking a comprehensive proposal to present to leads that communicate:

    > About you, your experience in your field and company values

    > How you operate as a service provider and team

    > Service overview including key phases of the project, communication guidelines, working hours, and more

    > The deliverables of the project, so your lead knows what they are getting at the end of the project

    > Share past client testimonials

    > Invoicing details and how you receive payment 

    > Outline the next steps for your lead

    > Collect lead details and preferred package

    *Please note that the above are the included sections in the Dubsado proposal; all can be customized or removed completely.

    Brought to you by…

    Miss Samantha Elizabeth

    A woman with long blonde hair smiling and posing in front of a white backdrop, wearing a red floral dress with yellow, white, and black flowers and foliage.

    I started in the online space in 2018 as a Virtual Assistant while travelling the world as an extra income while on a Working Holiday Visa.

    I had the pleasure of serving online coaches, consultants and course creators in their backend operations. Being a VA helped me to gain experience and extensive knowledge in many different systems commonly used by online business owners. This is where my love of systems and automation in business started.

    Over time I revamped my services to include system Set Up services for Asana, Dubsado, Course and more. This is where I come in with my expertise in online systems and do all the nitty-gritty hard work for my clients to ensure their online systems are fully set up and optimized.

    I fully believe that using systems in business can conquer the overwhelm and save time for business owners. This is exactly why I started to offer system implementation services.

    My goal is to continue to help online business owners implement systems and processes in business to help them go from scattered to streamlined.

    When I am not at my desk, you can find me curled up on the couch watching reality tv with a glass of red wine alongside my kitty and my other half!