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.
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.
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:
You are confused about all the features and capabilities that Dubsado offers
Not sure how to optimize Dubsado and how to integrate it with other systems in order to automate your business
You feel you won’t get the full benefit from Dubsado because you are so overwhelmed trying to set it up
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
You are afraid of the learning curve of a new system and how much of your time it is going to take up
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
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:
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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.
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We'll have a kick-off call to review your intake form and map out your perfect client workflow.
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This is where the magic happens! I'll get to work building out your custom Dubsado setup.
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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!
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!
Why am I a Dubsado Specialist?
Dubsado Setup FAQ
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Expect the process to take approximately 4 weeks. This timeline is dependent on receiving all necessary assets and timely responses to any questions.
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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.
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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.
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Yes, I can certainly help with any ad hoc work. Please reach out for a custom quote.
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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
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!
Here is What Past Clients Had to Say…
“I've had the pleasure of working with Samantha for two years, and I can't express enough how invaluable she's been to both me and my community. Running a community involves a multitude of tasks—many of which are intricate and time-sensitive. Samantha seamlessly handles everything from resolving technical issues for our members to organizing email sequences and uploading content to our website. Her support doesn't stop there; she's also my personal taskmaster, ensuring I stay organized and on track.
What truly sets Samantha apart is her level of professionalism. She is timely, efficient, and always courteous, embodying a work ethic that is nothing short of impeccable. Her ability to handle whatever I throw her way with competence and grace is a godsend, making it easy for me to trust her implicitly with the operations of our community.
My community members also adore Samantha, frequently praising her helpfulness and quick problem-solving skills. In a role where member interaction is key, Samantha provides amazing support and reliability.
In short, I don't know what I would do without Samantha. She's more than a Virtual Assistant; she's an integral part of our community and a major reason why it thrives. If you're looking for someone to provide comprehensive, professional support, look no further than Samantha.”
“It has been an absolute pleasure working with Samantha and getting to know both her and her partner more personally. We can't express enough how much ease and relief she brought to our business early days, and the ongoing support she provided us and dedication truly allowed us to grow and thrive. Not to mention, she is a beautiful person through and through. As you know, Stacey and I look for good humans first and foremost, and we knew immediately that it was Samantha. Thank you!”
Stacey & Linday, CW Therapy - Therapists & Practice Owners
“Samantha has been an absolute godsend in my business. She is proactive with anticipating my needs as an entrepreneur. She is organized and methodical in the behind-the-scenes of my business - she has meticulous systems to keep track of the things I struggle most with so that I can stay in my Zone of Genius and know everything else is taken care of. I'm constantly grateful I found someone so diligent, savvy and organized to be my support system.”
Amanda, Amanda Kuda - Sober Curious & Alcohol-Free Life Coach
Working with Samantha has been an absolute game-changer for my business. She is prompt, organized, and incredibly flexible, always keeping me accountable and on track. As a solopreneur, letting go of business tasks can be hard, but what a relief it is to fully trust the hands you put them into. Her support has freed me up to focus on the parts of my business I love most, and I couldn’t be more grateful.
Kristi, Courageous Counselling - Therapist & Practice Owner
Couldn't have asked for a better VA.
Joel, Rock Creek Coffee Roasters - Coffee Shop Owner
“I have been working with Samantha since 2022 and she has been a very valuable team member. She has a large skill set that she provides to my clients, such as website design, social media marketing, and online course creation/maintenance, just to name a few. She is very detail oriented and checks in with clients and me periodically to make sure things are going smoothly. I can’t see my team without her!”
Richard - Virtual Office Guy - Virtual Assistant Agency Owner
“Sam is one of my longest-standing team members at around 2 years - which I think speaks to her character!
Sam has been responsible for most of the background tech. She’s managed funnels, built and updated my course platforms and handled much of my CRM setup. She has taken initiative and fixed things before I’ve flagged them, which I appreciate. Sam and I are on different timezones, but she replies promptly to messages when back online - she’s always communicated clearly and well in advance before any scheduled absence and I find her to be a very easy person to work with.”
Stephanie, By the Way Creative - Copy Writer
“When I first found out about Dubsado I just knew I needed this in my life and business in order to streamline processes, save time, improve the client journey and when I had a call with Sam I was SO excited! She literally set up everything so beautifully and went through it in detail, since working with her there have been times when I was unsure of certain things and she talked me through them, I would highly recommend working with her, it's honestly one of the BEST investments I have made in my biz, she is so friendly, knowledgeable efficient and simply AMAZING! Everyone needs a Sam in their life!”
Vanisha - Social Media Manager
It was a pleasure working with Samantha. She is prompt and efficient and really cares about the success of my business. In addition, she brainstorms with me and finds solutions when there are challenges. I highly recommend her!
Maria, Maria Claps - Female Health Practitioner
“It was a pleasure working with Samantha. She was a valuable member of our team and a quick learner. Wishing her all the best in her new endeavours.”
Oksana, Drink Tea Travel - Travel Blogger