If you’re a service provider tired of juggling admin tasks and cobbling together client workflows, it’s time for a change. At Grace & Company Designs, I offer a comprehensive Done-For-You Dubsado Setup — a complete, fully customized system that does the heavy lifting so you can stay focused on your craft. No tech stress. No guesswork. Just results-driven automation that scales your business and impresses your clients.
What Is a Done-For-You Dubsado Setup?
A DFY (Done-For-You) Dubsado setup is more than just a tech service — it’s a transformation. I design and implement a fully personalized Dubsado system tailored to your unique business needs, client journey, and growth aspirations. Every element is custom-built — nothing templated, nothing generic.
What’s Included in My Custom Dubsado Setup?
Branded Assets That Reflect Your Identity
- Polished, professional proposals
- Legally-sound contracts
- Beautiful schedulers, all aligned with your brand
End-to-End Workflow Automation
- From first inquiry to final farewell
- Lead capture, onboarding, fulfillment, and offboarding
- Intelligent workflows that keep everything running smoothly
Administrative Efficiency
- Automation of emails, forms, invoices, and payment plans
- Pre-written email templates crafted to match your voice
- Client communication flows that make follow-ups effortless
Strategic Payment Infrastructure
- Smart package structuring
- Custom payment plan setups
- Automated invoicing and reminders
Confidence-Boosting Support
- Final system walkthrough
- Access to an exclusive training video library
- Custom Next Steps Guide for ease of use
My Seamless DFY Dubsado Process
1. Strategy Before Systems
I begin with a deep-dive Process Mapping Session to evaluate your current operations and client touchpoints. This strategy-first approach ensures that your new setup fits your business like a glove — not a pre-made mold.
2. Custom Build and Automation
With a clear blueprint in hand, I build out your entire Dubsado backend. Workflows, emails, schedulers, contracts, and more — all integrated into one smooth system. You stay hands-off while I get everything just right.
3. Personalized Review and Refinement
You’ll receive a live demo of your new system and walkthrough of every feature. My Next Steps Guide and training library make it easy to onboard your team or navigate the platform solo.
4. Confident Launch
You’ll go live with a Dubsado setup that works seamlessly behind the scenes, giving you more time to do what you love — and a better client experience to match.
Why Choose Dubsado for Business Automation?
Dubsado is purpose-built for service-based entrepreneurs: designers, photographers, coaches, strategists, event planners, and more. A well-optimized setup empowers you to:
- Reclaim 300+ hours of admin annually
- Eliminate back-and-forth scheduling
- Get paid faster with less chasing
- Offer a professional and consistent client experience
- Operate efficiently without constant oversight
Dubsado CRM Automation Options & Pricing
Dubsado VIP Day — Starting at $2,500
Need a fast-track Dubsado setup? In just one day, I’ll build or refine your entire system so you can streamline your client workflow without waiting weeks. Ideal for quick but powerful setups or refreshing an existing system.
What’s Included:
- Custom workflow automation for inquiries, onboarding, and payments
- Branded proposals, contracts, invoices, and forms
- Automated scheduling, invoicing, and contract signing
- Dubsado & Zapier integrations
- Live training and final walkthrough
⏳ Completion Time: 1 Day
📋 Client Prep Time: Minimum 10–12 Days Before Project Start
Full Dubsado Setup — Starting at $3,000
Struggling with messy admin tasks? My Full Dubsado Setup transforms your operations into a streamlined, automated system so you can book clients, send contracts, and get paid — all with ease.
What’s Included:
- Client Experience Mapping to design seamless workflows
- Branded, high-converting forms & proposals
- Pre-written, automated email sequences
- Automated scheduling & payment plans
- Full workflow setup from inquiry to offboarding
- 3rd-party integrations (Zapier, QuickBooks, FloDesk, etc.)
- Final training & support to boost confidence using the system
⏳ Completion Time: 4–6 Weeks
📋 Client Prep Time: Minimum 3 Weeks Before Project Start
Looking to enhance your setup even more? These fixed add-on services can be added to any Dubsado package:
- CRM Migration from HoneyBook
- Custom Coded Form Design
- Automation Workflow Mapping
- CRM Strategy Session
- Priority Launch Assistance
(Fill out my contact form for my full pricing guide) wink wink
Why Work With Grace & Company Designs?
With almost a decade of experience designing operational systems for creative entrepreneurs and successful Dubsado builds under my belt, I understand what it takes to craft a system that actually works for you. My approach is rooted in:
- Operational excellence
- Deep understanding of service businesses
- A commitment to customization and ease-of-use
FAQs About Done-For-You Dubsado Setups
How long does it take?
VIP Day: 1 day (with at least 10–12 days of prep).
Full Setup: 4–6 weeks (with at least 3 weeks of prep).
What features will be included?
Your system may include forms, workflows, email templates, payment plans, schedulers, contracts, proposals, and more — all chosen based on your needs.
Do I need Dubsado experience?
Not at all. I guide you every step of the way and provide you with everything you need to use your system with confidence.
Let’s Build the System You’ve Been Wishing For
If your business backend feels like a chaotic maze of emails, spreadsheets, and sticky notes — it’s time for a smarter system. Let Grace & Company Designs turn your service into a streamlined experience that clients rave about and you enjoy running.
Stop duct-taping your processes. Start scaling your success.
This post contains affiliate links. If you choose to sign up for Dubsado through my link, I may earn a small commission at no extra cost to you. I only recommend tools I trust and use for myself and my clients.
