everything you need to start a project right!
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workflows | Automations | Form Design
workflows Automations Form Design
dubsado certified specialist
trusted expert of
the dubsado experience
As a business owner, being organized is key to success. Manage your entire business all from ONE platform - Dubsado. My services offer a customized experience to streamline your business services, create automations to free up time, and best of all, match your brand aesthetics.
As the best platform on the market, Dubsado is an absolute beast when it comes to automatons, and form building - two things that will save you hours and hours of time with client communication and information gathering. So skip the stress and let us set up an amazing system that actually works for your business while still being custom to your brand and client experience.
automate & streamline your crm
work smarter, not harder!
get your business setup and automated today!
why hire a certified dubsado specialist?
A Certified Dubsado Specialist is someone who has taken Dubsado’s accreditation exam and passed with flying colors (passing requires a minimum 85% score — and the questions aren’t easy!). Not only that, Certified Specialists must re-sit the exam each year to show that they’re up-to-date with the latest features.
Going with a Certified Dubsado Specialist for your Dubsado setup gives you the peace of mind of knowing that you’ve hired someone who knows all the ins and outs of Dubsado intimately, and will never leave you in the lurch with half-built workflows or a system that doesn’t quite work.
schedule your discovery call
dubsado setup services
Are you ready to reclaim you work-life balance and refocus on your clients and family?
I WANT SANITY!
for photographers + designers
just what can I do with dubsado?
(I am so glad you asked!)
Custom Form Templates
easy to pay online invoices
personable automations
Interactive client portal
built-in scheduler
WOW your clients and leads with contracts, lead capture forms, questionnaires and proposal that match your brand and can be completed on any mobile device.
Never worry about how your clients will pay you, with fast sending invoices that work on a mobile device, and you can even automate reminders or add auto-pay so they never miss a due date!
Automate all the back-end work and little email 'office-work' that takes up your previous time using customizable workflows and sending appointment schedulers, all without sounding like a robot.
Instead of a string of email links, give your clients the freedom to access project details, view forms, pay invoices and so much more on your own branded client portal for them. Keep things all in one place and secure!
Need to set up a Zoom Call or schedule photography mini sessions? Customize and tailor your schedulers to what ever your needs are, completed with adding an invoice and a form to spend less time playing email/phone tag.
the dubsado EXPERIENCE
automate & streamline your business
2-hour workflow strategy call
A DEEP CLEANING TO STREAMLINE THE BUILD
READY TO USE no coding needed DUBSADO FORMS
Setup of custom workflow components: Forms/Emails/Schedulers/packages templates, status, tags, etc.
WORKFLOWS for New Leads, On-boarding, Project Phases, and Off-boarding
one-on-on calls during the set-up process
Basic copywriting, so unless your business has a very specific voice I will outline most of the emails for you from the workflow strategy call
Training materials that outline all the aspects of your new setup
30 days of bonus email support
1 month post Launch follow-up call
Access to my dubsado video library
a complete set-up by a certified dubsado specialist
for a standard client setup experience
let's do this!
cUSTOMIZED CLIENT PORTAL GUIDE TO SHARE WITH YOUR CLIENTS!
OFF-BOARDING CALL WILL BE SCREEN-RECORDED AND SHARED WITH YOU FOR REPEATED VIEWINGS!
+ Bonus Included
starting at $3000
the dubsado EXPERIENCE
automate & streamline your business
FREE discovery call to get a quote specific to your needs
"homework" and a deep cleaning to streamline the build
check-in chats to ensure that you UNDERSTAND the process and how to use your tools
Beautiful code-free form design with canva templates (custom css forms & conditional logic available on request)
All of your canned emails will be input AND new ones created to fill in the gaps - even ordered to help you manage them!
Client portal will be branded and customized to your business
Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows!
1:1 Off-boarding call with me where you will learn the ins and outs of your system (which will be recorded to rewatch later)
30 days of follow-up support & training while you are getting the hang of things
a complete set-up by a certified dubsado specialist
40% Retainer Due to Start | Timeline 4+ weeks
start your project today
cUSTOMIZED CLIENT PORTAL GUIDE TO SHARE WITH YOUR CLIENTS!
OFF-BOARDING CALL WILL BE SCREEN-RECORDED AND SHARED WITH YOU FOR REPEATED VIEWINGS!
+ Bonus Included
Starting Project Investment $3000
dubsado EXPERIENCE
automate & streamline your crm
Business Consultation Call
In-Depth backend set-up Questionnaire
Workflow Strategy Session
Recorded Walkthrough of your dashboard
our strategy
Brand Setting Implementation
Custom css coded forms
Questionnaires
Basic Workflow outline + Setup
Lead Capture Form
Package, Invoice, & Contract
Import your current leads and clients
Lead Capture Form integration to website
Automatic Scheduler Set up
Basic Workflow Setup [up to 2 workflows]
Canned Emails [up to 5 emails]
Packages and Proposal flow Build-out
Contract Building [copy provided by you]
Recorded Video Of Your Dashboard
your Deliverables
Starting Project Investment $1875
40% Retainer Due to Start | Timeline 2-4 weeks
start your project
Content and Copy to be provided by Client, and timeline of project dependent on materials and data provided
Branded Email Signature Design
Canva designs for Client Portal
Payment Processor Integration
Email Integration
Calendar Integration
1 month of support following project completion
+ Bonus Included
week 0 : Preparation
After our discovery call, I will send a list of how to get your Dubsado account set up. After adding me as an admin, and we can begin the white label-ing process.
on to week 1 >
week 1 : Customer journey mapping
I’ll guide you through a deep dive into your customer journey, mapping out every step and making sure we know exactly what’s required to make the whole process smooth as silk.
on to week 2 >
week 2 : initial form design
I'll create the design and layout of your Dubsado forms, aligned with your branding, and we check in and make any adjustments based on your feedback.
on to week 3 >
week 3 : Email & form copy
I’ll send you a document containing all the email templates which will be stored in Dubsado. You review the templates and make any required edits. Also copy for the forms will be worked on.
on to week 4 >
week 4 : content setup
I’ll set up all your content — email templates, contract, packages, questionnaires, proposals, and other forms — in Dubsado, and show you a preview.
on to week 5 >
week 5 : Automations, testing + handover
I’ll create automations to ensure that the wheels of your business keep turning, with everything going out to your clients in a timely manner. Then we test out the final workflows and I hand everything over to you.
the one month check-in >
One Month Later: Check-in Call
I'll check in with you and see how things are running 30 days post launch; this is a short 30 minute call to chat and see how you are settling in.
I'm ready for a dubsado setup
on to week 2 >
on to week 3 >
on to week 4 >
on to week 5 >
the one month check-in >
One Month Later: Check-in Call
I'll check in with you and see how things are running 30 days post launch; this is a short 30 minute call to chat and see how you are settling in.
I'm ready for a dubsado setup
week 4 : content setup
I’ll set up all your content — email templates, contract, packages, questionnaires, proposals, and other forms — in Dubsado, and show you a preview.
week 3 : Email & form copy
I’ll send you a document containing all the email templates which will be stored in Dubsado. You review the templates and make any required edits. Also copy for the forms will be worked on.
week 2 : initial form design
I'll create the design and layout of your Dubsado forms, aligned with your branding, and we check in and make any adjustments based on your feedback.
week 1 : Customer journey mapping
I’ll guide you through a deep dive into your customer journey, mapping out every step and making sure we know exactly what’s required to make the whole process smooth as silk.
week 0 : Preparation
After our discovery call, I will send a list of how to get your Dubsado account set up. After adding me as an admin, and we can begin the white label-ing process.
week 0
Here's the process week by week
week 1
week 2
week 3
week 4
week 5
one month later
week 5 : Automations, testing + handover
I’ll create automations to ensure that the wheels of your business keep turning, with everything going out to your clients in a timely manner. Then we test out the final workflows and I hand everything over to you.
Let's get this party started!
In order to get a customized quote for the Dubsado Experience set-up for your business, fill out the application below. After the application is complete, you will receive an email for scheduling your discovery call.
IF YOU'RE INTERESTED IN SOMETHING OTHER THAN the dubsado experience, visit my vip services page
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