Created by potrace 1.15, written by Peter Selinger 2001-2017

get my client guide

interested in starting a project together?

grace

company

+

everything you need to start a project right!

let me be your

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

are you more of a DIY'er?
check out my

dubsado vip Services

see more options

week 0 : Preparation

I’ll send you a checklist of details of how to get your Dubsado account set up and add me as an admin, as well as a list of information I need to get started.

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 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 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.

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 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.

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 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

I’ll send you a checklist of details of how to get your Dubsado account set up and add me as an admin, as well as a list of information I need to get started.

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.

EXCITED TO WORK TOGETHER

and take the next step in your design adventure?

Book Now

I LOVE g+c. She’s done multiple projects with me and I have nothing but amazing things to say. She takes my jumbled mind and makes it into a masterpiece.

- Ceasarae

She recently did my logo and I'm in love. Very quick with responses and results! Can't wait to use her for more in the future!

- Misty D

What a game changer!! I'm just starting my photography business and had no idea what I wanted my logo or site to look like. After answering a few questions, Grace + Co. Designs created a beautiful logo and website with designs and colors that were 100% me! 

- Cassondra J.

"If you can think it up, she can make it a reality"

-lwp

"Rebekah is not just a designer, she is like a friend who is always there to help you out"

-lyn

"Totally hands-on with helping you discover your brand and website."

-dbp

Kind Words

Kind
Words

want to stay up to date about new products & tips?

let's be

insta-friends

@graceandcompanydesigns

programs I work with

COPYRIGHT © 2023 Grace + Company Designs | WEB DESIGN & BRANDING BY Rebekah Heffington | TERMS & CONDITIONS