dubsado setup services

full & mini setups
workflows & Automations custom Form Design

don't hire an admin, use dubsado!

Clear your desk of sticky notes, toss those notebooks, and for the love of sanity, close all 50 of those browser tabs. You’ve been juggling way too many tools for far too long—and unless you’re moonlighting as a circus act, that’s not the vibe. You’re a business owner, and this scattered work style isn’t cutting it.

Picture this: emails that send themselves, invoices that arrive on time, and clients gliding through your processes seamlessly—all without you lifting a finger. Sounds like a dream, right?

It’s not a dream. It’s Dubsado.

Give me 4 weeks, and I’ll give you a lifetime of effortless workflow automation. No more copy-pasting, no more repetitive email sending, and absolutely no more admin headaches. Say goodbye to burnout and hello to a business that runs itself while you focus on what really matters (or, let’s be honest, doing absolutely no admin at all 😎).

I wanna learn more!

Ready to transform your client experience into a 5-star service?
Need workflow automation that wipes out frustration faster than a quick fix?
Or maybe your Dubsado forms could use a little glow-up with your brand’s colors, fonts, and style?

Break free from your desk with a Dubsado setup that gives you the freedom to focus on what you love! 

I offer two Dubsado setup services tailored to your project management needs.

Choose your package, fill out my form, and Dubsado will handle the scheduling magic to set up our chat!







everything but the kitchen sink

I’ll take the stress out of admin work with a complete Dubsado setup designed just for you. Together, we’ll start with a personalized strategy session to map out your workflows, followed by custom onboarding questionnaires and a beautifully designed client portal.

I’ll create responsive proposals, questionnaires, and lead capture forms tailored to your needs, and automate your workflows with payment plans, schedulers, and service packages. You’ll also get pre-written email templates, workflows for two services (with the option to add more), 30 days of ongoing support, and a detailed offboarding guide. To top it all off, I’ll walk you through everything in a 90-minute tutorial so you’re fully confident managing your new system.

The Full Dubsado Setup

starting at $3000

tackle the basic and still wow clients

The Dubsado Mini is perfect if you’re looking to get started with automation on a budget. You’ll choose two workflows—like inquiry and booking or onboarding and offboarding—to streamline your business processes quickly and effectively.

This package includes a 45-minute strategy call to plan your workflows, onboarding questionnaires, and the setup of responsive, custom-coded proposals, questionnaires, and lead capture forms. I’ll also handle your scheduler, packages, payment plans, and create a professional client portal. Plus, you’ll receive pre-written email templates organized in Notion, along with 7 days of post-setup support and an offboarding guide to help you feel confident managing your new system.

mini Dubsado Setup

starting at $1800

why work with me?

Hey, I've spent years diving into Dubsado, figuring out all its quirks! When we team up, you get to skip the Dubsado overwhelm and jump right into the good stuff – automated tasks that save you tons of time. Let's make your Dubsado experience a breeze together!

let's work together

i can wrangle the chaos and turn it into a seamless automated system

Rebekah is a Dubs GENIUS! She custom codes all of my Dubsado forms to look branded and seamless, just like my website! Her knowledge of workflow automations is phenomenal. When I don't understand how to make it work, Rebekah is quick to set up a Zoom Recorded Call!! Time is money and she understands that. In addition to getting my business set-up in Dubsado 5 years ago, I repeatedly hire Rebekah to do all my updates and new form builds - and she is efficient with stellar turn around time. 10★'s

I hired Rebekah to help me clean up and streamline Dubsado for my Photography business - she took my chaos and created all the forms, packages, templates and scheduler I needed to take my inquiry process from 3 months to respond to a matter of minutes to start a workflows of like 5 different steps steps to get my leads all the info they need (from auto sending them to my thank you page after the contact form, to sending a welcome guide and booking link to get scheduled). Best Money Spent!

Before Rebekah, I was using Jotform/Google Forms and PayPal/Cash App requests for my client experience - it worked but lord was it WORK. Rebekah showed me how Dubsado can do all the heavy lifting, make my content/communications automated and I can actually focus on my photography/editing instead of being tied to my email or phone all day with client calls and messages. Since she has gotten me setup, I haven't worried about missing getting back to my leads or where a client sits in my flow.

For years, I was using just PayPal and my basic email account to keep up with clients, and as a photography business owner with multiple photographers under me to also shoot - it was not the most efficient.

Rebekah got me streamlined with an embedded form on my website directly pulling in leads, and with automations sending my clients the details for booking, pulling in a booking proposal for payment with attached contract and boom! No more stress!!

EXCITED TO WORK TOGETHER

and take the next step in your business systems roadmap?

let's get started!

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