The Signature Dubsado Setup – Your Business, But Make It Effortless

As a creative business owner, you didn’t start your biz just to spend hours buried in admin work, chasing invoices, or manually sending the same emails over and over again. Whether you’re a business coach, wedding planner, beauty therapist, virtual assistant, or any other creative service provider, your time should be spent doing what you love, not getting lost in the back-and-forth of client management.

And that my lovely, is where my Signature Dubsado Setup comes in. I will build out a fully customised system inside your Dubsado, designed to streamline your entire client experience – From enquiry to offboarding – So you can run your business with ease, professionalism and a touch of automation magic!

What's included in your Signature Dubsado Setup?

A Fully Customised Dubsado System

Dubsado is more than just a CRM—it’s the backbone of a smooth, automated client experience. I’ll set up your account from scratch (or give your current setup a complete overhaul) so that every touchpoint with your clients feels seamless, professional, and aligned with your brand.

Workflows that Work for You

Say goodbye to manually sending contracts, invoices, and follow-ups. I’ll build out your THREE Signature Services with workflows, tailored to how you want to run your business. These workflows will ensure that every new lead, booked client, and project milestone is handled smoothly, with the least amount of effort from you.

Custom Canned Emails for Every Step

No more typing out the same responses or worrying about what to say in follow-ups. You’ll get a full suite of professionally written, strategically timed canned emails that guide your clients through your process effortlessly. These emails will be personalized, brand-aligned, and designed to enhance the client experience, while saving you hours of repetitive work.

Branded Forms and Proposals that Impress

Your proposals, contracts, and intake forms should feel like a natural extension of your brand, not a generic template. So, I’ll design and customize every Dubsado form in your process to reflect your business’s style, making sure that every client interaction feels polished and professional.

A Fully Integrated Scheduling System

Tired of the back-and-forth of booking calls? I’ll set up your Dubsado scheduler, allowing clients to book consultations, discovery calls, or service appointments without needing a single email exchange. We can sync your availability automatically with your calendar, making scheduling effortless for both you and your clients.

Seamless Zapier Integrations

Need Dubsado to talk to your other business tools? I’ll set up up to THREE Zapier integrations, connecting Dubsado with platforms like your email marketing system, project management tool, or accounting software. That means even more automation and fewer things for you to worry about.

Want to discuss it first? Click here to book a FREE consultation.