Dubsado Setup

Are you a business owner looking to streamline your client management process? Look no further than our Dubsado Setup Service!

Done by a Certified Dubsado Specialist

Our team of experts will work with you to customize and optimize your Dubsado account to fit the specific needs of your business. From setting up custom forms and automation to integrating with your payment gateway, we’ll make sure everything runs smooth.

With our Dubsado Setup Service, you'll be able to:

  • Save time by automating repetitive tasks
  • Improve communication and organization with clients
  • Streamline your sales process with custom forms and contracts
  • Increase revenue by accepting online payments and deposit
  • and more…

Don’t waste any more time trying to figure out Dubsado on your own. Let us handle the technical details so you can focus on growing your business. Sign up for our Dubsado Setup Service today and experience the benefits of a streamlined and organized client management process.

Dubsado Setup Services

A full Dubsado setup includes:

  • 2-hour Strategy Call where we map out your full client process
  • Dubsado form templates that match your branding
  • Dubsado client portal setup
  • Dubsado appointment scheduler setup
  • Workflows and assets setup: forms, emails, schedulers, packages, payment plans, etc.
  • Workflow testing
  • Services under a single brand
  • SOPs + Short tutorials recorded specifically for your setup
  • 30 days of follow-up support via email
  • Minor revisions / Updates up to 30 days after the handoff

Starting From $3000 USD

Already have Dubsado setup but need something fixed? I got you…

This is what my process looks like...

  • Onboarding

    Once we decide we are a good fit, you will receive a custom proposal, a contract to sign, and the invoice to pay and we will book our strategy session. Then there is a questionnaire to fill out some info I will need, this must be completed before the strategy call.

  • Strategy Session + Assets

    During this 2-hour call we will map out your workflows according to your business needs & how I will create them in dubsado. After our strategy call, I will send you a a longer questionnaire [apologies in advance, this is detailed] where I will gather all the details and assets in order to start your setup. Although this may take a bit of time to complete it is absolutely necessary as I cannot begin your setup without everything I need from you.

  • The Setup

    At this point, I will have everything I need from you. It's time for you to relax and I will dive into Dubsado and work my magic. From creating all your packages, emails, payments schedules, forms and more... to building and testing your powerful workflows.

  • Offboarding

    Your Dubsado Setup is complete we'll have an offboarding call where I walk you through your new workflows (or send your recorded videos, whatever your preference is). I will provide some SOPs and resources to help you. I will be available for you for 30 days after our offboarding call for any minor updates and to answer questions!

Prefer to DIY?

Check out my Low-cost strategy session, it might be just what you need!

Frequently asked questions about Dubsado Setup Services

How long does it take to complete a Dubsado Setup?

Setups take approximately 2 weeks to complete. Before starting, you’ll have some pre-work to complete and I recommend giving yourself 2-3 weeks to complete all the pre-work.

What time commitment required for a Dubsado Setup?

For a full Dubsado setup, your time is needed in the following ways:

  • Onboarding Questionnaire: this step is to gather basic information about your business and needs to be completed before our Strategy Call. Time: 1-2 hour

  • Strategy Call: during this call we will map out your desired client process together. Time: 2 hours

  • Pre-Work: after our Strategy call, I will send you a list of items needed to build your workflows in Dubsado. These need to be provided before your project start date. Time: 2-3 hours

  • Feedback: as I build your setup I may be reaching out to you with questions or requesting your feedback on some elements. Time: 1-2 hour

  • Offboarding: once everything is done, we’ll have an Offboarding call to go through all your workflows together. Time: 1 hour

What Apps/Software do you use for setup?

I do setups in Dubsado. I also use Zapier to connect with other software you may need and help set up calendars or  email sequences in ActiveCampaign, FloDesk or Convertkit.

Do you write emails for the setup?

You initially provide me with current emails you frequently send to clients as an example. Using your emails, I craft canned emails for your setup in Dubsado. 

What if I need Dubsado Training?

The good news is that Dubsado has an education portal filled with videos and materials to help you get trained on all things Dubsado.

I also provide SOPs, and short Tutorials to help you.

Tab Do you provide support once the setup is complete?

Yes. After your Dubsado setup is complete, I am available for 30 days of support to answer questions as you implement the system with your clients. This does not include updates or changes to your setup. I also provide videos specific to your setup to help you along the way.


Ready to start a done-for-you Dubsado setup?

Book your call now and let's see if we are a good fit

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