Streamline Your Client Experience
and Take “Overwhelmed” Off Your To-Do List
You didn’t start your business to spend your days chasing leads, retyping emails, or following up on proposals.
I help creative entrepreneurs and wedding pros build streamlined, automated client workflows inside Dubsado
So you can work less, make more, and wow your clients at every step.
Dubsado Setup Services &
CRM Automation for Creative Entrepreneurs
Without automated workflows in place, every inquiry, email, proposal, and follow-up depends on your memory and manual effort.
And that gets exhausting fast.
Why Creative Entrepreneurs Struggle Without Automated Workflows
- Leads slipping through the crackswithout automated follow-up
- Clients waiting on proposals and contracts
- Invoices and paperwork are piling up
- Emails you’ve retyped for the hundredth time
When your client experience lives in your head (or on sticky notes), overwhelmed becomes your default.
That’s exactly why I create streamlined Dubsado workflows (so your systems run your business smoothly, even when you’re offline).
(and Why It’s Not Your Fault)
Imagine a Client Experience Powered by Automated Dubsado Worklfows
- Inquiries answered automaticallywith branded follow-up emails
- Calls booked through an online scheduler (no email ping-pon)g
- Proposals, Contracts and invoices sent in one seamless flow
- Clients raving about how effortless and professional it feels to work with you
That’s what happens when your CRM automation is built to support your client journey.
With custom Dubsado workflows in place, your systems handle the busywork ( so you can focus on your clients, your creativity, and your life).
We walk through your new automated CRM system together so you feel confident using it day to day.
You’ll start booking clients with ease, saving hours every week, and running your business with less stress.
step 3: Launch with confidence
I build everything inside Dubsado for you: branded forms, email templates, schedulers, proposals, contracts, invoices, and fully automated workflows.
Each system is customized to your services, goals, and ideal client experience.
Step 2: Build your automated workflow
We start with a Workflow Strategy Session to uncover bottlenecks, simplify your process, and map out a streamlined client journey.
No tech yet — just clarity around how your automated systems should support your business.
step 1: We Map out your Client Experience together
How my Done For You Dubsado Services Work
Your client experience doesn’t need to feel chaotic (and getting it cleaned up shouldn’t feel overwhelming, either).
Here’s exactly how we build streamlined, automated Dubsado workflows together.
Most clients save 10–20+ hours a week after their Dubsado automation is live.
This Is for You If You’re Ready for Automated Client Workflows That Feel Personal
You’re tired of leads slipping through the cracks without automated follow-up
You want inquiries, emails, and scheduling handled through streamlined Dubsado workflows
You care deeply about delivering a high-end, professional client experience
You’re spending way too much time managing your inbox and admin tasks
You want CRM automation that feels personal — not robotic
You’re a photographer, planner, stationer, coach, designer, or creative service provider
You want your client experience to run smoothly, even when you step away
You want your business to feel lighter, simpler, and easier to manage
without losing the personal touch your clients love.
This is a perfect fit if:
If you read that list and thought, “Oh wow, that’s literally me…” you’re in the right place.
Investment:
STARTS AT $2,000*
* Payment plans are available.
- A complete, personalized client experience map and workflow strategy
- Branded Dubsado forms, email templates, proposals, contracts, invoices, and schedulers built for you
- Automated workflows that feel warm, human, and on-brand
- A streamlined CRM automation system that saves you 10–20+ hours every week
- Cleanup, reorganization, and optimization of your existing Dubsado account (if applicable)
- A guided walkthrough so you feel confident using your new automated system
- 30 days of post-setup support so you’re never left figuring things out alone
Your custom Dubsado system includes everything you need to streamline your client experience, automate your workflows, and run your business with confidence.
WHAT YOU GET WITH YOUR
DONE-FOR-YOU DUBSADO SETUP SERVICES
Think of it as hiring a systems strategist, workflow designer, and tech expert all in one (without the overwhelm).
Hi, I’m Amy! A Certified Dubsado Specialist and HoneyBook Educator who helps creative entrepreneurs build streamlined, automated client workflows that save 10–20+ hours every week.
I specialize in designing custom CRM automation systems for photographers, planners, stationers, coaches, and wedding pros who care deeply about delivering an incredible client experience, but don’t want to manage everything manually.
When I’m not building workflows, you’ll find me playing flute in the Army National Guard Band, wrangling my zoo of pets (4 cats + 2 dogs), or soaking up sunsets in my Michigan beach town.
Certified Dubsado Specialist & Client Experience Strategist
Hi I'm Amy!
“I can’t believe I ever did all of this manually…”
“I feel like my little creative entrepreneur world is about to be blown... I’m so grateful!”
- Katie Monroe, Wedding & Brand Photographer
What Clients Are Saying
"I know I have a complicated business, but we are creating MAGIC together, I just know it!"
"I appreciate your tenacity, roll up your sleeves, let's get er done attitude! (with grace and self-care!)! - I just had someone join... she was like.. OMGSH you have the best system, you made it so easy for me! Wow! Thank youuuuuuu!!"
- Krystalore C. Coach
What Clients Are Saying
“It's already a learning curve, but having someone set everything up for you takes the pressure off. Once it's all set up, you have a smoothly running system that will set your business up for success.”
- Dr.Joyee Washington, Public Health Consulting
The Dubsado Done For You Service is absolutely worth it!
What Clients Are Saying
Grab my free Lead Capture Form Template Pack—complete with copy-paste questions + instant response email templates that save time and WOW leads from the first click.
GET MORE INFO
✨ Ready to Book More Clients
(Without Babysitting Your Inbox)?
Free Email Templates
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