Your client experience is too important to wing it — but trying to DIY your Dubsado from a pile of templates, outdated YouTube videos, and your own best guesses? Exhausting.
You don’t need more information. You need a partner who gets what you’re trying to do, who can help you make smart choices, build the right systems, and test the whole thing before you launch it.
That’s what you and I will do together.
Done-With-You Dubsado Setup Help
Work with me 1:1 to build your Dubsado with strategy, support, and a whole lot less second-guessing.
Save 30% on your first month or year with Dubsado
In this 60-day container, we’ll map out your client journey, simplify your services, and build workflows in Dubsado that are actually aligned with the way you want to run your business — not what a tech tutorial says you “should” do.
You’ll leave with:
A fully customized client experience built inside your CRM
Clear, tested workflows that handle your onboarding, offboarding, or anything in between
Systems that support your life, your energy, and your clients
Confidence that your setup works (because we tested it together!)
Let’s build your Dubsado together.
I'll give you a guide that'll help you test your system on your own and get ready to take your system live with actual clients.
offboarding guide
Once your workflows are built, I’ll test the whole thing from a client’s point of view — and send you a video with detailed, honest feedback (plus a written checklist of things you can do to improve/fix any issues I find).
You’ll walk away confident that it all works smoothly and actually makes sense.
workflow testing & feedback
Got a quick question or need a second opinion? You can submit questions or links for review during your 60-day window, and I’ll get back to you within 1 business day with feedback or a video walkthrough.
Support Tickets
Need to talk something through? You can book a short 1:1 SOS call with me at anytime during your 60-day container.
You can use this when you’re stuck or second-guessing. I’m here to help you get unstuck fast.
on demand sos calls
I walk you step-by-step through the process of setting up your Dubsado account through my online course. If you get stuck or need help, schedule a 1:1 call with me to work through it.
You Follow the plan and setup everything with my help
We’ll deep dive into your current process, simplify what’s not working, and map out exactly what we’re going to build in the next 60 days.
I’ll help you build workflows in Dubsado that fit your services and your brain — not just a default template. We’ll automate what makes sense, and leave room for a human touch where needed.
Kickoff 1:1 Strategy Call (90 mins)
What’s Included:
You’ve tried to set up Dubsado yourself and hit a wall
You’re brand new to Dubsado and want to get it right the first time
You want to automate parts of your client journey, but still feel in control
You’ve downloaded templates before… but want something tailored to your business
You work better with support than flying solo
Is This for You?
You’re in the right place if:
"I never would have figured this all out on my own. This is going to do incredible things for my business!" - Juliana P. - Wedding Photographer
$1600 $1200 (re-launch special)
(Payment plan available: 2 monthly payments of $600)
Spots are limited because I stay hands-on during each project.
Book a FREE 15-minute consult
(We'll chat to make sure it's the right fit!)
Your Investment:
Let's chat about working together!
take the first step. (it's easy!)
schedule call!
Schedule a complimentary phone call with me to get started. No strings attached!