The Complete Dubsado Set-up
Transform your Dubsado from a basic tool into a fully branded and customized client experience. The Complete Dubsado Setup goes beyond the essentials—proposals, contracts, and invoices—and elevates them to reflect the high-ticket, high-end services you provide, and leaves a lasting impression on every client.
Get Rid of the Bottlenecks and Let Your Business Thrive
Running your business with disorganized systems is like driving with the parking brake on—it’s inefficient, frustrating, and eats up your time. You’ve built a business that delivers top-notch results, but your backend is a mess, leading to gaps in your client experience and making scaling feel nearly impossible.
The Complete Dubsado Setup changes all that. We go beyond basic automation to build a fully customized, branded, and repeatable system that showcases your services and elevates your client’s experience.
You’re not just saving time—you’re leveling up your entire business with systems that actually support you.
Send a beautiful on-brand proposal in minutes, automate follow-ups, and have seamless onboarding and offboarding processes that makes your clients feel like VIPs.
Whether you’re a solopreneur ready to scale or an agency owner wanting to step back from the daily grind, we’ll align your backend with your vision, freeing you to do what you do best while your systems handle the rest.
We’ll turn your Dubsado into a powerhouse that drives growth and enhances your client experience.
Stop struggling with disorganized processes
A thoughtfully curated Dubsado setup streamlines your workflows and automates tasks like invoicing and client communication. This allows you to focus on building relationships and delivering exceptional results without the overwhelm.
Avoid the overwhelm of implementing new systems
Get everything you need to transition smoothly to your new Dubsado setup. From final refinements to personalized training, we’re here to guide you through the process and provide 30 days of ongoing assistance, so you can confidently implement your new systems without stress.
Stop settling for generic setups that fall short
Go beyond the basics and create seamless systems that automate the tedious stuff, like proposals and follow-ups, freeing you up to connect with your clients and deliver high-quality work without burnout.
How We Transform Your Dubsado Setup
We don’t just talk about organization; we make it happen. Here’s how we take you from chaos to clarity with The Complete Dubsado Setup:
Week 1: Strategy, Workflow Building, and Form Wireframing
Hop on a strategy call with Jess to dive into your business and map out workflows that align with your goals. After the call, Jess refines the workflow chart and sends it for your review. Meanwhile, our team wireframes your forms, prepping them for Dubsado. By the end of Week 1, you’ll have a clear, visual plan to kick off your project.
Week 2: Canned Email Writing and Account Optimization
In Week 2, we get into the nitty-gritty of optimizing your Dubsado setup. Using your finalized workflow chart and onboarding details, we create schedulers, packages, and payment plans tailored to your business. Our team also crafts up to 30 custom canned emails that match your brand’s voice, making communication smoother and saving you time. By the end of the week, your Dubsado account is fully optimized and ready to go.
Week 3: Client Review of Emails and Forms
With your Dubsado account coming together, it’s your turn to weigh in. We’ll send over the custom emails and forms for your review, and you’ll have three days to provide feedback or request tweaks. Once we get your input, we’ll make the changes and finalize your account–making sure it’s just right.
Week 4: Final Refinements, Workflow Setup, and Handoff
In the final week, we bring everything together—finalizing your emails, building workflows, and testing your Dubsado setup to make sure it’s running smoothly. Jess will send you a training video to guide you through your optimized account. We’ll finish with a live handoff call to review it all and address any questions. After that, your 30-day extended Slack support kicks in, so you’ll have help as you settle into your new setup.
What's included
The Complete Dubsado Setup
Deliverables
Up to 3 Workflows built
90 minute workflow mapping (visual mapping) strategy session
Figma strategy mapping
Up to 30 canned emails written for you
Complete Dubsado setup
Client Portal Customization in Dubsado (banner not included)
Creation of up to 8 Dubsado forms using custom CSS and HTML code (wireframe, development, and testing all included)
1 round of form revisions
1 round of email revisions
Up to 3 single Zapier integrations if applicable
Recorded walkthrough training of your newly optimized account
60-minute off-boarding live training call (recording delivered post-call)
Slack Support throughout the project
30-day extended Slack support period
New Bonus
Access to our new Dubsado course (once launched in Q1)
Additional Offerings
Level up your Dubsado setup with our add-on services like:
Additional custom forms and emails
Personalized Dubsado portal banners
Domain mapping setup
Dubsado form copywriting by Acorn Digital Strategy
These extras help you create a fully branded, seamless experience for your clients from start to finish.
They have grown with Aisé, and so can you
"These gaps in the client experience were my worst nightmare because I felt like I was letting people down."
“At the time I hired Jess, I had a small agency but was still running things internally like a solopreneur. Things were falling through the cracks. I was missing deadlines I didn’t even know I set because ClickUp wasn’t notifying me. I had so many tasks to manage, and the technology wasn’t supporting me. I was also missing follow-ups with leads, losing clients, and not sending feedback forms after projects because I didn’t have time."
"Seriously couldn't have come at a better time and I'm so grateful!"
“I just have to let you know that I used the custom web design proposal already to send out for an 18k package (my biggest everrrr) this past week, and I felt SO confident quoting such a large price thanks to how straight up badass and professional that proposal looks!! AND they booked right away because it was so good and gives so much helpful info!"
Take the Next Step
Ready to transform your Dubsado into a seamless, efficient system that supports your growth? Fill out the form below, and let's bring your vision to life!
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