Dubsado Setup

Are you a Coach, VA, Consultant, Accountant, Creative, or another type of 1:1 Service Provider?

Are you struggling to keep up with, feeling overwhelmed by or just plain bored of doing those repetitive admin tasks?

Would you like more time back in your day, be on top of your invoicing, not have to chase leads or follow up on contracts/proposals, or ask for testimonials?

If you are currently shouting yes at your screen, then let me introduce Dubsado to you!

Dubsado is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create proposals, questionnaires and other forms, manage bookkeeping, track your time, send and receive emails and SO much more…

My packages have been designed to assist you with implementing and managing Dubsado and creating a seamless client experience for your customers.

Done For You

This package is for new users of Dubsado who don’t have the time to spend hours trying to set it up.

This complete package starts with a review of your current client processes so we can refine, add to, and eliminate inefficiencies.

Included within this package:

  • Done For You Setup
  • Workflow mapping call – An in-depth session where we establish your a client experience roadmap.
  • Regular consultations over the 4 week setup to make sure you are getting the most out your setup.
  • Detailed workflow maps – Your customer journey mapped out clearly.
  • Customised to reflect your branding – Dubsado will feel like an extension of your brand.
  • Import of current client list
  • Import of all of your packages and products so that you are ready to sell straight away.
  • All workflows set up and tested so handover is stress-free knowing everything is working as it should!
  • Beautiful code free branded form templates – Smart, branded forms that will impress any new lead.
  • Scheduler tool set up – Import your current schedule templates and creation of new ones.
  • Embedding of forms onto your website – Make your Contact Form work for you by adding it to your website.
  • 60-minute recorded handover and teaching zoom call.
  • 21 Days of follow-up email support with Sophie while you are getting the hang of things.

Starting from $2,399

Save Time, Money & your Sanity with Dubsado

Dubsado Troubleshoot Session

This consultation is ideal for current Dubsado users that have got a bit stuck or overwhelmed by the system. 

This 60-minute session will deep dive into your system to work through the issues and give you practical solutions.


$197 +GST

Workflow Mapping Session

This session is designed to walk you through and create your ideal Client Journey. 

This 90-minute session look at every aspect of your client experience taking them from a lead to a paying client. 


Custom Proposal Template

Upgrade your Dubsado forms and WOW your clients with beautiful, CSS Coded Dubsado form templates. 

Package includes*:

1x Proposal, Questionnaire, Lead Gen Form, Contract & Sub-Contract.

You provide the content and I create it.


*1x form type can be swapped if not required.

Our new CRM is already impacting our business positively. It’s our single source of truth and we have all our customers and leads in one place. Emails and documents are tracked and attached to their files and the whole onboarding process, from inquiry to the starting of work, is streamlined.

Jo McClure

JM Virtual Business Services

Not sure if Dubsado is right for you?

Then book in a FREE 15-Min Discovery Call.

During this session, I will walk you through the system to see if it’s the right fit for your business.