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Dubsado Done For You

Dubsado is a client management tool that will uplevel your client experience, simplify your processes and streamline your business.

My Done For You service is for Coaches, Consultants and small business owners who are ready to implement automation to scale and enhance their business.

Dubsado Done For Your Services

Dubsado is an all-in-one client management tool for service based businesses.

It includes schedulers, canned emails, contracts, invoicing, proposals, forms, recurring payments and best of all workflows to automate many of the administrative tasks that keep your business running.

Let me take the hassle of setting it up off your hands and give you back your time with my Done-For-You Dubsado Setup.

Why You need Dubsado

What if you could seamlessly onboard your clients, giving them with that VIP feeling?

You are using more than one system to track your client projects, schedule bookings and send out contracts and invoices.

You are spending time on repetitive tasks.

For every new client that comes on, you are manually walking them through the client experience. 

You are having to remember to follow up with clients, wait on payments and chase invoices. 

Your onboarding and offboarding process is a mess of links, Google docs, spreadsheets and Post-It notes. 

Dubsado Packages

Premier Plan

Full Dubsado setup from start to finish for up to 3 services
Pre-work questionnaire
Workflow Mapping Session
Branded Client Portal
Canned emails
Forms
Packages and Payment schedules
Integrations - Email, Calendar & Zoom
21 Days Training & Support

Plus:
Creation of all schedulers
Custom designed CSS coded form templates
Workflow setup for all services
Zapier integration as required

Best Value

2 Payments of $1500 + gst

Flexible

3 Payments of $1050 +gst

Starter Plan

Full Dubsado setup from start to finish for up to 3 services
Pre-work questionnaire
Workflow Mapping Session
Branded Client Portal
Canned emails
Forms
Packages and Payment schedules
Integrations - Email, Calendar & Zoom
21 Days Training & Support

Best Value

2 Payments of $900 + gst

Flexible

3 Payments of $630 +gst

Glow Up

Already a Dubsado user but feel like your system has been neglected or isn't quite working as you want it?

Give it a little Glow Up with this package.

What's Included...

90-min Workflow Session

Up to 5 New Form Templates

1 x New service workflow or 1 x Existing service workflow glow up

Creation of canned emails for your new service or refresh of existing canned emails.

Tidy up of account

Best Value

2 Payments of $600 +gst

Flexible

3 Payments of $420 +gst

The Best Project Management Tools For Your Business

What To Expect With Your Setup

  • To kick off your project you will receive a copy of my onboarding questionnaire that will ask for all the details needed to get your Dubsado setup started e.g. branding, services, etc.
  • Then, we will have a 2-hour Workflow Mapping session where we map out your customer journey and identify the content required to complete your Dubsado setup.
  • Next, you will receive a copy of the workflow map that we created in your mapping session and an implementation checklist to help you prepare the content required to get your system up and running.
  • Once I have received everything required, I will get your account set up and ready for handover.
  • Once the setup is complete, we will have a recorded 60-min handover session along with your personalised Off-Boarding Form plus you will receive an additional 21 days of support via email.

Additional Dubsado Options

Customer Experience Strategy Session

This 2-hour session via Zoom looks at every aspect of your client experience taking them from a lead to a paying client.

Add this to your Starter Plan or use it as a stand-alone strategy session.

You receive a completed customer journey workflow and a checklist of content required.

$350 AUD +gst

Custom Proposal Template

You’ve DIY-ed your Dubsado forms and they just aren't hitting the spot for you? It’s time to give them the professional makeover they deserve.

Give your clients an immediate WOW factor with custom-coded forms that are on brand and convert!

$650 AUD +gst

Dubsado Power Hour

Have you been trying to DIY your Dubsado Setup?

Looking for some guidance or want a rundown of the system to see if it's right for you?

My Dubsado Power Hour is a 60-min 1:1 support session via Zoom.

$150 AUD +gst

Not sure which Dubsado package is right for you?

Then book a FREE 15-Min Clarity Call.

During this call, I will walk you through the packages Dubsado offer to see if it’s the right fit for you.

How I can help

Dubsado Done For You

Need a business management system that streamlines your activities? Implementing Dubsado into your business will allow your business to thrive.

Monthly System Support

I'll handle all your everyday tech tasks from uploading blogs and graphics to creating landing pages and more so you can get on with the money-making work!

One-Off Project Support

Get your next project up and running whether it's setting up your email marketing system or creating a landing page for your latest Lead Magnet. Cross it off your To-Do List and get back to focusing on your zone of genius!