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.



$3400 AUD

This is for new users of Dubsado who simply don’t have the time setting up a new system.

What’s Included:

  • Complete done for you setup.

  • Workflow mapping Session – A deep dive into your client journey.

  • Detailed workflow Map and list of collateral created.

  • Regular updates during setup to make sure you are getting the most out of your system.

  • Fully customised to reflect your branding – Dubsado will feel like an extension of your brand.

  • Beautiful code free branded form templates – Smart, branded forms that will impress any new lead.

  • Embedding of forms onto your website.

  • Teaching and handover zoom call.

  • 2 x 60-Minute additional support calls.



$1096 AUD

This is for those who want to set up Dubsado like a Pro with a Pro!

What’s Included:

  • 4 weeks of guided support.

  • 3x 60-min support calls.

  • 1x Workflow session.

  • Unlimited support via email and Voxer.

  • 2x weeks of additional support after project completion via email and Voxer.



  • Workflow Workbook

  • Professionally designed Canva Portal templates.

  • Professionally designed Canva Dubsado Proposal template.


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 AUD

Workflow Mapping Session

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

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

$499 AUD

Custom Proposal Template

Upgrade your Dubsado forms and WOW your clients with beautiful, fully coded custom Dubsado form templates. 

You provide the content and I create it.

$799 AUD

Don’t take my word for it

Sophie is delightful and diligent. She gets on with the job and looks for ways to make things efficient. She follows up to ensure that the messages are being received and she doesn't crowd your inbox with a stack of emails, just gets on with the job.
Emma McQueen
Emma McQueen Pty Ltd
Sophie's consistency and hard work are already evident in our first few weeks of work. Both her attention to detail and capacity to take initiative and be a true partner for me in business management have stood out immediately. I feel relieved and excited to have someone helping take the burden of the business admin off my shoulders and allow me to think and manage more strategically.
Keneena Fanning
Kablooie Store

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.