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FREE

Dubsado Pre-Setup Checklist

Everything you should have in place before you start setting up your Dubsado account.

Available in 3 formats:

📄 PDF checklist  🎧 Audio lesson  📋 ClickUp project

An icon of a clipboard with a checklist on it. Two of the checklist items are marked as complete.

Start your Dubsado journey on the right foot

A computer screen shows a ClickUp project. Beside it is a mobile phone and some ear pods, playing an audio file, as well as multiple pages of a booklet splayed out.

As a Dubsado setup specialist, I’ve seen it over and over again: small business owners who start their Dubsado setup too soon, before they have other crucial aspects of their business ecosystem in place.

Doing things in the wrong order leads to wasted time, confusion, and (worst of all) a bad customer experience for your clients.

In this free checklist, you’ll get:

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11-page PDF checklist to help you ensure that you’ve got everything you need in place prior to creating your amazing Dubsado customer journey.

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10-minute audio version for those who prefer to listen on the go.

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A ClickUp project you can install in one click, so you can track your Dubsado pre-setup tasks inside of your existing project management system.

Christina is standing with her hands on her hips. She's wearing a bright yellow cardi and an eye-crinkling smile.
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Have we met before?

I’m Christina Majoinen (muh-JOIN-en), systems geek, lifelong nerd, and small business enthusiast. I’ve got 10+ years’ experience in small business systems and customer experience.

The ‘TGL’ in my business name, Project TGL, stands for ‘the good life’ because I believe in the power of small business for building a good life for yourself.

That’s why so many of us became business owners in the first place, right? So let’s work together to free you from the tyranny of business guilt and endless admin, get your systems sorted, and start living that good life.

“This is perfection. I found it very clear and easy to follow. The audio was clear and gave the right amount of context, and I liked that you can actually check the check boxes.”

—Bronwyn Smith

Design and Marketing Specialist, Bronwyn Creative

Ready to dive in?