Dubsado Setup Service
You know you need better business systems, and you’re pretty sure Dubsado could be the system for you.
You’re so ready to stop doing all the hard work yourself, and to outsource to systems.
Ready for changes like:
No more remembering to follow up on unpaid invoices — your reminders are automatically sent.
No more futzing with a quote for hours to make it look and sound just right — you have a pre-built, beautiful template ready to go.
No more saying “Sorry, I meant to send this earlier” — your forms are so quick and easy to use that they’ll always be timely, and you won’t get caught in the admin weeds.
For every step of the customer journey (from lead capture to offboarding), Dubsado has systems that create a smooth and enjoyable experience for you (the business owner) and for your customer.
You can capture your leads when they fill out a contact form, and send beautiful proposals, timely contracts and invoices, and spot-on customer surveys.
All automated so you can focus on the important things.
Sounds great, if only you had the time (and knowledge) to set it up correctly, right?
Hire a
Certified Dubsado Specialist
Have we met? I’m Christina. I’m a Certified Dubsado Specialist, which means I take an annual exam to prove I know Dubsado like the back of my hand.
I basically am the 🤓 emoji — a big geek and a big nerd — and creating systems that sing is one of my favourite things.
I’ve got 10+ years’ experience in small business systems, customer experience, and copywriting.
My Dubsado setup service is a complete, end-to-end, bespoke service. I’ll spend 30+ hours setting up all the templates and automations for you, and then hand you sparkling, ready-to-go Dubsado workflows.
No cut-and-paste templates here. I’ll spend time really digging into what your customer journey looks like, and then create custom forms and workflows perfectly tailored to your business.
Once we’re done, you’ll have a customer journey that gives your clients:
Crystal clear communication: So they’re never left wondering what’s next
A friction-free, smooth process: So it’s easy for them to take the next step
On-brand, oh-so-profesh forms: So they’ll know they’ve made the right choice
Dubsado setup pricing
Starts at $3,500
Pricing depends on the number of services you offer and the complexity of your customer journey.
“I feel like a burden has been lifted as I know that I won’t have to keep checking to make sure I’ve not missed something in my client’s journey. Huge amount of brainspace freed up, which means I can focus on actually bringing sales into my business and do what I do best.”
Your Dubsado setup includes:
Ready-to-use custom-coded Dubsado forms
that make you look oh-so-profesh and get you the info you need. Lead capture, questionnaires, proposals, etc. customised to your brand and your needs, and coded to make them accessible and beautiful.
Customer journey email templates
written for you and set up inside of Dubsado. Most setups require 25-50 email templates to ensure clear communication with your clients, every step of the way.
Purpose-built workflows
to get you out of the admin weeds, tailored to fit exactly how you onboard and offboard your clients. Complete with booking calendars, contracts, pricing packages, and more.
5 one-on-one calls
with me. We combine your rich knowledge of your clients with my systems know-how, so that everything we create fits perfectly into your business. Including a handover call (recorded, so you can refer back to it) where I show you how to use everything I’ve created.
A one-month follow-up call
to check in on how it’s working and make any necessary tweaks, so we can refine your workflows to perfection.
Access to my video library
full of tips and tricks for how to use your shiny new Dubsado templates and workflows, and how to edit them when the time comes to make tweaks.
“I have learned so much from working with Christina. Without her systematic approach to managing data and business processes, Mind Your Way would not have coped as effectively as it did during a time of enormous expansion. Christina was there to develop systems and processes from the ground up, always with an eye to different users’ needs, and always intrigued to find out what worked and what didn’t. I have learned a lot about systems and project management, and I gained a lot of confidence in understanding my own and Mind Your Way’s needs. Thanks, Christina, for being there and making ‘business development’ such a pleasurable and fun experience!”
“Everything was concise, thorough, and clear and I have felt supported throughout the entire journey. Before the Dubsado setup, I found that I was always forgetting really integral parts of my business. Things like asking for reviews always fell by the wayside. You’ve truly helped me automate my business, allow more time for me to work on the business instead of in it. I am feeling far more confident now that each client has the same process from start to finish. Nothing is missed, nothing is forgotten and everything is dealt with and communicated in a timely manner.”
Some examples of Dubsado forms I’ve created:
Here’s the process week by week:
Week 0: Preparation
Week 1: Customer journey mapping
I’ll guide you through a deep dive into your customer journey, mapping out every step and making sure we know exactly what’s required to make the whole process smooth as silk.
Week 2: Initial form design
Week 3: Email copy
I’ll send you a document containing all the email templates which will be stored in Dubsado. You review the templates and make any required edits.
Week 4: Content setup
Week 5: Automations, testing, and handover
I’ll create automations to ensure that the wheels of your business keep turning, with everything going out to your clients in a timely manner. Then we test out the final workflows and I hand everything over to you.
One month later: One month check-in
For one month following your handover session, email me anytime with questions. Then we’ll check in over Zoom to see how it’s going and make any needed tweaks or refinements.
Also available
Dubsado consulting services. For those who have already set up their account and are looking for some targeted expert help.
FAQs
Is Dubsado right for me?
Dubsado is great if:
- You have a service-based business (in other words, you have multiple touchpoints where you communicate with or collect info from your client).
- You’ve been in business for at least 6 months, and you know the steps you need to take and the information you need to gather to sign on a new customer.
- You’re ready to stop doing everything manually, and are excited to have pre-built email templates, questionnaires, and scheduler templates at your fingertips. And you’re willing to invest a little bit of time to make that happen.
- You are a solo business owner, or have only one team member who books meetings with clients. Or otherwise, you are OK with using a separate booking system for managing your team’s bookings with clients.
Dubsado is not a great fit if:
- You run an agency or other business where multiple team members need to use the same system for booking client appointments.
- You’re not willing to put any time or effort into learning how to use the system. (Dubsado is pretty easy to use, but any system this powerful has a learning curve.)
- You have a product-based business.
- You’re new in business and aren’t yet clear on what your processes look like, or how you want to communicate with your clients.
Can you get me a discount on my Dubsado subscription?
I sure can! Use this link or enter the code projecttgl at checkout to get 30% off your first month or year of Dubsado. Please note that the discount is valid for your first payment only, so you’ll get the most mileage out of it if you sign up for a year up front.
What does the finished Dubsado Setup include?
A typical Dubsado setup might include creation of a lead capture form for embedding on your website, 3 questionnaires, 2 proposal templates, 5 of your pricing packages, and 20 email templates all set up in Dubsado and ready to go with automations.
Here’s an example of what that might look like in practice:
- Automatically capture the lead as soon as they fill out an inquiry form. Their details will be stored in your database, and a Dubsado project will be created.
- Your lead receives an instantaneous email with your pricing guide attached, and a link to book a discovery call with you (synced to your calendar, to prevent clashes).
- In the leadup to the discovery call, both you and your potential client receive automated reminder emails.
- If you decide you want to work with them after the call, you can send them a beautiful branded proposal with just a few clicks (and personalise it if you wish).
- The client accepts the proposal, and automatically receives your contract and invoice. If they don’t pay the invoice on time, they’ll get automated email reminders.
- Woohoo, you have booked a new job! The client automatically receives your onboarding questionnaire.
- And so on…
Can I just set up Dubsado myself?
If that’s what you want, go for it! If you’re going down that route, I would recommend making sure that you watch all of Dubsado’s excellent training videos (both the beginner and the intermediate courses).
Do keep in mind that Dubsado is a complex system with lots of moving parts, so you’ll find that it takes a big investment of time and planning to get your systems just right.
If you’d prefer to hire an expert who knows exactly what they’re doing and can do all the heavy lifting for you, that’s what I’m here for!
Why do I need a Certified Dubsado Specialist? What does that mean anyway?
A Certified Dubsado Specialist is someone who has taken Dubsado’s accreditation exam and passed with flying colours (passing requires a minimum 75% score — and the questions aren’t easy!). Not only that, Certified Specialists must re-sit the exam each year to show that they’re up-to-date with the latest features.
Going with a Certified Dubsado Specialist for your Dubsado setup gives you the peace of mind of knowing that you’ve hired someone who knows all the ins and outs of Dubsado intimately, and will never leave you in the lurch with half-built workflows or a system that doesn’t quite work.
Will you teach me how to use Dubsado?
I’ll show you how to use all the templates, forms, and automations I’ve set up in Dubsado from start to finish on a test project. I’ll also provide a video library with videos about how to edit your templates and workflows. You’ll have access to the video library after our work together ends, so you can refer back to them as needed.
However, to get comfortable with Dubsado quickly I would also recommend spending some time getting familiar with the system and watching some of Dubsado’s excellent training videos.
Will the templates you create for me be “code free”?
Can I tell you a secret? A lot of people advertise “code free” Dubsado templates, but I think coded templates are actually better. They look more attractive, and they’re easier to use. Here’s why:
| Code free template | Coded template |
| Involves uploading images (created in Canva or similar) into your Dubsado forms. | Involves adding code snippets into your Dubsado forms. (I’ll do this part — you don’t need to touch it unless you want to!) |
| Not mobile friendly: text often becomes too tiny to read, and images look blurry when viewed on different sized screens. | Mobile friendly: can expand or shrink as needed when viewed on different sized screens, while remaining beautiful. |
| Complicated to edit: if you want to update the text of a header, etc., you need to find the Canva file, edit it, re-download the file, and then upload it to Dubsado. | Simple to edit: updating the text of a header requires clicking on the header and then editing the text in the code block. (I’ll provide videos about how to do this — it’s super simple, I promise.) |
| Inaccessible: text saved as an image can’t be read by screen readers, and can be difficult to read for people with poor vision. | Accessible: the client’s computer will recognise all text as text. |
| (IMHO) not as attractive: you’re restricted to the size of the image blocks in Dubsado forms. | Attractive: Beautiful, full-screen width headers and section backgrounds. |
Will you write my email and survey templates for me?
At the beginning of the process, I’ll ask you to forward me examples of emails and surveys that you’ve sent to customers. I’ll copy those into Dubsado.
If you don’t have any recent examples, or if you’re not happy with the wording of your current templates, I’ll provide sample email templates and survey templates. However, I strongly recommend that you treat these as a jumping off point for writing your own templates in your own brand voice — you want your customers to really know it’s you talking to them!
How much time will I need to invest into the process?
I want to be sure that once our five-week process is finished, you’re left with a system that’s ready for you to start using with clients straight away. That’s why, throughout the setup process, we touch base every week for you to provide input on the design, copy, and processes.
Some Setup Specialists take a different approach, where they create the outline of your workflows, email templates, and forms, and leave it up to you to fill in the details afterward. I prefer to have you spend that time upfront while I’m here to guide you through it and help implement everything.
Here’s the full breakdown of what will be needed from you to make the process work:
| Week 0 |
Complete the steps on the initial “getting started” checklist. Full payment of invoice. |
| Week 1 |
2 hour call to map your customer journey. Complete the “brand basics” survey. |
| Week 2 |
Check-in call. Up to 60 minutes; less if feedback provided beforehand. Send me any requested info about your customer journey (e.g. recent email examples). |
| Week 3 | Check-in call. Up to 60 minutes; less if feedback provided beforehand. |
| Week 4 |
Check-in call. Up to 60 minutes; less if feedback provided beforehand. Integrate your existing systems (e.g. email, calendar, payment processing) with Dubsado (I’ll send you a full list!). |
| Week 5 | 2 hour handover call. |
If at any point I don’t receive feedback or information from you within the above time frames, or if you cancel or postpone one of our calls, the project will be paused and the timeline for completion will be delayed.
If this happens I’ll do my best to find alternative times that suit both of us for completing the project. However, because my calendar books up well in advance, my availability for completing delayed projects may be very limited.
Ready to get started?
Give me your details and I’ll be in touch!
I’ll send you my calendar, where you can book a free 15 minute call to discuss your business’s needs.