Dubsado Guru Services
+ Audits & Strategies
+ Automations & Workflows
+ Full Setups
Dubsado can be a tough one to crack, but once you’re set up, it’ll help you stay organized, save time, and impress your clients
New to Dubsado or a longtime user?
Either way, let’s make your workflow smooth and sexy with a little automation magic.
Copywriting + Scheduling + Canned Emails + Automations + Clientflow + Smart Files + Contact Form + Brochures + Questionnaires + Maintenance + Integrated Branding
Dubsado Audit
$350
Already know Dubsado but feel like it could use a little TLC? With this audit, we’ll hop on a call to walk through your current setup and find ways to make it even better. After the call, you’ll get a checklist of tasks to tackle, plus 10 days of support to help you crush it.
1 Hour virtual call to walk through current setup to figure out ways to optimize and streamline
Post-call check list of tasks for you to DIY
Timeframe: 1-2 days
Dubsado Automations
$1500
So, your Dubsado’s all set up… but have you unlocked the full power of automations yet? With this service, we dive into automating your client onboarding journey, and I’ll implement it all within your Dubsado profile. You’ll also get a detailed walk-through and step-by-step instructions for making any future tweaks.
Kick off call to review drafted workflows for approval
Up to 3 FULL automations set up
Up to 5 smart files created orupdates to 5 current files including - Contact Form, Brochures, Questionnaires, Invoices, Contracts, and Proposals
Email template import (Copy provided by client; option for custom copy add on)
Timeframe: 2-3 weeks
Dubsado Full Setup
$2000
Starting with Dubsado or in need of a serious refresh? For this service, we jump on a virtual call to design your DREAM setup. Once we’ve nailed down all the details, I’ll get to work! My team and I will implement your branding, integrations, templates, and map out your client journey to add those game-changing automations. When we're finished, your system will be fully set up and ready to roll!
Kick off call to review drafted workflows for approval
Up to 5 full automations set up
Up to 12 smart files created or updates to 12 current files including - Contact Form, Brochures, Questionnaires, Invoices, Contracts, and Proposals
Email template import (copy provided by client; option for custom copy add on)
Branding integration (files provided by client)
Scheduler setup
Detailed recorded video walkthrough and tutorial of entire Dubsado setup within your account
Timeframe: 3-5 weeks