Dubsado Setup Services

Dubsado Setup (VIP Day)

This signature service is a Done-For-You or Done-With-You experience that has been designed for service providers and coaches who are ready to have a well-rounded system set up to allow them to build a business taking the client experience from level 5-100 by simplifying your onboarding process. With this experience, you will be able to achieve a more streamlined approach in taking your clients on a journey to working with you, whilst serving your paying clients and community.

Included in this package;

  • Full setup (for up to 4 services, chargeable for additional services)
  • CSS coding and Canva designed forms (up to 10 forms)
  • 90 minute Workflow Mapping Session to review your current processes and create streamlined and improved processes if necessary
  • Written email templates (if needed based on the outcome of the workflow mapping session)
  • Packages built
  • Schedulers
  • Proposals
  • Payment Schedules
  • Video walkthrough of your account
  • and so much more!
  • Not just that!


Once the service has been completed you will receive a 1:1 training session where we will walk you through your new account, how to make changes, how to add to your forms or remove from your forms, update your branding, and most importantly, walk you through your workflows.
And it doesnt end there. You will be given 3 weeks voxer/slack support for any other questions and walkthrough/trainings you may need.




1 Who is this service for?
All service providers who is in a position of wanting to work with efficient processes and automation. It is also for the business owner who is ready to hand over the reigns of admin to a systems that works just as a VA would!
2 I do not have concrete processes, can this work for me?
100% it can. Even ig you do have your own processes, we use that as a base to create more streamlined and efficient processes. And if you are currently working on a whim, thats fine. We will document and create new processes in our workflow mapping session.
3 Do you offer support outside of the setup?
The truth is, I never leave your side after the setup. There is a standard 3 weeks support but if you wish to have support long term or wish for me to manage your CRM, this can be done! Let’s talk about it
4 Do you offer payment plans?
Of course! The options available are to either, Pay In Full, Pay in 2 parts (50/50), or 3 payments. If you need longer, please do let me know.
5 Do I need a website?
Nope! You can treat Dubsado as your website. Your lead capture form works as your contact form and your proposal works as a mini website as you will, showcasing your business, services and prices! If you would like to ensure it shows only your brand, be sure to purchase a domain so it can be whitelabeled in the URLs that go out to your clients. The last thing you want is for it to show ‘hello.Dubsado.com’ as opposed to ‘hello.yourbusinessname.com’.
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