You need a system to manage leads, onboard clients, and keep track of relationships.

You don’t have time to learn the ins-and-outs of Dubsado yourself, and you want someone to set it up and walk you through the platform.

You’re only using a small part of Dubsado but you want to fully take advantage of all its capabilities.

You don’t consider yourself very techy – so you prefer having someone take care of set-up for you and then teach you how to use it.

You want to get more organized and streamline Dubsado’s automation features, without the headache of learning everything yourself.

You want to confidently keep track of leads, onboard clients, and create a seamless client experience.

Get Dubsado done-for-you, and dominate the platform to…

  • Simplify your client onboarding process, so you get paid faster and on time!
  • Streamline automation and workflow implementation, so you don’t miss any important emails, leads, and continue to build client relationships.
  • Have less back-and-forth with different platforms, instead have all your important documents in one place!
  • Create the perfect client experience that aligns with your brand, so you build loyalty and make working with you easy.

Cassandra, Copywriting & Content Strategist
The Quirky Pineapple Studio

My biggest challenge before working with Theresa was viewing myself as “just another” copywriter and content strategist, besides an actual business owner. I had my SOPs written out, was using Dubsado (sort of), and had an idea of the packages I wanted to sell and was already working with a few clients – but when I was truly honest with myself, I didn’t have the confidence I wanted to present myself as a business owner, nor did I have the processes set up to show that I was one. A lot of my time was spent chasing clients, going back and forth, and typing and sending out the same emails to multiple people. I was spending more time on back-end and admin tasks than I was doing things I loved and finding clients to work with!

While I was going through the coaching process, with Theresa’s guidance and support I noticed that my mindset started to shift. I was building out my SOPs without holes, creating templates, canned emails, and workflows to automate the admin/back-end of my business, and worked on packages that I felt confident in. After coaching, I can proudly say that I AM a business owner. I feel more professional and prepared to watch my business grow with the systems and processes that Theresa and I created during my coaching session and I am also presenting myself in a more professional manner. My clients are noticing that I am more organized, which means that they have more respect for me and take me seriously. Before I would have clients that crossed boundaries – now that I have my boundaries clearly stated, I feel so much more at peace and so much more excited to do great work, besides admin tasks!

The biggest thing that I’ve gained, apart from organization, efficiency, and productivity, is confidence to send out proposals, invoices, contracts, etc. and trust that my systems and processes allow me to live the life I want and still present me as a trustworthy professional for businesses and entrepreneurs to work with.

Let’s dominate Dubsado for easy organization, so you easily keep track of processes and build in more time and freedom in your business.

Done-For-You Service

Dubsado Domination

How it works:

  • 3 Meetings: Kickoff, Progress, Completion
  • Setup:
    • ADMIN: Brand settings, Email/Calendar, Portal, Payment Processor, Invoices
    • FORM TEMPLATES: 2 proposals, 2 contracts, 2 questionnaires, 2 lead capture forms, 2 custom packets (welcome/goodbye)
    • CANNED EMAILS: Leads, nurture, follow-ups, discovery calls, reminders, proposals, welcome emails
    • PAYMENT SCHEDULES: 2 setups – pick from: Single payment, Deposit schedule, Recurring invoices, Group program, etc
    • WORKFLOWS: 2 setups
    • ACCOUNTING: Charts of Accounts
    • IMPORT: Contacts
    • INTEGRATION: Zapier coordination
    • 30-min Dubsado training + best practices
  • Daily and ongoing email/voxer access
  • 30-day email/voxer support upon wrap up of service
  • Access to all videos, templates, worksheets, and checklists used during the service

$847 USD

Ready to streamline your processes, automate your workflows, and enhance your client experience?

Get your time back and simplify your business operations.

Let's get your workflow automatized.