Link to: Business Operations Consultant for Solopreneurs
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Done-for-You Dubsado Setup

Automate & Simplify Your Business

Dubsado is a powerful business management system. If you’re a service-based entrepreneur ready to streamline your backend operations, focus on what you do best, and grow your business, Dubsado is perfect for you.

With a strategic setup, you’ll gain back valuable time while delivering a smooth, seamless experience for your clients.

Why Dubsado?

  • Automate Workflows: Say goodbye to manual follow-ups, contracts, invoices, and scheduling. Dubsado does it all for you.
  • Professional Client Experience: From the first inquiry to onboarding and beyond, impress clients with a polished, seamless system.
  • Get Paid Faster: Automated invoicing, contracts, and payment reminders mean no more chasing down payments.
  • Save Hours Every Week: Free yourself from admin tasks so you can focus on serving your clients and growing your business.
  • Customizable to Your Business: Whether you’re a coach, consultant, or creative entrepreneur, Dubsado can be tailored to fit your unique needs.

Ready to ditch the admin overwhelm and set up a business system that works for you? Let’s make it happen.

dubsado setup services

Choose the Perfect Dubsado Setup Package For You

Essential Setup

Perfect for new users who need a simple, streamlined system up and running fast.

  • Account setup & customization (branding, logo, colors)
  • One streamlined lead capture form
  • One canned email template
  • Basic proposal, contract & invoice template
  • One simple workflow (e.g., inquiry response or onboarding)
  • One 60-minute strategy call + video walkthrough
  • 7-day post-setup support

Best for solopreneurs who need a professional, functional system with minimal automation. 

Investment: US$ 497

Growth Setup

For businesses ready to automate and scale with advanced workflows.

  • Everything in Essential Setup, PLUS:
  • Three fully automated workflows (e.g., inquiry-to-booking, onboarding, client follow-up)
  • Three canned email templates
  • Custom proposal & invoice template
  • Scheduler integration with automated reminders
  • Personalized tutorial videos for your setup
  • 14-day post-setup support

Perfect for business owners who want to save hours every week with automation and a seamless client experience.

Investment: US$ 997

VIP Done-for-You Setup

For busy business owners who want everything handled start to finish, completely customized for their needs.

  • Everything in Growth Setup, PLUS:
  • Full business process audit + strategy session
  • Five fully automated workflows
  • Custom email sequence automation (e.g., onboarding, offboarding, follow-ups)
  • Multi-step lead capture form & scheduler automation
  • Multi-package proposal & invoice system
  • Integration with payment processors, Zapier, and external tools
  • 30-day post-setup support + tweaks as needed

For business owners who want a fully customized, plug-and-play system so they can run their business on autopilot.

Investment: US$ 1,997

Note:

  • Branded client portal, proposals, questionnaires, and other forms will be created and includes up to 2 revisions.
  • Copy for canned emails, packages, proposals, contracts, lead forms, and other templates are provided by you.

Imagine This…

  • New leads book calls with you without endless back-and-forth emails.
  • Contracts, invoices, and proposals are sent & signed automatically.
  • Clients are onboarded seamlessly, and reminders go out without you lifting a finger.
  • Payments are collected on time, every time.
  • You save hours every week, allowing you to focus on scaling your business.

That’s the power of a strategically designed Dubsado system, and I’ll build it for you.

Ready to get started?

Let’s set up your Dubsado and streamline your business today!

BOOK YOUR FREE DISCOVERY CALL

Here’s How We’ll Bring Your Dubsado System to Life

From strategy to setup to handover, every step is designed to create a seamless, customized system that saves you time and supports your business growth.

  • Phase 1

    Strategy Session

    We’ll schedule a 60-minute call to map out your client journey, clarify goals, and finalize the game plan for your setup.

  • Account Setup

    I’ll build and customize everything inside your Dubsado account and then test and revise to make sure it runs smoothly.

    Tools Tools

    Phase 2

  • Phase 3

    Implementation

    We’ll wrap up with a 60-minute Handover Call, where I’ll walk you through your new system and show you how to use it confidently.

Your Next Steps

Your time is too valuable to spend on repetitive admin work. With a done-for-you Dubsado setup, you can focus on what truly matters—growing your business, serving your clients, and creating impact. Ready to get started?

Book Your Discovery Call

We’ll hop on a free 20–30 minute call to talk about your current systems, your client process, and your goals for streamlining. This is a no-pressure conversation to see if we’re a good fit. Book your complimentary Discovery Call here.

Proposal, Contract, Invoice

After our Discovery Call, I’ll send over a detailed proposal outlining your package, what’s included, the timeline, and next steps. If you’re ready to move forward, just sign the contract and complete the first invoice to lock in your spot. I can’t wait to get started!

Kickoff Call

Once everything’s confirmed, we’ll schedule a 30–45 minute Kickoff Call to walk through the timeline, deliverables, and upcoming milestones. I’ll make sure you feel fully supported before we begin Phase One of your setup.

Ready when you are.
Let’s create a streamlined system that supports your growth and gives you time back for the work that truly matters.

dubsado packages

Elevate your business backend with Dubsado.

Get the systems and structure you need to scale without the overwhelm.

BOOK YOUR FREE DISCOVERY CALL

Prefer to DIY? Grab my Dubsado Workflow for Coaches and set up your system with confidence! Download here.

Got questions? I’ve got you.

If you’re new to Dubsado or switching from another platform, it’s normal to have questions before diving in. Here are some quick answers to help you feel more confident and informed before we begin.

Most projects are completed within 2–3 weeks, depending on the complexity of your workflows and how quickly I receive your content and assets.

Yes! I can help transfer your data from your previous system into Dubsado. Whether you’re coming from HoneyBook, 17hats, or a custom CRM, I’ll make the transition as smooth as possible.

After booking, I’ll send you a detailed intake questionnaire and checklist. This will guide you through what I need, from your branding files to your client process details, so you’re not left guessing.

Yes, you’ll need an active Dubsado subscription for the setup. If you’re not signed up yet, I can walk you through the sign-up process and help you choose the right plan for your business.

Definitely. We’ll wrap up with a live Handover Call and I’ll walk you through your new setup step by step. You’ll also receive screen recordings and resources to help you feel confident managing things on your own.

Yes! Every package includes post-launch support to make sure you feel fully supported after we go live. Depending on the package you choose, you’ll receive 7-day, 14-day, or 30-day support to ask questions, request small edits, or troubleshoot any issues.

If you’d like ongoing support or help with updates later, we can explore a monthly retainer or book one-off sessions as needed.

That’s exactly what the Discovery Call is for. I’ll ask the right questions to understand your business needs and help you figure out whether Dubsado is a good fit or if there’s a better tool for you.

Backend chaos? Let’s fix that.

Smooth client workflows, no tech meltdowns required.

GET STARTED TODAY