So… you’ve officially hired a Certified Dubsado Specialist (hi, me 👋🏽) to streamline your business processes — major move. You’re about to take a big step toward a system that works for you, not against you.

But before we jump into the setup magic, there are a few things you’ll want to prep on your end so we can hit the ground running — with clarity, intention, and way less back-and-forth.

Grab your coffee (or iced matcha, no judgment here), and let’s walk through what you’ll need to get ready.

1. Map Out Your Client Journey

Before we talk automations, forms, or workflows, we need to understand your process — not the ideal process you saw on Instagram, but the real-life way your clients move through your business.

Ask yourself:

  • How do people inquire?
  • What do they need to know right away?
  • Do they book a call or pick a package?
  • What do you need from them to get started?

Think about the sticky spots — where do you lose track of leads, forget to send something, or wish things were smoother?

✨ Here’s the thing: I’ll help refine this with strategy and automation, but only you can define the kind of experience you want to create. I’ll bring the system expertise — you bring the vision.

2. Gather Your Assets

Now let’s talk content. Your Dubsado setup will only be as strong as the materials we build it around.

Here’s what to have ready:

  • Service descriptions + package details
  • Pricing and payment structures
  • Contracts (or at least a working draft — I can’t give legal advice!)
  • Lead forms, questionnaires, proposals, etc. you’re already using (atleast have the questions/info inside the forms ready to go or in progress)
  • Brand assets — logo, colors, tagline, mission, and high-quality imagery

If you don’t have all of these yet, no worries — now is the perfect time to pull them together so we can build a cohesive, branded experience from start to finish.

✨ Pro Tip: I’ll design clean, custom-branded forms for your system — but I’ll need your content ready to go so I can bring it all to life. I can even help with copy!

3. Be Open to Change

This part is big. We’ll always start with your current process in mind — but sometimes what works in your head (or on paper) needs a little tweaking to work inside Dubsado.

Maybe your timeline needs adjusting. Maybe an email should come earlier. Maybe we swap one scheduler for another. We may even need to add other platforms or remove steps.

✨ The goal: Build a system that supports your flow and plays nicely with Dubsado’s capabilities. You’ll also likely evolve your process as you use it — and that’s a good thing.

I’ll guide you every step of the way and give you a solid roadmap, but flexibility is key to making your system truly work for you (and your clients).

4. Make Time to Learn

Even with a beautifully done-for-you setup, Dubsado is a platform you’ll want to feel confident navigating.

You don’t have to become an expert overnight, but blocking off some time to learn the ropes will make a huge difference.

✨ Here’s what I provide:

  • Custom training videos recorded just for your system
  • Thirty days of post-setup support
  • Best practices and quick tips tailored to your workflow

Beyond that, Dubsado’s help center is full of videos and walkthroughs — and their support team is just a live chat away. The tools are here — and I’ll make sure you know how to use them.

Final Thoughts

Prepping for your Dubsado setup doesn’t have to be overwhelming. With just a little intentional prep — defining your process, gathering your assets, staying open to adjustments, and carving out time to learn — you’ll be fully ready to hand things over and watch your system come to life.

Ready to streamline your business with strategy, ease, and a whole lot less stress?
Let’s build a system that works just as hard as you do. 💻✨