DUBSADO SERVICES

$1,900

Planning & Mapping
Inquiry & Booking Workflows
Personalized Canned Email Templates
Branded Lead Capture, Proposal & Contract Templates
Schedulers for Discovery Calls
Package & Payment Plan Setup
Workflow Testing & Quality Review
Custom Video Walkthrough Library
30 Days of Continued Support

Includes:

Best for businesses ready to optimize their inquiry and booking experience.

A streamlined setup focused on your inquiry and booking process, designed to create a smooth first impression for your clients and a simple, stress-free backend for you.

STARTER SETUP

LET'S TALK ABOUT IT

$3,100

Planning & Mapping
Personalized Canned Email Templates
Branded Form Templates
Scheduler Template Suite
Package & Payment Plan Setup
Custom Tags & Project Statuses
Full Client Journey Workflow Creation
Workflow Testing & Quality Review
Custom Video Walkthrough Library
30 Days of Continued Support

Includes:

Best for established businesses ready for a full-scale transformation.

A fully customized Dubsado system built for your entire client journey, from inquiry to offboarding, so every interaction feels intentional and effortless.

COMPLETE SETUP

LET'S TALK ABOUT IT

SETTING THE TONE

PROJECT EXPERIENCE

Learning a new system takes practice, not just a walkthrough. I'll give you training, resources, and dedicated time after launch to get comfortable, and I'd genuinely encourage you to use it. The more you practice early, the more confident you'll feel once you're running solo.

Confidence Comes with Practice

At the end of each phase, we'll hop on a quick check-in call (sometimes more than one) to review the work, answer questions, and get your sign-off before moving forward. This keeps every phase intentional and avoids revisiting decisions after the fact.

Built-In Checkpoints

Most projects run 4 to 6 weeks from kickoff to launch, following a clear roadmap. That timeline moves at the pace of your feedback: quick reviews keep things on track, and slower ones simply shift the timeline rather than the quality.

INTENTIONAL FLEXIBLE TIMELINES

Each project is scoped around what we map out together at the start. If something new comes up along the way, we'll talk it through, and if it changes the timeline or plan, I'll let you know before we move forward.

SCOPED WITH INTENTION

Every system is built together. I lead the strategy and technical setup, but I need your insight along the way to make sure everything reflects your business, your clients, and your goals.

Collaborative by Design

Before we kick off, I'll send a short list of what I need from you: brand assets, account access, whatever the project calls for. The sooner that's in hand, the sooner we can dive in.

SET UP FOR SUCCESS

Launch, Learn & Support

Once we launch, you'll have 30 days of dedicated support: room to ask questions, request extra guidance, and get fully comfortable in your system. After that, you're all set, and ongoing help is always there through System Support

Automation & Testing

Next, everything comes together. I'll build and test your workflows, then send walkthrough videos so you can see your system in action before we hop on a final review call.

Building Your Foundation

With your plan approved, I'll start building: every form, email, package, scheduler, and payment plan your system needs. Once it's ready, we'll connect for a review call, and I'll make any final edits before you sign off.

Discovery & Strategy

We start with an in-depth planning call to map out your client journey, from how people find you to how each service is delivered. From there, I'll turn our conversation into a full project plan for your review and sign-off before anything is built.