Dubsado
Starter Setup

SERVICE ONE

Launch with logic: this streamlined setup builds your inquiry and onboarding workflows from the ground up.

TIMELINE: 1 Week
INVESTMENT: $980

+ Planning + Mapping
+ Customized Inquiry Workflow + Follow-Up Sequence
+ Customized Onboarding Workflow
+ Personalized Canned Email Templates
+ Branded Lead Capture, Proposal & Contract Templates
+ Optimized Scheduler for Discovery Calls
+ Payment Plan & Package Setup
+ Off-boarding & Live Tutorial
+ Custom System Education Videos
+ Continued Support

SERVICE TWO

Dubsado
Complete Setup

Transform your client experience with a fully customized Dubsado system designed specifically for your business.

TIMELINE: 4 - 6 Weeks
INVESTMENT: $2,900

+ Planning + Mapping
+ Customized Client Journey
+ Personalized Canned Email Templates
+ Customized Form Templates
+ Optimized Scheduler Templates
+ Implemented Workflows
+ Off-boarding & Live Tutorial
+ Custom System Education Videos
+ Continued Support

Dubsado
Virtual Assistant

SERVICE THREE

Keep your Dubsado system running smoothly with dedicated support from a specialist you can trust. 

TIMELINE: Ongoing, Monthly
INVESTMENT: Varies per Tier

+ Monthly System Updates and Minor Adjustments
+ Client Task Assistance
+ Day-to-Day Operation System Support
+ Workflow Edits and Fine-Tuning
+ System Maintenance and Monitoring
+ Ongoing Partnership for Seamless Operations

A La Carte

NEED SOMETHING ELSE?

Dubsado  AUDIT

During this in-depth video call we'll examine your current client journey and system implementation, identifying friction points and missed opportunities

INVESTMENT: $500

Dubsado FORM DESIGN

Elevate your client experience with professionally designed Dubsado forms that seamlessly align with your brand identity. 



INVESTMENT: $250

Schedule a connection call, or send a message.

STILL HAVE QUESTIONS?