dubsado

Automate your business

Meet Dubsado your ultimate VA! Stop those late nights sitting at the computer trying to work out why a form or workflow isn’t connecting, put down that 8th cup of coffee and go to bed; its 2am!

I work with Entrepreneurs who are ready to take their business to the next level by crafting unique and dream-worthy customer journey’s, systems and processes
Let me take care of the daunting task of setting up your Dubsado and feel a sigh of relief knowing your systems and processes are all in place and have been created correctly.

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Custom Designed

Get custom-designed forms and proposals that reflect your business brand and tone of voice. 

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Seamless Setup

Let me customise your workflows & processes to suit your business and take the heavy lifting out of day to day with your clients.

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Room to Grow

Start small and have the ability to scale with added integrations and payment options.

In 5 weeks, I can transform your business processes for smooth automation, streamlined onboarding of clients, and create a centralised hub. Dubsado will change the way you do business and improve your client experience, allowing you to grow your business to its full potential.

Dubsado done for you

Perfect for those who are ready to organise, automate and take their business to new heights. I’ll guide you through the process and implement the perfect, automated client experience for you – so you can free up more time to work on things you love.

  • 60min workflow mapping call to establish client experience roadmap
  • Up to 3 workflows (normally lead capture & 2 x service) setup & fully tested.
  • Customised client portal
  • Custom branded forms , canned emails and any content creation to fill in the gaps
  • Set up of scheduler templates & groups
  • Embedding of forms on your website
  • Custom URL connected to your Dubsado
  • Connection of your third party apps
  • Import of your current clients to the address book
  • 1:1 Recorded handover session
  • 30 days of Hiccup help

Cost

$1450
The Stages to Automation Bliss
number-1

preperation

60min workflow mapping call
Client content needs assessment
Design brief completed
2

design

Design Starts
Content created and implemented
Client Portal Set Up
Scheduler Set up

number-3

Implement

Workflows curated
Organise integrations
Import clients
Embed forms on your website
number-3

Go live!

1:1 60min Recorded call to show you how it all works
Onboard a client together
30 days of hiccup help

Need a Little More....

Additional Workflows $275

Fully coded custom forms $650

Additional Support $80 per hour

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FAQ

We have tried to answer most of the common questions we get asked here

If you have a question that we haven’t answered please reach out so we can help.

WHAT can dubsado actually do?

  • Let clients self-schedule appointments.
  • Create forms that capture everything you need.
  • Have proposals auto-generate details on contracts and invoices.
  • Enjoy built-in organization: store emails and manage your sales pipeline.
  • Set up recurring invoices, payment plans, and receive payment.
  • Build automated workflows.
  • House time-saving templates: canned emails, packages, and more.
  • Send automated reminders for appointments, forms, and invoices.
  • Brand it all to your business.
  • And so much more.

how much does dubsado cost?

There are three pricing options:

Free Trial – Limited to 3 clients. This option lets you test out the system without a time limit to see if it will work for you and your business.

Monthly Plan – Need to pay by the month? Dubsado has you covered. You have full access to the complete system for $35 a month.

Annual Plan – Purchase the yearly plan and save $$. It’s $350 for the year (giving you 2 months for free). Use my affiliate link here and get 20% off 

can i migrate from another system to Dubsado?

Yes! 

Dubsado White Glove Migration – Dubsado has a white glove migration service where they will transfer your data from another service and into Dubsado for free. They’ll transfer clients, jobs, and invoices up to 2 years back, along with any filled forms and signed contracts. All you need is a paid account.

What is included:

  • Migration from one system

  • Jobs and contacts attached to them

  • Import of client data if your previous CRM allows for a mass export

  • Invoices and payments made on that invoice

  • Forms on projects will be brought over as PDFs

What they don’t include:

  • Client email conversations/email communications

  • Bookkeeping categories or anything outside a project invoice

  • Templates

  • Workflows

  • Canned Emails

  • Tasks

  • Payment Schedules (applied and templates)

  • Taxes

  • Tracked Time

As you can expect this is a pretty popular service so the estimated timeframe on they give you is approximately 4-6 weeks.