Dubsado Setup Services
Your client process, fully built and automated.
A full implementation of your client journey inside Dubsado, so your systems finally match the level of your business.
Done-For-You Dubsado Setup
A complete, full-scale build of your client process.
You already know how you want your business to run. This is where we make it happen.
We start by mapping your full client journey together, then I handle the entire build in Dubsado. When we're done, you have a system that runs your client process for you - organized, automated, and built around how you actually work.
What’s included:
Strategy Session to map out your full client process
Custom branded form design
Canned emails written and tailored to your process
Scheduler setup for efficient appointment booking
Packages and payment plans with automated reminders
Automated workflows built for up to four services
Full workflow testing
Client portal setup
Offboarding Session to walk through your entire system
Video library access for ongoing reference
30 Days of priority support as you begin using your system
A Dubsado Setup starts at $3,600 USD *
Setup build completed within 1 week
*Prices are billed in CAD (setup starts at $5,000 CAD). USD amounts are approximate and subject to current exchange rates.
Done by a Certified Dubsado Specialist
Who this is for
This service is designed for service-based business owners who are outgrowing manual work.
You’re a great fit if you:
You know how you want your client experience to feel, but it's not fully built yet
You're still rewriting the same onboarding emails and chasing down unsigned contracts
You want your backend to reflect the quality of work you're already delivering
You see software as a tool that works for you, not something to resist
You'd rather hand this off to an expert and have it done right the first time
If you’re comfortable with tech and value efficiency over unnecessary complexity, we’ll work very well together.
See how my clients have transformed their businesses with a Dubsado setup.
What is included in a Dubsado Setup?
Scheduler Setup
Set up for different types of appointments based on your availability.
Form Design
Forms designed with your branding for a seamless client experience.
Canned emails
Pre-written for every step in your client process and every service you provide.
Custom Workflows
Transform your client process into automated steps in Dubsado to save time and mental space.
Client Portal
Branded client portal setup for your own clients to use.
Invoicing, Packages & Payment plans
Package + payment plan setup with invoice reminders so you can get paid on time.
Strategy Session
A session where we map out your client process in detail for all of your services.
Offboarding Session
To review your full setup and answer any questions you have about your Dubsado setup.
Support Period
As you begin using your new setup so you can feel confident bringing clients through your process.
The Process
Here’s what it looks like to work together step by step:
01 Discovery Call
We confirm fit and talk through your goals. If we’re a good fit, I’ll send you a proposal, contract and invoice to secure your spot.
02 Strategy Session
We map your full client journey in detail. You’ll complete an onboarding questionnaire beforehand so we use our time efficiently.
03 Build Week
I implement everything inside your Dubsado account. I may reach out with questions or feedback requests to keep things moving.
04 Offboarding & Support
We review your setup together during an offboarding call and you receive post-project support as you begin using your system.
Frequently Asked Questions
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While I handle the heavy lifting, your involvement is important at key stages to ensure your system reflects your business accurately.
Here’s what to expect:
Onboarding Questionnaire: Completed before the Strategy Call. Time: 3-4 hours
Strategy Call: We map out your client process together. Time: 2 hours
Finalize Content: After the call, you confirm your process and provide any remaining assets. Time: 2-3 hours
Build: I complete the setup. You may be asked for occasional feedback or quick approvals. Time: 1-2 hours
Offboarding Call: Full walkthrough of your completed system. Time: 90 minutes
Testing & Support: As you begin using your system, you can request clarification and small edits. Time: 2+ hours
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Once all pre-work is complete, your setup is typically completed within one week. We complete the strategy and pre-work beforehand so the build moves quickly once we start.
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Yes. All setups have a 50/50 payment plan. The first installment is due when you sign the contract to secure your spot. The second is due before your build date.
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Yes. A support period is included so you feel confident using your new system. During this time, I’m available for questions as you start bringing clients through your workflows. A set number of hours for small edits or calls is included to ensure everything runs smoothly.
You’ll also receive access to a Dubsado video library for continued reference.
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Yes. Canned emails are written for you and tailored to the client process we map out together. If you already have drafts you love, I’ll refine them. Otherwise, I can draft the first version for you.
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No. Even if you have some forms or emails ready, my goal is to deliver a system that is guaranteed to work. To do that, I have to review and rebuild every piece to make sure they connect perfectly. Because a full setup requires mapping and testing your entire process from start to finish, the investment remains the same.
Ready to streamline your business with Dubsado?
If you're ready to stop managing your business manually and start running it with systems that actually work, this is where we start.
Because scaling your business shouldn't mean adding more to your plate. The right systems give you room to grow and a life outside of it.