Dubsado Setup Services
Automate tasks, save time, and scale your business with ease - without drowning in admin work
Setting up Dubsado can feel overwhelming, especially when you’re busy running a growing business. But with my done-for-you Dubsado setup, you’ll get all the benefits Dubsado has to offer without the stress of figuring it out on your own.
I’ll create a custom setup tailored to your business, so you can stop drowning in admin tasks and get back to doing what you love.
From automating repetitive tasks to streamlining your entire client experience, I’ll help you save time, stay organized, and build systems that support your growth. So you can take on more clients without burning out.
→ See how my clients have transformed their businesses with a Dubsado setup.
Done by a Certified Dubsado Specialist
Dubsado Setup
Each Dubsado setup includes:
Strategy Call: to map out your entire client process.
Dubsado Form Design: that matches you branding.
Client Portal Setup: for your clients to access.
Personalized Canned Emails: to stay in touch with clients at each step of your client process.
Dubsado Scheduler Setup: for efficiency in appointment booking.
Packages, and Payment Plans Setup: for efficient invoicing and to help you get paid on time.
Automated Workflows: turning your client process into automated steps.
Workflow Testing: to make sure everything runs smoothly.
Offboarding Session: to review of all your workflows and assets.
Access to Dubsado Video Library: a set of instructional videos for ongoing support.
30 Days of Support: so you can ask setup related questions as you begin using it with clients.
Starting at $5000 CAD (approx. $3,600 USD)
Who is this for?
A Dubsado Setup is perfect if you…
Are tired of manually sending proposals, contracts and invoices for every new client.
Are worried about dropping the ball: missing invoices, forms, or follow-ups.
Have a clear vision of the client experience you want, but no idea how to make it happen.
Are done spending hours DIY-ing Dubsado, watching YouTube tutorials, and still feeling stuck.
Would rather be working with clients and growing your business, not figuring out tech.
Want to save time and work with an expert who can get it done right, the first time.
If that sounds like you, let’s talk.
What is included in a Dubsado Setup?
Scheduler Setup
Set up for different types of appointments based on your availability.
Form Design
Code-free forms matching 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 2 hour online 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.
30 Day Support
30 days of email support as you become familiar your new setup and start bringing clients through it.
“If you're a small business owner using Dubsado, I highly recommend that you get some help with Ema!”
"I was using Dubsado for my business, but only barely because I hadn't made it a priority to research and set up my workflows myself. I knew I needed help from someone who knew what they were doing. Ema is extremely organized and knows exactly what she needs from you to get the job done... Ema was so helpful and kind throughout the whole process.... Her service is WORTH EVERY PENNY! If you're a small business owner using Dubsado, I highly recommend that you get some help with Ema!”
— WHITNEY WEDDING PLANNER
How it works
01
Discovery Call
Book a free call to chat about your business, see if a Dubsado setup is right for you, and make sure we’re a good fit to work together.
02
Sign Up
If we’re a good fit, I’ll send over your custom proposal, together with a contract and invoice. Pay the first installment to secure your spot.
03
Strategy Session
We’ll map out every step of your ideal client process for each service you offer.
04
Dubsado Setup
I’ll build all the assets and workflows in Dubsado, taking about 1 week from your assigned build date.
05
Offboarding + Support
We’ll review your setup in a final call, and you’ll get 30 days of email support as you start using your new system.
“Hiring her was the best investment I could have made in my business this year!”
"I can't thank Ema enough for what she accomplished in my business. My expectations have absolutely been exceeded! She improved our client experience, created beautiful on-brand & client-friendly forms, and provided exceptional copywriting that I barely had to edit. She helped keep me on track and accountable, and helped me think of more ways to create efficiencies.
Hiring her was the best investment I could have made in my business this year! I will recommend her to my peers over and over! I can now focus on the client-facing side of my business, knowing that the back end is totally covered. Her expertise has truly transformed my business operations, and I couldn't be more grateful.”
— LILY WEDDING PHOTOGRAPHER
Frequently asked Questions
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Setups take approximately 1 week to complete once I have all the information I need to get started. Before starting, you'll have some pre-work to complete and a Strategy session.
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Once you sign up, we’ll have a Strategy Call to get clear on all the steps of your client process. Before the call you’ll have to complete an onboarding questionnaire and a draft client process.
After our call, I’ll send you a list of remaining content I need for your setup. Once that is provided, your build date is assigned.
Starting on your build date, I’ll build all the content and workflows in your Dubsado account. Everything will be completed in approx. 1 week.
Next, we'll have a offboarding call to take you through your entire Dubsado setup. I’ll be available for support for 30 days as you begin using your setup.
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For a Dubsado setup, your time is needed in the following ways:
Onboarding Questionnaire: this step is to gather basic information about your business and needs to be completed before our Strategy Call. Time: 3-4 hours
Strategy Call: during this call we will map out your desired client process together. Time: 2 hours
Pre-Work: after our Strategy call, I will send you a list of items needed to build your workflows plus the canned emails for you to review. Time: 3-5 hours
Feedback: as I build your setup I will reach out to you with questions or ask for feedback on some items. Time: 1-2 hour
Offboarding Call: once everything is done, we’ll have an Offboarding call to go through all your workflows together. Time: 90 minutes
Testing the setup: During the 30 days of support, I encourage you to test the setup and let me know if there are any edits needed. Time: 2+ hours
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Yes. I offer a 50/50 payment plan for Dubsado setups.
The first installment is due after signing your contract, to secure your spot on my calendar, and the next installment is due 1 week before your build date.
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Yes. After your Dubsado setup is complete, I am available for 30 days of support to answer questions related to your setup as you implement the system with your clients.
You also have access to several hours of edits or calls as you begin testing the setup or using it with clients.
I also provide you with access to a Dubsado Video Library and other reference materials to support you along the way.
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No. Having content built in Dubsado—such as forms, emails, and workflows— does not reduce the complexity of a setup. In fact, it can often make the process more complex, as we need to fit and repurpose what’s already there while ensuring everything works seamlessly.
Think of it like renovating an old house versus building a brand-new one. While it might seem easier to reuse the existing structure, working around what’s already in place can often be more complex than starting from a blank slate.
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Yes! I write all your canned emails for you.
If you have any emails you frequently send to clients, you can share them with me. I can use those emails as a starting point to craft canned emails for your setup in Dubsado.
“You won't regret hiring her. She's that good””
“If you're looking for a knowledgeable, trustworthy, and skilled Dubsado specialist to help you get set up, Ema is your gal. Hiring her to create my workflows was the BEST decision. She's quick, responsive, and an all-around lovely human. And the workflows she created for me are pure magic. I can't tell you the number of hours she's saved me each month. You won't regret hiring her. She's that good.”
— ROXANNE AUTHOR & PROFESSOR
Ready to Streamline Your Business with Dubsado?
If you’re feeling tired by all the manual tasks, clunky systems, and constant follow-ups, it’s time to make a change.
Book a call today, and let’s talk about how a Dubsado setup can help you automate tasks, serve more clients, and have a system that grows with your business.
Because you shouldn’t have to choose between growing your business and having a life. Let’s build a system that lets you do both.