Dubsado Setup Services
Done-for-you Dubsado setups that save you hours every week.
Walk away with a fully customized system designed for your business, so you can spend more time serving clients and less time stuck in admin work.
Take Dubsado off your plate
Setting up Dubsado on your own can feel overwhelming, especially when you’re already juggling client work. With my done-for-you setup, you’ll skip the stress and instead:
Eliminate repetitive admin tasks
Streamline your client journey from inquiry to offboarding
Stay organized and get paid on time
Free up space to focus on the work you actually love
Think of it as trading in late-night “DIY” sessions for a system that quietly runs in the background while you serve more clients and grow your business.
👉 See how my clients have transformed their businesses with a Dubsado setup.
Full Dubsado Setup
A complete build of your entire client process in Dubsado for up to four services. Every setup is customized to your business and includes strategy, implementation, and support.
What is included:
Strategy Call: A deep-dive session to map out your client process step by step.
Custom Form Design: Branded, code-free forms that feel polished and professional.
Client Portal Setup: A beautifully organized space for your clients.
Canned Emails: Pre-written and tailored for every stage of your process.
Scheduler Setup: For easy & efficiency appointment booking.
Packages and Payment Plans: Efficient invoicing with automated reminders so you get paid on time.
Automated Workflows: All workflows built for up to 4 services, to transform your process into seamless, automated steps.
Workflow Testing: Everything is tested to ensure it runs smoothly.
Offboarding Session: A walkthrough of your entire setup, with time for questions.
Video Library Access: Training videos to revisit anytime.
30 Days of Support: Email support for questions, small edits, and guidance as you begin using your setup with clients.
Starting at $5000 CAD (approx. $3,600 USD)
Build time: 1 week
Done by a Certified Dubsado Specialist
Signature Service Setup
A focused setup for one primary offer under a single brand. Perfect if your forms and canned email are already in place and you simply need the workflows built to automate your client process.
What is included:
Strategy Call: A deep-dive session to map out your signature offer process step by step.
Review of forms and canned emails.
Review or creation of schedulers, packages, and payment plans.
Client Portal Setup: A beautifully organized space for your clients.
Automated Workflows: up to 4 workflows built for your signature offer (inquiry, booking, onboarding and offboarding).
Workflow Testing: Everything is tested to ensure it runs smoothly.
Offboarding Session: A walkthrough of your entire setup, with time for questions.
Video Library Access: Training videos to revisit anytime.
14 Days of Support: Email support for questions as you begin using your setup with clients.
Form design and email writing are available as add-ons.
Starting at $1750 CAD (approx. $1,250 USD)
Build time: 1-3 days
Who is this for?
A done-for-your Dubsado Setup is perfect if you…
Are tired of manually sending proposals, contracts and invoices for every new client
Worry about missing a step or dropping the ball with a client
Have a clear vision of the client experience you want but no idea how to set it up
Are done spending hours DIY-ing Dubsado with YouTube tutorials
Are ready to support your business growth with systems that actually work
Want to save time and get it done right the first time with the help of an expert
If you are nodding “yes,” then 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 with your branding for a seamless client experience. Included in a full setup (add-on for signature setup)
Canned emails
Pre-written for every step in your client process and every service you provide. Included in a full setup (add-on for signature setup)
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.
“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
The Process: How it works
Getting started with a Dubsado setup is simple. Here is what working together looks like, step by step:
01 Discovery Call
We will chat about your business, your goals, and whether a Dubsado setup is the right fit for you.
02 Sign Up
If we are a good fit, you will receive a proposal, contract, and invoice which is valid for 1 week. Your spot is secured once payment is made.
03 Strategy Session
A deep dive session to map out every detail of your client process. You’ll have pre-work to complete before this session.
04 Dubsado Setup
I will build all the workflows and templates included in your package inside your Dubsado account.
05 Offboarding & Support
We will walk through your setup in a final call, and you will have a period of email support as you start using your new system. For full setups, edits and additional calls are also included.
“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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Once I have everything I need to get started, a full setup is typically completed within one week. The signature service setup is a shorter build and is usually completed within 1- days. Before starting, you'll have some pre-work to complete and a Strategy session.
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Once you sign up, we will begin with a strategy call to map out your client process and confirm every step that will be included in your setup. Before this call, you will complete your onboarding questionnaire and provide a first draft of your client process.
After the strategy call, you will receive a list of any remaining content needed. Once everything is submitted, your build date will be assigned.
On your build date, I will complete the setup inside your Dubsado account. When the build is finished, we will review everything together in a final call so you know exactly how your system works..
Support is included as you begin bringing clients through your new process so you feel confident using your setup.
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Your involvement is focused on a few key points throughout the project. Here is what to expect:
Onboarding Questionnaire: Completed before the strategy call and used to gather key details about your business. Time: 3-4 hours
Strategy Call: A collaborative session where we map out your client process together. Time: 2 hours
Pre-Work: After the strategy call you will receive a list of items needed. Time: 2-3 hours
Feedback: During the build, I may reach out with occasional questions or for quick approvals. Time: 1-2 hours
Offboarding Call: Once the setup is complete we will walk through everything together so you feel confident using it. Time: 90 minutes
Testing: During your support period you will begin bringing clients through the process and request any small edits needed. Time: 2+ hours
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Yes.
For the Full Dubsado Setup, a 50/50 payment plan is available. The first installment is due when you sign the contract to secure your spot, and the second installment is due one week before your build date.
For the Signature Service Setup, payment is due in full at the time of signing.
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Yes. Support is included after your setup is finished so you can confidently begin using your system with clients. During this time you are welcome to ask questions as you test and start bringing clients through your process.
For Full Dubsado Setups, small edits and additional calls are also included during the support period.
You will also receive access to a Dubsado video library and reference materials that you can revisit anytime.
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If your full client process needs to be mapped, refined, and built from inquiry to offboarding, a full Setup is still the right fit even if you already have forms or emails in place. Starting with existing pieces does not reduce the scope, since everything still needs to be reviewed, aligned, and rebuilt as one complete system.
If you only need workflows built for one primary offer and already have your forms and canned emails ready to go, my Signature Service Setup may be a better fit at a lower investment.
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Yes. For Full Dubsado Setups, all canned emails are written for you and tailored to your client process. If you already have emails you regularly send, you can share them and I will use them as a foundation.
For the Signature Service Setup, your existing canned emails are reviewed. Full email writing is available as an add on if you prefer them created for you.
“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.