Do I need to have a Dubsado account already?

No. This session works whether you're brand new to Dubsado or already have an account. We focus on your process first — the platform comes second.

Is implementation included?

No. This is a strategy and planning session only. You'll walk away with a clear plan you can implement yourself or hand off to someone else. If you'd like help with the implementation, a full done-for-you setup is the next step.

What if I decide to book a full setup after the session?

If you decide to move forward with a done-for-you setup within 2 weeks of receiving your summary, your session fee will be credited toward your setup investment.

Is there anything I need to do before the session?

Yes — after booking you'll receive a questionnaire and a client process document to complete. Both need to be submitted at least 24 hours before your session or the session will need to be rescheduled.

Dubsado Strategy Session

Map Your Client Process Before You Build

Get clarity on your client process in 2 hours, so when it comes time to build, everything is already figured out.

Get Started

Not sure where to start with Dubsado?

A Dubsado strategy session is the fastest way to get clear on what your system should look like before you start building - or rebuilding - anything.

Maybe you know you need a system but every time you sit down to map it out you get stuck. Maybe you've started building in Dubsado and lost momentum. Or maybe you just want to think it through with someone who does this every day before you commit to a full build.

In this 2-hour session, we map your complete client process together - from the moment someone inquires to the moment the project wraps up. You walk away with a written summary of your recommended workflow structure and clear next steps.

What’s included:

A 2-hour Dubsado strategy session to map your complete client process
Written summary of your recommended workflow structure and next steps
Delivered within 5 business days of the session

$550 USD ($750 CAD)*

Optional add-on: review of your existing Dubsado account if you've already built workflows, forms and emails.

Sign me up!

*Prices are billed in CAD. USD amounts are approximate and subject to current exchange rates.

Done by a Certified Dubsado Specialist

Who this is for

This Dubsado strategy session is the right fit if you:

Are planning to set up Dubsado and want to map out your process before building anything
Have started building in Dubsado but lost momentum and want a clear path forward
Want to understand what your client experience should look like before committing to a full setup
Prefer to implement things yourself but want an expert to help you think it through first

01 Discovery Call

We have a quick conversation to make sure the session is the right fit for where you are in your business.

How it works

02 Complete the Pre-work

You'll receive a questionnaire to fill out before our session. This needs to be submitted at least 24 hours before our call.

03 Strategy Session

We spend 2 hours mapping your full client journey together, reviewing what you've prepared and refining it into a clear, workable process.

04 Written Summary

Within 5 business days I'll send you a written summary with your recommended workflow structure and clear next steps.

Frequently Asked Questions

No. This session works whether you're brand new to Dubsado or already have an account. We focus on your process first - the platform comes second.
No. This is a strategy and planning session only. You'll walk away with a clear plan you can implement yourself or hand off to someone else. If you'd like help with the implementation, a full done-for-you setup is the next step.
If you decide to move forward with a done-for-you setup within 2 weeks of receiving your summary, your session fee will be credited toward your setup investment.
Yes. After booking you'll receive a questionnaire and a client process document to complete. Both need to be submitted at least 24 hours before your session or the session will need to be rescheduled
2 hours over a videoconferencing platform.

“Working with Ema was so effortless, easy and streamlined”

"From the first call, I knew I was in the right hands. She is knowledgeable, organized and an overall joy to work with. She made it so easy and fast for me to launch my new business venture and made sure I was informed every step of the way. Ema displays exceptional customer service, provide guidance, and offer support when I needed it. Her expertise and dedication are truly unmatched."
— GIANNA WEDDING PLANNER
“Honestly, I can't recommend Ema enough”

“Working with Ema to set up my Dubsado workflows has been an absolute game-changer! She took the time to truly understand my business and processes, creating a system that perfectly reflects how I want to work.
Honestly, I can't recommend Ema enough. Investing in her expertise was worth every single penny. If you're looking to simplify your business and eliminate overwhelm, look no further!”
— KIELLA ‍PHOTOGRAPHER
"Ema has now completely changed my relationship with my business"

"So many manual tasks that I used to dread are now seamlessly automated. Anyone could step into my business tomorrow and run it because there is a clear, consistent workflow for every single client and new lead. Even more importantly, she's helped me set up tools and systems to show me an overview of my business, leads, sales and more, helping me make smarter decisions going forward."
— MICHELLE ‍PHOTOGRAPHER

Your client process shouldn't live in your head.

If you've been putting off getting your systems sorted because you're not sure where to start, this is where to start. Two hours, a clear plan, and a written summary you can actually use.

Book a Call