Do I need to have a Dubsado account already?

In most cases, yes. A strategy session is typically recommended for clients who already have an existing account that needs to be assessed before moving into a full build.

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.

Strategy Session

A focused first step before your full setup

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

A clean white desk with a laptop displaying an email inbox, a blue notebook with a white pen, a striped blue and white mug, a large vase of white flowers, and a framed watercolor of blue leaves, in a bright, minimalist workspace.

Get Started

A strategy session is a 2-hour working session where we map your complete client journey together, from the moment someone inquires to the moment the project wraps up.

For most clients, we move straight into a full setup. In some cases, starting here first makes more sense. We'll figure out the right path together on your discovery call.

What’s included:

A 2-hour 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 CRM account if you've already built workflows, forms and emails.

Screenshot of a Dubsado and HoneyBook software displayed on a laptop, a tablet and a phone.

Get Started

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

01 Discovery Call

We have a conversation to confirm the session is the right starting point 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

In most cases, yes. A strategy session is typically recommended for clients who already have an existing account that needs to be assessed before moving into a full build.
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.