Done-For-You Dubsado Setup
A fully customized system built intentionally, not rushed.
If you want Dubsado set up correctly, without duct tape, guesswork, or late-night Googling, this is for you.
The Done-For-You Dubsado Setup is a comprehensive, hands-on service where your entire client experience is thoughtfully mapped, built, and automated — so your business can run smoothly without relying on your memory or constant manual work.
Who This Is For
This service is a great fit if you:
want your systems handled from start to finish
don’t have the time or desire to DIY a complex CRM
value clarity, structure, and long-term sustainability
want to understand your system without having to build it yourself
are ready to invest in doing it right the first time
You care about your clients’ experience and your own peace of mind
Who This Is Not For
This setup may not be the right fit if you:
are looking for a quick template install
want the cheapest possible solution
prefer to experiment without a clear plan
aren’t ready to commit to onboarding steps or timelines
This is intentional, structured work, and that’s what makes it effective.
What’s Included
A Phased, Thoughtful Approach
Your setup is completed in clear phases, so nothing is rushed or overlooked.
Phase 1
Foundation
Account settings & configuration
Branding + client portal setup
Packages, payment schedules, project statuses, tags, and internal organization
This phase builds a strong, organized base for everything else.
Phase 2
Communication & Design
All canned emails written and branded
Email signature design
Proposals, contracts, questionnaires, and forms created and styled
Schedulers built and aligned with your services
This is the longest phase, and where your client experience really comes to life.
Phase 3
Automation
Custom flows built and connected
Automations tested and refined
Everything layered intentionally so it works together seamlessly
This is where your system starts doing the heavy lifting for you.
The Process
What Working Together Looks Like
Inquiry & Alignment
You’ll start by submitting an inquiry and booking a Discovery Call.
If it’s a good fit, you’ll receive a custom proposal, contract, and invoice.
Nothing moves forward unless it feels right on both sides.
Onboarding & Workflow Mapping
Once booked, we’ll schedule a Workflow Mapping Meeting where we design your ideal client journey together.
You’ll also receive:
access to your client portal
onboarding questionnaires to gather everything needed to build your system accurately
This step ensures your setup reflects how you actually run your business.
Implementation
I build your entire setup in phases while keeping you updated along the way.
You don’t need to manage tasks or check in constantly. The process is structured so you always know what’s happening behind the scenes.
Offboarding
Once your setup is complete, we’ll meet for a live offboarding walkthrough.
You’ll receive:
a recorded walkthrough
flowcharts of your workflows
a custom Next Steps Guide
clarity on how to confidently use your system moving forward
Follow-Up Support
After offboarding, you’ll receive 30 days of email and Voxer support.
This gives you space to test, implement, and ask questions as you get comfortable, without feeling rushed or abandoned.
Education-First, Always
This setup is done for you, but never in the dark.
I don’t believe in gatekeeping or creating dependency.
You’ll understand:
why things are built the way they are
how your workflows function
how to confidently make small updates on your own
The goal isn’t just a working system; it’s confidence and security in your processes.
What You Walk Away With
By the end of your Done-For-You Setup, you’ll have:
a fully customized Dubsado system
clear, consistent client workflows
automated emails, forms, and scheduling
a polished client portal experience
documented processes and flowcharts
confidence using your system
more time, fewer loose ends, and far less mental load
Your business will feel lighter and more supported.
Pricing & Timeline
Investment: Starting at $3,500
Timeline: Approximately 4–6 weeks, plus 30 days of follow-up support
Pricing varies based on:
number of services
workflow complexity
customization needs
You’ll receive a custom quote after your Discovery Call, so there are no surprises.
Ready to Hand It Off?
If you’re ready to stop wrestling with your CRM and start trusting your systems, this is your next step.
You don’t need to do this alone, and you don’t need to keep carrying it all yourself.
