Dubsado Account Audit
A fast, honest look at what’s working, what’s broken, and what to do next.
$150 • Results in 7 business days • No discovery call
If you’re using Dubsado but something feels off, or you’re not sure you’re getting the most out of it, an audit is the easiest place to start.
This is not a vague overview or a quick glance. It’s a structured, professional review designed to give you clarity without overwhelm.
Why Start With an Audit?
Most business owners know something in Dubsado isn’t quite right…
but they don’t know whether they need:
a full setup
a strategy session
a few targeted fixes
or just reassurance that things are actually okay
An audit removes the guesswork from your process.
It helps you:
understand the current health of your account
identify gaps and inefficiencies
avoid spending time (or money) in the wrong place
move forward with confidence instead of trial and error
If you want direction before committing to bigger support, an Audit is perfect!
What’s Reviewed?
88+ Criteria Across Your Entire Account
Your Dubsado Account Audit includes a detailed review of 88+ criteria, covering things like:
account settings & configuration
packages, payment schedules, and invoices
forms, proposals, and questionnaires
schedulers and availability
workflow logic and automation readiness
client experience consistency
overall organization and usability
Each area is evaluated and categorized as:
✅ working well
⚠️ could be improved
🚨 needs attention
You’ll receive an overall account grade plus prioritized recommendations, so you know exactly where to focus.
How It Works
Simple, clear, and respectful of your time
Step 1: Book Your Audit
No discovery call required.
Pay for the audit
You’ll immediately receive an intake questionnaire
Step 2: Complete the Questionnaire
This step is essential for an accurate audit.
You’ll:
answer a few questions about your business and services
add me as an admin to your Dubsado account
Your 7-business-day turnaround begins once the questionnaire is submitted.
Step 3: I Audit Your Account
Using a structured audit framework, I review your account across all 88+ criteria and document:
what’s solid
what’s slowing you down
what’s missing or misaligned
Step 4: You Receive Your Results
You’ll receive:
a detailed audit PDF
your overall account grade
prioritized recommendations
clear guidance on what to do next
No jargon. No fluff. Just clarity.
Let’s Break It Down
Investment
$150
Results in 7 business days
No discovery call
Timeline
Turnaround: 7 business days
The clock starts once your questionnaire is complete
You’ll receive your results via email in a clear, easy-to-digest format
Optional Next Steps
After your audit, you’re free to choose what feels right.
You may decide to:
DIY updates using your audit recommendations
book a Strategy Session to map workflows together
move into a Done-For-You Dubsado Setup
schedule a Troubleshooting Call for specific issues
If it’s a good fit, I’ll outline your options clearly—no pressure, no upsell script.
Who This Is (and Isn’t) For
This audit is great if you:
already have Dubsado set up
feel unsure about your current setup
want professional insight before investing further
value honest feedback and clear direction
This audit may not be the best fit if you:
want instant fixes during a call
(book a Dubsado Troubleshooting Call instead)
are new to Dubsado or need a full rebuild
(check out my Done-for-You Dubsado Setup)
aren’t ready to make changes yet
Ready for Clarity?
If you want to stop guessing and start making informed decisions about your systems, an audit is the easiest next step