Now Booking for August & September 2024 – Get in Touch

Done-With-You Dubsado Setup

To the creative business owner who is tired of playing the Dubsado-set-up-guessing game: this is for you.


Setting up your Dubsado doesn’t have to be the frustrating task that makes you want to throw your laptop at the wall.

With a pro in your back pocket and self-paced training videos, you’ll have every tool in the toolbox to set up Dubsado the RIGHT way. 

It's time for workflows that actually work and the memorable client experience you've been always imagined.

The truth is, you’re never going to be able to create a “tailored” Dubsado setup by purchasing workflow templates and watching generic tutorials. That’s why watching 52,487 YouTube videos has gotten you nowhere.

Because it’s not ACTUALLY about setting up Dubsado It’s about building a customized system that’s the perfect fit for YOUR client experience and YOUR processes.

That’s why my Done-With-You Dubsado Setup is perfect for you.

By the time you’ve finished the Done-With-You Dubsado Setup program, you won’t just have a streamlined CRM...

You’ll have a seamless & professional client experience with customized workflows that you understand from start to finish!

Here’s what a Done-With-You Dubsado Setup can do for you:

  • Make sure you’re setting up Dubsado correctly the FIRST time, so you don’t have to live with a half-finished CRM.. 
  • Build workflows that reflect the elevated client experience you want to offer, so you can feel more confident charging premium prices for your services
  • Save you 10+ hours each week of repetitive admin tasks so you can focus more energy on your clients projects and what you love doing. 
  • Have access to a pro for all questions so you can stop watching those generic “how to” Dubsado YouTube videos.

because the reality is: streamlining & automating your processes is the MOST effective solution to get more hours back into your week.

"Now, I have automated workflows for all my services and have cut down the amount of time I spend on managing projects in half."

Kristin Overly – Copywriter


Done-With-You Dubsado Setup


  • Process Mapping Session. 90-minute 1:1 call to review your current business structure, create a roadmap of your processes and identify areas for automation.
  • Step-by-step detailed course covering every aspect of a complete Dubsado setup. This means everything you’re supposed to do, in what order, and with directions on every single task.
  • 4 Weeks of one-on-one instant messaging through Voxer because you need access to immediate support so there’s no down time in your implementation. 

Founding member pricing : $1,850CAD* ( ~$1,400 USD)

Payment plan: paid in full**

timeline: 4 weeks

*Waitlisters get an additional pre-sale discount of $350 + the 5 first people to book will get an additional 1:1 coaching call to dive deeper into the strategy behind their client experience. (valued at $600).
** Payment plans can be discussed during the discovery call.
Dubsado Setup Services by Streamlined By Martine

Real Results From Past Clients who automated their business

5-10 hours saved per week on average

 That’s 200+ hours a year to spend doing what you love.

85-90% of their business fully automated

All while still having full control and personalization over their process.

30% revenue increase in their business

because they could take on more clients and work more efficiently.

Here is what you'll get!

When you Join

  • 90- minute Process Mapping Workflow Session where we create a roadmap of your business processes, identify any bottlenecks and implement time-saving changes so we have a clear plan for the next 4 weeks. 
  • A Step-by-step detailed course covering everything you need to do, in what order, and with specific directions so you’ll never wonder “what do I do next?”
  • Multiple learning formats. This course was designed to provide a variety of formats including videos, written, and interactive directions to accommodate multiple learning styles.
  • 4 weeks of 1:1 support from me in Voxer- that way you can get the answers you need ASAP, which means there’s no down time in your implementation!
  • Instant access to pre-work and homework so that you can get the ball rolling as soon as you purchase the program.
  • 3 Beautiful code-free form templates collections to give you a head start in designing gorgeous forms to match your brand. This is known to be the most time consuming part of a setup, so these templates will be a lifesaver!
  • 40+ Canned Email Templates! You’ll get access to my bank of canned emails so you don’t need to start from scratch. This will help speed up the process of writing and customizing your emails for your own setup. 
  • Canva Templates Library! You’ll get access to my Canva Templates Library where you can choose form templates and other key elements such as client portal banners, social media preview images, and more.

But those are just the things you see:

So much more happens inside your creative business (&life) when you invest in a dubsado setup

  • Saving 5-10 hours every week on repetitive tasks.
  • Getting back in your zone of genius.
  • Elevating your client experience to make it match your amazing deliverables.
  • Creating cohesive branding for your website all the way to your feedback survey.
  • Increasing your revenue as you take on more projects.
  • Spending more time away from your laptop enjoying family time and rest days.

Here is how we'll do it!


LET’S GET STARTED! Hop on a Discovery Call so we can chat all about your business, your system needs and validate that the Done-With-You Dubsado Setup is the best solution for you.

Once you’ve decided to move forward with this offer, all you need to do is complete the proposal, sign the contract and pay 100% of your invoice to get started.

Your time investment:
20 minutes


Once you’re officially booked, you’ll schedule your 1:1 Process Mapping Workflow Session where we will create your DREAM client experience! You’ll walk away with a detailed roadmap specific to YOUR business.

Once the call is scheduled, you’ll receive a detailed Onboarding Questionnaire and videos instructions for your prep work to make sure you get the MOST out of our time together!
Your time investment:
90 minute call
2-3 hours of prep-work


During your first week, You’ll tackle account organization, packages, payment plans, creating a tailored canned email library, and more nitty gritty details that need to be done before getting into the core of the setup! 

I walk you through every step and provide over X canned email templates, Form templates, Canva templates, and more!

Your time investment:
5 hours

Week 2

Week 2 is all about FORMS! You’ll create and design your forms inside Dubsado. To make this as easy as possible, I’ve provided you with X beautiful one-click templates to start from and customize! 

You’ll be working on both design and content. By the end of the week, they’ll be jaw-dropping!

Your time investment: 8 hours

Week 3

Bringing it all together in Week 3. With all the content and elements you’ve created, it’s time to actually pull everything together and create your workflows. 

Don’t worry this will be easy! All you have to do is read the roadmap we’ve created together in our Process Mapping Workflow Session. It’s just plug-and-play.

Your time investment:
3 hours

Week 4

CONGRATS, you’ve made it! You’ve implemented everything. Now it’s time to test to
(1) LEARN how it all works together
(2) to make sure everything is right, and
(3) make needed changes.

Once the testing is complete, you can GO LIVE! 


Your time investment:
3+ hours

When you FINALLY get this project checked off your to-do list, you can enjoy some well-deserved time away from your laptop. 

Total project time investment: 25+ hours over 4 weeks

Get a peak of the templates I’ll be providing you

the Proposals

In their own words…

Dubsado Specialist Martine CEO of Streamlined By Martine lifting a champagne glass to celebrate.

The Done-With-You Dubsado Setup is suitable for serviced-based businesses who are looking to DIY their Dubsado setup but don’t want to play the guessing-game or spend countless hours trying to figure things out on their own. 

I highly recommend you complete the Dubsado Education Beginner Course. You need to understand the basic of the Dubsado features.

Your project starts with a 90 minutes 1:1 call to review your current process and create a roadmap of EVERY SINGLE STEP of your process. This will be our only meeting.

During the call, you get access to ALL of my knowledge and expertise, meaning that I don’t need you to show up knowing anything about Dubsado. All I require is you knowing  want YOUR client journey to look like, and I will take care of the rest!

Here’s what you can expect:

  • Onboarding: All Pre-Program work must be completed by your scheduled ProcessMapping Workflow Session. Approx. 4-10 hours of Pre-Work expected.
  • Week 1: Approx. 5 Hours of Work expected.
  • Week 2: Approx. 8 Hours of Work expected.
  • Week 3: Approx. 3 Hours of Work expected.
  • Week 4: Approx. 3+ Hours of Work expected.

We will connect on Voxer . If you don’t know Voxer, it’s an instant messaging system where you can write message or send audio recordings.

During our 4 week together, you can send me as many time  as you need! Our channel is private and I personally read & respond to every single question.

There are no LIMITS. YOU determine how far we go. Just keep in mind that your Process Mapping Session will be 90 minutes long. This means will get through as many services as possible during that time.

On average, you can expect to get through about 3 services. This highly depends depends on how prepared you are. No minimum number of services is guaranteed, and there’s no maximum limit. 

You’ll have access to the self-paced course and training videos forever so you don’t have to worry.

With that said, the 1:1 Voxer support does end at the end of the 4 weeks. You can always purchase another strategy session with me down the road where you can ask me all your questions on a 1 hour call. 

Absolutely! This service is entirely focused on how to setup Dubsado so it is crucial that you be using this CRM.

If you need help with just your client experience my “Client Experience Intensive” might be a better fit for you. 

if you made it this far, you might as well


It’s casual, it’s easy, and there are no strings attached. I’ll probably even have my hair tied-up in a bun. What are you waiting for? Let’s streamline your Dubsado setup!