Struggling with where to start with your Dubsado?

Download my dubsado setup checklist with 5 key steps to take before you start setting up your dubsado.

Do you feel lost when it comes to setting up your Dubsado?

(I get it… Dubsado can be intimidating and confusing!)

Before you start setting up your Dubsado account, it’s important to have a clear vision of:

Build the foundation of your business processes with my FREE Dubsado setup checklist ” 5 steps to take BEFORE setting up your Dubsado”. You’ll learn the importance of creating a process framework and how to determine the content you need to create before you jump in to building workflows inside Dubsado. You’ll feel less overwhelmed and maximize your chances of success.

You will walk away with an actionable Dubsado setup checklist that will help you define your client experience, determine the content you need to create and ease your way into setting up your Dubsado.

Freebie: Dubsado Setup Checklist

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

You Have Questions About The Dubsado Setup, I've Got Answers

A process framework is the backbone used to create your Dubsado workflows. This is a framework created by you that outlines every step of your client journey. This is one of the most important components of the Dubsado setup checklist – you can’t skip this one!

It’s important to remember that Dubsado doesn’t create your organizational processes for you, it takes your existing processes and allows you to automate them. 

To build a successful Dubsado workflow, you need to have a detailed picture of every single exchange that goes on between you and your clients before you start trying to set it up. Without that, you won’t have the seamless experience you’re looking for. 

This is what your Process Framework is. A detailed path outlining your client’s journey and what you do at every step to make that happen.  

Having a well-oiled Dubsado workflow is like hiring a virtual assistant. With Dubsado, you can automate all the administrative tasks required for onboarding, invoicing, and working with clients.

Some of my favourite time-saving Dubsado features are: 

  • The ability to save commonly used forms and documents as templates
  • Integrated payment options through Square, Stripe, and Paypal 
  • Using workflows to automatically send the next document in the client journey
  • Sending new leads directly into your Dubsado dashboard and automatically creating a client profile
  • Allowing clients to book directly into your calendar with no back-and-forth about availability 

Because Dubsado is a tool to automate your day-to-day processes, you’ll get the most out of your experience with it if you’ve been in business for a bit and have worked with a few clients already. The more clarity you have around your offers and your client experience, the more success you’ll have with Dubsado. 

If you’re just getting started and want to step off on the right foot, Dubsado can work for you but you should be open to tweaking and adjusting your Dubsado processes as you narrow down your offers and client journey. If you need personalized support with your client experience, check out my client experience intensive now! 

Yes! I think Dubsado has one of the best free trials among CRMs. Their free version isn’t free for a specific amount of time, instead, it’s free for up to three clients.

This gives you the opportunity to really get to know how Dubsado works and take the time to develop your templates, automations, and processes to be sure Dubsado is the right fit. 

Once you need access for more than three clients, you can switch to a paid version without losing any of the features or processes you created in the free version. Check out my whole blog post on Dubsado pricing now!  

A better question is, what CAN’T be automated in Dubsado?

Dubsado is a powerhouse when it comes to automation and workflows. From follow-ups, invoicing, proposals, scheduling, feedback requests, testimonial requests, and more, Dubsado can take almost any admin task you can think of and save you time with it. When you work through my Dubsado setup checklist, we’ll make sure you have a solid foundation to build out your automations.

My favourite automation features are: 

  • Canned emails – automatically fill a client’s details into a premade email
  • Invoices with payment options – your clients can pay their invoices directly without having to log into a different website or platform
  • Lead capture – embed your inquiry form on your website and have your client’s information automatically sent to a Dubsado client profile  

If you’ve completed the checklist and feel like you’d prefer to hand this process off to an expert, I’m here for you! 

While Dubsado will save you countless hours in the long run, getting it set up can take a lot of time if you’re unfamiliar with the program. I offer VIP Days or Weeks to take the setup off your hands and get you up and running right away. You can start adding more clients to your month and enhancing your client experience in as little as a week. 

The work you do to complete the checklist is needed whether you’re looking for a done-for-you approach or you’re more of a DIY person. I highly recommend working through the steps in as much detail as possible and then deciding how you’d like to move forward. If you’d like personalized support on creating a high-end client experience, learn more about my Client Experience Intensive now!

If the done-for-you path feels like the best option, have a look at all of my Dubsado VIP services now! I’d love to help you streamline your business and give you more time to focus on your zone of genius.