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Now Booking for October 2025 & BEYOND – Get in Touch

Dubsado Specialist | Streamlined By Martine

Dubsado Resources

Free Resources

Dubsado tutorial to learn how to Automate your Dubsado Inquiry Process

Automating your inquiry process

Learn how to create workflows for your website inquiry forms and Discovery Call bookings, so you can stop wasting time writing the same emails over and over… and start booking projects with ease.

download it here
Presentation of the Time-to-Profit Calculator Freebie with a computer screen showcasing the tracker

TIME-TO-PROFIT AUTOMATION TRACKER

This free resource will to help you pinpoint exactly where your time is disappearing and how you can reclaim it with simple automation strategies.

download it here
Freebie - offboarding process

your offboarding phase checklist

An offboarding checklist to learn how to easily elevate your offboarding process to collect client testimonials, introduce a referral program and upsell your other services. 

Download it here
Freebie - Checklist to setup dubsado

5 key steps to take before setting up dubsado

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. 

download it here
Freebie - Checklist to setup dubsado

5 key steps to take before setting up dubsado

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. 

Freebie - offboarding process

your offboarding phase checklist

An offboarding checklist to learn how to easily elevate your offboarding process to collect client testimonials, introduce a referral program and upsell your other services. 

Essential Tools in my business

Customer Relationship

Dubsado

My #1 CRM for sending beautifully branded forms and contracts, schedule meetings, easy invoicing, client communication, and automated workflows.

Save 30% on year one with code martine30

Project Management

ClickUp

Efficiently manage your project with ClickUp. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolbar

try it for free

Form Design

Dub Ins

The code-free, all-in-one generator for Dubsado proposal templates and other forms. It’s the easiest way to create your own unique Dubsado forms.

save 10% on first purchase

Email Marketing

Active Campaign

Get started with easy to set up email marketing, and automated campaigns that will help you grow your email list while you sleep.


Subscribe here

App Integrations

Zapier

Easily connect the apps that don’t have a navire integration—saving you valuable time. Increase automation & efficiency throughout your business.

Try it free

Recording Videos

Loom

Record your screen & share your thoughts simultaneously. Loom is my go-to tool to record client walkthrough videos.


Try it free

A Dubsado setup is a collaborative process so you can

Walk away with a well-set up system you can use RIGHT AWAY!