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Dubsado

You're the visionary—whether you're a photographer, designer, coach, or creative entrepreneur, your zone of genius shouldn't be juggling admin work. That’s where I come in.

 

With my Dubsado Setup service, I’ll build a streamlined, fully branded client management system that automates your workflows, saves you hours, and delivers a seamless, high-end experience to your clients—from inquiry to invoice.

Streamline your business. Elevate your client experience.

What can Dubsado do for your business?

Dubsado is designed to help you streamline your operations, create repeatable processes, and deliver the best client experience.

Get Paid & Grow

​​Lead Captures For Your Web Site

Automatically Send Invoices

Accept Payments

Reporting

 

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Send Forms & Contracts

Automatically Send:

 Questionnaires

Service Proposals

Client Contracts

Onboard & Serve Clients

Set-Up A Scheduler For Calls

Provides A Client Portal

Automated Client Touchpoints

Holds All Client Data in One Place​

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Lets say goodbye to...

  • Spending too much time on admin

  • Wasting time on repetitive tasks     

  • Feeling drained instead of inspired

  • Details falling through the cracks    

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Feeling overwhelmed or not tech-savvy when it comes to setting up Dubsado? Explore the packages below and let me handle it for you - I'll create a seamless, professional, and engaging client experience that enhances the way your clients interact with your business

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Full Dubsado Setup

Ready to create a client experience that not only wows your customers but puts you in control of your time & processes?

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Imagine not having to create an invoice every time a client decides to come on board with you and imagine not having to detail every service you offer because it has been pre-built in your systems. 

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If this sounds exciting to you, a full Dubsado setup is what you need.

 

​What's included: 

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  • A discovery call 

  • Process mapping session (up to 2 hours)

  • Set-up of your payment schedulers

  • Contracts & form creation

  • Client portal design

  • Custom workflows for 3 of your services 

  • Review & refine 

  • Training & handover 

  • Offboarding call

  • ​30 days of ongoing support​​​

Investment Starting

From £1800

Starter Dubsado Setup

What’s included:

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  • A discovery call 

  • Process mapping session 

  • x1 Lead capture form 

  • x1 Designed proposal

  • x1 Styled contract

  • x1 Scheduler for those all important calls

  • Review & refine

  • Offboarding guide & call 

  • ​7 days of support​​​

Investment Starting

From £895

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Dubsado 

The build process

Phase One

Discovery Call
Brand Asset Questionnaire
Process Mapping Call
Final Questionnaire

Phase Two

The Build
Relax & Sit Back
x3 Scheduled Updates
Email Updates

Phase Three

Review the build
Feedback & Edits
Final Review

 

Phase Four

Training Manuals
Offboarding Call
Final System Handover
Slack Support

Are You Ready?

Let's go!

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