Happy clients are made before they even say hello
✨The Custom dubsado Setup✨
First impressions matter -and your client experience is already speaking for you. This fully done-for-you Dubsado setup automates your communication, elevates your entire process, and gives you a system that works beautifully without you lifting a finger.
But behind the scenes? It’s a hot mess of Google Docs, sticky notes, and crossed fingers.
You’re spending way too much time chasing invoices, rewriting the same emails, and manually onboarding every client. You know Dubsado could change everything—but who has the time (or brain space) to figure it out?
You don’t have to.
I'll build it for you, so your business finally runs as smoothly as your services feel.
You love what you do. Your clients love what you do.
say no more, i'm in
The Custom Dubsado Setup
introducing...
A fully customized, done-for-you Dubsado setup designed to take your client experience from "a lil' chaotic" to seamless, elevated, and hands-free.
So you can finally run your business in a way that feels as good as it looks - and actually works.
Imagine this...
✨ A new client books, pays, and signs their contract—while you're sipping coffee, hiking with your dog, or watching your favorite show.
✨ No more wondering where each client is in the process. It’s all mapped, tracked, and handled automatically inside Dubsado.
✨ You’re not drowning in admin. You’re doing the work you actually love (and getting glowing reviews for how smooth your systems are).
✨ Clients are raving, referrals are rolling in, and you finally feel like your business has its sh*t together.
YEAH. THAT’S WHAT WE’RE BUILDING 🫶
The Custom Dubsado SetUp completely revamps your client experience from chaos to control.
What You'll Get
AKA, What I Handle So You Don’t Have To
Workflow Mapping & Strategy
We’ll map out your client journey, so every step is clear, efficient, and set up for success
Branded Proposals, Contracts & Forms
Everything looks polished and professional—and feels like you
Custom Email Templates
No more rewriting from scratch. I’ll create a full suite of ready-to-go emails
Automated Workflows for Up to 3 Services
From inquiry to offboarding, your processes will be fully automated
Personalized Training Videos
So you can actually use your system (without the overwhelm)
1:1 Recorded Training Session
A complete walkthrough so you feel confident and in control
30 Days of Support
Need tweaks or have Qs? I’m here to help
A Business That Runs Smoother Than Ever
Because your systems should work as hard as you do
How It Works
VISION & strategy
building & implementing
support & learning
With a comprehensive training video and 30 days of support, plus custom video tutorials and a personalized next steps checklist, you'll have all the resources you need to seamlessly integrate Dubsado into your business.
Let's kick things off by mapping out your dream client experience and the ideal automations for your services. In this stage I’ll also be looking at ways we can improve the efficiency of your processes for both you and for your clients.
It’s time for you sit back, relax and wait for me to work my Dubsado magic! I’ll create all the content you need for your new setup and then automate the entire thing.
You’re amazing at what you do, but your backend doesn’t reflect that yet.
You’re stuck in admin mode instead of doing your actual work.
You’re craving a system that makes your client process feel seamless.
You want clients to feel taken care of (without you manually doing it all).
You’re ready to grow and want a setup that grows with you.
This is for you if...
You want to keep doing everything manually (you can still do some)
You run a course, membership, or product-based biz - service based businesses work best!
You’re not ready to use a system consistently
You’re brand new to your business and don’t have any clear processes that you love yet
This might not be for you if...
thea, brand & Wedding photographer
I just booked a wedding for next year using the Dubsado workflow and OMG I love it so much!!!
It was sooo seamless and easy, and everything got sent automatically, and now they're in the system and I don't have to worry about it and just show up. It's soooo relieving to have it all done for me!!!
Client Love
Let’s re-write your client experience
Investment: $3500
🗓️ Timeline: 4-6 weeks
💰 Payment plans available
let's create the magic!
The FAQs
Most setups are done within 4 weeks of our kickoff meeting, assuming deadlines are met. Missed deadlines may delay the process and incur rescheduling fees.
Nope! I work with beginners and seasoned users alike. You just need a solid understanding of how your services run.
Yes - you’ll get a 1:1 walkthrough, plus custom videos and guides. General Dubsado training is not included, but I’ll point you to helpful resources.
Because it’s powerful, customizable, and built specifically for service providers. No other tool gives you this much control and automation in one place.
Yup! If you're new to Dubsado, use my affiliate code HEYSWILLSY to get 20% off your first month or year.
Your dream business isn’t built on crossed fingers, chaos and that long lost note in your phone.
It’s built on clarity, ease, and systems that support you and your clients.
Let Dubsado do the heavy lifting. I’ll set it up for you - start to finish.