Build Seamless Workflows That Work While You Rest
The Dubsado Done-With-You Intensive is for service-based entrepreneurs who are ready to get out of inbox chaos and into automation confidence. Over the course of 9 weeks, we’ll work together to build your entire client experience—from the first inquiry to final offboarding—using Dubsado.
You'll leave with fully functioning, personalized workflows for your packages, professional forms, branded emails, automated contracts, and more.
What’s Included:
1:1 Zoom calls (with screen sharing and feedback)
Strategy-first approach: we design *your* process, then automate it
Hands-on workflow builds for consultations, bookings, onboarding, and delivery
Fully customized forms, canned emails, schedulers, and proposals
Final walkthrough + SOP so you can manage Dubsado with ease
📅 Weekly Breakdown
Here’s What We’ll Tackle Together, Week by Week
Week 1 – Strategy Session-Clarify your full client journey and decide how Dubsado fits in.
Week 2 – Pre-Consult Workflow-Set up your inquiry form, scheduler, confirmation email, and pre-consult flow.
Week 3 – Post-Consult Workflow-Build your proposal, contract, and invoice automation.
Week 4 – Package Workflow 1 (Low-Tier Offer)-Build the workflow for your most commonly booked service.
Week 5 – Package Workflow 2 (Mid-Tier Offer)- Set up mid-level package delivery with forms, emails, and automation.
Week 6 – Package Workflow 3 (High-Ticket Offer)- Customize onboarding and fulfillment for your high-ticket or VIP offer.
Week 7 – Offboarding Workflow- Deliver final deliverables and client feedback requests automatically.
Week 8 – Testing & Troubleshooting- Click through all workflows, test automations, and fix any issues.
Week 9 – Final Walkthrough & SOP Delivery- Get a personalized video walkthrough and Standard Operating Procedures PDF.
With us you can purchase clinical, dental, and vision protection plans for everybody in your family. As a confided in supplier, HR empowers you to get the wellbeing inclusion you need at a sensible cost, with in excess of 1300 choice from 180+ transporters. With us free and simple to-utilize plan locaters and correlation apparatuses, can discover the medical coverage plan that best suits your spending plan and needs. When you apply, deals with in application beginning to end, upholding for your old benefit to guarantee your wellbeing inclusions are allowed immediately. Get a health care coverage quote today and give your family the consideration they merit.
💡 Available Automation Intensives:
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With us you can purchase clinical, dental, and vision protection plans for everybody in your family. As a confided in supplier, HR empowers you to get the wellbeing inclusion you need at a sensible cost, with in excess of 1300 choice from 180+ transporters. With us free and simple to-utilize plan locaters and correlation apparatuses, can discover the medical coverage plan that best suits your spending plan and needs. When you apply, deals with in application beginning to end, upholding for your old benefit to guarantee your wellbeing inclusions are allowed immediately. Get a health care coverage quote today and give your family the consideration they merit.
Service Values
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