Dubsado courses, setup, workflows, & training along with tips for running your service-based business efficiently.

Full Dubsado Setup

A done-for-you setup service with training.

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Dubsado has the potential to improve your efficiency and reduce your small business owner stress, but only if it’s set up properly.

From “new lead” to “offboarding,” this service is designed to smooth out your client management system from head-to-toe with the help of Dubsado. I create a systems where:

  • Payment, appointment, and homework reminders run on autopilot.

  • You’ll be able to escape your inbox, book clients more quickly, and have space to make progress in your business.

  • Boundaries and client expectations are clearly communicated, so projects stay on schedule and within scope.

  • Dubsado’s potential is optimized to serve your unique needs with organization, templates, and workflow automation.

  • And so much more.

Full Dubsado Setup IS FOR YOU IF…

  • You want outsource Dubsado setup entirely, so you can focus on your zone of genius.

  • You want savvy top-to-bottom workflows set up by Dubsado specialist and not just “good enough” ones you set up from DIYing.

  • You want support to flow smoothly between Dubsado and other software tools.

  • You want to provide an elevated client experience and have a system that discretely keeps clients on schedule.

  • You've been in business over 1 year or have grown faster than you can keep up with.

Rae Targos headshot for Dubsado setup.


What’s Included

  • 2 workflows (additional workflows can be added-on)

  • Setup of workflows’ components: Form / email / scheduler / package templates, statuses, tags, referral sources, etc.

  • Consistent branding and stunning form design

  • 2 60-min video calls: Workflow Strategy & Handover

  • Step-by-step guidance from a Dubsado specialist throughout the process

  • Client Library video training, so you can confidently use your new system solo

  • 2 weeks of post-setup email support as long as Client Library video training is completed prior to account completion

  • Suggestions to increase conversion, simplify onboarding, improve client experience, & set boundaries

  • Strategies to streamline your client management system, so you have fewer manual tasks

  • Seamless flow between Dubsado and the other tools you use, so your entire service delivery process is a breeze

  • Option to connect Dubsado with other software using Zapier



How it Works

timeline: 3-5 weeks to complete + 2 weeks of bonus support

Dubsado setup step 1.

Workflow strategy

1 week

~ 2 hours of your time

  • Workflow Questionnaire

  • 60-min Workflow Strategy call

  • Finalize workflows and plan for setup

Dubsado setup step 2.

The Prep WorK Stage

1-2 weeks

1 - 10 hours of your time

  • Grant access to your accounts

  • Prep Work Checklist

  • Gather template info: contracts, emails, etc.

Dubsado setup step 3

Setup & Training time

1-2 weeks

~ 2 hours of your time

  • Dubsado setup starts & finishes

  • You complete Client Library video training

Dubsado setup step 4.

perfecting & Support

2 weeks

~ 2 hours of your time

  • 60-min Handover call

  • Minor revisions / approval

  • 2 weeks of bonus email support (Client Library must be complete)




$1000 for 2 workflows; $250 per additional workflow

50% deposit to secure booking, 50% at the beginning of Step 3

Each service you offer will typically becomes its own workflow. Keep in mind, 1 service can have multiple packages (ex: Branding & Web Design are different services, but each service has Silver and Gold package options). Even if 2 services have similar steps, different templates will be needed. Additional workflows can be added on later if needed.



Let's Get Started

Fill out this form, then head to your inbox to schedule a discovery call with me.



Frequently Asked Questions


+ How much of my time is required?

Expect to set aside 1-2 hours for Steps 1, 3, and 4. This accounts for both 60-min calls and video training.

Step 2 varies from 1-10 hours and largely depends on your ability to make decisions quickly. During this step, you will provide content for your account. I will tell you what is need and provide several templates, but you will need to decide which questions you want to ask on your forms, etc.

+ What if I don’t know what my workflows are?

That's no problem at all. Part of this service involves working together to create your ideal workflows, even if you don't know what workflows are.

+ Will you help with email copy?

Yes, I’ll provide you with access to my canned email templates that will cover you for standard transactional emails. You are welcome to make any edits you'd like.

+ How can I earn bonus email support?

To receive 2 weeks of post-setup email support, you must complete Client Library video training prior to account completion. This is to make sure you know how to use the system you invested in.

+ What is Zapier and what does it do?

Zapier is an app that creates intregrations between 2 or more software. We can add clients in Dubsado to your email list, etc. I will assess your needs and suggest any "zaps" that would be beneficial for your system.

+ What if I don't want to use Dubsado's scheduler?

That's perfectly fine. I can integrate any 3rd party scheduler into your Dubsado setup.

+ Will you help me migrate from another system?

This service is for Dubsado setup only, but Dubsado has a free migration services to import details like client names, their invoices / contracts, etc. Details are provided when we work together.