Dubsado Client Proposal
99 Haus Balloons
Luxury balloon designer scaling a high-volume, high-end events brand
VIP DAY | Aubrey is an incredibly talented balloon artist in Chicago. Her work speaks for itself -- bold, elevated, unforgettable installations -- and her calendar shows it. She was already booked and busy, but the admin load behind the scenes wasn’t sustainable with the volume of events coming in.
She was using Dubsado, but only scratching the surface. She knew the potential was there; she just didn’t have the time to build a system designed for her high-demand business. After managing it solo for a while, she booked a VIP Day so we could turn her vision into a streamlined setup that actually worked for her pace and scale.
We built a custom Dubsado experience that lets clients “shop” their event options -- selecting packages, add-ons, and design tiers -- while ensuring a non-refundable retainer is collected before Aubrey invests time into detailed design proposals. Now, proposals, contracts, and invoices generate automatically based on selections, and she only jumps in once a client has committed.
What we accomplished in Dubsado:
- Built a custom proposal flow that functions like a shopping page for balloon installations
- Automated contract + invoice generation tied to package selections
- Required an upfront deposit before custom design work begins
- Streamlined communication and approvals leading up to installation
- Activated workflows that support high lead volume without sacrificing her premium client experience
Feeling inspired by the results in these case studies? Good, because these outcomes aren’t just possibilities, this can be the story for your business, too!
When we team up on a Dubsado setup, you get to skip all of the trial and error and jump straight into a system that’s perfectly tailored to you.
With proven workflows, tested email templates, and custom frameworks that actually make sense for every single step of your client experience, we’re not just clicking buttons and setting up automations. We’re setting you up to confidently take on bigger projects, deliver the kind of premium experience that gets people talking, and grow in the ways that matter most to you.
As a Certified Dubsado Specialist, I’ll guide you through with clear expertise and intentional strategy from someone who's seen inside successful businesses like yours and knows how to make them run even better.
