Right now you might be spending hours every week hopping between platforms and manually dealing with details. While Dubsado isn’t going to replace your favorite daily task management system, it does handle the whole arc of each project’s client experience and give you a birds-eye view of everything that needs your attention. From contracts and questionnaires to call scheduling and check-in reminders, it keeps every project’s milestones on track automatically, so you have more time and brain space for the work you’re really getting paid to do. And in case you’re worried about integrations, Dubsado integrates with your existing Google Workspace, Zoom, Quickbooks, and Xero accounts, and more! Plus, Zapier opens up a whole new world of automation possibilities for you, too. Let’s talk about it!

I know the thought of switching systems can feel overwhelming. But here are two pieces of good news: 1) We do this once and it’ll last you for years, and 2) We can make it manageable by building your new system alongside your existing one. You’ll keep running your projects exactly as you have been while I set up and perfect each piece before we fully switch over. I've helped dozens of businesses make this transition smoothly—even during peak season! There’s a clear plan to get you there without dropping any balls.

Smart business owners know the difference between an expense and an investment. While patchwork solutions might save money in the short-term, eventually they cost you clients, opportunities, and peace of mind. A custom Dubsado setup is like having a COO who happily works 24/7 and handles your backend operations perfectly… without taking a salary! When your systems truly have your back, that’s an investment that compounds in smoother ops, happier clients, and the ability to take on bigger projects.

Let's be honest: you will need to learn how to use Dubsado. As the business owner, you need to understand everything you’re sending out to clients, and this takes some time and testing. But I won't send you down a rabbit hole of generic tutorials or leave you sorting through features you'll never use. After your setup is complete, I give you a curated offboarding pathway that’s specific to your business and helps you understand exactly how your system works. And with 30 days of follow-up support, I’m here to answer every question you might have!

When your Dubsado system is correctly built to handle most of your admin, your VA can focus on other tasks that actually benefit from a human touch—win win! (They’re also welcome to join all of our trainings and access the resources I share with you, of course.) No more paying someone to do tasks that could be automated, or piecing together temporary solutions that waste both time and money. We’ll help every resource—your team, your time, and your tech—work smarter.

Operations doesn’t have to be your favorite part of running your business! But your work is too important to run on systems you don't understand or fully trust. That's why I create a clear learning path that gets you comfortable and confident with your Dubsado setup, without the overwhelm. No endless tutorials, no unnecessary bells and whistles—just the exact knowledge you need to run your business smoothly. Think of it this way: you don’t have to become a systems expert, you're just becoming the CEO your business needs you to be.

“Automation” might bring to mind visions of your clients getting instant, robotic-sounding replies to their thoughtful emails, but you don’t have to worry about that when we work together! Automations can be totally hands off (for example, you’re probably happy to have the system send simple appointment reminders for you), but there are so many ways to balance automation with a genuinely personal touch, too. From custom email templates that actually sound like you to checkpoints that prompt you to personalize a message before it goes out, we’ll cover it all. And this way, automation can actually help clients feel more connected to you, because it means you never miss an opportunity to share info, check in, and delight them.