Hannah was already using Dubsado but hadn’t fully tapped into its potential—her workflows weren’t dialed in, and things felt more haphazard than streamlined. With her business steadily growing, she wanted to ensure her clients were receiving the best experience possible. She needed structured workflows for both weddings and portraits, well-crafted canned emails that spoke to her clients in a natural way, and built-in reminders for clerical tasks to keep everything running smoothly.
We worked together to create a full wedding workflow that guides clients seamlessly from inquiry through their first anniversary, ensuring thoughtful touch points along the way. Her portrait workflow was also revamped to be just as smooth and automated. One of the final decisions was whether to add code to her forms for a fully branded look—she was on the fence, but we went for it, and it turned out beautifully. Now, her forms match her coastal luxury aesthetic, elevating her brand while keeping everything functional and easy for her clients to navigate.
I recommend her to anyone running a business on Dubsado in the wedding industry. She is truly an expert in the client experience with wedding professionals.
I have already received incredible feedback from my clients, increased my rates, and bookings. The worst part of the entire experience is that Kelly won't be a permanent fixture on my team as my time with her has come to a close. She is such a light and joy to work with.
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.