Dubsado Client Proposal
J Ashley Innovations
Brand & Showit Web Designer
Jordan is a talented brand and web designer who already had a solid handle on Dubsado but she needed her systems to grow with her. We originally connected on Threads, booked a call, and immediately hit it off. With a new service offering and a team to support, Jordan was ready to elevate her backend so it matched the elevated brand experience she provides to her clients.
Together, we refined her existing workflows and created a new one from the ground up. We reorganized everything into clear phases, eliminated cluttered communication, and built systems that do the heavy lifting—without sacrificing personal touch. Now her onboarding feels seamless, her proposals have clear deadlines, and her client portal is a central hub for delivering everything with ease.
What we accomplished in Dubsado:
- Built a new workflow to support a new service and white label team
- Streamlined existing workflows and organized them into clear phases
- Added expiration dates to proposals to protect her time and availability
- Edited her onboarding to eliminate extra emails and clearly outline client homework
- Set up her client portal as a central place for onboarding and offboarding materials
- Updated images and embedded code to align with her current brand
- Simplified service delivery across all offers for a consistent 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.
