Dubsado for Personal Organizers
Let's Go Organize!
Jacksonville professional organizer & personal assistant
Before working together, this organizer was juggling everything in spreadsheets --— tracking inquiries, sending invoices, booking calls -- all manually. She knew it wasn’t sustainable, and that it was time to upgrade to a system that could actually support her growing business.
She offers two core services: organizing and personal assisting. We created a simple, seamless workflow for each. Now, her clients can inquire through her website, get an automated response, and book a consultation with ease. Afterward, they receive a custom proposal that includes their contract and invoice, no extra work on her end. They receive email reminders automatically and a guide to help them prepare for their session. She can not accept tap to pay payments in person via the Dubsado app once the project is complete! Everything is automated but still personal.
What we accomplished in Dubsado:
- A simple, streamlined client journey
- Workflows for both services (organizing + personal assisting)
- Branded proposals that auto-generate contracts & invoices
- Scheduler + invoice to secure time on her calendar with a payment for Personal Assisting hours
- A full Dubsado setup to support to allow her to grow her business and generate more income
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.
