Dubasdo Wedding Proposal
Merrow Creative
bespoke wedding invitations
Stacie the owner of Merrow Creative, a luxury stationery designer, was spending countless hours trying to learn Dubsado on her own before deciding to bring me in to help. She needed a system that would not only streamline her workflow but also make it easy to present designs to clients and collect feedback. We focused on creating a setup that reflected her brand while ensuring every step of the process, from initial inquiries to final production, was seamless and efficient.
One of the biggest priorities was making client communication effortless. We built custom-coded forms that matched her brand beautifully, allowing her to send stunning proposals and sub-agreements. To keep her projects organized, we developed structured workflows that guide her through each design phase, helping her track progress at every stage. Now, she can easily send custom quotes, gather client input, and move smoothly from design to production without getting lost in administrative tasks.
What we accomplished in Dubsado:
- Full Dubsado setup to streamline client management and automate workflows
- Custom-coded forms and proposals designed to match her luxury brand
- A sub-agreement system for presenting designs and gathering client feedback
- Workflows that guide clients through each phase, from inquiry to production
- A clear structure for sending and managing custom quotes
Kelly is so incredibly knowledgeable, thorough, and such a pleasure to work with.
Kelly is amazing! She helped me set up Dubsado and I am thrilled with how everything turned out! She really immersed herself in my business' needs and pain points and had so many strategic insights to offer along the way. My processes are now so much more organized and streamlined. I could never have done it without her - thank you Kelly!
~ Stacie, Merrow Creative
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.
