Raven had a full Dubsado setup back in 2022, but as her team grew and her brand evolved, her proposal needed a serious upgrade. She was constantly editing layouts to show different offerings, which disrupted the flow and made the form feel clunky.
We redesigned her proposal from the ground up using custom code and conditional logic. Now, Raven has a beautiful proposal to send to her clients. We used conditional logic to hide a long list of what is included and only present it when needed. Clients can simply check off which offerings they want to see in depth and the layout adjusts seamlessly. Each offering includes a toggle feature so clients can flip between a brief description and detailed inclusions.
The Result: A modern, user-friendly proposal that matches the elevated experience Raven is known for is easy to update on the backend and beautifully designed for every couple who receives it.
Kelly was instrumental in helping me with my initial Dubsado set-up a few years ago. She took inspiration from my new website design and was able to develop a stunning proposal consistent with my branding with the use of extensive coding that I would have never attempted on my own. My new proposal provides potential clients a beautiful and effective first introduction to their experience with our team.
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.