So… you’ve built something incredible.
But what message are your operations sending afterwards? After all, well-executed projects and happy clients are all in the details, and there are hundreds you have to juggle all the way through.
Through talent and determination, you've created the kind of business that turns heads and wins hearts. Your stunning website brings in amazing clients, your portfolio showcases incredible work, and your reputation speaks for itself.
...it’s time to take another look at your systems.
So if you’re sensing a gap between what you know you’re capable of creating and what you can consistently deliver…
Or you’re looking around at other businesses in your space, wondering how they’re pulling off bigger projects without breaking a sweat…
Or you’re looking around at other businesses in your space, wondering how they’re pulling off bigger projects without breaking a sweat…
Strategic Dubsado setup for ambitious service providers
Because this is about more than saving time—it's about fully supporting your goals from the ground up.
Instead of simply checking tasks off a list or automating a few emails, this all comes down to a bigger question: What do you want to make possible in your business?
That luxury market position you’re ready to break into? Those premium packages you're envisioning? That waitlist of ideal clients you want to build? Your systems should be ready for all of it, so we’ll design your systems specifically for it.
Custom Dubsado strategy and setup helps your business finally operate at the level you’ve always envisioned.
You can step confidently into bigger opportunities, create space to think strategically about your business's future, become the go-to name in your field, and consistently deliver the exceptional experiences that set you apart.
(Which means you could be sipping rosé on a boat instead of stressing about work)
Here's what that looks like:
- When you start your day, you'll open your dashboard and see exactly where every project stands, no more keeping it all in your head
- When that "Ahh, they inquired with ME?!" client reaches out, you'll have a beautiful, branded proposal ready to send in minutes, not days
- When you're ready to raise your rates, you'll have the systems and service to back up that premium pricing
- ...and when bigger opportunities come knocking, you'll have workflows you can trust to handle more complex projects.
When you're managing multiple clients at different stages, each with their own timeline, deliverables, and high expectations, spreadsheets or a basic CRM just won't cut it! Every client touchpoint, every project phase, every decision point needs to land perfectly.
That’s why we build your custom Dubsado setup to handle real-world complexity, turning all those scattered pieces into smooth, reliable workflows that catch every detail.
Here’s how we set up your systems for your success.
STRATEGY
When you’re used to how things are currently working in your business, it can be hard to see possibilities for how things could be working even better. There's a whole world of automation and efficiency that most people never discover because they're (naturally!) inside their own business bubble. But after working with dozens of service providers, from interior designers to private chefs to wedding planners, I bring proven workflows and unexpected ideas from across industries, helping you go beyond the obvious to create something truly exceptional.
IMPLEMENTATION
Here’s where we turn strategy into reality. During implementation, I handle every technical detail while you stay focused on serving clients. Your new workflows, branded templates, email sequences, and automations come together piece by piece, thoughtfully crafted and thoroughly tested. By the time we're done, you'll have systems that feel like they were tailor-made for your business—because they were!
offboarding
The best systems in the world only work if you feel confident using them. That's why our final phase focuses on turning you into the boss of your new setup. Through focused training and 30 days of unlimited support, get to ask all of your questions, test everything thoroughly, and get comfortable making adjustments as your business grows. You'll walk away knowing your new systems inside and out, ready to take full advantage of every element!
Your Complete, Custom Dubsado Setup
- Kick-Off Call to map out your ideal client journey and spot opportunities to make your processes + client experience even better
- Custom, deep-dive workflow strategy, so every automation feels natural and every touchpoint serves a purpose
- Completely on-brand creation and implementation of…
- Lead capture forms
- Scheduler setup, linking, and integration
- A customized portal your clients will love using
- Fully tailored forms, proposals, and client questionnaires
- Payment plans and packages for each service you offer
- Workflows for inquiry, onboarding, booking, and offboarding
- Canned emails for every step of every workflow (that actually sound like you!)
- Q&A session after completion, so we can talk through your new systems together (with a recording you can come back to anytime)
- Curated offboarding guide to help get you fully comfortable with your account (no random browsing of Dubsado support articles required!)
- Active email support after completion, so all (and I mean all!) of your questions get answered
Prices Start at $2,500. Most Clients Invest $4,000
Incorporate coded form design so you can use your exact brand fonts, a customized header, layered images, and more, making every single Dubsado form look like an extension of your website, through the magic of CSS!
and if you're feeling extra fancy...
Making sure that clients remember not just what you delivered, but how incredible it felt to work with you all the way through.
Kelly has such a clear understanding of not only Dubsado but the ins and outs of running a business so that you can truly enjoy running your business!
If you're looking to get your Dubsado systems set up, Kelly is your girl!! I was getting very overwhelmed with the amount of inquiries I was receiving and constantly worried about missing something or someone. I realized that I was going to need help setting Dubsado up the way I truly wanted it to be and to its fullest potential.
Kelly set up workflows for me, wrote out my canned emails, put together proposals and contracts, organized my system so that it makes the most sense for me and my line of work and so much more! She was patient, kind, understanding and so so helpful! And on top of all of that, I have a beautiful streamlined system for my clients now.
I am so happy that I decided to invest in my business this way and chose to work with Kelly! If you're on the fence, don't hesitate, it has been a game changer!
~ Sarah
Working with Kelly took the biggest weight off my shoulders and took my business to a higher level.
Thanks to Kelly, I was able to keep my business moving while navigating an unexpected cancer diagnosis in the midst of wedding season. Without her workflows, automations, and templates coincidentally being implemented just weeks prior, I’m not sure I would have been able to keep up with much at all. She created processes that allowed me to provide my current and potential future clients with a seamless, elevated client experience from their initial inquiry to their one year anniversary.
My only regret was not investing in her sooner (when I decided to take the cheaper route, that she inevitably had to fix for me). Kelly’s expertise with the ins and outs of Dubsado cannot be matched!
~ Emily, Emily Brianne Photography
Having another pro help with the technical details so I could focus on what I love to do took the stress and frustration of learning a new program off my plate.
Working with Kelly was easy, fun, and extremely supportive. As a busy wedding pro, I am focused on my clients’ needs. All I had to do was give Kelly my vision and she took it from there.
I highly recommend working with Kelly if you're looking for Dubsado support, it was worth the investment and time. I'll always be grateful for her help!
~ Francesca, Francesca DiSpirito Styling
Kelly's expertise and knack for breaking down Dubsado intricacies made our coaching session invaluable.
I am a photographer and our incredible coaching call left me buzzing with excitement! Kelly patiently tackled all my questions, providing clear and concise explanations that demystified so many complex aspects that I had built up in my head about Dubsado.
By the end of our conversation, I felt equipped and ready to conquer tasks I had been fumbling through. If you want to master Dubsado and turn challenges into triumphs, I highly recommend Kelly's coaching. She's a game-changer! Thanks, Kelly, for an empowering experience!
~ Paola
Looking for one-on-one expertise, without a full setup?
The Dubsado Coaching Call is for you
- A 90-minute, one-on-one Dubsado coaching call (with a recording of the session, so you can revisit everything we cover)
- Live screen-sharing session: We’ll dive into your Dubsado account together, walking through your setup step by step
- Workflow support & troubleshooting: Get answers to your questions, identify gaps, and fine-tune your workflows
- Tailored advice for your business model and industry: I offer up personalized strategies to help you get the most out of Dubsado at every step
investment: $400
Hey, I’m Kelly, a Certified Dubsado Specialist!
Count on me for a custom Dubsado setup that streamlines and strengthens every inch of your business.
After working with dozens of service providers, from interior designers to private chefs to wedding planners, I've seen what's possible when businesses really harness the power of their systems.
That’s why I’m not just here to click buttons and set up contracts in Dubsado. I strategize completely tailored workflows that support every phase, touchpoint, and milestone of your projects. Together, we go through how your business currently works, mastermind how it could be working even better, and then map out every single step from inquiry to the final thank you.
That way, from high-level strategy all the way down to technical implementation, we’ve anticipated everything both you and your clients need for projects that flow smoothly.
Wondering how to get Dubsado set up… and maybe a million other things, too?
Where does Dubsado fit into all of the other software in my business?
Right now you might be spending hours every week hopping between platforms and manually dealing with details. While Dubsado isn’t going to replace your favorite daily task management system, it does handle the whole arc of each project’s client experience and give you a birds-eye view of everything that needs your attention. From contracts and questionnaires to call scheduling and check-in reminders, it keeps every project’s milestones on track automatically, so you have more time and brain space for the work you’re really getting paid to do.
And in case you’re worried about integrations, Dubsado integrates with your existing Google Workspace, Zoom, Quickbooks, and Xero accounts, and more! Plus, Zapier opens up a whole new world of automation possibilities for you, too. Let’s talk about it!
What if I’m switching to Dubsado from another software, like Honeybook?
I know the thought of switching systems can feel overwhelming. But here are two pieces of good news: 1) We do this once and it’ll last you for years, and 2) We can make it manageable by building your new system alongside your existing one. You’ll keep running your projects exactly as you have been while I set up and perfect each piece before we fully switch over. I've helped dozens of businesses make this transition smoothly—even during peak season! There’s a clear plan to get you there without dropping any balls.
Okay, so… how much do *I* need to learn Dubsado?
Let's be honest: you will need to learn how to use Dubsado. As the business owner, you need to understand everything you’re sending out to clients, and this takes some time and testing. But I won't send you down a rabbit hole of generic tutorials or leave you sorting through features you'll never use. After your setup is complete, I give you a curated offboarding pathway that’s specific to your business and helps you understand exactly how your system works. And with 30 days of follow-up support, I’m here to answer every question you might have!
What if I already have a VA or other team member? How do they fit into all of this?
When your Dubsado system is correctly built to handle most of your admin, your VA can focus on other tasks that actually benefit from a human touch—win win! (They’re also welcome to join all of our trainings and access the resources I share with you, of course.)
No more paying someone to do tasks that could be automated, or piecing together temporary solutions that waste both time and money. We’ll help every resource—your team, your time, and your tech—work smarter.
Do I *really* want to add another expense to my tech stack?
Smart business owners know the difference between an expense and an investment. While patchwork solutions might save money in the short-term, eventually they cost you clients, opportunities, and peace of mind. A custom Dubsado setup is like having a COO who happily works 24/7 and handles your backend operations perfectly… without taking a salary! When your systems truly have your back, that’s an investment that compounds in smoother ops, happier clients, and the ability to take on bigger projects.
I’m more creative than tech-y… what if systems aren’t really my thing? Will this be too complicated for me?
Operations doesn’t have to be your favorite part of running your business! But your work is too important to run on systems you don't understand or fully trust.
That's why I create a clear learning path that gets you comfortable and confident with your Dubsado setup, without the overwhelm. No endless tutorials, no unnecessary bells and whistles—just the exact knowledge you need to run your business smoothly.
Think of it this way: you don’t have to become a systems expert, you're just becoming the CEO your business needs you to be.
I’ve got the answers!
When you say “automations,” does that mean I’m not involved in the back end at all? What if it all sounds really impersonal?
“Automation” might bring to mind visions of your clients getting instant, robotic-sounding replies to their thoughtful emails, but you don’t have to worry about that when we work together!
Automations can be totally hands off (for example, you’re probably happy to have the system send simple appointment reminders for you), but there are so many ways to balance automation with a genuinely personal touch, too. From custom email templates that actually sound like you to checkpoints that prompt you to personalize a message before it goes out, we’ll cover it all. And this way, automation can actually help clients feel more connected to you, because it means you never miss an opportunity to share info, check in, and delight them.
