Dubsado Client Proposal
Virtual Bliss Assisting
Boutique virtual assistant company
Virtual Bliss Assisting is a growing boutique virtual assistant company supporting wedding creatives and service-based business owners with their backend tasks. As the business grew, Ellie needed a more efficient way to manage client onboarding, invoicing, and ongoing communication -- without adding more manual work to her plate.
A major reason for the switch to Dubsado was the ability to set up recurring invoices. This alone saved hours each month. Clients were placed on autopay, which reduced follow-ups, improved cash flow, and created a smoother experience on both sides. From there, we focused on streamlining inquiries and onboarding so new clients felt supported from the start, even during busy seasons.
What we accomplished in Dubsado:
- Set up recurring invoices with autopay to save hours each month.
- Streamlined client onboarding with automated check-ins for new clients
- Created a new inquiry form that places leads on a waitlist and invites them to book a call when ready
- Built beautifully branded forms using custom code to match their brand perfectly
- Simplified backend systems to support growth without adding complexity
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.
