Copy My Dubsado Process

$70.00

For: PDF

Take the guesswork out of setting up your Dubsado with our proven, ready-to-use process designed specifically for creative businesses. Say goodbye to confusion and hello to automation.

This resource includes 7 bite-sized, digestible guides covering the foundational areas of Dubsado, complete with real-life examples of working, design-based forms and workflows you can swipe and customize for your business.

Ditch the overwhelm, follow the step-by-step instructions, and let your Dubsado account do the heavy lifting for you. Streamline, personalize, and get back to what you do best.

Ps. Want 20% your first year or month of Dubsado? Click here

Buy Now

For: PDF

Take the guesswork out of setting up your Dubsado with our proven, ready-to-use process designed specifically for creative businesses. Say goodbye to confusion and hello to automation.

This resource includes 7 bite-sized, digestible guides covering the foundational areas of Dubsado, complete with real-life examples of working, design-based forms and workflows you can swipe and customize for your business.

Ditch the overwhelm, follow the step-by-step instructions, and let your Dubsado account do the heavy lifting for you. Streamline, personalize, and get back to what you do best.

Ps. Want 20% your first year or month of Dubsado? Click here

Buy Now

  • 7 digital PDF guides + one quicksheet

    0. Intro to Dubsado
    A quick breakdown of Dubsado, how it’s used across industries, and a handy setup checklist to get started.

    1. Initial Setup
    Step-by-step instructions for setting up your account—branding, email connection, project funnels, and tags.

    2. Forms, Contracts & Reminders
    How to create contracts, forms, and reminders, with links to real forms we use in our business.

    3. Canned Emails
    Learn to create and edit canned emails, with copy-and-paste examples we rely on every day.

    4. Workflows
    A guide to setting up workflows, plus examples of the most effective ones we use.

    5. Lead Capture
    Create lead capture forms, assign statuses, and explore live examples to inspire your own.

    6. Portals
    Customize client portals with your branding and see a real-life portal example for inspiration.

    7. Starting a Project
    A clear guide to launching projects, from new leads to fully prepared clients, with bonus Dubsado tips.

  • An editable template version - this is not an Adobe Indesign or Canva template.

  • This resource isn’t for businesses that don’t manage clients or projects, like product-based, eCommerce, or hospitality businesses.

    It’s also not suited for those needing detailed step-by-step tutorials or video guides—Dubsado’s own tutorials are fantastic for that.

    Lastly, we don’t cover invoicing, payments (we use Xero for this), or project scheduling, as these aren’t areas we use Dubsado for.