DUBSADO
DUBSADO FEATURES
What We’ll Organize (and Simplify) Together
Every business runs smoother when the backend makes sense. Here’s how I help you simplify, automate, and systemize your digital world.
Service Highlights
CRM Setup & Workflow Integration
Turn your client and project management process into a smooth, automated experience so nothing falls through the cracks (and you can actually enjoy checking your inbox again).
Integrations & Tech Stack Connections
No more switching between tools that don’t talk to each other. I’ll connect your favorite platforms to work seamlessly together — saving you hours each week.
SOP Library & Documentation
Finally, a place where everything lives. From “how-to” guides to onboarding processes, I’ll build a clear, easy-to-follow system your team (or future team) will thank you for.
Client Experience Flow & Onboarding
Impress your clients from the first click. I’ll help you create a seamless start-to-finish journey that feels elevated, professional, and consistent — every time.
Marketing & Lead Generation Automations
Because lead generation shouldn’t feel like a full-time job. Let’s automate your marketing systems so your brand keeps growing even when you’re offline.
Gain peace of mind knowing your business is in good hands!
DIAMOND
12 HOURS PER WEEK
This is for you if...
You’re a service provider, digital creator, or solopreneur ready to trade busywork for breathing room.
You know what needs to happen but don’t have the time (or patience) to figure out ten different tools.
You crave structure that still feels creative — a business that runs smoothly even when you take a day off.
You want someone to translate tech into plain English and build systems that make sense for you.
INVESTMENT: $1000 p/w
Services List
Website Copy
SEO-friendly
Email sequences and sales funnels
Brand bios and business descriptions
Product descriptions (e-commerce and digital offers)
Brand voice and messaging
Sales & landing pages
Monthly content calendar & strategy
Captions written with brand personality
Hashtag research and basic SEO integration
email marketing
Weekly or monthly email newsletters
Automated email sequences (welcome, nurture, sales, abandoned cart, onboarding)
We can help with
email marketing
Website copy
Sales Pages
Brand messaging
FAQS
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Your clients deserve a seamless experience — and you deserve your sanity back. If you’re juggling contracts in Google Drive, leads in your DMs, and onboarding tasks in your head, it’s time to get everything working together.
This service turns your messy client process into a streamlined, automated, brand-aligned experience that makes you look effortlessly organized. From your first inquiry form to the final invoice, I’ll set up a clean, automated workflow inside your CRM that keeps your business running even when you log off early.
✨ This Is For You If...
You’re done manually sending invoices, contracts, and “just checking in” emails.
You’ve signed up for a CRM (HoneyBook, Moxie, or Dubsado) but have no clue where to start.
You’re ready for a professional, branded client experience that doesn’t require micromanaging.
You want someone who can make all the tech talk to each other — minus the overwhelm.
💻 What’s Included
Starting at:$695Timeline:1–2 weeks
Common Projects:
Full CRM Platform Setup (HoneyBook, Moxie, Dubsado, or Squarespace Invoicing)
Inquiry → Booking → Offboarding Automation Flow
On-brand Email & Form Templates (Welcome, Thank You, Offboarding, etc.)
Workflow Automations (Scheduler, Payments, Contracts)
Client Dashboard or Portal Setup (Notion or within CRM)
💬 Clients typically walk away with a client process so smooth, they can’t believe they ever lived without it.
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What should we know about the services you provide? Better descriptions result in more sales.
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What should we know about the services you provide? Better descriptions result in more sales.
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