Dubsado Account - We Make Systems Sexy

A sexy Dubsado account

for the wildly passionate

entrepreneur.

All your business processes built out in a strategic, seamless, one-day appointment? Check!

Let’s be real, friend.
You absolutely love what you do, and you’re successful to boot!

But sometimes you feel like there HAS to be a better way to onboard new clients than going through the same, loonggg monotonous process of sending a custom proposal, then contract, then invoice, then welcome packet, then then then ALL manually..

If you could wave a magic wand, you’d love:

A system that could automate your client onboarding process that you’ve been doing manually over and over again
To quit relying on your imperfect human brain to remember everything that needs to be done in your business
Guaranteed consistency in the execution of your onboarding, no matter who’s doing it

To take vacations and spend time with family WITHOUT worrying about your business catching fire

To stop feeling like the bottleneck of your business, no matter how many team members you hire

Repeatable, proven processes that drastically reduce the number of mistakes made my team members

And all of that sounds great, but it might as well be Elizabeth Bennet in Pride & Prejudice – utterly unattainable

Because you’ve already tried:

Creating email templates that were helpful-ish, but you felt like something was still missing
Hiring people to take things off your plate, only to be afraid to fully let go of control
Piecing together a bunch of different apps to optimize your processes
Doing everything by memory and handwritten notes

You may have even signed up for Dubsado already! And then promptly got overwhelmed by the features and closed the app forever because WOW, it’s robust.

But what if after just one day, your business operations were as beautiful as something straight out of a Jane Austen novel?

Introducing...

Dubsado in a Day

Go from manual to automated in a single day.

If you’re sitting in the camp of folks who think systems won’t work for them, we challenge you to change the narrative.

After a single day with us, you’ll have clear, repeatable systems for your business that help you easily onboard new clients in a fraction of the time that it takes you now.

Yep, even if you’re a solopreneur, you need systems in your business!

I thought systems were only for organized
people, until my ClickUp VIP Day.

I’ve always been able to appreciate systems and how they can help business owners keep track of what needs to get done. In my experience trying to create my own systems, there was always a disconnect because I didn’t know how to build them correctly – so I eventually gave up. I thought systems were only for organized people, until my ClickUp VIP Day

Now, I have ONE place to house my business and personal tasks that I actually want to use. They held my hand and showed me how to use my new system so I wouldn’t get frustrated out there in the wild. ClickUp can be intimidating, but it’s so customizable and flexible once you learn how to navigate it! Thank y’all for saving this perpetual back-of-hand-note-taker.

- Jennifer Curfman, Untamed Creative

With Dubsado, your days of piecing together processes in the moment are over

But how is this even possible??

We create a customized SOP manual, tailored to your needs and how you run your biz.

Our Dubsado in a Day has helped clients achieve things like:

Identify their current onboarding process
Optimize their processes
Create a workflow to map what can be automated in their processes
Increase efficiency through an operations audit
Implement their current emails, forms, questionnaires, contracts and so on in one central automated location
Break up with their toxic relationship to a chaotic onboarding process

Hey there, I’m Ashley

I’m a TV show-quoting, Spanish-speaking systems lover living in Guatemala with my husband and three cats.

I’ve worked in a wide range of industries (radiology, real estate, online biz management), but the one constant through all of those jobs? Systems!

Even as a kid, my dad dubbed me the navigator of our multi-state road trip because he knew I’d map out the most efficient route (but like, in a cool way).

As an adult, my knack for creating systems caught the attention of my employers before I decided to move abroad and start my own business creating systems for other people.

I’ve been using Dubsado since day one in my business! Once I realized its capacity and potential, I went all-in on Dubsado and never looked back.

Now, my team and I help overwhelmed business owners document their processes, manage projects, and streamline their client onboarding experience to avoid burnout. And we LOVE what we do!

In a Dubsado VIP Day, we’re looking at your business operations as a whole, and using your pre-work questionnaires to create systems you’ll actually use.

Sure, the Dubsado VIP Day is a full day of zoned-in systems building – but the fun doesn’t stop there!

You’ll also get:

One call at the beginning of the day and one on the following business day for handoff
4 weeks of support with our team via Slack
Tasklist in ClickUp to help keep you accountable (yep, you actually have to use the thing for it to work!)
A customized approach to your system setup, so you don’t have anything you don’t need
Suggested integrations with other apps like ClickUp and Zapier
Lunch on us and time to jam to your favorite tunes during the call
A follow-up support call to make sure you’re confident in your new Dubsado account

“It was such a relief to have someone in my business who understood what I needed and made sure it was quickly taken care of.”

Now I can easily onboard new team members and clients as my agency grows. She is very detailed and organized in the work she does. It was such a relief to have someone in my business who understood what I needed and made sure it was quickly taken care of. When working with Ashley your business is in good hands!

- Charlene La Bean, Chromance Consulting

The Dubsado VIP Day Framework

Our signature framework for this systems sesh is the secret to creating workflows in Dubsado that make the most sense for your business so that you and your team (if ya have one) can save time and supercharge your workday!

Plan

We’ll chat with you about the pre-work you completed and make a game plan for which systems you’ll need most to be successful.

Process

Now it’s our turn to go behind the scenes and start building out your forms, packages, payment plans, canned email, schedulers and workflows!

Present

Finally, we get to walk you through your sexy new Dubsado account!

If you’re new to Dubsado, we’ll even give you a little pop quiz on how to use your new setup before we release you into the wild.

What if your internal systems and processes were less stressful than when Ross and Rachel were on a break?

We know it feels like you don’t have the time to set up the systems you know your business really needs. And you’re not 100% sure where to start.

You might even be thinking…

“I’ve tried a CRM tool and I’m not sure they’re for me.”

“Running a business is supposed to be chaotic, I won’t escape it.”

“Even if I get some tasks off my plate, it won’t be the same as if I just did them myself.”

Well, friend. We’ve heard it all before!

That’s why we take a customized approach to your Dubsado VIP Day, and take the time to educate you on how to use the platform for success.

Stop waking up at 3AM wondering what you forgot to do the day before.

This is your opportunity to get out of the weeds of your business and focus on your money-making tasks.

Your one-time investment is $2,800.

Let’s take you from adding things to your ever-growing task list, to conquering your work day with a curated dashboard and organized tasks.

We’re the A-Team for business owners who want to feel confident about their internal operations.

So confident, they can take time away from their business knowing it’s running on autopilot in the background.

Ready to go from anxious to automated?

Dubsado VIP Day is the answer to your prayers.

We see you, CEO.

A Dubsado VIP Day is for you if:

You’re tired of getting distracted by your inbox or 45 other tabs on your browser
Setting up your own systems sounds exhausting
You have a team, want to hire a team, or plan to stay solo for a while
You know you have mad potential, but lack of organization is holding you back
Handwritten notes just aren’t cutting it for you anymore
You feel yourself creeping down the path to burnout
You’re afraid to take on more clients because you can hardly manage what you already have

Here’s what your next four weeks will look like (after completing a Dubsado VIP Day)…

You’ll tick off the accountability tasks we’ve assigned to ensure you feel confident using Dubsado in your day-to-day.

You’ll test your workflows to see how the experience will feel for your clients

You’ll hop on a support call with us about two weeks after your VIP day to refine any systems and processes that need to be adjusted.

You’ll have a clear understanding of what automations are firing in the background when a new client comes into your world

You’ll (probably) email us to say something like, “OMG! I wasn’t sure building systems in Dubsado would make a big difference in my business…but now I’m saving so much time and I feel less scattered!”

FAQs

Still a little ‘stitious? We’ve got you.

What if I don’t use Dubsado?

That’s totally fine! You aren’t required to have a Dubsado account already set up for this VIP day to work. We can get you an account and walk you through exactly how to use it once we’ve completed the set up. But heads up, you have to want to use Dubsado for this VIP day to be successful. We’re so passionate about the power of Dubsado for business owners, we don’t work with any other CRMs.

How much do I have to be involved?

You’ll get on a call with us in the morning for the planning phase, and then we’ll hop on a handoff call on the following business day to present you with the final product. We might still make a few adjustments after that call, depending on your needs!

What if I don’t have a team?

No worries. You don’t need a team in order to benefit from sexy systems in Dubsado! We’ve worked with business owners who have no intention of hiring, but need clarity and consistency in their client onboarding experience. That’s the beauty of our VIP day approach, because we’re ready to create systems that work for your business, no matter the size.

Will systems *really* save me that much time and energy?

While we can’t put a numerical value on how much time you’ll save with systems, we CAN speak to the value of knowing exactly what’s going on at any given moment when a new lead fills out your lead capture form. You’ll be eating dinner while Dubsado sends them your scheduler to book a call or your proposal to pick a service. Think of it this way; you won’t be sifting through email threads, or scrolling through an endless list DMs. Instead, you’ll know exactly what to do when you get a new lead because Dubsado is handling all the nitty gritty for you.

We know systems, Dubsado, and spending a day with your favorite ops team isn’t going to solve ALL of your problems…

But the way we see it, you’re here right now because you know something has to change.

So you could continue down the path that has a few vague signs, no landmarks, and no clear destination in sight…

Or you could opt for a new road with clear markings, maps, and your very own tour guide!

And in our experience – all roads lead to Dubsado

Is a streamlined biz what you want? What you really, really want?

Your future self will thank you!