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Virtual Assistants
CERTIFIED DUBSADO SPECIALIST DIRECTORY
Looking for a Dubsado specialist? You found one!
As a small business owner, we know you've got a lot on your plate. Our Certified Dubsado Specialists are here to help you tackle the automation set up process so that you can start using your Dubsado account to its full potential.
Available experts only
Specialist Since 2021
Ema Katiraee
You built a business you're proud of. But behind the scenes you're rewriting emails, chasing contracts, following up on unpaid invoices, and holding your entire client process in your head. I build Dubsado systems that give you that time and mental space back, so your business runs even when you're not at your desk. What You Get: * A client process that runs in the background instead of living in your head * Follow-ups that go out on time, every time * Contracts that get signed without you chasing anyone down * Invoices that get paid without you manually sending out reminders * Onboarding that feels seamless from a client's perspective * A backend that reflects the quality of the work you actually deliver Services: * Done-For-You Custom Dubsado Setup - starting at $3,800 USD * Deep Dive Session - $350 USD * DIY Dubsado Templates - starting at $13 USD The Process: 1. Discovery Call: Book a discovery call on my website, to confirm fit and talk through your goals. After our call I'll send a proposal, contract, and invoice to secure your spot. 2. Strategy Session: We map your full client journey on during our call, after you complete an onboarding questionnaire. We go through every step in detail to make sure your client process is tailored to your needs. 3. Dubsado Setup Week: I build your entire client journey in Dubsado: all canned emails, forms, packages, payment plans, workflows. So your process is as automated as you need it to be. 4. Offboarding & Support: We walk through your finished setup together. You'll have 30 days of support to reach out with small edits or to hop on calls to answer questions.
5.0(60)
Specialist Since 2021
Kelly McCracken
Your systems shouldn’t limit your success. If you’ve outgrown your current foundation, you’re in the right place to build something even better. Whether you're ready to step into a more premium market, take on bigger projects, or simply run your business with more confidence (and less stress!), I'll help you create systems that support your ambitions. With a complete, custom Dubsado setup, we'll transform how your business runs and how it feels to run it. * Comprehensive strategy and setup of your entire system, creating a foundation strong enough to support your biggest goals * Thoughtfully designed workflows and automations that anticipate every detail, letting you take on bigger projects with complete confidence * Beautiful, branded client touchpoints at every stage, so you can deliver premium experiences that turn clients into enthusiastic referrers Services * Custom Dubsado Setup starting at $5100 * VIP Day- One Day One Service $3500 * Dubsado Coaching Session $450 How It Works 1. Book a Discovery Call This is where we get to know each other and make sure we’re the best fit. I’ll learn more about your business and walk you through the process. Together, we’ll figure out which services are right for you and determine custom pricing based on your needs. 2. Complete a Questionnaire You’ll fill out a detailed questionnaire to give me the essentials I need to set up your account. This covers your branding, links for calls, packages, contracts, and more. 3. Workflow Mapping We’ll spend one to two hours together mapping out your client process from start to finish. Every step is customized to your business so your workflows feel personal and intentional. I’ll share advice, tips, and tricks to help you get the most from your automation. 4. Sit Back and Relax I take our plan and bring it to life. I build out your account, proposals, packages, emails, and workflows. I only work on one client account at a time, and my goal is to have everything completed in four weeks or less. 5. Offboarding and Support Once your account is finished, we’ll meet to review the entire setup. You’ll have a follow-up support window, a week-by-week guide to learning your account, and unlimited email support. I’ll also send personalized screen-share videos to answer questions and walk you through anything you need.
5.0(46)
Specialist Since 2021
Keren | The Workflow Boss
As a Process Management Expert turned Dubsado Specialist, I've developed this expertise for you so you don't have to waste time doing trial-and-error for your biz (coz honestly, who has the time & energy for that?). If there’s any business lesson that I would never dare forget, it’s that the back-end should never sit on the back burner. Because when you’re in it for the long haul.. * You know the importance of the foundation phase. * You grow with a system in place. * You let success come through. * You let your workflows work for you. Multiple 6 figures. Time freedom. Unrivaled confidence. Biz owners talking about YOUR brag-worthy VIP client experience. I know you’re ready for it all. And that's where I come in. Ready to regain your time and sanity and let Dubsado take over? Here's how I can help! 1. FULL DONE-FOR-YOU DUBSADO SETUP (starts at US$ 3997) - Get ready to run your business even without you. We’re automating the most necessary (normally tedious) processes and workflows so you’ll never have to worry about admin tasks again. Ever. 2. DUBSADO SYSTEM AUDIT (US$ 350) - Certified DIY-er but need some guidance? Consider me your Dubsado doctor who’ll diagnose your account's overall health and prescribe your next actionable steps. 3. DUBSADO IN A DAY (US$ 1850) - Big things can happen in one day (a full Dubsado setup for your signature offer included!) LET'S DO THIS!
5.0(41)
Specialist Since 2021
⚙️ Cait Potter ⚡️
I’m Cait, a Dubsado Certified Specialist and systems strategist. Since 2020 I’ve built systems for 200+ businesses and organizations, from photographers and wedding pros to mobile bars, venues, coaches, and nonprofits. Before that I spent years running programs inside nonprofits, which is where I learned that a business only scales when the process is written down and the busywork runs itself. I’m obsessed with Taylor Swift, Indian food, my label maker, and certifiably INSANE Google Sheets, and I live with an obnoxiously stubborn belief that everything you want to automate is possible. How a done-for-you setup works 1. Discovery call. We talk through your business and make sure we’re the right fit. 2. Onboarding questionnaire. You share the details that don’t change often: branding, services, policies, and links. 3. Process Mapping Session. We map your dream client experience from first inquiry to final follow-up, and you leave with a step-by-step plan for your whole system. 4. Content approval. You review every email, form, and proposal I’ve drafted and make it sound like you. 5. I build it. Workflows, forms, emails, schedulers, payment plans, and every automation Dubsado allows. You don’t touch a thing. 6. Launch and support. We walk through the whole system together on Zoom, you get a Next Steps Guide, and I’m on hand for 30 days of support after launch. Most setups take about 4 weeks. See every setup I’ve built, with the workflows, automation rates, and hours saved: caitpotter.com/results/service/done-for-you-dubsado/
5.0(37)
Specialist Since 2021
Amy Hart | with Hart
⚡️ Savvy Systems to Streamline Your Business ⚡️ Helping you create seamless client journeys with your processes set on autopilot so you finally have time to do the things you love. With strategy and support, I set you up with the right tools, systems and tech that will simplify your processes, free up your time and create a more seamless customer experience that leaves your clients totally in awe. While I love untangling the virtual cords for all creative businesses, I specialise in building boundary-driven, automated booking systems for property stylists and home stagers.
5.0(29)
Specialist Since 2021
Colie James
Hey y'all, I'm Colie, your very own Dubsado fairy godmother! ✨ I'm a Disney-loving family filmmaker, Workflow & Automations Guru, and host of the Business-First Creatives podcast. I specialize in helping photographers and creative service providers automate their systems, reclaim their time, and focus on what they love most—whether that’s capturing memories, creating art, or just enjoying life outside of work. With over 10 years in the creative space, I believe every entrepreneur deserves a business that’s both sustainable and profitable. The truth? Automated systems can save us all from being overworked and overwhelmed. You didn’t quit your 9 to 5 to work 24/7, and I’m here to make sure you don’t have to. Whether you’re just getting started with Dubsado or looking to take your setup to the next level, I’ve got you covered with tools, templates, and expert guidance designed to save you time and reduce stress. 🌈 DIY Dubsado Templates & Toolkits | $97-397 I’ve got resources to help you implement time-saving strategies in your business with Dubsado. Inside my Systems Shop, you’ll find customizable templates for emails, forms, and workflows to create a seamless client experience. Templates start at $97 🌈 Done-With-You Dubsado Systems in Session | $3000 Prefer to have some hand holding? My Systems in Session is perfect for getting your signature offer fully set up with an expert in your back pocket. We’ll strategize together, and you'll implement everything step-by-step —from workflows to emails to schedulers—with me on speed dial. It's THE best way to really learn Dubsado with expert guidance at each step. Let me help you make magic in your business! ❤️
5.0(25)
Specialist Since 2021
Chanel & Lee
Tailor-Made Automation & Dubsado Setups for Founders Who Are Done Winging It Chanel & Lee is a million-dollar consulting studio that builds luxury-level client experiences stitched with automation that actually fits your business. We've transformed 300+ Dubsado accounts across 45+ industries, from beauty to bookkeeping to bold-ass creatives. I'm Taylor Hedden — certified Dubsado specialist, 14+ years in the online business trenches, and the person who makes your backend actually match how good your business looks online. Trusted by 500+ online experts and award-winning brands featured in Martha Stewart Weddings, Vogue, Forbes, and more. Here's how we work together: * Dubsado VIP Setup — Our signature service. Custom everything for your clients, zero DIY for you. Full strategy, fully built, all buttoned up. * Workflow Intensive — Done-with-you strategy to map your client experience and build a clear action plan. * Dubsado Pro Academy — Our 9-week program to actually learn Dubsado inside and out for your own business, or as a service you get paid for. * Custom Form Design — Your forms are often the first impression. We design fully branded, conversion-ready Dubsado forms that look like your designer built them... because we did. Here's What Happens Next: 1. Book a Discovery Call: Let’s chat about your business needs and how I can help. It’s a no-pressure conversation focused on your goals and potential solutions. 2. Proposal & Strategy: Post-call, you’ll receive a tailored proposal outlining the strategy and scope of our work together. 3. Dive In: With a clear plan in place, we'll knock your project out of the park. I’ll be with you every step of the way as we build a system that runs your operations and makes your clients feel like they hired the best in the game. Your backend should be working as hard as you are. Let's build the one you actually deserve.
5.0(24)
Specialist Since 2021
Rebecca Carmensita
Your business deserves to feel as beautiful and intentional behind the scenes as it does on the front. That’s where I come in. I’m Rebecca, systems strategist, Dubsado certified specialist, and your go-to girl for untangling the behind the scenes chaos. Based in Australia, working with creative entrepreneurs worldwide (think designers, planners, florists, social media managers + more), I help you simplify your systems, elevate your client experience, and get your time (and sanity) back. ✨ Whether you’re fully booked and buried in emails or just tired of duct-taped workflows, I’m here to help you automate like a pro—without losing your personal touch or aesthetic vibe. Here’s how we can work together: * Dubsado Done-For-You Build (starts at $3500 AUD; payment plans available) — A fully custom setup for your signature service from inquiry to offboarding. Designed for scale, built with strategy, and styled to match your brand (zero code required). You show up for one strategy call, and I do the rest. * Dubsado Workflow Mapping Session ($695 AUD) —Not ready for the full build? This 90-min session gives you a pro-level plan to build (or delegate) your dream Dubsado system, mapped out step-by-step. * Dubsado Intensive Call ($225 AUD) — Need fast answers, one specific workflow solved, or just a second brain on your backend? This is your emergency hotline for Dubsado drama, one hour of focused, action-driven support. * Form Design Only ($895 AUD) — Five stunning Dubsado forms styled to match your brand and fully functional. Because aesthetics are strategy. * Support Retainer ($225 AUD)— Already have a setup but need monthly tweaks or updates? My ongoing support keeps your system fresh, functional, and stress-free. While Dubsado is my specialty, I also offer business strategy intensives and consulting, speak on all things systems and client experience, and support broader backend operations across tools like ClickUp and ActiveCampaign. Based in Australia (Perth) and available globally. READY TO GET STARTED? PLEASE FILL OUT THE CONTACT FORM ON MY WEBSITE TO SEE CURRENT OFFERINGS + AVAILABILITY: https://www.rebeccacarmensita.com/contact
5.0(20)
Specialist Since 2021
Hey Rachael Systems & Strategies
Hey there, Rachael here! 👋🏻Fractional COO & Systems Nerd for founders & teams ready to scale past the DIY phase. ⚙️ Running a business shouldn’t mean being stuck in the weeds every day. I have helped over 100+ service-based businesses to build systems & operations that work for your brain, your team, and your unique process. ⚡ Whether you’re just getting started with your new systems, or want to level up your workflows and automations to scale with ease, I’ve got you covered! ✨ When I’m not in front of the computer you can find me whipping up a new recipe in the kitchen, out enjoying nature, or traveling the globe with my spouse. OUR PROCESS - 🕒 After inquiring, you can expect a real-life human response within 48 hours, during my normal office hours M-Th. We'll hop on a free call to chat more about you and your business, and discuss what we can do together. 📝 For a faster response, pop on over to my website and fill out my contact form to reach out directly - HeyRachael.com
5.0(16)
Specialist Since 2021
Solution Integrators
I’ve set up over 700 workflows & automations and one thing I have seen with my clients is that they are spending way too much time doing the things their processes + tech should be able to do (or simplify) FOR them. ➡️ I like to focus on helping you explore + create your dream process steps. If money, time, and talent weren't an issue, how would you choose to deliver your services? What would your ideal client experience look like? And thennnn we can set up Dubsado and other tools to help support and enable that dream process! I believe there's no such thing as an all-in-one tool (and that's ok!) so I'm well versed in ClickUp, Asana, Airtable, Zapier, and a host of other tools that we can integrate with Dubsado to do the heavy lifting for you. I offer: ✅ Systems Glow Up: Custom Dubsado workflow + implementation + design projects with no cap on workflows, forms or emails. Pricing is for your signature service offering: https://solutionintegrators.us/project-management * I specialize in a variety of tools in addition to Dubsado. The Glow Up allows me to fully build (or rebuild) your Dubsado account but also integrate Dubsado with the other tools in your business - ClickUp, Asana, Airtable, Trello, Notion, you name it. * The Glow Up is a comprehensive spruce up of your entire ops ecosystem - all done FOR you ✅ Systems Sprint: Done-for-You design + implementation for ONE systems area of your business, done in one week: https://solutionintegrators.us/systems-sprint * Includes custom workflow strategy + implementation, proposal, contract and questionnaire design for your Booking and Onboarding process only * Most clients use this when they have an existing Dubsado setup that needs quick refining to get leads in the door and get them paid! No matter where you are in your journey, I'd love to meet to learn more about you and your business, and how I can help you simplify your systems! How do I get in touch? 🚨 Please apply via my website and not the contact form here, so that you can see the latest offerings + investment options to ensure I'm a good fit for your needs!! 🚨 Once you complete the contact form, you'll receive an email from connect@solutionintegrators.us with additional details of my services and the option to either schedule a 20-minute decision call or ask your questions via DM! After your questions have been answered, you'll receive a custom proposal with clear start dates to secure your project!
5.0(16)
Specialist Since 2021
Jade | Mrs. Smith Assist
Book a Strategy Session now to get Dubsado help quick! (Link on the left to schedule! Use code CEOWORK for 15% off) Thanks for taking the time to get to know me, I can't wait to help you in your business! Hi, I'm Jade, the owner of Mrs. Smith Assist, a boutique virtual assistant agency that supports business owners in their admin with Executive Assistant services, as well as their marketing and tech with our Marketing and Tech team. ✨ I literally stepped into the *online space* when I became acquainted with Dubsado for the first time. I started by offering a photographer help in her Dubsado. It was a mess, and in a short amount of time I was able to tell her "I think there's a better way to do this". It was super clear from that point on that Dubsado (and systems!) came intuitively to me! My brain is wired to simplify systems and implement automations to work more efficiently. I LOVE to help business owners verbalize and then sort through their chaos to transform their entire world of operations - from lead interception to client onboarding, team onboarding, and even how these pieces touch the day-to-day with integrations like Airtable and ClickUp. Often, I'm conceptualizing ideas and then going to see if it's "possible" yet with tech. This out of the box thinking is what makes our partnership powerful and refreshing for business owners who need a visionary on their side. ❤️ The best part about working together is that I am upbeat, energizing, and flexible to meet you where you are! If you want to knock out some things in a one-time strategy session, we start there. If you want to do a quick audit and tackle improvements one thing at a time, my team and I break down the whole process into bite-sized (and affordable!) pieces. If you want the WHOLE experience, we do the build from the ground up, entirely customized to your brand. One thing our clients have loved so much about partnering with us is that we offer ongoing Dubsado help, as well as VA support that works in businesses Dubsado's on the daily. Whether our team is monitoring workflows, pushing through to-do's, or keeping an eye on leads and proposals, we're here for it. In addition to agency ownership and consulting CEO's in their scaling of ops and systems, I am a homeschool mom of 3 and worship leader based out of DFW, TX. I love my golden doodle-beagle pup named Daisy and I am always dreaming about day-trips with my husband in the middle of the week. I can't wait to meet you!
5.0(10)
Specialist Since 2021
Haven Consulting Co.
Hi, I'm Heather, founder of Haven Consulting Co.! 👋 I'm genuinely obsessed with efficiency, organization, and structure. I believe running a business doesn't have to feel chaotic to be successful. It can feel simple, with the right systems behind it. In fact, I've always had a knack for stepping back, being able to look at the big picture of what someone's building, and seeing exactly where their day-to-day is quietly working against them. That's when I get to simplify it, structure it, and build something that actually gets you to your goals without having to pull your hair out. That's why I built Haven. I take the parts of your business that feel scattered, the missed follow-ups, the endless inbox, the inconsistent client experience, and turning them into something supported, consistent, and genuinely yours. Here's what that looks like in practice: 📈 Room to grow, with streamlined workflows that let you take on more clients without duct tape holding it together. ✨ A client experience people talk about, automated but still personal. ⏰ Real time back, every week, not someday. 💰 Less spent on tools and manual busywork. ☁️ The ability to step away without a mess waiting Monday. A quick look at how we could work together: * Dubsado Setups, starting at $750 * Monthly Operations Retainers, starting at $375/mo * À La Carte Support, starting at $100 How it works: 1. Book a free Clarity Call on my website, the fastest way onto my calendar. 2. We talk through what's actually going on, no cookie-cutter pitch. 3. I send a proposal built around your specific needs. 4. I get to work, and you get your time back. Structure replaces stress. Systems create stability. Your business starts to feel lighter. If this sounds like what you need, the fastest way to reach me is booking a free Clarity Call directly on my website. Reach out any other way and I personally respond within 24 hours, Monday through Friday.
5.0(10)
Specialist Since 2021
The Smarter Creative
Helping Creative Small Business Owners Work Smarter It’s one thing to bring someone into your business to do exactly what you want them to do. It’s another thing to bring someone into your business who is going to push you to help you find the very best client experience that fits your unique business. There are many ways to run a business, let’s find the one that fits yours best. We offer DIY, Done-With-You, and Done For You solutions for every budget ✨ Schedule a free clarity call to chat about how the Smarter Creative can serve your business today!
5.0(8)
Specialist Since 2021
Brittany Furgerson
I'm Brittany, a passionate systems strategist specializing in helping petpreneurs thrive. With a background in veterinary medicine and a love for all things organized, I've turned my knack for process optimization into a thriving business. As a Certified Dubsado Specialist and Systems Strategist, I understand the challenges you face in managing your business. That's why I'm committed to helping you streamline your operations and create efficient workflows. I'm not just about systems; I'm about empowering you to focus on what you love while I handle the tech stuff. Let's work together to transform your business. Services I Offer: ➡️Total System Buildouts ➡️Strategy & Mapping Sessions ➡️System Audits ➡️VIP Day services ➡️Tech Stack Consulting
5.0(8)
Specialist Since 2021
The Creative's Companion LLC
I help photographers build stunning business forms and processes that serve their clients well, increase automation in their business, and have the life and business that they truly want. As a photographer myself, I believe firmly in the ability to have a client process that allows clients to feel at ease and taken care of, without sacrificing more of my free time. Working with me, we will build top-notch workflows that are not only specific to the photography industry but also for your business as a whole. I Offer: * Data Migration * Portrait Photography Workflows * Wedding Photography Workflows * Photographer System Builds * 1-1 Strategy Sessions for Photographers
5.0(6)
Specialist Since 2021
Simple Ops Consulting, LLC
Hi there! I'm Kathleen, owner of Simple Ops Consulting, and I've been helping businesses leverage technology to automate and streamline their operations and administrative processes since 2015. I know that incorporating new technology into your business can often feel like more of a hindrance than a help, so I practice a process-first approach that ensures I can build solutions that my clients find genuinely helpful. If you’re ready to get Dubsado up and running (or need some help to keep it running), I’d love to chat!
5.0(5)
Specialist Since 2021
The Ops Agency
Elevating Experiences with Strategy-Driven Systems Setups - Luxury CX (Client Experience) Designer for Creatives. Services We Offer: ⚡️ The Client Blueprint: ranging from £450 - £850 During this 2 hour session we can map out your client journey, making sure to streamline, automate and elevate each touchpoint. You will leave with a detailed roadmap of your client journey, a list of all the assets in that client journey, and a guide to help you if you choose to DIY your setup. ⚡️ Mini Dubsado Setup: £850 This package gives you a quick win in getting started with Dubsado - a 45min strategy session to map out your enquiry, booking and onboarding phase of your client journey for one service only. Then once all that is set up in Dubsado, you get access to our team for 30 days to help you get started! ⚡️ Full Dubsado Setup: ranging from £1,250 - £2,250 This package follows on from The Client Blueprint - now that we know what is needed to be set up in Dubsado, we'll build it all out! Starting off with an audit of all your assets to make sure they align with our mapped out process. You'll also get ALL your canned emails written for you! And don't forget that 30 days of support to help you get on your feet with your new workflows!
5.0(5)
Specialist Since 2021
Shanti Ray & Co.
If you’re ready to craft good systems in both biz and life, elevate your client experience, and cultivate the work-life balance you desire, let’s chat! Hey there, I’m Shanti, Business Systems Strategist, Certified Dubsado Specialist, Tech Integrator, multi-passionate entrepreneur, creative, introvert, and planner addict who understands the power of having efficient systems in both business and life. With a keen eye for identifying gaps in processes, my #1 goal is to provide my clients with systems strategy, implementation, and support tailored to their unique needs so that they can grow and scale with ease. Whether you prefer DFY, DWY, or DIY services, I have a solution to meet you where you are and fit your desired systems goals. How We Can Work Together: 🔥1:1 Consult (60 minutes): Ideal for those who need clarity on how to optimize their system, better structure their day-to-day, or simply need tips on how to elevate your client experience. 🔥Strategy & Implementation: Ideal for those who are ready to streamline, simplify, and implement systems tailored to their unique needs. 🔥Support: Ideal for those who need on-demand or ongoing high-level support for your projects and/or maintenance on their existing systems. Not sure which offer is best for you, let’s schedule a discovery call to see if we’re a good fit to work together!
5.0(4)
Specialist Since 2021
Double Shot Studio
Hi I'm Kaysi 👋🏼 Your go-to systems problem solver and small biz advocate With equal left and right brain skills (BaEng & DipApDesign), I can organise your business for streamlining and efficiency while making things beautiful. Let's get your business caffeinated like it's two coffees deep on a Monday morning! Servicing clients worldwide.
5.0(4)
Specialist Since 2021
Arranged by Amber
Hey there, I'm Amber! While formally recognized as a systems and workflow strategist, many know me as "the organizer for organizers" because I help Pro. Organizers streamline, systemize, and automate their businesses. Having been a professional organizer myself, I deeply understand the challenges faced within the industry, and my goal is to help organizers grow and scale their businesses with ease. Nothing beats the joy of seeing fellow organizers thrive and make their dreams a reality and it is something I truly LOVE supporting them with. Today, I've had the honor of working with more than 100 organizers to translate the inner workings of their businesses into efficient and effective workflows to optimize their back-office operations and unlock their full earning potential.
5.0(4)
Specialist Since 2021
Charlotte Isaac
I help driven service-based business owners find the freedom to grow. Because there’s space for both. That’s why you started in the first place, right? In 2018 I quit my job and jumped in with both feet. If there’s anything you should know about me it’s that I’m decisive and determined—there’s always a better way and I’m going to search it out. Exhibit A: I swapped my corporate role managing the operations for a growing creative network for serving small businesses who want better. What does that mean for you? You get the best of both worlds: The expertise from my corporate responsibility of building businesses from the ground up balanced by a need for something more. Let’s create systems that set you free.
5.0(4)
Specialist Since 2021
Lynda Carlini | Aqua Blue Virtual Services
🕛 Are you burning the midnight oil, seeking a solution beyond just hiring an assistant? While additional support is crucial for growth, it's not the only answer. Hiring a VA might have offered assistance, but it didn't magically free your headspace—tasks still lingered. The key isn't merely paying for more hours; it's about implementing the right systems tailored for you. Ready to reclaim your freedom? 🚀 At Aqua Blue Virtual Services, our mission is to liberate female coaches, consultants, and entrepreneurs, granting them the freedom to wholeheartedly engage in their passion while building thriving, impactful businesses. We're dedicated to stripping away the overwhelm by streamlining and bolstering our clients' day-to-day business needs. Our Values: * Empowerment through Impact: We're committed to empowering our clients to make a difference not only in their businesses but also in the lives of their own clients. It's about creating a ripple effect of positive change through our collective endeavors. * Exceptional Support and Connection: Providing an unparalleled level of support and fostering genuine connections with both our clients and our team lies at the heart of everything we do. We believe in building lasting relationships that go beyond business transactions. * Positive Outlook and Initiative: With an unwaveringly positive and proactive attitude, we navigate challenges as opportunities and infuse every interaction with enthusiasm. We believe in embracing optimism as a catalyst for growth and success. Aligned with the values of integrity, ambition, & the pursuit of balance, our agency endeavors to not only meet but exceed the expectations of our clients, ensuring that they experience the freedom and support needed to thrive in their endeavors. How to work with us: ✅ Workshops & Courses ✅ Strategy Sessions ✅ VIP Days Let's connect & strategize together to retrieve your time & optimize your business!
5.0(2)
Specialist Since 2021
Taylor Monroe
A creative at heart (with the degree to prove it), you’ll catch me rocking my brand colours on the daily, while streamlining all the processes in my and my clients’ lives. Those systems you hate? I live for them. With my photography and wedding planning background, everything I do is a balance between creativity & aesthetics, and organizational strategy & optimization. Efficiency is key to my philosophy (enneagram Type 3 much?). I’m all about spending more time doing what you love, while still delivering a top-level client experience. Think of me as the Type A to your Type B and your biz’s wing-woman - looking after the little details so you don’t have to. ABOUT TM+CO Taylor Monroe + Co is a holistic business support and systems-building agency based in Toronto, serving clients everywhere. Our team partners with creative entrepreneurs to craft unique, tailor-made systems and support services that elevate their business, free up time in their busy schedules and get back to doing what they love. From digital chaos to calm, our team works closely with clients to create systems that take their aesthetics into account. We have a variety of services to take it all off your plate–virtual assistance, client experience systems, project management, content management, and more. We’re your business’ best friend because we do it all… but, seriously. DUBSADO SERVICES WE OFFER * The Full Dubsado Setup * The Framework Build * The Art of Dub Strategy Session * The Dub Deep-Dive Account Audit
5.0(1)
Specialist Since 2021
Project TGL
Let's create an amazing customer journey that makes your clients feel confident in their purchase, wowed by your professionalism, and certain their in good hands. Plus, let's outsource the admin to systems to win you back some headspace and time. I'm Christina. I basically am the 🤓 emoji — a big geek and a big nerd — and creating systems that sing is one of my favourite things. I offer: * Dubsado email template pack * Dubsado proposal and questionnaire templates * Bespoke, end-to-end Dubsado setup service * Plus more!
5.0(1)
Specialist Since 2021
Cutting Edge Operations,Co.
Cutting Edge Operations helps online service providers ditch the busywork and unlock your business's true potential. We believe that all online business owners can and should live in a world where running a business does not have to take precedence over living a fulfilled, stress-free life. We help online service providers not only survive but scale to 6-figures and beyond. We are committed to helping solopreneurs redefine the term “CEO” using streamlined client processes and automation that enables them to scale faster and stress less. We'll tailor the tools and systems you need to finally focus on what matters most – growing your dream.Together, we’ll eliminate unnecessary manual steps, organize your backend and streamline onboarding and offboarding tasks, empowering you to build the business and the life you dreamed of.
5.0(1)
Specialist Since 2021
Sarah Leigh Day
When I first started helping people with their Dubsado accounts in 2018, I had zero process for my own business and learned the hard way what it's like to feel like your projects are constantly on fire and you're losing money. I didn't want anyone else to have to make the same mistakes I did, so I pivoted my business into something that specifically helps boss women like you put more structure and strategy behind their operations so you can maximize your time while minimizing your effort (and without pulling all your hair out one by one)!
5.0(1)
Specialist Since 2021
★ Made in Paradise ★
Hi, I'm Megan! 👋🏼 Dubsado expert, web designer, copywriter, tween chauffeur… at your service I've been a Certified Dubsado Specialist since the day it became a thing back in October of 2021. Since then, I've created setups for wedding photographers, interior designers, professional organizers, copywriters, fellow web designers, and more. I believe that each one of us were created on purpose and for a purpose. My passion is helping your creative business run more efficiently through custom workflows and peace of mind automations, so that you can serve up an exceptional client experience, increase word-of-mouth referrals and enjoy that intentional work/life balance that makes all of this worth it ----------------------------------------------------------------------------------------------------------- ⏩ ⏩ ⏩ To schedule a chat, please use the contact form on my website: ⏩ ⏩ ⏩ https://made-in-paradise.com/getstarted ----------------------------------------------------------------------------------------------------------- Here's how I can help: ✨ Dubsado Full Setups (starting at $2999) 👉🏼 First class treatment from start to finish- custom forms, emails, payment plans, packages, schedulers, etc. All linked together in a workflow with automations that make sense to you. I’ll design a custom, hands-free system that reflects your brand’s personality and keeps things running smoothly. ✨ Dubsado VIP Days ($1499) 👉🏼 Done in a day targeted solutions for fine-tuning your Dubsado setup or updating any parts of your account. The perfect fit for those who need a hand getting started, OR have been using Dubsado but know they're not using it to it's full advantage. ✨ Dubsado Audit ($119) 👉🏼 Pick my brain in a 60 minute virtual coffee date with your own Certified Dubsado Specialist. We'll do a full audit of your account, discuss any roadblocks, talk about the tech and get your setup squared away. Coffee's on me! ✨ Dubsado Template Shop (starting at $47) 👉🏼 One-click form templates, email swipes, inquiry/followup/offboarding processes, oh my. All the bits & pieces + a blueprint for you to DIY your own setup without creating each piece from scratch. Matt 5:17
5.0(1)
Specialist Since 2021
Celeste Gagne
Hi there, I'm Celeste and I would love to transform your business with Dubsado! I was among the first cohort of Certified Dubsado Specialists back in October 2021, and I have been supporting business owners in setting up their accounts and creating seamless onboarding processes ever since. My specialties within Dubsado: * WORKFLOWS * FORM DESIGN * INTEGRATIONS & TROUBLESHOOTING More information is coming soon! Please feel free to book a free discovery call to get started.
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Specialist Since 2021
Lindsey Garvey Virtual Assistant
I'm Lindsey, a certified Dubsado specialist and ops consultant based just outside Bath, UK, working with creative business owners who want their client experience to feel (and look) as good as their actual work. For 6 years I have been building the systems behind the scenes for my clients, in Dubsado and beyond, so enquiries turn into booked clients without too much heavy lifting from you. Full Dubsado Setup: a complete, bespoke build covering up to three of your services, starting with a workflow mapping session and signed-off implementation documents. You'll come away with fully branded forms, a system built around how you actually work, and thirty days of email support afterwards while you settle in. Pricing is custom to your business, so get in touch for a quote. I also help with the wider tech stack around Dubsado, email marketing setup, workflow audits, and general ops support for businesses in need of reducing the overhwelm behind the scenes.
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Specialist Since 2021
Emma Wilkens
Hello & welcome! You’re full of ideas. Big ones. Exciting ones. The kind that will move your business forward. But behind the scenes? The admin, the onboarding, the back-and-forth emails—it all adds up, pulling you away from the work you actually want to do. That’s where I come in. I’m Emma Wilkens, and I help service-based business owners simplify and streamline their processes using Dubsado. Whether it’s setting up automated workflows, refining your client experience, or putting smarter systems in place, my goal is to make running your business feel lighter and easier—for you and your clients. From enquiry to five-star feedback, we’ll build a foolproof system that works in the background, so you don’t have to. That means: ✔ Smooth client onboarding—so your clients feel supported from day one ✔ Automated workflows—so you’re not glued to your inbox ✔ Processes that scale—so you can grow without the overwhelm Because the way your business runs behind the scenes directly impacts how your clients feel about working with you. A seamless, stress-free experience makes them more likely to stick around, rebook, and recommend you to others. If you’re ready to take a step back from the admin and put smarter systems in place, you’re in the right place. Let’s make your business work for you.
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