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.
Based in Belleville, Ontario, Canada.
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:
- Discovery Call: Book a discovery call on my website, to confirm fit and talk through your goals, then I send a proposal, contract, and invoice to secure your spot.
- Strategy Session: We map your full client journey on a 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.
- 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.
- 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.
