Start here
Feature overview
Get paid and grow
Send invoices
Accept payments
Analyze reporting
Send forms & contracts
Create proposals
Legally-binding contracts
Send forms
Onboard and serve
Schedule appointments
Access client portals
Scale your business
Streamline with workflows
Integrations
See how Dubsado works in your industry
Coaches, Doulas, Accountants, Legal Professionals, and more...Photographers, Brand and Web Designers, Visual Artists, Copywriters, Music Producers, Stationery Designers, DJs, Hair and Makeup Artists, and more…Virtual Assistants, Marketers, PR Professionals, Event Planners, Florists, Wedding Planners, Launch Strategists and more...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.
Services
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.
Hire Kelly!
Raven Menzies ·
You will not be disappointed when you choose Kelly to set up your Dubsado account! She made my account aesthetically pleasing and on brand. Anytime I have a question, she sends me a video right away to help. My clients and potential clients love the portal she has created and love how simple it is to sign with me now! I cannot stress enough how great of a job Kelly did on my account.
