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My Services

Dubsado Full Set up

You know in order to take on more clients and hit your big income goals you need to get organised...I've been there.

Imagine waking up to a hot new lead who's already filled out a questionnaire and booked a call without any of the stress!!

How good it would feel to impress the socks off your family and friends with how organised and in-control you are. 

But you don't have the time to set this system up do you?  I hear you and that's why this package works so well for you...It's done for you.

What's included:

  • A 30 minute starter call to talk through your client journey's

  • A questionnaire to collate all the information to get started

  • Voxer communication to talk through any queries

  • Walk you through connecting up your emails, calendar and integrations

  • Set up all your forms and make them look beautiful

  • Create the barebones of canned emails (you can then add your own tone of voice)

  • Upload your contracts and ensure they are all connected to the right proposals

  • Create your appointment schedulers

  • Lastly.....create workflows that are simple and not complicated

  • 45 minute handover call and training

  • Voxer support for 1 week upon completion


Dubsado Power Hour

Have you got your Dubsado account into a bit of mess and no matter how hard you try you just cannot seem to get it working the way you want?


You set up Dubsado to make your life easier but right now you're wondering why you even bothered because it's causing more stress and you're ready to throw in the towel and go back to your old ways

Stress no more, let's have an hour to look at your account together.

What's included:

  • A pre-questionnaire to see where you are and what you are struggling with

  • Me delving into your account prior to the call to give you some pointers on glaringly obvious mistakes or things to improve

  • 1 hour call to share a screen and talk through the things you are struggling to get working or just where you are stuck

  • Voxer support for 1 week after