Done-for-you Dubsado Set Up
Transform day-to-day, repetitive admin work into hands-off, high-value systems that ease your workload and wow your dream clients
Done-for-you Dubsado Set Up
Transform day-to-day, repetitive admin work into hands-off, high-value systems that ease your workload and wow your dream clients
Image uninterrupted CEO time, a harmonious work-life balance, and significant business growth… Yet, dealing with constant manual tasks isn’t helping you get there.
So, what will?
Image uninterrupted CEO time, a harmonious work-life balance, and significant business growth… Yet, dealing with constant manual tasks isn’t helping you get there.
So, what will?
Dubsado will take your business straight to the top in the eyes of your team, clients, and community.
If you want to…
SCALE WITHOUT STRESS
And simplify your workload while growing your legacy.
GET YOUR TIME BACK
And confidently step into your role as CEO of a high-value business.
BUILD A BUSINESS YOU LOVE
And show up in service of your bigger vision every single day.
Then, it’s time to ditch the repetitive, time-consuming work and start experiencing the impact of a personalised, automated, and on-brand client management system that does it all for you.
Dubsado will take your business straight to the top in the eyes of your team, clients, and community.
If you want to…
SCALE WITHOUT STRESS
And simplify your workload while growing your legacy.
GET YOUR TIME BACK
And confidently step into your role as CEO of a high-value business.
BUILD A BUSINESS YOU LOVE
And show up in service of your bigger vision every single day.
Then, it’s time to ditch the repetitive, time-consuming work and start experiencing the impact of a personalised, automated, and on-brand client management system that does it all for you.
If you want to multiply your income,
without multiplying your workload –
then you need a CRM tool you can count on.
If you want to multiply your income, without multiplying your workload – then you need a CRM tool you can count on.
How Dubsado can help
Automated workflows
We’ll identify any repetitive tasks – such as sending invoices or questionnaires – that can be automated so you can fully focus on what matters most: growing your business without sacrificing your life in the process.
Branded portals
By providing your clients with a centralised hub for initial onboarding information, invoice + contract sharing, and collaboration — you’ll eliminate the need for disorganised emails while simultaneously impressing your clients (sounds like a win, win).
On- & offboarding
Signing new clients shouldn’t come with a side of stress. We’ll create an automated, high-quality onboarding + offboarding process that is personal-to-you and successfully positions your business apart from the rest, with way less work.
Streamlined
systems
We’ll meticulously document and streamline your CRM so that you’re optimally set-up to scale. Remember: If you wouldn’t be able to handle all the tasks manually when your business is 10x its current size, then you need systems now.
Automated workflows
We’ll identify any repetitive tasks – such as sending or receiving payments or forms and questionnaires – that can be automated so you can fully focus on what matters most: growing your business without sacrificing your life in the process.
Branded portals
By providing your clients with a centralised hub for initial onboarding information, invoice + contract sharing, and collaboration — you’ll eliminate the need for disorganised emails while simultaneously impressing your clients (sounds like a win, win).
On- & offboarding
Signing new clients shouldn’t come with a side of stress. We’ll create an automated, high-quality onboarding + offboarding process that is personal-to-you and successfully positions your business apart from the rest, with way less work.
Streamlined
systems
We’ll meticulously document and streamline your CRM so that you’re optimally set-up to scale from here on out. Remember: If you wouldn’t be able to handle all the tasks manually when your business is 10x its current size, then you need systems in place now.
Ready for a client management system that serves you and your clients?
What she said
What she said
Introducing: Done-for-you Dubsado Set Up
01
Inquiry & Intake
Onboarding & Planning
Building & Testing
Post launch support
Depending on the package you choose, we’ll kick things off with an in-depth 90-minute onboarding session where we’ll start mapping out every facet of your Dubsado set up and the custom-to-you workflows needed to elevate your client experience and lighten your workload.
Let the fun begin (for us!). With 10+ years of combined experience in management and operations, we’ll set up your Dubsado for maximum impact for you and your clients. No more messy backends or manually triggering automations. From strategy to flawless execution, we’ll be there every step of the way.
Now it’s time to enjoy the newfound time along with the privilege to forget about your systems altogether (because you know they’re working for you). And, we’ll stick around for a week or two to make sure you get all your questions answered and can effortlessly navigate your Dubsado backend from here on out.
Introducing: Done-for-you Dubsado Set Up
01. Inquiry & Intake
This will help us strategically select the perfect package for you at this point of your business growth. With years of experience collaborating with a diverse range of online businesses in various niches, we’ve formulated this service to align with your business needs and drive tangible results through Dubsado.
02. Onboarding & Planning
Depending on the package you choose, we’ll kick things off with an in-depth 90-minute onboarding session where we’ll start mapping out every facet of your Dubsado set up and the custom-to-you workflows needed to elevate your client experience and lighten your workload.
03. Building & Testing
Let the fun begin (for us!). With 10+ years of combined experience in management and operations, we’ll set up your Dubsado for maximum impact for you and your clients. No more messy backends or manually triggering automations. From strategy to flawless execution, we’ll be there every step of the way.
04. Post launch support
Now it’s time to enjoy the newfound time along with the privilege to forget about your systems altogether (because you know they’re working for you). And, we’ll stick around for a week or two to make sure you get all your questions answered and can effortlessly navigate your Dubsado backend from here on out.
Here’s what’s included:
A 90-minute onboarding session where we collaboratively plan your complete Dubsado setup from start to finish.
Full Dubsado account set up tailored to your needs. Including branding, integrations, general settings, and much more.
Consistent account branding to ensure that everything perfectly aligns with your unique brand.
€ 2100
Account integration with Dubsado as needed (such as email and calendar).
Comprehensive, ready-to-use workflows from start to finish. This includes lead capture forms, proposals, agreements, questionnaires, schedulers and email templates.
Here’s what’s included:
On-brand client portal design that leaves a lasting impression at every step of your collaboration.
Full Dubsado account set up tailored to your needs. Including branding, integrations, international settings, payment processing, general settings, calendar and email integration, and so much more.
Consistent account branding configuration to ensure that every last form and button perfectly aligns with your unique brand identity.
A 90-minute onboarding session where we collaboratively plan your complete Dubsado setup from start to finish, ensuring you (and your clients) get everything you need.
Account integration with Dubsado as needed (email, calendar).
Comprehensive, ready-to-use workflows created and implemented from start to finish. This includes proposals, agreements, questionnaires, lead capture forms, email templates, and schedulers (up to 2 workflows).
STARTING AT € 2100
A personalised, high-touch experience that seamlessly operates on autopilot, instilling confidence in your clients’ decision to work with you at every stage, backed by automated workflows, canned emails, schedulers, and more.
Newly freed up time in your calendar, allowing you to experience genuine freedom in your business by finally eliminating all recurring, manual tasks.
A crystal clear headspace that comes from knowing the backend of your business is continuously working for you, so that you get to spend more time doing what you love most.
A client experience that’s tailored exclusively to your brand and effectively caters to your clients’ needs so that you can stand out.
Everything you need to navigate the backend of your Dubsado like a pro (if needed) so that you never feel overwhelmed or disempowered when it comes to your business systems again.
And here’s what that means for you…
A personalised, high-touch experience that seamlessly operates on autopilot, instilling confidence in your clients’ decision to work with you at every stage, backed by automated workflows, canned emails, schedulers, and more.
It’s time to step out of hustle-mode and into the natural-born CEO you’re meant to be.
You shouldn’t have to do manual work for your business on a daily basis (and no one else does either.) Why? Because you deserve to stop feeling overwhelmed by a to-do list that doesn’t actually move the needle.
So that you can start progressing towards your big-picture vision.
Your time isn’t cost-free and failing to set up systems is impacting your earnings. You can achieve financial freedom with support. Both you and your clients deserve a seamless, high-value experience that sets you apart. And ultimately makes you sough-after in your industry.
It’s time to step out of hustle-mode and into the natural-born CEO you’re meant to be.
You shouldn’t have to do manual work for your business on a daily basis (and no one else does either.) Why? Because you deserve to stop feeling overwhelmed by a to-do list that doesn’t actually move the needle.
So that you can start progressing towards your big-picture vision.
Your time isn’t cost-free and failing to set up systems is impacting your earnings. You can achieve financial freedom with support. Both you and your clients deserve a seamless, high-value experience that sets you apart. And ultimately makes you sough-after in your industry.
This is perfect for you if:
You’re eager to trade in the never-ending busy work for purposeful CEO time that has an immediate impact on your business growth.
Every time you sign a new client you feel a wave of stress wash over you knowing there’s no set process in place to onboard them at the level they deserve.
You’re so busy doing all-the-things on a daily basis that setting up systems and automations keeps getting pushed to the end of your priority list.
You’re dreaming of finally enjoying the time, financial, and location freedom you started your business for and know that you can have it.
This is perfect for you if:
You’re eager to trade in the never-ending busy work for purposeful CEO time that has an immediate impact on your business growth.
Every time you sign a new client you feel a wave of stress wash over you knowing there’s no set process in place to onboard them at the level they deserve.
You’re so busy doing all-the-things on a daily basis that setting up systems and automations keeps getting pushed to the end of your priority list.
You’re dreaming of finally enjoying the time, financial, and location freedom you started your business for and know that you can have it.
What she said
What she said
Meet your Dubsado architects
Hi, I’m Lydia
Co-founder She OBM
As your OBM, I’m here to eliminate the busy-work, supercharge your client experience and *basically* give you back time, while you go back to doing what you do best and love most.
By combining my passion for workflows and my experience in project management with my systems know-how, you get to scale your business with ease, while bringing more freedom and fulfillment into your life (and Dubsado happens to be a great way to make that happen).
Hi, I’m Carmen
Co-founder She OBM
As co-founder of She OBM, my dedication lies in fostering an environment where you feel at ease in being the actual owner of your business.
Dubsado is one of my most treasured tools to make that happen. It’s like a secret ingredient that adds a touch of magic to our operations. From streamlining client onboarding to tailored client management, I’ve delved deep into Dubsado’s functionalities. With tailored workflows, personalised crafted forms, and seamlessly integrated schedulers… I’m here for it!
Meet your Dubsado architects
Hi, I’m Lydia
Co-founder She OBM
As your OBM, I’m here to eliminate the busy-work, supercharge your client experience and *basically* give you back time, while you go back to doing what you do best and love most.
By combining my passion for workflows and my experience in project management with my systems know-how, you get to scale your business with ease, while bringing more freedom and fulfillment into your life (and Dubsado happens to be a great way to make that happen).
Hi, I’m Carmen
Co-founder She OBM
As co-founder of She OBM, my dedication lies in fostering an environment where you feel at ease in being the actual owner of your business.
Dubsado is one of my most treasured tools to make that happen. It’s like a secret ingredient that adds a touch of magic to our operations. From streamlining client onboarding to tailored client management, I’ve delved deep into Dubsado’s functionalities. With tailored workflows, personalised crafted forms, and seamlessly integrated schedulers… I’m here for it!
FAQS
How long does the project take?
The full Dubsado Set Up will take 4 weeks from start to finish, considering content is ready-to-go from the client (e.g., contract). After that you will receive or Post Launch Support (depending on your package). However, there are also extra add-ons you can select at the beginning of our work together which would potentially impact the project duration.
For who is the Dubsado Set Up helpful?
If you’re looking to commit to the long-game and grow a sustainable business, then this is for you. Whether you’re just starting out and want to have a solid foundation to grow your business or clientele, or you are already working with Dubsado but you’re not (yet) maximizing the opportunities the platform has to offer. It’s always the right time to set up a solid client experience and management system that saves you time and money.
I’m so busy! How much time will be required of me?
We probably don’t need to say this, but this is even more reason you need this service. This offer is designed for the busy CEOs who don’t have much time. We can’t say exactly how much time you will need to invest (to make sure we get all the needed information about your business), but we can say it will be worth it!
We’ll guide you through providing us with the needed info every step of the way.
And to make sure you get to know your new magic tool, you will need to spend a bit of time understanding what we’ve set up and how to use the platform itself. And we’re there for you during our Post Launch Support as well.
How much does the Dubsado Set Up cost?
The platform fee for Dubsado is not included. However, with our link or our affiliate code (sheobm) you’ll get 20% off your first month or your first year on the Premier Plan (which gives you access to all the – much wanted – Dubsado features).
Can’t I just do this on my own?
There’s a lot that goes into building out the backend of Dubsado (which is probably why it’s still on your to-do list!). We bring the expert-driven strategy and implementation pieces you need to get this piece done and finally working on autopilot for you and your business.
FAQS
How long does the project take?
The full Dubsado Set Up will take 4 weeks from start to finish, considering content is ready-to-go from the client (e.g., contract). After that you will receive or Post Launch Support (depending on your package). However, there are also extra add-ons you can select at the beginning of our work together which would potentially impact the project duration.
For who is the Dubsado Set Up helpful?
If you’re looking to commit to the long-game and grow a sustainable business, then this is for you. Whether you’re just starting out and want to have a solid foundation to grow your business or clientele, or you are already working with Dubsado but you’re not (yet) maximizing the opportunities the platform has to offer. It’s always the right time to set up a solid client experience and management system that saves you time and money.
I’m so busy! How much time will be required of me?
We probably don’t need to say this, but this is even more reason you need this service. This offer is designed for the busy CEOs who don’t have much time. We can’t say exactly how much time you will need to invest (to make sure we get all the needed information about your business), but we can say it will be worth it!
We’ll guide you through providing us with the needed info every step of the way.
And to make sure you get to know your new magic tool, you will need to spend a bit of time understanding what we’ve set up and how to use the platform itself. And we’re there for you during our Post Launch Support as well.
How much does the Dubsado Set Up cost?
That depends on the package you’ll choose. Our Dubsado done-for-you packages start at €1.950,00.
The platform fee for Dubsado is not included. However, with our link or our affiliate code (sheobm) you’ll get 20% off your first month or your first year on the Premier Plan (which gives you access to all the – much wanted – Dubsado features).
Can’t I just do this on my own?
There’s a lot that goes into building out the backend of Dubsado (which is probably why it’s still on your to-do list!). We bring the expert-driven strategy and implementation pieces you need to get this piece done and finally working on autopilot for you and your business.
As an ambitious CEO – it’s time to get out of your own way
Let your systems do the heavy lifting!
As an ambitious CEO – it’s time to get out of your own way
Let your systems do the heavy lifting!