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Dubsado Services

Dubsado Setup & Workflow Automation for Small Business Owners

Turn Your Client Journey Into a Smooth, Automated Experience

If your onboarding process feels messy, manual or inconsistent, you’re not alone.

Many business owners start using Dubsado with the best intentions, but without the right setup, it can quickly feel confusing, underused, or more work than it should be.

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That’s where I come in.

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I help female business owners across the UK set up and optimise Dubsado workflows, automations and systems so their business runs smoothly behind the scenes... saving time, reducing stress and creating a better client experience.

THIS IS FOR YOU IF…

You’ve signed up to Dubsado but haven’t set it up properly

Your client onboarding feels disorganised or inconsistent

You’re still sending emails manually that could be automated

You’re unsure how workflows actually work

You want a more professional, seamless client experience

You’re spending too much time on admin

If any of this sounds familiar, you’re in the right place.

HOW I CAN SUPPORT YOU WITH DUBSADO

Dubsado Full Setup
£1,997

A complete setup tailored to your business, your services and your client journey.

Includes:

Discovery & Strategy

Includes:

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  • 90-minute kickoff call to map out your client journey.

  • Workflow planning (up to 3 core services).

  • Branding review to ensure everything looks polished & on-brand.

Tech Setup & Customisation

  • Brand settings (logo, colours, fonts, time zone, currency).

  • Canned emails written & added (up to 30).

  • Scheduler(s) created and connected.

  • Packages, payment plans & invoices set up.

  • Contract & sub-agreement upload + mapping.

  • Custom-mapped fields & smart field integration.

  • Lead capture form setup + automation trigger.

  • 3 full workflows built & tested.

  • Client portal branded & configured.

  • Testing.

Training & Support

Heidi at Creative Edge VA Ltd

  • Handover call (30 mins) with a full walkthrough

  • Access to a private guide with video tutorials

  • 20 days of follow-up email support (for those “wait, how do I…” moments)

What you walk away with: a fully set-up system that feels like your dream assistant – organised, on-brand, and running behind the scenes while you focus on your clients.

Please note: You will need to provide all content for emails, forms, and your branding information, as well as any photos you wish to use, as soon as the planning meeting concludes. 

Please see Terms and Conditions for more information on this package. ​

Dubsado Audit & Optimisation

Already using Dubsado but not sure if it’s working as well as it could?

I’ll review your current setup and identify exactly what’s missing,

what’s not working, and where you can save time.

Bobby at Creative Edge VA Ltd
Includes:

  • Full review of your workflows and setup

  • Identification of gaps and inefficiencies

  • Suggestions for automation improvements

  • Feedback on forms, emails and client journey

  • Clear action plan with recommendations

Investment:

  • £95 per audit

Ideal if your system feels clunky, incomplete or underused.

Package prices are to be paid in advance.

For the Dubsado full setup, there are payment plans available

Dubsado Workflow Fixes & Improvements

Already have Dubsado set up but need help refining it?

I can step in and improve what you already have.

Includes:

  • Workflow tweaks and fixes

  • Email template improvements

  • Automation setup

  • Form and proposal updates

  • Troubleshooting issues

Investment:

  • From £75

Perfect if you’re close… but something isn’t quite working.

Macbook on a desk with other items

Dubsado Branding & Form Styling

Make your client experience look as professional as your business.

Desk Essentials Layout
Includes:

  • Branded proposals and forms

  • Custom styling using your colours and fonts

  • Clean, professional layout improvements

Investment:

  • From £65

Because first impressions matter.

Dubsado Power Hour

Fast, focused support to get unstuck quickly.

Includes:

  • Asking questions

  • Fixing one specific issue

  • Learning how to use Dubsado

  • Getting clarity on workflows

Investment:

  • From £67

Because first impressions matter.

Dubsado workbook on a desk

"I booked a Dubsado power hour with Heidi to extend my knowledge of the platform for a client. Before the power hour I received a questionnaire so that Heidi knew in advance specifically what we should cover in the power hour. Heidi came prepared and walked me through various elements of the platform, suggesting improvements to streamline processes and set up elements more effectively.

After the session, Heidi took the time to compile a comprehensive guide with some key instructional videos and directing me to various blog posts she has detailing specific ways of working with Dubsado. She went above & beyond the 'hour'.

It's obvious Heidi is very knowledgeable and I'd highly recommend her to help with anything related to Dubsado."

Joanna Chapman,

Business Best Friend VA

WHY WORK WITH ME

You’re not just getting someone who knows Dubsado, you’re getting someone who understands how your business runs.

20+ years of business support experience

Specialist in Dubsado workflows and automation

Friendly, jargon-free support

Tailored setups (no copy-paste systems)

Focused on saving you time and reducing overwhelm

NOT SURE WHERE TO START?

If you’re unsure whether you need a full setup or just a few tweaks, the Dubsado Audit is the perfect first step.

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