Professional Dubsado Setup That Saves You Time and Creates a Better Client Experience
Whether you're setting up Dubsado for the first time, migrating from another CRM, or improving an existing account, a strategic setup can save hours of manual work while creating a smoother experience for every client.
A complete Dubsado setup includes much more than creating an account. From branding and email integrations to workflows, contracts, questionnaires, automations, payment processing, and client portals, every piece should work together to create a seamless experience for both you and your clients.
At Solution Integrators, we build customized Dubsado systems that help service-based businesses automate repetitive tasks, stay organized, and spend more time serving clients instead of managing administrative work.
What Is Dubsado Setup?
Dubsado setup is the process of configuring your Dubsado CRM to automate your client journey from inquiry through project completion. A complete setup includes branding, email integration, calendar syncing, payment processing, forms, contracts, proposals, workflows, automations, and client portals that work together to streamline your business and improve your client experience.
Whether you're planning to build everything yourself or want an expert to do it for you, a strategic setup ensures your CRM supports your business instead of creating more manual work.
Why Proper Dubsado Setup Matters
Without a strategic setup, it's easy to spend hours manually sending emails, chasing invoices, scheduling meetings, and keeping track of client information across multiple platforms.
A professionally designed Dubsado system helps you:
- Automate repetitive administrative tasks
- Deliver a more consistent client experience
- Save hours every week
- Reduce human error
- Improve organization
- Scale your business with confidence
Your Customized Dubsado System
Dubsado Integrations & Connected Systems
Bonus Resources & Business Tools
Training, Playbooks + Ongoing Support
What's Included in Your Dubsado Setup Services
Average Investment: $5,500
Payment Plan & Financing Available
CLICK TO LEARN ABOUT EACH ONE
Your Customized Dubsado System
Your setup includes:
- Branding & Account Configuration: We'll configure your branding, business information, currencies, time zones, and account settings so your CRM is ready from day one.
- Packages, Proposals & Contracts: Customized proposals, contracts, invoices, and payment schedules designed around your services.
- Forms & Questionnaires: Branded lead capture forms, onboarding questionnaires, contact forms, and client documents that streamline communication.
- Workflow Automation: Automated emails, reminders, follow-ups, task creation, contracts, invoices, and client onboarding workflows.
- Client Portals: Give clients one secure location to access appointments, forms, invoices, contracts, and important project information.
- Testing & Quality Assurance: Every workflow, automation, email, form, payment, and client touchpoint is tested before launch to ensure everything works exactly as intended.
There is no limit to the number of workflows, forms, contracts, or templates we'll create to support your business.
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
Dubsado Integrations & Connected Systems
We'll connect your Dubsado account with the tools you already use to create a fully integrated business system.
Your integrations may include:
- Email Integration: Gmail, Outlook, or another supported email provider so automated emails are sent directly from your business account.
- Calendar & Scheduling: Google Calendar, Outlook Calendar, and scheduling tools that eliminate unnecessary back-and-forth communication.
- File Management: Google Drive, OneDrive, Dropbox, and other cloud storage platforms.
- Project Management: ClickUp, Asana, Trello, or your preferred project management software.
- Marketing & Automation: Zapier, MailerLite, Flodesk, and other business applications that extend your automations.
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
Training, Playbooks + Ongoing Support
Launching your Dubsado account is only the beginning.
After implementation, we'll walk you through your completed system so you understand how every workflow, automation, form, and client process works.
You'll receive customized documentation, video tutorials, workflow playbooks, and hands-on support to help you confidently manage your Dubsado CRM long after your project is complete.
Our goal isn't simply to build your Dubsado account. It's to ensure you understand your system, feel confident using it, and have the resources you need as your business grows.
Your full Dubsado setup includes everything you need to run a seamless client process from first inquiry to final delivery. Here's what we're building together:
Bonus Resources & Business Tools
Your Dubsado setup includes more than workflows and automations.
You'll also receive additional tools and resources designed to help you manage leads, track projects, and make informed business decisions, including a customized Airtable Lead and Client Tracker when applicable.
Planning ahead? Reserve your project more than 90 days in advance and receive $250 off your total investment.
Our goal is to give you a complete business system, not just a Dubsado setup.
Your Dubsado setup includes everything you need to automate your client journey from first inquiry to final payment. Explore what's included in every customized Dubsado implementation, from workflows and automations to integrations, training, and ongoing support.
Business Discovery & Strategy
Every successful Dubsado setup starts with a clear strategy.
We'll begin by learning about your services, client journey, business goals, and existing processes before building anything. Together, we'll map your complete client experience, identify opportunities for automation, and plan every form, proposal, contract, workflow, and email sequence to support the way your business actually operates.
Once you've reviewed your proposal, signed your agreement, and submitted your initial deposit, we'll schedule your kickoff and begin building your customized Dubsado system.
Building Your Dubsado System
Once we have a strategy in place, we'll build your customized Dubsado account from the ground up.
Your implementation may include branded forms, questionnaires, proposals, contracts, invoices, email templates, automated workflows, client portals, scheduling, payment processing, and business integrations. Every workflow is designed to reduce manual work while creating a seamless experience for your clients.
We'll thoroughly test every automation, workflow, and client touchpoint before your system is delivered.
Launch, Training + Ongoing Support
Your Dubsado setup doesn't end when your system goes live.
We'll walk you through your completed CRM during a personalized training session so you understand every workflow, automation, and process we've built. You'll also receive customized documentation, setup playbooks, and video resources to help you confidently manage your system moving forward.
Our goal is to make sure you feel comfortable using your Dubsado account long after implementation is complete.
Take a Look at My Approach to Using Dubsado, as a Certified Dubsado Specialist
Watch how we help businesses transform manual processes into automated workflows that save time, improve organization, and create a better client experience.
Not every business needs every Dubsado feature right away, but setting up the right foundation from the beginning makes it much easier to scale as your business grows. A strategic setup ensures your workflows, automations, and client experience evolve with you instead of requiring constant rework.
Create your packages, pricing, proposals, and contracts before building workflows.
Packages + Services
Build lead capture forms, contact forms, onboarding questionnaires, and client information forms.
Forms + Questionnaires
Automate repetitive tasks including emails, reminders, invoices, scheduling, questionnaires, and follow-up communication.
Workflow Automation
Complete a full test of your client journey before going live to ensure every automation works correctly.
Test Everything
Connect Stripe, Square, or PayPal so invoices and online payments work seamlessly.
Payment Processing
Sync your calendar and configure appointment scheduling to simplify booking.
Calendar Integration
Connect your email provider so automated communication is sent directly from your business email.
Email Integration
Why Businesses Choose Professional Dubsado Setup
If you're new to Dubsado, these are the most important areas to configure before inviting your first client.
What Should You Set Up First in Dubsado?
Instead of spending days or weeks figuring everything out through trial and error, our team creates a customized system designed specifically around how your business operates.
That means fewer headaches, fewer mistakes, and more time focusing on serving your clients.
Set up your branding, business information, currency, time zone, and company preferences.
Account Settings
Whether you're starting from scratch, migrating from another CRM, or improving an existing account, we'll build a Dubsado setup that supports the way your business works today while giving you room to grow tomorrow.
DIY Dubsado Setup vs Professional Setup
Common Dubsado Setup Mistakes
Some of the most common mistakes include:
- Building workflows before planning the client journey
- Forgetting to connect business email
- Skipping calendar integration
- Creating duplicate forms
- Using generic templates without customization
- Not testing automations before going live
- Forgetting payment processor configuration
- Building overly complicated workflows that become difficult to manage
Faster implementation
Customized workflows
Fully tested automations
Expert guidance and support
Built for long-term scalability
Professional Setup
May take weeks to complete
Generic templates
Manual testing
Ongoing troubleshooting
Limited optimization
DIY Setup
“Ashley is my go-to systems expert and has helped me see things from a CEO perspective.
I don’t know how her brain does it but her ability to piece things together — she was literally thinking up solutions as I talked quickly through my struggles — and it helped us get through so much!
She’s set up so many of my tools and automations, and created a video library for my VA that’s allowed me to delegate and take a step back from my business.”
While she prided herself on an exceptional client experience, had a VA, and was using tools like Clickup & Dubsado — she wasn’t using them to their fullest potential.
Kelli of Âme Creatives was two years into running her brand and web design studio when she came to me.
mini case study →
Despite being tech-savvy and having set up Dubsado in the past for some of her own clients, Kelli’s inconsistent follow-ups and unclear delegations meant the business was running her, than the other way around.
“Client experience has always been very big for me. So I knew that I needed to elevate it. I just didn't know if what I wanted was possible.”
Kelli’s client experience still relied mostly on manual emails & processes, while still sending generic proposals.
kelli before →
We got so much done in Kelli’s Sprint, primarily focusing a lot on her client experience in the onboarding with Dubsado, Zapier, Clickup, and Airtable.
“I didn’t realize how hands-off it would be. It was like a breath of fresh air. I could just brain dump before she took care of everything.”
Kelli could just brain-dump in her intake form, tell Ashley what was on her mind and what she needed, and have her put it together.
process →
She now has personalized proposals, email nurture sequences, and follow-ups now consistently delivered on time.
Kelli’s involvement is not needed at every step thanks to automations and tools that work together.
“Before my leads get on the call, they already know they want to work with me.”
Just a week was all Kelli needed. Since the Sprint, she has seen so many more yeses from her leads.
results →
mini case study
process
results
kelli before
because of changes made in 7 days.
Here’s how a SEO brand designer get more yes’es out of leads
mini case study
Secure your Project today!
Fill out a brief application so I can learn about you, your business, and your current needs to make sure we're a great fit.
Step 1
If we're a match, you'll receive a proposal to secure your project date along with answers to any questions you have.
Step 2
Once you've accepted your proposal, signed your contract, and paid your deposit, it's time to kick your feet up and let me handle setting up your Dubsado.
Step 3
Dubsado setup is the process of configuring your Dubsado CRM to automate client onboarding, communication, scheduling, payments, workflows, contracts, and project management. A strategic setup creates a streamlined client experience while reducing manual administrative work.
Start with your branding, account settings, email integration, calendar, payment processor, packages, forms, and workflows before inviting clients into your system. Building a solid foundation makes future automations much easier.
Yes. Dubsado can automatically send inquiry responses, onboarding emails, appointment confirmations, reminders, invoices, payment notifications, questionnaires, and follow-up messages throughout your client journey.
Absolutely. Dubsado allows you to send proposals, contracts, invoices, payment schedules, and automated payment reminders within one platform, helping streamline your sales and onboarding process.
Yes. Dubsado integrates with Google Calendar, Gmail, Outlook, Stripe, Zapier, and many other business tools to automate scheduling, communication, payments, and workflows.
Yes. We can migrate your workflows, forms, contracts, questionnaires, and client processes from platforms like HoneyBook and customize your Dubsado account around the way your business operates.
No. Every Dubsado setup is customized to your business. We'll build the workflows, forms, contracts, email templates, automations, and client processes you need so your CRM is ready to support your day-to-day operations.
After booking, you'll receive a detailed project questionnaire that helps us understand your services, current client journey, brand, and business goals. This information allows us to build a Dubsado system that's customized specifically for your business.
The timeline depends on the complexity of your business and the level of customization required. Most Dubsado setup projects are completed within approximately three weeks after our kickoff call, although larger or more complex implementations may require additional time.
We've designed our process to minimize the time required from you. After our discovery session and project questionnaire, we'll handle the implementation while keeping you informed along the way. You'll only need to review key milestones and participate in your final training session before launch.
Yes. If your Dubsado account is already set up but your workflows aren't working efficiently, we can review your existing system, identify opportunities for improvement, and optimize your automations, forms, templates, and client experience.
Whether you're starting from scratch, migrating from another CRM, or improving an existing Dubsado account, we'll build a customized system that supports your business, saves time, and creates a seamless client experience from inquiry through project completion.
Stop spending valuable hours managing repetitive administrative work and start using Dubsado the way it was designed to work.
Ready to Build a Better Dubsado System?
I loved working with Ashley. She created the forms and workflows that I needed. She accommodated my crazy schedule and my special requests. She is a smart and kind person and I am delighted to recommend her and her services!
Sabrina Friend of Its Sorted
Ashley was responsive and very detailed in explaining the process. She took the time to learn a bit about me, my brand, and what my goals for the forms were. The service was personal and efficient and she answered many questions I had about the CRM overall. I highly recommend Ashley.
Lauren O'Brien of Lauren O and Co.
How I’ve taken clients from stressed to supportive systems…Working with solution integrators was an absolutely amazing experience. Communicating my needs initially felt overwhelming also considering that I went through this process once before. As a result, I came in with trust issues and not much expectations. Ashley’s expertise, customer service and deliverables blew my mind. This experience was top notch and I’m still beating myself up for not going to her initially. I highly recommend her!
Lavish Launch Agency | Brand Design Agency
The Systems Strategy session was absolutely necessary and I would definitely recommend this before investing in software and setups. Ashley can give you the information you need to invest in the best software for YOUR business, help you maximize those software for where you're currently at and make a plan for how to update as you grow and scale your business.
Kim Powell of Explore Simplicity
Prior to working with Ashley, I had tried to piece together some workflows in Dubsado with my elementary understanding of the program. They were clunky and occasionally things were still falling through the cracks. Since my systems execution session, my client workflows are working like a well oiled machine. I am keeping up with lead management which is helping me to get new clients and following up with current clients to get repeat customers.
I enjoyed working with Ashley because my Dubsado got cleaned up right before my very eyes. What she did in 90 minute would have taken me at least triple as long to complete - and I didn't need headache medicine when it was over either! This was a great service!
Brandi Tanner of Your IEP Source
Hiring Ashley, with Solution Integrators was one of the better decisions I've made for my company. Truly a game changer for myself and Blackall Photography. I am finally running my business and not letting it run me! ;)
Kelly Blackall of Blackall Photography
Solution Integrators is absolutely wonderful! I use the client management system Dubsado. I've had it for years.. and haven't set it up effectively at all. Solution Integrators was able to go in my backend and do a complete system audit to provide action items to improve my entire workflow and operation. I worked with Ashley and she was personable and understanding the entire time. In a review of my action plan, she explained everything in an easy to understand way and gave step by step how to. She was able to give a comprehensive action plan that I can manage and do myself. She also explained her services if they were to take care of all of the set up and leg work for me. THIS WAS EXACTLY THE KIND OF HELP I NEEDED WITH MY BUSINESS! HIGHLY RECOMMEND!
Brittney Johnson of JFSM Productions
When I reached out to Ashley, my business was on fire and I was desperately ringing 911. Even though I'm a very Type A person, my brain struggles to find effective systems - and I've realized it's something I need help with. I spewed all my business struggles at her, and she was able to come up with a plan to tame the flames. I was a little nervous at first, but I'm LOVING my new systems. I know this won't be the last time we work together, and I recommend Ashley to any business owner struggle with overwhelm in their business. She was quick, efficient, and knowledgeable.
The Relevant Collective | Copywriter
Ashley immediately paid attention to the needs of my business and set up the best processes to ensure we worked together better and more efficiently. There were even times she found better ways to do things we have been doing all along. I am grateful for this partnership and the solutions Ashley provided me and our team. Don’t think twice about it. You need Ashley to take a closer look into our back office of your business. I know that You and your business will prosper because of her amazing skill set.
Younique Ventures
With your capacity freed up to spend it on your business, doom-scrolling on your phone without stress, or spending more time with your kid.
That’s the point of systems — you don’t have to stress over choosing.
- Leads move from inquiry to signed proposal to deposit paid
- Clients and members are kept in the know, with email workflows and automations running in the background
- Team members know exactly what to do, even when you don’t
With the clear, consistent automations and processes in place, your:
Running a business isn’t as glamorous as they made it out to be.
Especially because you’ve got to run your business and serve your clients — even on the days you don’t want.
When life hits you with one problem after another and your mind’s constantly going, “Shit, I better remember to do that.”
That’s why I build systems that allow your client experience to remain A+, even when you’d rather rot on the couch.
I do the hard work behind the scenes to get you paid while keeping sane.
I do the hard work behind the scenes to get you paid while keeping sane.
