Simplified Systems

Dubsado Setup

From hello to goodbye, we'll work to help you get paid and onboard your new clients without the hassle. 

You have an offer that sells, but does your client experience keep them coming back for more?

It’s time to snatch back the time you spend being an admin, chasing doing invoices, and following up on outstanding proposals. Imagine having the ability to onboard a client without having to lift a finger. Imagine literally getting paid while you sleep! 

Let’s create a client experience you love delivering, as much as your clients enjoy going through it. 

From hello to goodbye, we’ll simplify and automate your ENTIRE customclient journey using Dubsado. 

We’ll create a fully branded and unique experience to showcase your secret sauce! 

Every aspect of your account will be setup and ready to begin taking on new clients the moment we’re done!

Automate + Elevate Your Client Experience 

Integrating Your Systems


Support + Written SOPs

Tool Setup + Design 

Your Custom 

Your Investment: $4,500

$1000 due to secure project date - remaining balance split into 3 equal payments.


Automate + Elevate Your Client Experience 

We will not only audit your client experience, but find ways to add your unique brand, and brand voice at every client checkpoint. 

During the Kickoff call, we will review and detail your process steps, identify areas for imrovement and layer on automation where possible. 

Once we have the plan of attack in place, I will create and setup your newly optimized workflows with automations, quality checkpoints and seamless triggers unique to how YOU manage your business. No cookie-cutter workflows here!

Dubsado Setup


Integrating Your Systems

Using Zapier, we'll work to ensure integrations from Dubsado into your File Management tool (Google Drive, OneDrive, etc.), Project Management tool, and/or your Mailing List (Mailerlite, Flodesk, etc.)) are set up to add yet another layer of transformation to your everyday work life.

There's no limit on the number (or type) of integrations we can include!

Tool Setup + Design 

All the workflows, emails and forms your heart can handle for your signature service. 

Custom-designed and branded proposals, questionnaires, contracts, and lead captures to give your forms the WOW factor they deserve to impress and sign new clients!

No cap on the # of workflows, forms or emails needed for your signature service

Support + Written SOPs

Following implementation day, we'll meet for to answer any questions you have and formally kick off your support for an addtional 3 weeks.

You'll also receive a resource guide detailing your new client journey, your custom video library, and helpful resources to empower you to use your new setup.

✨ Bonuses

You'll have all this new data, now what to do with it?

I'll get you started in Airtable with a custom Lead + Client Project tracker to begin making informed decisions on allll the new leads rolling in!

Book more than 90 days out and save $250 off your total invoice!


Plan & Prepare

I believe in designing a Systems Suite that supports you and your business growth and development.We will discuss the tool(s) best suited to support your client journey, and work together to implement that solution.

After you've reviewed the proposal, signed the agreement, and made your initial deposit, we'll lock in your start date and start the fun!


Client Experience Strategy & Implementation

We'll meet 1:1 for atleast 2 hours to work through your current process steps, where they can be optimized and simplified, and layer on automation where possible.

Following the Kick Off call, you can kick your feet up! The transformation will officially be underway to ensure your workflows are built, forms beautifully designed, schedulers, customizations, and settings are executed, bases setup and Zaps zap'n and ready for you to begin using your within two weeks from our call.


Succeed with Support

You won't be left hanging!

You'll receive a 60 minute Project Walkthrough call to make sure you're comfortable and confident with your setup from start to finish.

Following the walkthrough call, you'll have a Systems Pro in your back pocket, along with access to a custom video library for an additional 3 weeks!

How It Works

The SavvyID's Simplified Systems

To not only improve but simplify Katherine's Staging + Design processes

the receipts

Before Working Together:

Dubsado Project included:

Client Journey + Experience Audit

Full transition from HoneyBook to Dubsado to do more and serve more by automating more!

From HoneyBook to Dubsado

Over 10 custom workflows implemented, 2 custom proposals, and 40+ emails written


Integrations setup between Dubsado + Asana to streamline how Katherine and team manage their newly booked projects.


Before working with Ashley of Solution Integrators I had a few processes and templates in place but didn't have ANYTHING Automated. Plus, the processes I created prior to working with her were not 100% effective for how I needed them to be. She really had me to think through EVERY STEP of each phase of my workflow!!

Before Working Together:

My repeat clients LOVE how seamless the process is now. This will allow me to hire more team members in the future because my workflows are so structured now which I love!!!

After Working Together

Working with Ashley of Solution Integrators was the absolute best experience hands down. I didn't know what to expect when we first got started or if I would be happy with the outcome. It really has elevated how I operate my business behind the scenes and has positively improved my overall client experience (& my life).
She is extremely knowledgeable, thorough, and professional, and she was beyond patient with me throughout the entire process. Customer service is one of my company's core values and her service was TOP NOTCH!! I am beyond pleased with everything she has done for my business!!! I look forward to maintaining our relationship for years to come and will definitely send referrals her way.
If you need assistance with workflow automation, Ashley is the solution you've been searching for!

Secure your Project today!

Fill out this brief application to help me learn more about you and your current needs, and to determine if we’re a great fit for each other!

Step 1

If we’re a great fit, you’ll receive a proposal to secure the project date you select below, as well as answers to any questions you may have!

Step 2

Once you've accepted your proposal, signed your agreement, and paid your deposit it's time to kick your feet up and let me handle the rest! 

Step 3

What Our
Clients Love

I have been chasing my own tail with the administrative process of my business for years. Ashley with Solution Integrators not only helped to build everything on the backend, she helped me to identify what processes were working and those that weren’t working. From there she helped guide me and build a system that not only worked, but that was intuitive for a taught brain guy! She has taken something stressful and made it fun. She is professional and kind and patient and personable. I’m so grateful for the opportunity to work with Ashley!

Ben Easter of Ben Easter Photography

Ashley was an absolute joy to work with for the overhaul of our Dubsado processes. I've been an early adopter of the Dubsado CRM and it's been half automated and half manual which as a busy CEO, I didn't have the time to place all of my ideas into play; enter Solution Integrators! Ashley was efficient, knowledgeable, savvy and a great person to strategize how to take my ideas to create a viable solution. The growth in our business processes are attributed to our trust in her process to make OUR processes, shine and execute like a well oiled event production firm machine! 

Jillian Smith of OneTouch Events

Working with Ashley has been 100% worth the investment. She took a very chaotic system and workload, something that had been pieced together over the years, and turned it into a cohesive system that covered all the bases. She helped me and my VA learn a new software that could integrate with my existing programs and make my life easier. When ever an issue arose or I had a concern about the process, she was so friendly and kind, and really listened to my input and ideas to make sure that the new process worked for me. Her support is outstanding and her ability to take so many moving pieces and make them all work together is incredible. I had a lot of my Dubsado system set up already but again, in a very pieced together way, with no "expert level" knowledge of how to really make it all click for extensive project management. Ashley provides that expert level knowledge, shares everything she knows, and brings so much to the table to help prepare you for your work moving forward. 

Ashley Triggiano of Ashley Triggiano Fine Art

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

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.


Nope! What's the point in setting up the tool if you can't fully use it! 

I will build out ALL design and automation elements for your signature service. That means there is no limit on the number of workflows, emails, forms, or integrations! 

You will have EVERYTHING you need to intake + book new clients as soon as your implementation day is over!

Our Systems Execution Sessions allow you to make on the spot improvements to the tool(s) of your choice. Whatever we can cover in 90 minutes is fair game. 


Upon booking you will receive a detailed (read: lengty lol) project guide to complete by our agreed upon date. This form will guide you through your current and DREAM process steps. It's designed to help you think through the gaps in your current process so that I can identify areas for improvement.

It also includes details about your brand and brand voice so that every element of your setup is uniquely you. 

All work will be done, wrapped up in a bow, within 3 weeks from our kickoff call.

Nope! Once you’ve completed your project guide you can kick your feet up and I’ll do the hard work! You will have at least two weeks to complete your project guide.

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

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.


Brittney Johnson of JFSM Productions

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

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.

Checkout the Goodies Shop jam packed with Dubsado, Airtable, ClickUp and other Productivity resources (goodies!).

Interested in DIY Resources instead?


I analyze your current systems and client journey in order to simplify it so that you can easily scale your business.

Hey there, I'm Ashley!

Chief Systems Officer

Systems Setup & Automation

Business Growth Planning