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, you shouldn't have to spend weeks figuring out how to make everything work together.
Dubsado setup goes far beyond creating an account. Your branding, email, calendar, forms, proposals, contracts, invoices, workflows, automations, and client portals all need to work together around the way your business actually operates.
At Solution Integrators, we handle the setup for you. We build a customized Dubsado system designed to automate repetitive tasks, keep your business organized, and create a smoother client experience from the first inquiry through final payment.
You get a system that's built, connected, tested, and ready to use without having to piece it together yourself.
What Is Dubsado Setup?
Dubsado setup is the process of configuring your Dubsado CRM to manage and automate your client journey from inquiry through project completion. A complete setup can include branding, email and calendar integrations, payment processing, forms, contracts, proposals, workflows, automations, scheduling, and client portals.
Professional Dubsado setup takes that a step further by building those pieces around your actual services, processes, and client experience so you're not trying to force your business into a generic CRM setup.
Why Invest in Professional Dubsado Setup?
What should happen when someone fills out your inquiry form? When should a proposal go out? What happens after they sign? When should an invoice or questionnaire be sent? Which emails can be automated, and which ones should stay personal?
You can absolutely figure those things out yourself. But if you'd rather spend your time running your business, we'll do the strategy and setup for you.
A professionally built Dubsado system can help you:
- Automate repetitive administrative tasks
- Create a consistent client experience
- Save hours of manual work every week
- Reduce missed steps and human error
- Keep client information organized
- Make onboarding and offboarding easier
- Build processes that can grow with your business
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
- Branding & Account Configuration: Business information, branding, currencies, time zones, and account settings configured from the start.
- Packages, Proposals & Contracts: Customized proposals, contracts, invoices, payment schedules, and packages built around your services.
- Forms & Questionnaires: Branded lead capture forms, onboarding questionnaires, contact forms, and client documents.
- Workflow Automation: Automated emails, reminders, follow-ups, tasks, contracts, invoices, and client onboarding workflows.
- Client Portals: A centralized place for clients to access appointments, forms, invoices, contracts, and project information.
- Testing & Quality Assurance: Every workflow, automation, email, form, payment, and client touchpoint is tested before launch.
And there is no limit to the number of workflows, forms, contracts, or templates we'll create to support your business.
Your Dubsado setup is customized around how your business operates. We don't hand you a generic template and send you on your way.
We build the workflows, automations, forms, contracts, integrations, and client touchpoints your business actually needs.
Dubsado Integrations & Connected Systems
We'll connect Dubsado with the tools you already use so information can move where it needs to go without you manually copying and pasting it.
Your integrations may include:
- Gmail, Outlook, or another supported email provider
- Google Calendar and Outlook Calendar
- Google Drive, OneDrive, and Dropbox
- ClickUp, Asana, Trello, and other project management platforms
- Zapier, MailerLite, Flodesk, and other business applications
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
We're not going to build your Dubsado account and then leave you wondering how any of it works.
Once your system is complete, we'll walk you through your setup so you understand your workflows, automations, forms, and client processes.
You'll also receive customized documentation, video tutorials, workflow playbooks, and hands-on support so you can confidently manage your Dubsado system moving forward.
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.
You don't need to know how to build the system before working with us. That's our job.
Business Discovery & Strategy
We start by learning how your business actually works.
We'll look at your services, client journey, existing processes, and business goals. Then we'll map the client experience and identify where Dubsado can eliminate manual work, improve communication, and create a smoother process.
Together, we'll plan the forms, proposals, contracts, workflows, emails, and automations your system needs before we build anything.
We Build and Test Your Dubsado System
We start by learning how your business actually works.
We'll look at your services, client journey, existing processes, and business goals. Then we'll map the client experience and identify where Dubsado can eliminate manual work, improve communication, and create a smoother process.
Together, we'll plan the forms, proposals, contracts, workflows, emails, and automations your system needs before we build anything.
You don't need to know how to build the system before working with us. That's our job.
Launch, Training + Ongoing Support
Once your Dubsado system is ready, we'll walk you through everything we've built during a personalized training session.
You'll know how the system works, where to find what you need, and how to manage it moving forward. You'll also have customized documentation and resources to reference after launch.
You get the efficiency of a done-for-you setup without feeling like a stranger inside your own CRM.
You don't need to know how to build the system before working with us. That's our job.
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.
Why Businesses Choose Done-For-You Dubsado Setup
Depending on your business, that may include:
- Account settings and branding
- Email integration
- Calendar and scheduling
- Payment processing
- Packages and services
- Proposals and contracts
- Forms and questionnaires
- Client portals
- Workflow automation
- Automated emails and reminders
- Integrations with your other business tools
- Full testing of your client journey
Not every business needs the exact same setup. That's the point.
We build around your client journey and processes so you're getting the Dubsado system your business needs, not someone else's version of it.
What Do We Set Up in Dubsado for You?
Or you could hand it to someone who does this for a living.
Our Dubsado setup service is designed for business owners who want the benefits of a customized CRM without becoming the person responsible for building it.
We handle the strategy, setup, customization, integrations, and testing so you can start using a system that's actually ready to support your business.
Done-for-you Dubsado setup makes sense if you want a customized system without spending weeks becoming your own CRM implementation specialist.
Whether you're starting from scratch, migrating from another CRM, or improving an existing account, we'll build a Dubsado setup around how your business works today while giving you room to grow tomorrow.
DIY Dubsado Setup vs Professional Setup
DIY Setup
Professional 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 CRM to manage and automate client onboarding, communication, scheduling, payments, contracts, workflows, and other parts of your client journey. Professional setup customizes those features around your business and processes.
Every setup is customized, but your project may include account configuration, branding, forms, proposals, contracts, invoices, workflows, automations, email and calendar integrations, scheduling, client portals, payment processing, and connections with other business tools.
Yes. Dubsado can automatically send inquiry responses, onboarding emails, appointment confirmations, reminders, invoices, questionnaires, follow-ups, and other communications throughout your client journey. We'll build and test the automations included in your customized setup.
Yes. Dubsado allows you to send proposals, contracts, invoices, payment schedules, and automated payment reminders within the platform. We can customize these around your services and client process as part of your setup.
Yes. Dubsado can connect with tools including Google Calendar, Gmail, Outlook, Stripe, and Zapier. We'll determine which integrations make sense for your business and incorporate them into your setup when applicable.
Yes. If you're moving from HoneyBook or another CRM, we can help migrate and rebuild your workflows, forms, contracts, questionnaires, and client processes inside Dubsado.
No. Your Dubsado setup is customized around your business. We'll build the workflows, forms, contracts, email templates, automations, and client processes needed to support your day-to-day operations.
After booking, you'll complete a detailed project questionnaire about your services, current client journey, brand, and business goals. We'll use that information during discovery and strategy to plan your customized Dubsado system before we begin building.
Most Dubsado setup projects are completed within approximately three weeks after the kickoff call. The exact timeline depends on your business, existing systems, and level of customization required.
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. You don't have to start from scratch. We can review an existing Dubsado account, identify what's slowing you down, and optimize your workflows, automations, forms, templates, integrations, and overall client experience.
Whether you're starting from scratch, migrating from another CRM, or trying to fix a Dubsado account that isn't working the way you hoped, you don't have to figure it all out yourself.
We'll build a customized Dubsado system around your business, connect the pieces, automate repetitive work, test the client journey, and show you how everything works.
You get a CRM that's ready to support your business without spending weeks building it yourself.
Ready to Stop Setting Up Dubsado and Start Using It?
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.
