TEMPLATES, RESOURCES AND MORE

The Goodies Shop

If you're anything like me, you're always looking for new and exciting ways to work smarter not harder. Your time is precious, so don't waste another minute doing enough just to get by. Your business, your brand, and your sanity deserve more.

I've carefully curated a set of templates and courses to help support the busy biz owner, aka you, improve your day-to-day processes, streamline your backend operations and minimize manual tasks.

Keep scrolling to access my template shop resources!

Dubsado Workflow Mapping Guide
$47

digital sales product bundle
$300

event or workshop sales bundle
$500

dubsado canned emails
$37

one click-add dubsado proposal | "true to you"
$77

one click-add dubsado client welcome guide | "true to you"
$77

one click-add dubsado proposal | "brunch essentials"
$77

one click-add dubsado client welcome guide | "brunch essentials"
$77

Dubsado Templates

You did it! You joined Dubsado, you watched all the videos and you are incredibly eager to get started and automate your life!

You keep hearing about how amazing workflows are, but the concept just isn't clicking.

I'm here to help make it simple!

Dubsado Workflow Mapping Guide + Mini Training

✓ You will learn the CRUCIAL technique of mapping out your process steps from Hello to See Ya Later.

✓ You'll learn how workflows within Dubsado work to apply and automate, where possible, your day-to-day client process steps. 

✓ You'll learn the steps involved in reviewing the way you do business today, from start to finish. It's ok if some steps don't exist - focus on the areas that do exist and allow your processes to evolve as your business evolves.

My goal for this guide + mini training is to give you some thought-provoking ideas or questions to ask yourself in order to fill in the gaps of your process steps and successfully build out your Dubsado workflows, as well as share details of what to include for each workflow phase!

included in this goodie

Selling a Digital Download, Quick Access Video or similar resource?

Take the guess work out of what tool(s) to use and how to sell the digital product. 

Sell your digital product using Dubsado with ease. 

Digital Product Sales Bundle

✓ One-Click Add Dubsado Sales Page / Public Proposal

✓ Dubsado Workflow Template for Product Delivery + Feedback

✓ Product Delivery Email

✓ Product Thank You + UpSell Email

✓ Product Feedback Email

✓ BONUS: Zap Recipe to add the client to your Email List

✓ BONUS: One-Click Add Dubsado Feedback Form

included in this goodie

Sell your new Workshop, Masterclass or Live Course with ease. 

Take the guess work out of what tool(s) to use and how to sell your event and snag this DIY bundle to implement in Dubsado!

Event or Workshop Sales Bundle

✓ One-Click Add Dubsado Sales Page / Public Proposal
✓ Workflow Template for Onboarding + Delivery + Feedback
✓ Welcome/Delivery Email with Calendar Link
✓ 48/ 24 / 1 Hour Event Reminder Emails
✓ Post Event Feedback Email
✓ Thank You + Up-Sell Email
✓ BONUS: How to create and share an event on your Google Calendar
✓ BONUS: Zap Recipe to add the client to your Email List
✓ BONUS: Zap to track attendees in Airtable
✓ BONUS: Discount to purchase Airtable Biz Hub with table to track Workshop Attendees, Lead and Client Tracking, Project Planning, and More!
✓ BONUS: One-Click Add Dubsado Feedback Form

included in this goodie

This goodies template includes 25 email templates to help you simplify and streamline how you communicate with your client, throughout each aspect of their client journey - inquiry, booking, onboarding, fulfillment, and offboarding.

Dubsado Canned Emails for Service Providers

✓ 25 Email Templates

✓ Emails are written with Dubsado smart fields included

✓ Google Doc for you to easily copy and paste emails into your Dubsado account. 

included in this goodie

The anatomy of a proposal is crucial to being able to close the deal! This Dubsado Proposal template will help to showcase you, your business, and your offer(s). All sections are completely customizable to match your biz branding and support you in marketing your offer. 

This template isn't just a ton of headers, but also includes our go-to proposal structure to help you easily enter in your custom copy, images, and quickly begin sending your proposal.

Add this form to your Dubsado account with a single click!

⭐BONUS | Receive bundle pricing at checkout for the True to you Welcome Guide AND receive a free Client Portal design to match!⭐

Code Free Dubsado Proposal | "True to You"

✓ One (1) Code Free Dubsado Proposal with proposal copy/structure examples included

✓ One (1) Canva Design Template

✓ Mini-Tutorial on how to quickly implement the form in your Dubsado account.

included in this goodie

Ditch the static PDF Welcome Template, and welcome your new clients with a beautiful Dubsado Questionnaire!

With this template, you can easily educate and inform your new clients on what to expect when working with you, the details of the project, how to contact you, and more! Simply add your unique business copy, and you're all done! Add this form to your Dubsado account with a single click!

This template not only includes customizable Canva templates for your headers and subheaders but also includes a styled Dubsado questionnaire, with easy implementation AND my go-to content elements to help create the copy to include in a Welcome Guide. This isn't just a good-looking form, this Welcome Guide is designed to help you quickly set expectations and standards with your clients. You don't need to know what to showcase in the guide, we've done the hard part for you already! 

Code Free Dubsado Welcome Guide | "True to You"

✓ One (1) Code Free Dubsado Welcome Guide with guideline copy/structure examples included

✓ One (1) Canva Design Template

✓ Mini-Tutorial on how to quickly implement the form in your Dubsado account.

included in this goodie

The anatomy of a proposal is crucial to being able to close the deal! This Dubsado Proposal template will help to showcase you, your business, and your offer(s). All sections are completely customizable to match your biz branding and support you in marketing your offer. 

This template isn't just a ton of headers, but also includes our go-to proposal structure to help you easily enter in your custom copy, images, and quickly begin sending your proposal.

Add this form to your Dubsado account with a single click!

⭐BONUS | Receive bundle pricing at checkout for the Brunch Essentials  Welcome Guide AND receive a free Client Portal design to match!⭐

Code Free Dubsado Proposal | "Brunch Essentials"

✓ One (1) Code Free Dubsado Proposal with proposal copy/structure examples included

✓ One (1) Canva Design Template

✓ Mini-Tutorial on how to quickly implement the form in your Dubsado account.

included in this goodie

Ditch the static PDF Welcome Template, and welcome your new clients with a beautiful Dubsado Questionnaire!

With this template, you can easily educate and inform your new clients on what to expect when working with you, the details of the project, how to contact you, and more! Simply add your unique business copy, and you're all done! Add this form to your Dubsado account with a single click!

This template not only includes customizable Canva templates for your headers and subheaders but also includes a styled Dubsado questionnaire, with easy implementation AND my go-to content elements to help create the copy to include in a Welcome Guide. This isn't just a good-looking form, this Welcome Guide is designed to help you quickly set expectations and standards with your clients. You don't need to know what to showcase in the guide, we've done the hard part for you already! 

Code Free Dubsado Welcome Guide | "Brunch Essentials"

✓ One (1) Code Free Dubsado Welcome Guide with guideline copy/structure examples included

✓ One (1) Canva Design Template

✓ Mini-Tutorial on how to quickly implement the form in your Dubsado account.

included in this goodie

presale | airtable biz suite template
$350 for a limited time

Airtable Templates

Get access to the EXACT Airtable Biz + Finance Hub suite that I use in my own business! 

Are you at capacity? Or have you just done a poor job at planning?

No idea where your leads are coming from? Looking to track feedback all in a single place? 

My Airtable Biz Hub includes a Lead Tracker to view your conversion rate at a glance, my go-to Availability planner to track all potential and active client projects, a way to track your client records + lifetime client spending, and more! 

Airtable Biz Suite + Mini Training

Lead Tracker |  Using the lead tracker I'm able to, at a glance, see all leads that have inquired to work with me, where they've found me and what their current conversion rate is. I can then use additional views or the Interface view to see my monthly/quarterly conversion rate as well as how well my business performs across industries and social media platforms. The mini-training includes tips on setting up automation and zap recipes to automatically add and/or adjust the lead data from Dubsado to Airtable. 

Availability Planner | I used to give my clients way too much freedom to pick and choose when they started working with me, instead of me telling them my available start dates. Sound familiar? Now, at the start of the year, I map out ALL project start dates for my services. I build in breaks for when I may want to take a vacation, the holidays, or to simply rest.

Feedback Tracking | Trying to pull data from multiple tools/forms can be a pain! Using Airtable, I send an on-brand form to all of my clients to gather their feedback, and have the ability to view it all in a single place. 

Financial Summary + Program/Course/Service Performance | I leverage the Finance Hub to compare my Monthly revenue goals vs my actual biz sales and projected sales! I'm able to link my sales data to my business offerings to see how well each service/program/course performs each month as well as link this data to my client's to see their overall lifetime spend.

included in this goodie

NOTE: The Hub will be released for access on 12/1. Snag it now before the price goes up! 

Zapier recipes
$47

Productivity Resources

Clickup annual planning template + mini training 
$67

master your time  (& your biz ops) workshop
*coming soon*

Experience the power of automation with several Zapier Recipes to streamline the way you use Dubsado with other tools.

MUST HAVE Zapier Recipes

✓ Several Dubsado to ClickUp intake, onboarding, and offboarding recipes

✓ Dubsado to Google Sheets for lead and client KPI tracking

✓ Dubsado to Zapier SMS, Eventbrite, and more!

included in this goodie

For the busy service provider who needs a kick-start to strategically planning the month(s), quarter(s) and year ahead!

This template is designed to help you begin using it immediately.

ClickUp Annual Planning Template + Mini Training

✓ A mini training on how to strategically review the current or past year(s), and define a path forward for the new year
✓ Step by step instructions on setting your goals for the new year
✓ 3 List Views to help you eliminate the data overwhelm for quick progress review
✓ Kanban view to quickly visit goals by current status
✓ Ideas and brain dump KPI document to assist you in turning ideas into action plans.

included in this goodie

Master Your Time (& Biz Ops) Workshop

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how to run your biz on auto-pilot masterclass

Freebies!

What would it mean for you to be able to grow and scale your business?

Often times I've found that biz owners jump in to entrepreneurship with systems being an after-thought. Don't wait until you're making 6 figures and drowning to realize you need help. 

Being able to scale your business effectively, while also not burying yourself in admin work, means having biz systems that work FOR you. 

From hello to goodbye, create systems that allow you to hand off your biz for someone else to manage the day-to-day, all because you have clear and efficient systems setup.

FREE MASTERCLASS | How to Run Your Biz on Autopilot