Dubsado Deep Dive

Because a luxury offer deserves a luxury experience.

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Your service is premium
your systems should be too.

If your backend still feels clunky, manual, or “just okay,” your clients feel that energy, too.

You’ve got an incredible offer, but your client journey doesn’t reflect the high-end value of your work.

The follow-ups are inconsistent.

The onboarding is half-manual.

The proposals don’t hit like your brand.

You’re tired of duct-taping systems together.

You’re ready for workflows that sell before you even speak.

That’s where Dubsado Deep Dive comes in.

What is it?

A done-for-you, fully branded Dubsado setup that transforms your backend from messy to masterful.

From personalized proposals and contracts to automated onboarding, emails, and follow-up we create a client experience that’s as elevated as your offer.

You’ll walk away with a system that not only saves you time, but sells your value at every touchpoint.

You’re a match for this if…

You're a premium service provider who's done with DIY setups and patchy client experiences.

You’re still manually sending proposals, reminders, or invoices
Your onboarding and follow-up process is inconsistent or outdated
You want a done-for-you Dubsado system that matches your brand
You’re scaling and need automation that keeps up
Clickup Built for scale

What You'll Get:

- 60-minute strategy call to plan workflows, branding, and automations
- Full Dubsado setup: workflows, forms, canned emails, scheduler, and branding
- Up to 3 fully customized proposal & contract templates
- Automated client onboarding & offboarding flow
- Follow-up & testimonial sequence
- Integration with calendar, email, and payment platforms
- 1 revision round & final handoff walkthrough
BONUS: Client journey overview map + SOP doc

Start your project
How this works

The Dubsado Deep Dive Framework

We use our proven 4-part framework to build a client journey that feels seamless, professional, and wildly on-brand for your business.

Choose your package

Brand Sync

Every touchpoint, on-brand.

We customize your proposals, contracts, scheduler, and emails to reflect your visuals, tone, and pricing

So clients know they’re in the right place from the first click.

Journey Design

From inquiry to offboarding, mapped.

We outline your full client flow and design each step: inquiry, proposal, payment, onboarding, delivery, offboarding with zero guesswork or chaos.

Automation Engine

Hands-off, high-touch service.

We automate proposals, reminders, follow-ups, client emails, and scheduler workflows so your backend runs while you rest.

Strategic Setup

Built to scale.

We align your Dubsado structure with your long-term business model so your system grows with you whether you’re serving 5 clients or 50.

Taking your business next level

Choose Your build!

Essentials Setup
$2000
Deposit
‍$400
Timeline:
‍4 weeks

Beautiful branding, core workflows, custom proposals

LET'S MAKE MAGIC
60 Min Strategy session
3 workflows
30 workflow emails created for your brand
Client Journey Overview figma map
Complete dubsado setup
Custom Client Portal
Create 4 custom forms
1 round of email revisions
1 round of form revisions
60 min off boarding call
slack support throughout
Full System Build
$3500
Deposit
$700
Timeline:
6-8 weeks

Full automation stack, all forms, complete flow customization, SOPs

LET'S MAKE MAGIC
All of Essentials Setup & more
8 custom forms created
up to 3 zapier integrations
2 form revisions
Dubsado + ClickUp Integration
Custom
Deposit
/ TBD
Timeline:
‍8 weeks

Includes ClickUp build for task tracking, internal workflows, and dashboard integration

LET'S MAKE MAGIC
Everything From Full System Build package and more
Your team is waiting.

Stop settling for “just okay.”

Let’s turn your Dubsado into a luxury experience your clients will rave about.

Apply Now for the deep dive

Don’t just take our word for it

Hear from some of our amazing clients who we have worked with.
"Loved the process of finding my true brand essence. I am used to mixing flower essences for clients but was completely stuck with who to target. Phoebe brought by brand to life and I now feel so confident sharing my business online. "
Allie Hall
Flower Essence Healer
"Phoebe's wealth of experience was evident. Her personalized approach, practical guidance, and genuine support make her an invaluable resource for anyone looking to elevate their marketing efforts. Thank you, Phoebe, for the clarity and confidence you've brought to my business!"
Megan Bailey
Shed & Shift - Energy Healer
"I had a brief session with Phoebe and came out totally inspired! She gave me so many nuggets of wisdom my mind is literally flooded with content ideas. Phoebe gave me several marketing ideas that I hadn’t thought of as I restart my business in a new market. I can say I highly recommend her for your marketing strategies!"
Candace Smith
Denver Photographer
"Working with Phoebe was a delight. She has an eye for detail and the website projects were delivered within our time limit. I Wwould recommend her to anyone looking for a website that is optimized from the start."
Greg Potter
Cadet Direct
it's all about the details

What platforms do we use?

We build inside ClickUp, Dubsado, Zapier, and design in Webflow, WordPress or Shopify using our deep automation expertise to create flexible, scalable systems and templates that can adapt across multiple platforms.

Wordpress

We believe you should own your platforms and wordpress can do it all in one place!

Shopify

Increase your leads but don't know how to start without adding unnecessary apps?

Zapier

We reduce your systems then connect the platforms you cannot live without.

Webflow

Designing landing pages & quizzes to convert from your choice of traffic and design.

Clickup

Your all-in-one workspace for tracking leads, managing client projects, and automating your workflows. So nothing slips through the cracks as you scale your business.

Dubsado

Streamline your client experience with automated proposals, contracts, invoices, and workflows so you can onboard like a pro without lifting a finger day to day.