dubsado
Automate your business
Get ready to transform your business with your new, streamlined client hub. Dubsado is designed to replace tedious busywork with tasks that bring you joy and revenue. Say goodbye to hours lost in admin tasks, being buried in client work, and feeling disconnected from the freedom you deserve.
At Double Shot Studio, we specialise in creating sophisticated Dubsado CRM setups that keep all your valuable clients organised in one place and handle the heavy lifting for you. Our custom workflows automate your admin tasks, while our beautifully designed forms and savvy emails enhance your brand’s presence.
With our expert setup, you’ll receive a complete, done-for-you Dubsado build, setting you on the path to a more productive and efficient business in no time. Let’s take your business to the next level together!
Custom Designed
Get custom-designed forms and proposals that reflect your business brand and tone of voice.
Seamless Setup
Let me customise your workflows & processes to suit your business and take the heavy lifting out of day to day with your clients.
Room to Grow
Start small and have the ability to scale with added integrations and payment options.
In 6 weeks, I can transform your business processes for smooth automation, streamlined onboarding of clients, and create a centralised hub. Dubsado will change the way you do business and improve your client experience, allowing you to grow your business to its full potential.
Dubsado Done For You
With this experience, you’ll receive a done for you Dubsado set up of one (1) Dubsado account for one brand with one client process (includes enquiry, one service delivery and follow up) for your signature service. This business experience also includes 6 weeks of setup time and 30 days of support via a ticket style support system.
- 90 min Zoom Mapping Call to start to review your current client processes so we can catch any gaps, eliminate inefficiencies and refine your delivery to your customers.
- Up to 3 workflows (normally lead capture, one service delivery & follow up) setup & fully tested. See FAQ below for more info.
- All-important workflows that automate your admin and keep you in your zone of genius.This is the part that will really save you time and allow you to make more money.
- Impress clients even further with a professional and custom portal that is on brand and can be used for your clients or for your team.
- Collaborative canned emails. Don’t know how to woo your clients in emails like Shakespeare? Don’t worry I will help you write your emails so they are on brand, sound like you and deliver all the necessary details to your client just when they need it most.
- Beautifully customized forms and proposals. All of your assets will be tailored specifically to you and your business.
- Set up of scheduler templates & groups - customized thank you redirect page. No more sending reminders or double bookings.
- Forms embedded on your website for a seamless customer journey and an automated intake. No more back and forth with emails booking appointments.
- Custom URL connected to your Dubsado and Integration with your accounting software, zapier, website, email and calendar. I connect all the dots so you don’t have to worry about a thing.
- Import of your current clients to the address book
- 1:1 Recorded launch and learn handover session to refer back to at any time
- 30 days of Dubsado System Support - you have me to walk through any issues that you might have for 30 days after your workflows go live.
From
$3,500
The 5 steps to Dubsado Success
preperation
Your Business Process Exercise 90min workflow mapping call
Content directory creation
design
Design Starts
Content created and implemented
Client Portal Set Up
Scheduler Set up
Implement
Workflows curated
Organize integrations
Import clients
Embed forms on your website
Testing
All workflows are tested to ensure you have a seamless client experience.
Go live!
Onboard a client together
30 days of hiccup help
Need a Little More....
Additional Workflows $550 each
Fully coded custom forms $650
Additional Support $88Â per hour
Make 2022 your Badass Boss year with a streamlined CRM system!
Want to get on the waitlist for my 6 week guided course. To learn all about Dubsado plus loads of extra business automations, including templates, emails and systems.
Sign up for the waitlist below to be notified when the course opens back up
FAQ
We have tried to answer most of the common questions we get asked here
If you have a question that we haven't answered please reach out so we can help.
What does a round of edits/support look like?
- Adding, removing or editing text, links or images on your Squarespace website.
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Adding, removing or editing Squarespace Scheduling appointments (where this feature has already been set up on your website).
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Adding, removing or editing store products (if included in your plan).
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Changing or editing your menu, header or footer.
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Uploading documents to your website.
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Uploading a blog post that you have already written.
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Ensuring your site displays correctly on mobile if you’ve made edits to a section on desktop.
what is out of scope?
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Adding non-blog pages. This can be done but will be quoted/charged separately.
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Support for non-Squarespace products and accounts (e.g. non-Squarespace scheduling, domain hosting, email marketing providers, etc). This may be possible but will be quoted/charged separately.
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Writing blog posts and sourcing images. Any blogs posted will feature only text and images that you have provided.
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Providing/creating strategies for SEO, marketing, etc.
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If something you’ve requested falls out of your plan’s scope, we will let you know and discuss options.
Can I sign up for one month?
- All new subscriptions require a 3 month sign up. You will then be on a month to month charge.
- If you cancel your subscription and then miss us, you will be required to sign up for another 3 month start.Â
Can I subscribe to a maintenance plan if someone else created my Squarespace website?
- Yes! You can access any of these support plans, regardless of whether we designed and developed your website or not.
How does billing work?
- All plans are charged monthly on the calendar date from joining – e.g. if you start a plan on the 15th, you’ll be billed on the 15th of each month until you cancel.
Can I cancel my website maintenance plan?
- Absolutely – email me two weeks before your invoice for next month to cancel. Cancellations will not apply to any invoices already issued.
What do I need to give you access to?
- We will need Administrator access to your website (you remain the Owner) - don’t worry, we’ll let you know how to do this once we get started.
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For most content update and support requests, you’ll be able to send these to us by email. If needed, we can also arrange Google Drive access for file sharing.
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Any other access will be discussed on an as needed basis 🙂