dubsado

Automate your business

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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!

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Custom Designed

Get custom-designed forms and proposals that reflect your business brand and tone of voice.

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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.

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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

number-1

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

number-3

Implement

Workflows curated
Organize integrations
Import clients
Embed forms on your website

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Testing

All workflows are tested to ensure you have a seamless client experience.

step 5

Go live!

1:1 60min Recorded call to show you how it all works
Onboard a client together
30 days of hiccup help

Need a Little More....

Additional Workflows $550 each

Fully coded custom forms $650

Additional Support $88 per hour

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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 can MOXIE actually do?

  • Let clients self-schedule appointments.
  • Create forms that capture everything you need.
  • Have proposals auto-generate details on contracts and invoices.
  • Enjoy built-in organisation: store emails and manage your sales pipeline.
  • Set up recurring invoices, payment plans, and receive payment.
  • Build automated workflows.
  • House time-saving templates: canned emails, packages, and more.
  • Send automated reminders for appointments, forms, and invoices.
  • Brand it all to your business.
  • And so much more.

WHAT support is offered?

  • We offer various support options including weekly catch ups during your build, an off-boarding call to show you how to use the system, 30 days of ticket style support once your build is completed and you can access our 1:1 support after your build is completed for additional work or to go deeper into moxie at an additional cost. Ask about our existing client retainer packages. 

how much does Moxie cost?

There are two pricing options:

Pro - Great for solo freelancers & freelancers who collaborate with others on projects.

$25/month

Teams - Ideal for small agencies & freelancers working as a team to tackle bigger projects.

$40/month

Annual Plans - Save buy purchasing annual plans.

can i migrate from another system to Moxie?

Absolutely Yes!

It's a bit of work to get it all added in and sorted so that Moxie lines up with your old system, but it can be done. If you need help doing this, and due to the large amounts of time it takes please look at purchasing the Mini Moxie package and chat to us about an hourly retainer to complete the job.Â