Dubsado Set Up & Implementation

Are you ready to take your business to the next level, with a fully customizable CRM and Workflow automation that will wow your clients?

You Are

A hardworking business owner who just needs a break from all the hustle and bustle of the daily back-and-forth emailing grind. You know your business, you know your customer, you know what needs to happen and when. Maybe you even have some documented processes.

What you don’t have is the deep knowledge and understanding of what Dubsado can really do for your business (or the time to devote to gaining that knowledge). I’m pretty sure it’s not what you want to spend your time doing, either, but lucky for you, I LOVE it!!

You Need

Someone who understands both the vision you have for your business and also how to bring that vision to life within Dubsado. You need someone who can help you navigate all the features and functions available and hone in on just the ones that make the most sense for your business instead of trying to add every single shiny new thing that comes out.

My Desire

Is to help you develop a strategy for your business process that makes sales and onboarding not only easy, but delightful! When you see new leads coming in, receiving emails, signing contracts, and paying invoices all with very minimal effort on your part, (this for real!!) you’ll wonder how in the world you ever functioned before without it. But it all starts with setting a solid foundation.


What I’ve Learned

Since I started JoLi Design Solutions, I knew that I wanted to offer more than just a website or design package. I wanted to offer a client experience that was enjoyable, organized and exciting.

After taking a look at my client process and the number of steps involved, it was clear that I needed to find a software that was capable of managing everything. I didn’t want my clients using one software to sign documents, another to settle payments and yet another to review / upload content, it was too fussy for everyone involved.

After doing some research I came across Dubsado, the most amazing content management system (CMS). I signed up for a free trial and instantly fell in love, I knew that I had found what I was looking for and felt blown away by the capabilities of this platform.

You will too! I’m saving hours and hours having everything all set up and running like a well-oiled machine so that my clients’ first contact with me is easy & seamless.

Does Setting Up Your Dubsado Feel Completely Overwhelming?

Maybe you just don’t know what you don’t know and need guidance from an expert. I can help you create more freedom in your business through automated workflows and streamlined processes. Sound good?

Dubsado is a powerful tool for your business. A one-stop shop for all of your business needs. Getting it set up can be overwhelming! Delegating this task to me will save you a tremendous amount of time and stress.

Why Dubsado?

Dubsado is essentially a Customer Relationship Management (CRM) software. The software has some really powerful features, that are fully customizable. Dubsado will impress your clients and allow you to seamlessly introduce automation into your business, increasing efficiencies and giving you the time back to focus on what you do best!

Dubsado has everything an entrepreneur needs!

If any of the statements below apply to you, book a solution session today!

  • I’m tired of trying to find the agreement I’m sure I saved.
  • I can’t remember if my client replied to my email from two weeks ago.
  • My clients contact me wanting a duplicate copy of their signed forms.
  • I manually email each client with invoice reminders, when I have time to get to my accounts.
  • I think I’m missing new leads due to not having an automated process.
  • I’m worried my brand and reputation is being effected by my lack of follow up.

I have 100% confidence Dubsado will transform your business.

Does that sounds like something that would be helpful for you?


Clients can pay invoices on their mobile, computer or tablet with the time saving automated invoice emails and recurring payments.


With professionally designed proposals and customized client portals that make client management a breeze.


Unchain yourself from your laptop with Dubsado’s automated features such as questionnaires, emails, portal activation and more.

What can Dubsado do for you?

Handle Your Lead Capture Process

Embed a Lead Capture contact form on your website and as soon as a potential new client fills it out, they can receive follow up information from your business through an automated workflow.

Send Proposals, Contracts, and Invoices With A Single Click

Whether you’re quoting a single service or offering your clients choices, as soon as they accept your proposal they can be presented with their contract to e-sign and first invoice to pay immediately on the spot to lock in the sale.

Onboard New Clients In Your Sleep

With a strategic workflow in place, Dubsado can send your new clients a Welcome Packet, Questionnaire, or Next Steps email after they sign their contract—even if they sign it after hours or while you’re sleeping!

Schedule Calls, Meetings, and Appointments With Ease

Forget the back-and-forth emailing or using yet another app for scheduling time to meet with your clients—Dubsado has a built-in Scheduler that can be customized to fit your busy schedule and allow clients to choose their own meeting times.

Client Relationship Management (CRM)

Client Relationship Management is all about how you build relationships and interact with your clients (and potential clients!). With Dubsado, it’s easy to stay connected to clients from lead capture to sale to product or service delivery, streamline your processes through automated workflows, and improve profitability through client feedback and followup.

Appointment Scheduling

Dubsado’s Appointment Schedulers can be sent as a direct link or embedded on your website for easy access. You set your calendar availability and preferences and your clients can easily see when you’re free for a meeting and book it themselves without all the back-and-forth emailing that often happens in business.


E-signatures on Proposals and Contracts

Securely send your proposals and contracts either via email or through a custom client portal and collect legal e-signatures without the need for printed paper and fax machines.

Invoicing & Accounting

Dubsado’s direct integrations with Square, Stripe, and PayPal make it easy to send invoices, collect payment, and keep track of your accounting data all in one place. Bonus: Dubsado never takes a cut of your transaction fees so you get to keep more of what you earn!

Workflow Automation

Workflow automations in Dubsado are one of the most powerful features the platform has to offer. If your business model is set up for it, you could capture a new lead from your website, send them a proposal/contract/invoice together for them to review, sign and pay, and then send them a Welcome Packet and questionnaire as soon as they’ve signed up, all without lifting a finger or even speaking with your new client because every step is automated!

To Do Tasks

Whether your To Do list is full of client tasks or personal ones, you can add them into Dubsado so everything is kept in one place. You can even have Dubsado assign tasks to you through your workflows at different points in your client sales and onboarding process so nothing ever falls through the cracks.

Time Tracking

If your projects are based on hourly rates, you can track your time within Dubsado and create a new invoice with that tracked time added directly to it. No extra steps to take or reports to run—it’s all available right at your fingertips!

Which Solution Is Right For You?

Based on the extensiveness of features your custom setup requires, I’ll recommend one of the following packages. All packages can be further customized to suit your specific business needs (pricing may vary).

Basic and Premium Packages include 30 days of support following delivery.

Strategy Call

  • Two Hour recorded video call
  • Guided tour of the Dubsado dashboard
  • Basic suggestions on workflows and other items in your Dubsado account
  • Suggestions on how to use Dubsado to work for your specific business
  • Answer as many questions about Dubsado + your business during the call


Basic Set Up & Implementation

  • Brand specific settings and other basic connections for initial setup
  • Two basic workflow setups (automation baby!)
  • Format and customize two forms of your choosing (contract, proposal, questionnaire)
  • Create one lead capture form
  • Create up to three packages
  • Create up to five canned emails
  • A video-guided tour of the Dubsado dashboard


Premium Set Up & Implementation

  • Brand specific settings and other basic connections for initial setup
  • Client portal setup
  • Four basic workflow setups
  • Format and customize four forms (can include contracts, questionnaires, subcontract, proposal, etc)
  • Import all your leads, current clients, jobs, and forms
  • Import pre-created forms (contracts, etc)
  • Create up to six packages
  • Create two lead capture forms
  • Create + implement up to 10 canned emails
  • Set up + organize scheduler and connect calendar
  • A video-guided tour of the Dubsado dashboard and system


How It Works

Make It Official

To start, we’ll have a Strategy Session so I can learn more about your business, get a better look at your exact needs and what content you have already and what content you’ll need. After that

I’ll send over a proposal for you to review as well as sign a contract and pay in full. From there you’ll receive a welcome packet and homework with next steps.

Prep & Create

Next is homework time! During this time you’ll fill out a couple forms to get all of the content to me as well as a few additional details so I can get the rest of Dubsado setup for you.

Once you’ve finished your homework I’ll review everything and get started! We will schedule an “update” call to make sure everything is looking smooth and in sync.

Refine & Launch

After our “update” call, I’ll continue adding everything into Dubsado! Once everything is all set up in we’ll have a “wrap up” call and go over what’s been setup and if there’s any minor changes that need to be made.

From there I’ll refine anything we discussed on our call and then it’s finally time to CELEBRATE! I’ll walk you through everything via a video tutorial.

Schedule Your Solution Session

Are you ready to take your business to the next level, with a fully customizable CRM and Workflow automation that will wow your clients?


Thinking about having a go at Dubsado yourself?

One of the best features of Dubsado, and why I was initially drawn to it is that you can use the entire platform for FREE FOREVER for up to 3 leads or clients. With that, you really have nothing to lose in trying it out. You can test out all of its functionality with no limitations for as long as you need.

If you would like 20% off of your first month or year, you can sign up with my referral link below.

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