Dubsado Pro Onboarding Kit

The best way to serve your clients is to be thoughtful about the ways you collect information from them.

What should be in a questionnaire vs. in a conversation? What’s the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.  

Get the questionnaire I use to onboard my clients- collecting all vital information needed prior to their onboarding meeting. Save time, energy, and soooo many emails back & forth.

The Onboarding Questionnaire Covers:

  • Onboarding Questionnaire which helps you: collect basic client brand information, collect information required to create Dubsado templates & artifacts, set context for your client as they consider their own client experience, and provides clear next steps for the client to build trust and authority
  • An email series designed to walk your client through the process step-by-step in a clear, digestible manner so that they are 100% on the same page with you and have clear expectations
  • Cait’s exact Dubsado DFY Onboarding workflow so that you can get a peek behind the curtain at the process that builds a 5-star client experience!


You will receive access to a live version of your form. You will have access to all updates at the live link and may receive email notifications about these updates periodically.

Due to limitations in Dubsado’s functionality, you will NOT be able to download the form as a PDF. You will NOT be able to copy the form to your account automatically/with an easy button click. If this functionality is ever released to all users, you WILL receive access in this method.

Instead, you’re purchasing access to the form content which you can copy and modify to fit your business as you manually recreate the form in your Dubsado own account.

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