Dubsado Pro Offboarding Kit

Serve your clients and your own purpose by EMPOWERING them to own their system.

When a client hires you to do a Dubsado Setup, it usually means that they lack the expertise and/or capacity to get it done themselves. Once your work with them is complete, they now have a beautiful new automated client journey, but still NO IDEA how to use it.  That’s why I created my Dubsado Client Offboarding Kit, to teach my clients how to become an expert on their custom setup.

Offboarding Kit

Set your clients up for success after their setup with an offboarding kit that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!

The Offboarding Kit Includes:

  • A Detailed Next Steps Guide with a recommended follow-up support schedule for your clients
  • An email series you can customize to walk your client through the follow up support schedule
  • A Canva design to enhance your follow-up support email series  
  • Cait’s exact Dubsado offboarding workflow!!


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.

The Offboarding Kit also includes:

  • A link to a Google Doc with the email series that you can copy to your account to personalize before pasting into Dubsado
  • A link to a Canva template you can copy to your own account
  • A link to a Google Spreadsheet detailing my exact offboarding workflow

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