Dubsado Workflow Builder

Do you have a solid process for mapping your Dubsado Setup clients' workflows? Are you spending hours building the checklist of content to create after you workflow map (what I lovingly call, the "Content Directory")? Do you find yourself missing critical pieces or steps as you begin implementation after workflow mapping? Sounds like you need my signature Dubsado Workflow Builder!

After years of Dubsado Setups, I've identified a highly efficient system of tools that allows me to run my own business with operational excellence. With the Signature Dubsado Workflow Builder, I no longer need to worry about asking clients for materials in the middle of a project because using this tool, I can be confident that I'm getting everything I need from them from the start.

Since I started using this tool, gone are the days when:

  • I realize after a call that I forgot to ask if a client wanted scheduler reminders and when.
  • I was assembling a workflow and realized I forgot to write an email to send a particular form.
  • I spent HOURS PER WORKFLOW making the detailed checklist of all of the content to create. This spreadsheet makes it a no brainer and does it ALL FOR ME!

This Dubsado Workflow Builder is designed to:

  • Highlight all of the items/elements you need for every step of your process within Dubsado. No more forgetting emails that go with forms, scheduler reminders, and other nitty gritty templates!
  • AUTOMATICALLY CREATE A CONTENT DIRECTORY! This spreadsheet is smart enough to pull all of the individual elements that you need across ALL workflows (including emails, forms, schedulers, and more) and condenses them into 1 list of unduplicated resources you need to create.
  • Provides an easily customizable bank of your commonly used payment plans to make it easier for you to build out payment plans that actually get you PAID and ON TIME.
  • Gives you a starting point on your workflows! I provide my signature 3 lead workflows that can work for ANY industry with minor tweaks!
  • Once you’ve got your first round of workflows completely for current services, this workbook will help you launch Dubsado workflows FAST for all of your future bright ideas! Getting money in your pocket faster than ever, with less effort.

You'll leave with:

A new method of workflow mapping that ensures you get all needed content, saving you HOURS on EVERY client!


  • A Google spreadsheet that you will be able to copy into your account and duplicate for each of your clients.
  • Tutorial video explaining how to use the Workflow Builder!

Terms and Conditions

Note that these products are for PERSONAL USE. NO COMMERCIAL LICENSE. This means that you may not share this template with other Dubsado pros and you may not resell it. 

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