Start here! This training walks you through every single tool in the playbook, how I use them in my own business, and why they work. If you want to build an efficient, high-end Dubsado setup process, this is your roadmap.

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Once you’ve had a discovery call, it’s time to issue a quote. Instead of guessing what to charge, this calculator helps you determine the minimum you MUST charge to stay profitable.

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This 3-phase project tracker ensures you never miss a step in a Dubsado setup. It walks you through:
✅ Every action from client inquiry to offboarding
✅ Where to use each tool in the playbook
✅ How to outsource setup tasks so you can take on more clients while working less

Once the client is ready to move forward, you need a solid contract. This kit includes a lawyer-drafted, Dubsado-specific contract that protects you and your client with key clauses for boundaries, revision limits, and payment terms.

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Once your client signs and pays, it’s time for onboarding. This kit makes the process smooth and stress-free by providing:
✅ A one-click Dubsado onboarding questionnaire
✅ Pre-written email sequences to guide clients through the process
✅ Screenshots of my exact onboarding workflow in Dubsado

This email pack helps you:
✅ Say NO with confidence (while maintaining professionalism)
✅ Handle late questionnaires, ghosting, and scope creep
✅ Keep the project moving without unnecessary stress

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When it’s time for your workflow mapping meeting, this tool ensures you and your client are fully aligned.
✅ Map their entire client experience in a structured format
✅ Identify every single email, form, and scheduler needed for the build
✅ Auto-generate a content directory so nothing gets missed

Your Workflow Mapping System needs a fully stocked email library. Get started with pre-written templates for:
✅ Leads & inquiries
✅ Invoices & payment reminders
✅ Onboarding & offboarding
✅ 16 additional Dubsado system-triggered emails

After workflow mapping, you’ll still need specific details about forms, emails, and schedulers. This kit includes:
✅ Two implementation questionnaire formats (Dubsado Questionnaire + Google Sheet)
✅ An email series to guide the client through content approvals
✅ My exact implementation workflow so you can keep projects moving

Turn complex workflows into client-friendly, easy-to-read PDFs in minutes.
✅ Airtable-based workflow builder (paid plan required)
✅ Pre-formatted Airtable base to streamline documentation
✅ Customizable Canva design for professional branding

After setup, you need to offboard your client smoothly and ensure they feel confident using their system. This kit includes:
✅ A detailed Next Steps Guide in a one-click Dubsado template
✅ Follow-up email series to support clients post-launch
✅ Screenshots of my Dubsado offboarding workflow