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English
$
USD
I will setup dubsado automation and client onboarding workflow
Dubsado 17hats CRM Setup Specialist
Are repetitive admin tasks draining your time? I specialize in setting up, structuring, and automating client management systems using Dubsado and 17hats. I help busy business owners, freelancers, and...
About this Gig
Struggling with manual client onboarding, delayed proposals, and messy follow-ups? Running a business without an automated CRM wastes valuable time and leaves potential clients waitingcosting you income and peace of mind.
I provide custom Dubsado automation setups designed to turn your client journey into a smooth, hands-free experience.
What I Can Build For You:
- Full Dubsado account setup & brand configuration
- Lead capture forms & automated response emails
- Custom proposal, contract, and invoice templates
- Multi-stage onboarding & offboarding workflows
- Payment gateway, calendar, and Client Portal integration
Why Choose This Service?
- Clear communication & structured setup
- Solutions tailored to your exact business process
- Focus on client conversion & retention
Let's streamline your backend so you can focus on growing your business. Send me a message to discuss your workflow needs before placing an order!
Software:
Dubsado
FAQ
What is Dubsado?
Dubsado is a business management CRM that automates lead capture, proposals, contracts, invoicing, and client onboarding workflows.
Do I need an active Dubsado subscription?
Yes. You will need an active Dubsado account (or a free trial account) so I can access and configure your workspace.
How do I grant you access to my Dubsado account?
You can add me as a user/account manager in your Dubsado settings without sharing your master login credentials.
Will you write my contracts or copy?
No. You must provide your finalized contract text, email copy, prices, and branding assets (logo, brand colors, fonts).
Can you integrate Dubsado with my payment processor?
Yes. I can link your Dubsado account to Stripe, Square, or PayPal for automated invoice payments.
Do you offer a video walkthrough after the setup?
Yes. The Premium package includes a custom Loom video walkthrough showing you how to manage and monitor your new workflows.
What if I don't have my workflows mapped out yet?
No problem! We can review your current client intake process, and I will structure a logical workflow for your setup.
Can you integrate Dubsado with third-party apps like Zapier?
Basic integrations (like Google Calendar or Stripe) are built directly in Dubsado. Advanced Zapier integrations can be arranged upon request.
