A Done-WITH-You SERVICE

The Guided Dubsado Build

Your business is growing.
Your backend should keep up.

LET's build it correctly.

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The Guided Dubsado Build is a strategic, done-with-you experience for creative entrepreneurs who want their client systems designed intentionally — not pieced together as they go.

Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | Designed with intention. Built to grow. | 

Why your systems feel messy

It’s not because you’re bad at tech.

It’s because you’re trying to build the, while simultaneously running your business.

You tweak a form here.
Add a workflow there.
Adjust packages.
Rewrite emails.

Over time, your backend becomes layered instead of designed.

There was never a full roadmap.
Just patchwork.

What changes after this

You’ll understand exactly how your system works and how to adjust it as your business evolves.

Nothing feels duct-taped together.
Nothing feels fragile.

Your backend finally supports your growth instead of slowing it down.

Clear, confident, and in-control

The Core Framework

1:1 Strategic Process Mapping Session

Guided Implementation Course

Templates + Visual Assets

Lifetime Access



We map your full client journey before anything gets built.

You’ll walk away with a clear backend roadmap and defined build order so your system is designed intentionally, not pieced together.

A structured, step-by-step build process designed to be completed in 30 days, so you implement Dubsado in the right order with momentum.

No jumping around. No overbuilding. Just clear, strategic execution.

Proven email templates, form templates, and visual guidance so you’re not starting from scratch.

You’ll move faster without sacrificing strategy.

Revisit the framework anytime as your services evolve and your business grows.

Your backend stays adaptable.

The Core Framework

1:1 Strategic Process Mapping Session

Guided Implementation Course

Templates + Visual Assets

Lifetime Access



We map your full client journey before anything gets built.

You’ll walk away with a clear backend roadmap and defined build order so your system is designed intentionally, not pieced together.

A structured, step-by-step build process designed to be completed in 30 days, so you implement Dubsado in the right order with momentum.

No jumping around. No overbuilding. Just clear, strategic execution.

Proven email templates, form templates, and visual guidance so you’re not starting from scratch.

You’ll move faster without sacrificing strategy.

Revisit the framework anytime as your services evolve and your business grows.

Your backend stays adaptable.

You’ll set up the core infrastructure inside Dubsado:

• Office hours
• Project statuses and tags
• Chart of accounts
• Packages and payment plans
• Canned email framework

You’ll build the foundation your workflows will rely on.

Week 1: Foundations

You’ll start by completing a short pre-session questionnaire so we use our mapping call efficiently and strategically.

Then we’ll meet for your private 1:1 Process Mapping Session where we map your full client journey, finalize your system architecture, and define your exact build order.

Your 30-day build path begins after this session.

Pre-Build Clarity

The 30-Day Build Path

Week 2: Forms

You’ll design and build your core forms:

• Lead capture form
• Proposals
• Contracts
• Questionnaires

Everything will be clear, on-brand, and aligned with the journey we mapped.

Week 3: Schedulers + Workflows

This is where it comes together.

You’ll build schedulers and connect workflows that automate your client experience from inquiry through completion.

No random triggers. No overbuilding. Just intentional automation.

Week 4: Testing + Launch

You’ll test every workflow, trigger, and automation.

We refine where needed.

Then you take your system live with confidence.

• 1:1 Strategic Process Mapping Session
• Guided Build Framework
• Templates + Visual Assets
• Lifetime Course Access

Includes the following:

The Core Build

$999

Select Your Build

• 30 Days Voxer Support
• Feedback + troubleshooting during your build

Everything in core, plus:

The Supported Build

$1499

• Two additional private 1:1 working sessions (60 minutes each)
• Live systems refinement
• Real-time decision support

Everything in the supported build, plus:

The Collaborative Build

$1899

If your backend hasn’t caught up to your business yet, this is where we fix that.

Growth requires infrastructure.

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