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I help creative service providers streamline their client experience through thoughtful, beautifully designed systems using Dubsado. Whether you want a full done-for-you setup, guided support, or a fractional executive assistant who knows your systems inside and out, my services are designed to bring clarity, confidence, and calm to the backend of your business.

Signature Dubsado Setup

A fully custom, done-for-you Dubsado setup that guides your clients from inquiry to booking and beyond, without the backend overwhelm.

Investment: Starting at $3,600

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This service is for the creative entrepreneur  who wants a fully built, high-touch Dubsado system without having to manage the setup themselves. It’s ideal if you are booking consistently, feeling overwhelmed by backend tasks, or ready for a more polished and professional client experience.
This is the best fit if you want everything handled for you and prefer to stay focused on your creative work while your systems are built behind the scenes.

Who's it for?

Guided Dubsado Build


A collaborative, done-with-you experience where we map your process together and you build your system with expert guidance and support.

Investment: $999-$1999

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This service is for creative entrepreneurs and service-based business owners who want to build their Dubsado system with expert guidance instead of figuring it out alone.
It’s ideal if you want to understand how your workflows actually function, feel confident managing your system long-term, and create a backend that reflects how your business truly operates.

Who's it for?

Fractional Executive Asst.

Ongoing admin support and systems care so the day-to-day is handled and your backend keeps up as your business grows.

Investment: Monthly retainer, custom scope

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This service is for creative entrepreneurs who want an extra set of hands behind the scenes and a partner who actually understands their systems. It’s ideal for past clients and business owners who are ready to hand off the day-to-day admin and want someone to manage updates, troubleshooting, and optimizations over time.

Who's it for?

Dubsado Audit

A detailed review of your existing Dubsado account using 80+ criteria to identify gaps, missed opportunities, and areas for improvement.

Investment: $300

I'm Ready!

This service is for someone who has Dubsado in place but knows their systems could be more streamlined, more automated, and more aligned with the experience they want to provide.

Who's it for?

Dubsado Refresh

Targeted updates to your existing Dubsado setup to reflect new services, pricing, branding, or workflows.

Investment: Starting at $800

lET'S CHAT

This service is for someone who has evolved their business, but their Dubsado setup hasn’t kept up, and they need targeted updates to bring everything back into alignment.

Who's it for?

Dubsado Strategy Sessions

Sessions are completely personalized to your businesses, your services, and how you prefer to work.

Investment: $297+

I NEED THIS

This service is for someone who is already using Dubsado but needs help in a few specific areas. We can focus on workflows + automation strategy, form design, client experience, lead capture and inquiry process, schedulers + triggers, email templates and communication flow, system cleanup or organization, migrating information from another CRM, and more. If it lives inside Dubsado, we can strategize it!

Who's it for?

Frequently asked questions

FAQ's

No. While I specialize in working with wedding industry professionals, I love working with all creative entrepreneurs and service-based businesses. The systems I build are designed to support high-touch client experiences, streamlined workflows, and sustainable growth, which translates well across many industries.

   1. Do you only work with wedding professionals?

   6. Do you offer ongoing support after a setup is complete?

   8. Do you offer payment plans?

   5. How do I know which service is right for me?

   3. Guided Dubsado BUILD vs Signature Dubsado Setup?

   4. I’m not very tech-savvy. Is this still a good fit?

   7. Will my systems be customized to my business?

   2. Do you only work with Dubsado?









No. Dubsado is my CRM of choice for many creatives because of the level of customization and automation it allows, but it is not the only platform I work with. If you are unsure which system or tools are right for your business, Tech Stack Consulting may be a great option. This allows us to look at your full workflow and choose tools that truly support how you work, instead of forcing you into a system that does not fit.

   1. Do you only work with wedding professionals?

   6. Do you offer ongoing support after a setup is complete?

   8. Do you offer payment plans?

   5. How do I know which service is right for me?

   4. I’m not very tech-savvy. Is this still a good fit?

   7. Will my systems be customized to my business?

   3. Guided Dubsado Setup vs Signature Dubsado Setup?

   2. Do you only work with Dubsado?









Both services are highly customized and collaborative. The difference is how the work is executed.
With the Guided Dubsado Build, you build your system with my guidance, education, and ongoing support so you fully understand how everything works. With Signature Dubsado Setup, I handle all of the building and technical implementation for you. In both cases, your input is essential. You will always be involved in making decisions around workflows, forms, and client communication so your system reflects your business accurately.

   1. Do you only work with wedding professionals?

   6. Do you offer ongoing support after a setup is complete?

   8. Do you offer payment plans?

   5. How do I know which service is right for me?

   4. I’m not very tech-savvy. Is this still a good fit?

   7. Will my systems be customized to my business?

   2. Do you only work with Dubsado?

   3. Guided Dubsado BUILD vs Signature Dubsado Setup?









If you are unsure which service makes the most sense, the best place to start is a discovery call. We will walk through your business, your goals, and your current systems, and I will recommend the option that best fits your needs. In some cases, a Guided Setup, Audit, Refresh, or Tech Stack Consulting session may be a better fit than a full setup.

   1. Do you only work with wedding professionals?

   6. Do you offer ongoing support after a setup is complete?

   8. Do you offer payment plans?

   5. How do I know which service is right for me?

   4. I’m not very tech-savvy. Is this still a good fit?

   7. Will my systems be customized to my business?

   2. Do you only work with Dubsado?

   3. Guided Dubsado BUILD vs Signature Dubsado Setup?









Not sure which service is the best fit? I’m happy to help. A discovery call is the best way to talk through your needs and make sure you’re choosing the right service.

let's work together

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