Dubsado Setup Templates
Streamline Your Systems for a More Efficient and Elevated Client Experience
Your Design Clients Deserve a High Touch Experience
DITCH THE HAPHAZARD EMAILS AND INCONSISTENT RESPONSES.
IMPLEMENT THE RIGHT WORKFLOWS AND EFFICIENTLY SET CLIENT EXPECTATIONS.
IMPLEMENT THE RIGHT WORKFLOWS AND EFFICIENTLY SET CLIENT EXPECTATIONS.
Guided DIY Templates
Want to know the ins and outs of this do-it-all platform so you can manage it with ease? Then our guided Dubsado Setup for Interior Designers might be your perfect fit. With a full suite of email templates, customizable PDFs for client guides, plus a suite of video tutorials to walk you through every step, we’re in your corner from start to finish. If you don’t mind rolling up your sleeves and doing some work on the front end, you can master this do-it-all platform and set your business up for success for months and years to come.
INVESTMENT:
$699 (2 PAYMENTS IS POSSIBLE)
Done-For-You Templates
Have zero time or desire to tackle it on your own? We’ve got you covered. We know this platform like the back of our hand — and Dubsado implementation for busy interior designers is what we do. With the done-for-you Dubsado template setup, you get access to all of the resources, guides, and materials of the DIY version. But instead of tackling the platform setup on your own, simply send your materials our way. Our experts will dig in and get your Dubsado dashboard up and running. All while you focus on the parts of your business you actually enjoy
INVESTMENT:
$2195 (2 PAYMENTS IS POSSIBLE)
What’s Included In Our Dubsado Setup Templates?
After partnering with 50+ designers to hone client communications and systems, we’ve got insider intel on what you actually need for a streamlined process that wows clients, every time.
01
A CLEAR CHECKLIST TO BREAK DOWN THE PROCESS AND PROVIDE BITE-SIZED, ACTIONABLE STEPS
As the saying goes, “How do you eat an elephant? One bite at a time.” In other words — big things don’t have to feel so big if you break them down. Which is exactly what we’ve done for you. Always know what to do next — and get the satisfaction of checking each box when you’re done
02
OUR TRIED-AND-TRUE CLIENT WORKFLOW MAP
Ever wonder if you’re doing things “the right way”? Wish you could take a peek at other designers’ workflows? We’ve got you! Our guided Dubsado setup includes an easy-to-follow workflow chart to ensure nothing falls through the cracks.
03
EMAIL TEMPLATES FOR EVERY SINGLE STAGE OF THE CLIENT JOURNEY
Ever wonder if you’re doing things “the right way”? Wish you could take a peek at other designers’ workflows? We’ve got you! Our guided Dubsado setup includes an easy-to-follow workflow chart to ensure nothing falls through the cracks.
04
CUSTOMIZABLE TEMPLATES FOR ALL THE IMPORTANT TOUCHPOINTS
Get fully-designed, fully-customizable PDFs for your client questionnaire, welcome packet, investment guide, and feedback request. Simply input your own logo, color palette, and business details and you’re ready to wow ‘em.
05
LINKS TO VIDEO TUTORIALS FOR EACH STAGE OF DUBSADO SETUP
Does the idea of mastering a new platform feel a bit overwhelming? We get that. That’s why we’ve included a set of links for every stage of the process. It’s like on-call tech support in your pocket.
DUBSADO SETUP: WHAT TO EXPECT
01
PURCHASE YOUR DESIRED TEMPLATE PACKAGE
Once you decide on your right-fix template package, hit that purchase button and you’re on your way! You’ll instantly receive over two dozen templates — emails, package PDFs, questionnaires, and more.
02
CUSTOMIZE YOUR CLIENT COMMUNICATION SUITE
Now that you have access to the full suite of client communications, it’s time to make them your own! Pop your business details into the designated spots to make them on-brand and uniquely yours.
03
SET UP DUBSADO AUTOMATION
Set it up once, and let it save you HOURS each week. If you opt for the DIY service, you’ll upload your client communications on your own, with video tutorials to guide you every step of the way.
Prefer the done-for-you Dubsado setup? Hand over those completed docs and PDFs and our team will do the setup for you. In just two weeks you’ll have a fully-automated platform ready and waiting to impress all those future clients.
Prefer the done-for-you Dubsado setup? Hand over those completed docs and PDFs and our team will do the setup for you. In just two weeks you’ll have a fully-automated platform ready and waiting to impress all those future clients.
“The entire setup process was a great experience and helped us review and revise our internal processes. The instruction videos were a great reference guide and helpful training tool! We would highly recommend Hannah and the Dubsado management platform.”
— ASPEN & IVY
WE’RE HERE TO MAKE INTERIOR DESIGN FUN AGAIN
How? By automating the tasks that keep you stuck in admin mode when you’d rather be sourcing new sconces for your dream clients.
Dubsado is a one-stop shop when it comes to creating a streamlined, white-glove client experience. Once it’s set up it can save you hours each week.
If learning a new platform feels intimidating, no stress, friend. We’ve got two new Dubsado setup packages absolutely brimming with resources and support, so you can choose the template package that feels best.
Ready to streamline your processes, impress your clients at every stage, and free up your creative energy for the fun parts of your business?
If learning a new platform feels intimidating, no stress, friend. We’ve got two new Dubsado setup packages absolutely brimming with resources and support, so you can choose the template package that feels best.
Ready to streamline your processes, impress your clients at every stage, and free up your creative energy for the fun parts of your business?
“I’m thankful to have a process I can automate and replicate from client to client.”
— LAUREN
