DIY Dubsado Setup Template Suite
Setup Dubsado yourself with our guided template Suite
Guided DIY Dubsado Setup Template
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 Canva 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:
$397
What’s Included In Our DIY Dubsado Setup Template Suite?
After partnering with 100+ 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 process MAP ($450 value)
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 template includes an easy-to-follow workflow process map to ensure nothing falls through the cracks.
03
EMAIL TEMPLATES ($350 value) FOR EVERY SINGLE STAGE OF THE CLIENT JOURNEY
Save time with email templates that will take you from initial client contact to off boarding.
04
CUSTOMIZABLE canva TEMPLATES ($700 value) FOR ALL THE IMPORTANT TOUCH POINTS
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 Template: WHAT TO EXPECT
01
PURCHASE YOUR setup TEMPLATE PACKAGE
Once you hit that purchase button and you’re on your way! You’ll instantly receive access to all the templates — Emails, Canva Investment & Welcome Guides , Process map, and more.
02
CUSTOMIZE YOUR CLIENT COMMUNICATION SUITE
Now that you have access to the full suite of templates, 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. Use the Dubsado-provided instruction links with video tutorials to guide you every step of the way.
“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.”
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.
Ready to streamline your processes, impress your clients at every stage, and free up your creative energy for the fun parts of your business?