Signature Dubsado Setup for Interior Designers
We transform your client journey into a polished, seamless experience that reflects the same level of thought and care you put into your designs.
What's Included in our
Signature Dubsado Setup for Interior Designers
- 1.5 - 2 hr Client Experience Mapping Call
- High touch, all pieces of your Dubsado Setup for Interior Designers specified exactly to your business’ needs
- Branded Customization of all of your forms created in Dubsado such as proposals, questionnaires, contract and portal.
- Creation of scheduler templates for your various calls
- Build Workflows for your entire process with all necessary components
- Complimentary copy for any emails not already written
- Complimentary creation of Investment & Welcome Guide documents
- We source and create all questionnaire & proposal content
- Email and Loom Videos to keep you up to date throughout your project
- 1 off boarding call
- Access to our Dubsado Training Videos Library
- 1 month of support via email
Your Investment: 4 monthly payments of $900
Elevate Your Client Experience - and Stay in Your Design Flow
Your business deserves a system as high-end as your designs. One that flows effortlessly behind the scenes while delivering a polished experience for your clients.
With our signature Dubsado Setup for Interior Designers, we step in as your behind-the-scenes partners to elevate your client experience and streamline your systems. Every touchpoint (proposals, guides, emails, workflows) is built in Dubsado using your established branding so it feels cohesive, professional, and unmistakably you.
01
Client Experience Mapping
We’ll start with a deep-dive strategy call to map out your entire client journey; from first inquiry to project completion. You’ll get a visual workflow for both your client-facing experience and backend operations, along with an implementation checklist. By the end, you’ll know exactly what happens at every step and feel confident that no detail or touchpoint will ever fall through the cracks.
02
streamlined Dubsado setup
This is where we bring your systems to life. We’ll build out your entire Dubsado setup; proposals, contracts, invoices, schedulers, and everything in between. Customized to fit your process. Everything connects seamlessly with your email, calendar, and payment processor, and we test it all before launch. You’ll walk away with a system that is automated where you want it to be, and runs smoothly behind the scenes so you can get back to doing what you love; designing.
03
branded client assests
Your client experience should feel as beautiful as your designs. We’ll create branded proposals, welcome and investment guides, tailored questionnaires, and even a client portal that perfectly matches your visual identity. You’ll also get a library of ready-to-use canned emails written in your brand voice. Every touchpoint feels polished, consistent, and professional; without you spending hours writing or designing it all yourself.
04
training and support
You’ll always know exactly where things stand. Expect weekly updates, easy-to-follow Loom walkthroughs, and a resource hub to reference whenever you need it. Plus, you’ll have 30 days of post-launch support for any questions or fine-tuning. With everything handled and clear communication along the way, you can stay focused on your clients, not the tech.
WHAT TO EXPECT
01
FREE DISCOVERY CALL
30 min call to answer any questions about our Dubsado Setups
02
client experience MAPPING CALL
03
SIGN CONTRACT
1st payment of $900 due at signing.
04
CONTENT CREATION
Anything you don’t have, we will create & compile for you (except contract copy)
05
IMPLEMENTATION
Setup takes 3-4 weeks