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Done-for-you Dubsado workflow set-up
You didn’t start your business to drown in admin work!
But here you are—buried under emails, invoices, and never-ending to-dos instead of doing what you love.
Let’s change that.
“You can do anything, but not everything.”
— David Allen
Does this sound like you?
Struggling to juggle client onboarding, contracts, and invoices?
Spending hours sending follow-ups instead of focusing on your passion?
Feeling overwhelmed by the thought of setting up an automation program on your own?
I get it!
You need a system that works for you—without the frustration.
That’s where I come in.
Together, we’ll build a custom DUBSADO system that gets back to the roots of your business—the work that fuels your passion and serves your clients best. With the right plan in place, you can focus on what truly matters, while your processes run smoothly in the background.
Work smarter, not harder—because burnout isn't a badge of honor.
Imagine this…
✔ You wake up to new client inquiries and automated follow-ups—without lifting a finger.
✔ You send invoices, contracts, and proposals in one click.
✔ You have more time to create, grow, and scale—instead of drowning in admin work.
No more manual emails, scattered invoices, or lost leads—just a smooth, efficient business that practically runs itself.
What’s Included in Your Dubsado SetuP
Audit of your current workflow & admin processes
Full Dubsado setup tailored to your business needs
Custom workflow design & implementation for seamless automation
Custom forms, packages, contracts, schedulers, and emails
Integration with other tools like Zapier, Stripe, and more
Client portal setup for a professional and organized client experience
2-hour off-boarding call to walk you through your new system
30 days of post-launch support to ensure everything runs smoothly
Ready to automate & elevate your business?
You know you need better systems, but who has the time to learn and set up an entirely new program while running a business? Technology can feel daunting, and the thought of figuring it all out alone might be what’s keeping you stuck in the cycle of manual work.
At The Business Trunk, my goal is simple: to help you reclaim your time and focus on what truly fuels your business.
No more wasted hours on manual tasks—just a streamlined, automated system that keeps things running smoothly while you do what you love. If you’re ready to build a custom Dubsado setup from the ground up, I'm here to do it for you.
Let’s create a business backend that works for you, not against you—so you can show up with confidence, knowing everything is under control.