*GST applies for Australian Customers
Steal workflow templates straight from a Dubsado expert’s brain and easily customise yourself… [without the 1:1 price tag.]
Nail your automations in the first go using step-by-step instructions, and feel confident because you’re thriving in the newfound space in your day-to-day…
Waste another day stressing out about setting up Dubsado, and just trying to get by with the patchwork of solutions you slapped together.
This isn’t a general flow chart, but detailed workflow plans that you can copy/paste into your own business. It’s all there for you, including suggested timings throughout and the exact Dubsado language you need to tell the platform what to do. Because if you’ve looked at Dubsado’s lingo, you know that’s one of the trickiest parts to DIY.
Like most who land on this page, you’ve probably poked around the workflow automation settings inside Dubsado, but just can’t wrap your brain around the possibilities to implement this for yourself in a way that feels good (and not robotic). You’re in the right place!
If you have all the other details ready to go, like your forms created, canned emails written, and processes in place—or plan to do all of the above when you get your hands on the Customisable Workflow Library—this is for you.
These workflows are designed as the foundational building blocks that most people don’t think about. All of the crucial elements to Dubsado automation are there, but so are the pieces that you won’t find if you follow just anyone’s process—these are the secrets signature to the way that I approach and use Dubsado. You just need to plug in, customise, and press play.
Clients pay you to set up Dubsado for them. These aren’t meant for commercial resale in the form of done-for-you services or digital products.
You struggle with tech, and worry that pressing the wrong button inside Dubsado is going to make it all far apart. In that case, you might want to wait for the full support of Ease Seekers Society.
You don’t actually have the time to sit down and plug the pieces in yourself. If you can’t carve out a few hours over the next week or so, maybe talk to me about done-for-you Dubsado setups instead.
You’ve been using Dubsado for a while, but you haven’t even touched the workflows yet because it feels way too overwhelming—you don’t know where to start.
You’re a bit of a tech nerd like me and feel comfortable using the platform solo, but want to save time on the learning curve by getting your hands on workflows pulled from an expert’s brain.
You’re a service-based business DIYing your own Dubsado setup. Aka personal use only within your business.
Proposal and onboarding workflow
Recurring client offboarding workflow
Mini service workflow
First draft workflow
Second draft workflow
Video tutorial walking you through how to best use this library.
Client experience map template to outline your workflow.
Customisable workflow templates:
Optional: The Customisable Workflow Library pairs well with the Dubsado Setup Checklist.
Want both? Get them for a bundled price.
These workflow templates are so good that I held back on selling them standalone for the longest time because I didn’t want people to rip them off.
They’re going to be your best secret weapon if you’re DIYing your Dubsado setup.