Breaks your setup into 5 steps.
Breaks your setup into 5 steps. All you have to do is follow along.
Each step is broken into smaller steps to make the setup manageable. The checkboxes allow you to keep track of your progress.
Each step is broken into smaller steps to make the setup manageable. Checkboxes allow you to keep track of your progress.
Includes links to 40 articles, that are part of Dubsado’s Help Center for easy understanding of all of Dubsado’s features.
notion dashboard
Step-by-step Dubsado Setup Guide
A guide for designers who want to be as prepared as possible for their Dubsado setup
£35 | buy the guide →
Many designers never started, abandoned or didn’t quite finish their setup. But setting up Dubsado can be hard simple & expensive something you do yourself.
This guide is built into Notion and breaks down every piece of your Dubsado setup into manageable tasks that you can tick off along the way.
The 5 major steps you'll find inside the guide:
1. Prepare for your setup,
2. Set up the Brand settings + Account settings,
3. Before building your workflows,
4. Build your workflows,
5. Test your workflows.
The setup includes links to 40 articles, that are part of Dubsado’s Help Center for easy understanding of all of Dubsado’s features.
The guide will also help you to translate your client process into Dubsado workflows. This means that you'll have a list of all the emails, questionnaires, contracts, proposals and other forms and elements you need to create.
But to get elevated client workflows in Dubsado, it’s all about the prep…
That’s where this step-by-step Dubsado setup checklist that’s tailored to brand and website designers comes in.
included
requirements
Result
more support
A step-by-step video that walks you through the entire setup guide. But also explains how to translate your client processes into Dubsado workflows with the tool that i’ve built into this guide.
Notion Board that breaks your setup into 5 steps. All you have to do is follow along.
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included
requirements
Result
more support
No prior experience with Dubsado is required to use the guide. Whether you're a complete beginner or have some familiarity with the platform, the guide is designed to prepare for your setup.
You need a free Notion account. But you don’t need any prior experience with Notion. This guide has been set in such a way that it doesn’t use any of Notion’s more complex features.
No prior experience with Dubsado is required. Whether you're a complete beginner or have some familiarity with the platform, the guide is designed to prepare for your setup.
You need a free Notion account. But you don’t need any prior experience with Notion. This guide has been set in such a way that it doesn’t use any of Notion’s more complex features.
included
requirements
Result
more support
With the Step-by-Step Dubsado Setup Checklist in Notion, you’ll:
Confidently manage your Dubsado setup as the guide breaks down the complex setup into manageable tasks that are easy to follow and check off.
Stay organised and on track as the process is broken up into five major steps so you'll know exactly what to do next without feeling overwhelmed.
Set up everything from brand and account settings to building and testing workflows, ensuring a seamless client experience.
Avoid common setup mistakes and a have a sense of accomplishment as you see your system come together step by step.
- Confidently manage your Dubsado setup as the guide breaks down the complex setup into manageable tasks that are easy to follow and check off.
- Stay organised and on track as the process is broken up into five major steps so you'll know exactly what to do next without feeling overwhelmed.
- Set up everything from brand and account settings to building and testing workflows.
- Avoid common setup mistakes and a have a sense of accomplishment as you see your system come together step by step.
included
requirements
Result
more support
This is not a how-to guide to set up your Dubsado, this guide is there to prepare you for it as this is where most setups fail. If you feel like you could use more hands-on guidance, I’ve got you covered. My Done-with-You Dubsado Setup Program is designed to walk you through every step of the setup, so you won’t have to figure it all out on your own.
If you feel like you could use more hands-on guidance, I’ve got you covered. My Done-with-You Dubsado Setup Program is designed to walk you through every step of the setup, so you won’t have to figure it all out on your own.
This is not a how-to training to set up your Dubsado, this training is there to prepare you for it as this is where most setups fail.
How it works
01
After purchasing, you will receive a PDF document that has a link to your Notion dashboard and the instruction video.
02
Start at Prepare for your setup, tick off completed tasks along the way and keep going until you've completed all 5 steps.
03
Once you've tested your workflows in step 5 and are happy with everything you're ready to start using your Dubsado.
get the guide →
Here’s what others have asked about the setup guide.
I get it, you’re wondering if this will work for you. While the guide will be aimed at designers, if you're a service-based business like a copywriter who needs to guide their client through the process, needs input from clients before a project can start, or needs to request feedback then this can also work for you.
However, you need to tell Dubsado what action it needs to take, when it needs to take it and which email, form or questionnaire to send. This is where it gets tricky as most designers have never put their client process on paper. And if you don't know all of the steps or have templates how can you tell Dubsado what to do?
That's why this guide helps you to identify every touchpoint with your clients so that you have a list of all the emails, questionnaires, contracts, proposals and other forms and elements you need to create.
As most Dubsado setups fail in the preparation phase, I wanted to create a resource that will you help to prepare for your set-up by creating a checklist that will walk you through every step from creating your banners in Canva, completing the brand + account settings, creating a list of all emails, questionnaires, contracts, proposals and other forms you need to create and how to test your workflows.
If you want more in-depth knowledge about how to get started with your Dubsado setup by mapping out your processes, how to translate them into Dubsado workflows and Dubsado’s features check out the Dubsado training I created.
Brand Clarity & Designer at Sue Forrest Agency
Sue Forrest
For my proposal, I needed inspiration about the format and the content. The template was filled with great language that inspired my own language for the proposal. I really like that there were layout options.
Designer at Cardinal Web services
Mary Lou Hoover
Before the workshop, I felt a little bitter and frustrated. I had worked on Dubsado for five months to build it. I worked with a Dubsado specialist who never fulfilled her contract, and I was about to give up altogether until I found Stephanie!!! The workshop was comprehensive and was much more helpful than any YouTube or advice I received from specialists or random blogs. Now I feel confident and willing to let Dubsado help take some of the workload off onboarding and offboarding clients.
Brand & Website Designer at Rude Creative
Rebecca Murphy
Apologies if I was quiet, but you were SO THOROUGH with everything that I didn't even have any questions. You truly packed so much into that session that I can only imagine what the rest of the week covers. Thank you again for everything, this is exactly what I needed and I can't wait to implement it into my business!!
Designer at Prayana Design
Jessica van Twuiver
The Email Templates were great as a foundation as I sometimes got totally stuck on what to write and include in my emails.
Hi, I'm Stephanie
Client experience, DUBSADO & CLICkUP EXPERT REPORTING FOR DUTY
I deeply appreciate the creative minds who keep pouring their hearts into building unique and captivating brands and websites for their clients.
Running a design studio takes more than simply being great at your craft— you’re constantly juggling project management, client demands, and endless admin tasks.
Even when deadlines loom and scope creep threatens to derail your projects, clients expect you to turn your creativity on like a lightbulb—instant, bright, and ready to dazzle. While your clients might be happy with the end result, you’re left exhausted.
That’s exactly why I started The Streamlined Creative
I didn’t add educational resources to my design studio merely as a smart business move; I walked away from designing. I now can wholeheartedly dedicate my energy and expertise to helping designers like you streamline their processes and elevate their client experiences.
You need someone on your side who understands the frustrations of projects running out of scope and the struggles of explaining to clients that because their favourite colour is pink it does not mean it belongs in the colour palette for their branding. But I’m not here to teach you how I ran my design studio.
Instead, I roll up my sleeves, dig into the details with you, and develop a personalised strategy to help you build a design studio that runs seamlessly, establish more efficient processes, and leave your clients more satisfied
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