4.5 hours of video recordings
20 email templates designed specifically for use in Dubsado
A Notion Board featuring a step-by-step Dubsado setup guide
on demand training
Elevate your client workflow with Dubsado Training
A workshop for designers who want to (re)start their Dubsado setup to elevate their client experience.
£50 | buy the training →
In an industry where everyone seems to be competing for the same high-budget clients who value your experience, processes and input, an elevated client experience is your best marketing.
I've listened to countless stories from fellow designers who, like you, have encountered hurdles—whether it's feeling stuck in the setup process, grappling with overwhelming resources, or struggling with the lack of personalised guidance.
The good news?
These experiences have fuelled the creation of the Elevate Your Client Workflows with Dubsado Training. It's not just a training; it's a tailored solution born out of real challenges, designed to prepare designers for their Dubsado Setup.
Unlike typical trainings, this one is a comprehensive 3-part experience. Why? Because I'm not just here to overload you with information – I'm here to get you ready to tackle your Dubsado setup once-and-for-all.
- We're starting by mapping out your inquiry, onboarding, and offboarding workflows. Every systems strategist knows this is the first step, but you're often on your own for this.
- Together we'll talk through Dubsado’s features so you know exactly what it can and can not do for your design studio.
- Discuss the step-by-step plan you need to set up your Dubsado.
This training is personalised, action-oriented, and tailored to make your Dubsado setup a success. I am not just a designer who is teaching from my own experience, I have walked clients through this step-by-step process in a coaching, done-for-you and done-with-you programs.
So you thought Dubsado was the answer, but it did not quite work out that way…
That's where Elevate your Client Workflows with Dubsado comes in.
included
requirements
Result
more support
4.5 hours of video recordings from the February 2024 live workshop
20 email templates designed specifically for use in Dubsado
A Notion Board featuring a step-by-step Dubsado setup guide
add to cart →
included
requirements
Result
more support
No prior experience with Dubsado is required to join the workshop. Whether you're a complete beginner or have some familiarity with the platform, the workshop is designed to cater to a range of skill levels.
We'll start with the basics and progressively delve into more advanced topics, ensuring that everyone, regardless of their Dubsado experience, gains valuable insights and practical skills.
No prior experience with Dubsado is required to join the workshop. Whether you're a complete beginner or have some familiarity with the platform, the workshop is designed to cater to a range of skill levels.
We'll progressively delve into more advanced topics, ensuring that everyone, regardless of their Dubsado experience, gains valuable insights and practical skills.
included
requirements
Result
more support
By the end of the training, you'll:
Have mapped out your inquiry, onboarding, and offboarding workflows,
Have a step-by-step checklist to start with setting up your setup,
Be clear on the advantages of using Dubsado to elevate your processes,
Have the foundational skills and knowledge, but above all the confidence needed to start your setup.
Have the knowledge and confidence needed to start your setup.
included
requirements
Result
more support
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. 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.
Get immediate access to this training in 3 easy steps
01
Click the button below to get started. You’ll be taken to a secure payment page.
02
Enter your information and finalise your payment. You’ll get a confirmation right after your payment is confirmed.
03
Check your inbox for a confirmation email that contains access to all training recordings and materials.
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Here’s what others have asked about the training
I get it, you’re wondering if this will work for you. While the workshop 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.
- Map out workflows: Together, we'll map out your inquiry, onboarding, and offboarding process and translate these into Dubsado workflows. After the workshop, you’ll be able to built these into your Dubsado.
- Understand Dubsado features: We'll dive into Dubsado's features, breaking down what it can and cannot do for your design studio. This understanding is key to leveraging the platform effectively for an elevated client experience.
- Discuss a step-by-step plan: You'll gain insights into a step-by-step plan designed to guide you through the Dubsado setup process. This plan eliminates overwhelm and trial-and-error struggles, providing you with a clear path to implementation.
By the end of the workshops, you'll not only have a solid understanding of Dubsado's capabilities but also possess the foundational skills and knowledge needed to confidently optimise your client workflows and built them into your Dubsado
- Device: A computer, laptop, or tablet (using a mobile phone is not advised) with internet access is all you need to watch the sessions.
- Notepad and Pen: While not mandatory, having a notepad and pen can be helpful for jotting down key takeaways, personalised notes, or questions you might need to look into.
- Dubsado Account (Optional): If you already have a Dubsado account, it might be beneficial to have it open during the training to follow along during for practical demonstrations. However, this is entirely optional, and I'll ensure that the training content is accessible to everyone, regardless of their current Dubsado setup.
That's it! I've intentionally kept the requirements minimal to make the training accessible and straightforward for everyone.
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
Meet Your New left-brained behind-the-scenes partner →
